Full job description Platform Implementation Lead | Wealth Management
Bristol | Hybrid
Circa £50,000 (DOE)


Fancy being part of a wealth management business that’s going places?
We’re looking for a hands-on, proactive Implementation Lead to help bring new financial planning firms into an ambitious and fast-growing Wealth Management Network.
This is a brilliant opportunity for someone who loves getting things done, building relationships and making things happen. You’ll be the go-to person for firms joining the network, helping them get set up, trained, and ready to hit the ground running.


What we’re looking for:
*Experience within wealth management, financial planning, an adviser network or platform.
*A solid understanding of adviser platforms, provider onboarding and how financial planning practices operate.
*A natural problem solver who can juggle multiple projects and keep things moving.
*Someone confident delivering training, supporting advisers and building relationships with business owners.
*A self-starter who’s organised, tech-savvy and happy to roll up their sleeves!


If you enjoy variety, thrive in a fast-paced environment and want to make a real impact in a network that’s growing rapidly, this could be the move for you!
Interested? Drop one of us a message for a confidential chat!