Platform Onboarding Consultant

Lloyds Banking Group

Manchester, United Kingdom
Base: £40,824 - £49,896; bonus/equity: not specifi...
On-site
Financial adviser platform adoption
Client-facing relationship management
Commercial strategy alignment
Represent the Scottish Widows Platform and work closely with advisers to onboard and embed the platform into their business

Job Summary

  • Represent the 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, proactively driving engagement, resolving blockers, and ensuring effective platform adoption.
  • Partner with Business Development Managers, acting as a trusted peer and platform specialist to reinforce commercial strategies and drive long-term adoption.

Matching Summary

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

Salary

Base: £40,824 - £49,896; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial adviser platform adoption
  • Client-facing relationship management
  • Commercial strategy alignment
  • Sales cycle understanding
  • Retail investment platform experience

Nice-to-have

  • Proactive self-starter
  • Strong communication skills
  • Adviser insight sharing

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter