We are seeking an Implementation Executive to join a platform in Bristol. You will play a key role in onboarding, training, and supporting new advisers, ensuring they gain confidence using the digital platform and integrated tools. This is a client-facing role where your expertise and proactive support will directly contribute to adviser satisfaction and long-term retention.
Key Responsibilities:
*Lead end-to-end onboarding of new advisers, including configuration of systems and integration with third-party software
*Deliver tailored training sessions and provide ongoing platform support
*Act as the primary implementation contact during setup and go-live phases
*Create and maintain training materials, user guides, and operational documentation
*Build strong relationships with advisers, paraplanners, and internal teams
*Resolve queries and provide clear operational guidance to ensure efficient processes
Skills & Experience:
*Strong understanding of financial services, investment platforms, and adviser operations
*Experience in implementation, onboarding, training, or customer success roles
*Confidence training and supporting non-technical users
*Excellent communication skills, professional and client-focused
*Ability to manage multiple priorities independently with high attention to detail
*Proactive, adaptable, and solutions-oriented
What We Offer:
*Hybrid working in a modern Bristol office
*Competitive salary and benefits package
*Collaborative team culture with access to cutting-edge technology
*Strong personal and professional development opportunities
Apply today if you are customer-focused, highly organised, and ready to help advisers get the most out of an innovative digital platform.