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Associate platform consultant

Bath
Wealthtime
Consultant
Posted: 6h ago
Offer description

About Us

At Wealthtime, we are a multi‑award‑winning financial technology company known for our outstanding 5‑star service platform. Our journey is guided by shared values: "Seek Opportunity", "Nurture Each Other" and "Simply Get Going." With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team of approximately 300 dedicated individuals is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.


About the Role

Associate Platform Consultant – a rotational development program designed for ambitious, adaptable professionals passionate about customer experience, governance, and operational excellence. Participants will rotate through at least four key departments, gaining hands‑on experience, cross‑functional knowledge, and the skills needed to thrive in a dynamic financial services environment. This is an amazing opportunity to build the foundations for your career in wealth management.


Program Overview

The program begins with a rotational structure:

* At least four rotations across key departments
* Each rotation lasting a minimum of 6 months
* Opportunities to work on high‑impact projects
* Exposure to senior stakeholders and strategic initiatives


What You’ll Gain

* Cross‑functional exposure to core areas of the business
* Mentorship and coaching from senior leaders
* Professional development through tailored learning experiences
* Strategic insight into customer operations, governance, and business transformation
* A pathway to long‑term career growth in financial services


About You

* Have 2–3 years of professional experience, ideally in financial services or governance‑related roles
* Demonstrate a learning mindset, curiosity, and resilience
* Are self‑motivated with a proactive approach to problem‑solving
* Possess strong communication and collaboration skills
* Are comfortable navigating change and ambiguity
* Are motivated to build a long‑term career in financial services


Rewards & Benefits

* Competitive salary reflecting your skills and contributions
* Hybrid working model balancing home and office
* Yearly discretionary bonus as a token of appreciation for your dedication
* 34 days of holiday per calendar year, including bank holidays, with the option to purchase or sell up to 5 additional days per year
* Wellbeing day for personal breaks, including birthdays or moving house
* Professional growth support and encouragement for career advancement
* Private medical scheme extended to full family coverage, income protection scheme, and life assurance scheme
* Group contributory pension scheme for financial security
* Interest‑free season ticket loans to help with travel costs
* Participation in Wealthtime Foundation Day for charitable activities
* Internal progression opportunities from agent to team leader and beyond
* In‑the‑moment recognition scheme ensuring hard work is celebrated


EEO Statement

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long‑term health conditions.

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