Job Description

End Date
Salary Range
Flexible Working Options Hybrid Working, Job Share, Reduced Hours
Summary .

JOB TITLE: Platform Onboarding Consultant
SALARY: 39,825 - 44,250
LOCATION: Bristol
HOURS: Full-time
WORKING PATTERN: Field/Home Based
About this opportunity
This is an exciting chance to represent the Scottish Widows Platform, onboarding new Advisors and supporting them embedding this into their business proposition. This position will work in tandem with Business Development Managers and Business Development Account Managers, to help assist the Sales Teams in their growth ambitions, to ultimately become platform provider of choice.
What you'll be doing:
Working proactively with the Intermediary's business during the on-boarding phase to ensure a successful launch & integration with Scottish Widows Platform & processes
Collaborate with intermediaries to explore and analyse their current on-boarding and support needs, building a customised roll out plan where required
Manage relationships that sustain profitable growth and support the overall Scottish Widows Sales Distribution Strategy
Collaborate with sales teams and internal stakeholders to ensure consistent and timely delivery of updates
Why Lloyds Banking Group?
Like the modern Britain we serve, we're evolving. Investing billions in our people, data and tech to transform the way we meet the ever-changing needs of our 26 million customers. We're growing with purpose. Join us on our journey and you will too...
What you'll need:
Experience working directly with Financial Advisers and their support staff, with a clear track record in delivering exceptional support in this space
Relationship management experience, in building both new and deepening existing relationships, preferably in a field-based capacity
A Customer centric background and a strong eye for support and development opportunities
Evidence of working effectively in a team environment, contributing to the overall success of your team
Retail Platform experience, with a proven ability to work at pace in an environment of complexity and time-based pressure, retaining high levels of accuracy and control throughout
Exceptional communication skills, with a demonstrated ability and desire to be hands on
And This Would Be Really Useful:
Diploma in Financial Services or willing to work towards this
About Working For Us:
Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities and we're committed to creating an environment in which everyone can thrive, learn and develop.
We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.
We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. As a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.
We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.
We also offer a wide-ranging benefits package, which includes:
A generous pension contribution of up to 15%
An annual performance-related bonus
Share schemes including free shares
Benefits you can adapt to your lifestyle, such as discounted shopping
28 days' holiday, with bank holidays on top
A range of wellbeing initiatives and generous parental leave policies
If you're excited by the thought of becoming part of our team, get in touch. We'd love to hear from you!
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

Skills Required