Job Description

Job Specification

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Location

Bath

Employment Type

Full time

Department

Platform

Appointment Type

Permanent

Hours

37.50

Ref No

10199

Job Information

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About Us:

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At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'



With new ownership since 2021 and significant investments of over 17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About the Role

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Program Overview

The Platform Associate position begins with a rotational development program which is designed for ambitious, adaptable professionals who are passionate about customer experience, governance, and operational excellence. Participants will rotate through at least four key departments, gaining hands-on experience, building cross-functional knowledge, and developing the skills needed to thrive in a dynamic financial services environment.



This is an amazing opportunity to build the foundations for your career in wealth management.

What You'll Gain

Cross-functional exposure to core areas of the business Mentorship and coaching from senior leaders Professional development through tailored learning experiences Strategic insight into customer operations, governance, and business transformation A pathway to long-term career growth in financial services

Rotation Structure

At least four rotations across key departments Each rotation lasting a minimum of 6 months Opportunities to work on high-impact projects Exposure to senior stakeholders and strategic initiatives

About You

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Have 2-3 years of professional experience, ideally in financial services or governance-related roles Demonstrate a learning mindset, curiosity, and resilience Are self-motivated with a proactive approach to problem-solving Possess strong communication and collaboration skills Are comfortable navigating change and ambiguity Are motivated to build a long-term career in financial services

Rewards & Benefits:

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Competitive Compensation:

We offer a competitive salary that reflects your skills and contributions.

Hybrid Working:

Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus:

Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package:

You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart:

We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth:

We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health

: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security

: Prepare for your future with our Group contributory pension scheme.

Travel with Ease:

We offer interest-free season ticket loans to help with travel costs.

Giving Back:

You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth:

We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters

: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.



Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.