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 client facing role
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 as trusted peers alongside Business Development Managers to drive sales activity and long-term platform adoption.

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, share schemes, 28 days holiday

Skills & Requirements

Must-have

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

Nice-to-have

  • Diploma in Financial Services qualification
  • Retail investment platform experience
  • Proven relationship management capability

Key Requirements

  • Full UK driving licence
  • 2+ years financial adviser experience
  • Retail investment platform knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter