Platform Onboarding Consultant

Lloyds Banking Group

Manchester, United Kingdom
Base: £40,824 - £49,896; bonus: annual performance...
Hybrid
2+ years experience with financial advisers
Full uk driving licence required
Field-based relationship management
This role involves representing the Scottish Widows Platform to help advisers onboard and embed investment solutions into their business propositions

Job Summary

  • This role involves representing the Scottish Widows Platform to help advisers onboard and embed investment solutions into their business propositions.
  • The position offers a generous pension contribution of up to 15% along with an annual performance-related bonus and share schemes.
  • Candidates will work in a hybrid model with the majority of the week spent travelling to client appointments across the North West of England.

Matching Summary

This role involves representing the Scottish Widows Platform to help advisers onboard and embed investment solutions into their business propositions.

Salary

Base: £40,824 - £49,896; Bonus: Annual performance-related bonus; Benefits: Up to 15% pension contribution; Share schemes; 28 days holiday

Skills & Requirements

Must-have

  • 2+ years experience with Financial Advisers
  • Full UK driving licence required
  • Field-based relationship management

Nice-to-have

  • Diploma in Financial Services
  • Retail investment platform experience
  • Proven sales cycle understanding

Key Requirements

  • Full UK driving licence
  • 2+ years commercial experience with Financial Advisers
  • Retail investment platform experience

Work Rights

Not specified

Tailored Resume

Cover Letter