Job Description
Platform Implementation Manager – Build, Lead, Transform
Bristol
Salary Competitive
Are you ready to take ownership and make your mark? We’re looking for an ambitious, hands-on Platform Implementation Manager to lead a newly created onboarding and enablement function for a forward-thinking financial services business. This is a chance to design processes, build a team, and truly shape how adviser firms adopt technology and deliver outstanding client outcomes.
This role is ideal for someone who wants to build and shape a function from the ground up, whether you’re ready to step up into a bigger challenge or already experienced in managing platform implementation teams.
Your Mission:
* Create and optimise onboarding processes for new adviser firms.
* Lead, inspire, and grow a team of Implementation Executives.
* Oversee firm migrations, system setups (CRM, portals, reporting), and adoption of AI-supported advice tools.
* Collaborate with internal teams and partners to ensure smooth integrations.
* Continuously improve processes based on feedback and results.
What We’re Looking For:
* Proven experience leading operational or implementation teams.
* Strong understanding of UK financial advice and wealth management.
* Hands-on with CRM, financial planning software, investment platforms, and digital advice technologies.
* Strategic thinker, analytical, and ready to roll up your sleeves.
* Excellent communicator and natural leader, able to build processes and a team from scratch.
* Dynamic, ambitious, and looking to step up into a bigger, more influential role.
What’s in it for You:
* Competitive salary up to 10% bonus
* 10% non-contributory pension
* Private Medical Insurance & life assurance
* Hybrid working model
* A once-in-a-career opportunity to shape a function from the ground up and make a tangible impact in a high-growth, progressive environment
If you’re driven, hands-on, and ready to lead change, this is your next challenge.
Apply now and build something extraordinary!