Implementation Executive – Wealth Management Platform
Bristol - Hybrid
Up to £35,000 (DOE) + benefits
We’re once again partnering with a digital-first wealth management business that’s transforming how financial advisers operate, powered by cutting edge technology and backed by a leading European wealth group.
They’re looking for an Implementation Executive to play a key role in the onboarding, training, and long‑term support of advisers joining the platform. This is a highly visible, adviser‑facing role, ideal for someone who enjoys combining platform knowledge with relationship management and practical delivery.
The Role:
* Lead the end‑to‑end onboarding of new advisers onto the platform.
* Deliver structured, tailored training to advisers and support staff, ensuring confidence and adoption.
* Act as the primary point of contact throughout implementation and go‑live.
* Support advisers with platform configuration, integrations, workflows, and best practice.
* Assist firms in embedding the restricted advice framework, investment proposition, and product set.
* Provide post‑implementation support to ensure advisers are fully operational and using the platform effectively.
* Create and maintain onboarding documentation, training materials, and user guides.
* Identify issues during onboarding, resolving where possible and escalating appropriately.
* Gather adviser feedback and work closely with internal teams to improve processes and the overall adviser experience.
What We’re Looking For:
* Experience in platform implementation, onboarding, training, or adviser support within financial services.
* Strong understanding of investment platforms, adviser operations, and UK advice processes.
* Confident communicator, comfortable training and supporting non‑technical users.
* Highly organised with strong attention to detail and the ability to manage multiple priorities.
* Customer‑focused, proactive, and solutions‑oriented.
* Comfortable working cross‑functionally with technical and non‑technical teams.
What’s on Offer:
* Competitive salary plus discretionary bonus.
* 10% non‑contributory pension.
* Private medical insurance, income protection and 8x life assurance.
* Hybrid working from a modern central Bristol office.
* 26 days annual leave.
* The opportunity to be part of a high‑growth UK business within a well‑established European wealth group, with strong development and progression opportunities.
If you enjoy working closely with advisers, delivering high‑quality implementations, and helping firms get real value from their platform, this is an excellent opportunity to make a genuine impact.
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