Platform Onboarding Consultant

Scottish Widows (Lloyds)

Manchester, United Kingdom
Base: £40,824 - £45,360; bonus/equity: not specifi...
On-site
Financial adviser platform expertise
Client-facing relationship management
Commercial strategy alignment
Represent Scottish Widows Platform and work closely with advisers to onboard and embed the platform into their business

Job Summary

  • Represent Scottish Widows Platform and work closely with advisers to onboard and embed the platform into their business.
  • Take end-to-end ownership of adviser onboarding, building strong relationships, identifying risks, and ensuring effective platform adoption.
  • Partner with Business Development Managers and Account Managers as a trusted peer and platform specialist.

Matching Summary

Represent Scottish Widows Platform and work closely with advisers to onboard and embed the platform into their business.

Salary

Base: £40,824 - £45,360; Bonus/Equity: Not specified; Benefits: Generous pension contribution, annual performance-related bonus, share schemes, discounted shopping, 28 days holiday + bank holidays, wellbeing initiatives, generous parental leave

Skills & Requirements

Must-have

  • Financial adviser platform expertise
  • Client-facing relationship management
  • Commercial strategy alignment
  • Sales cycle understanding
  • Proactive engagement and ownership

Nice-to-have

  • Adviser insight sharing
  • Continuous improvement contribution
  • Flexible working options

Key Requirements

  • 2+ years experience with Financial Advisers
  • Field-based or external client-facing role experience
  • Retail investment platform experience
  • Full UK driving licence

Work Rights

Not specified

Tailored Resume

Cover Letter