We’re working in partnership with well known organisation to find a Platform Implementation Technician to join the Adviser Business Readiness Team on a 12-month FTC. The salary for this role is up to £38,000.
In this role, you will manage key aspects of the day-to-day operations of platform implementation workstreams, ensuring the successful delivery of our re-platforming project on time and to the highest standards. You will oversee project tasks, monitor performance, and collaborate closely with cross-functional teams to drive continuous improvements in platform delivery.
Your primary focus will be supporting the Platform Implementation Project Manager in managing multiple project workstreams within the External Business Readiness area of the re-platforming initiative. This involves planning, executing, and coordinating various tasks to ensure the new platform is successfully implemented within set deadlines.
In this role, you'll:
Manage and lead workstreams and people within the Adviser Business Readiness (ABR) team for the External Business Readiness workstream of the new Platform project.
Support or lead assigned project workstreams within ABR.
Build and maintain strong relationships with the ABR Project Manager.
Manage change, driving continuous improvement in processes, systems, and team performance.
Coach and influence staff to deliver high-quality project support, ensuring regular status reporting and outputs.
Oversee resource planning, including recruitment, training, and performance management.
Provide weekly status updates to the Project Manager and Management.
Assist with other ABR project workstreams as needed.
Collaborate across business areas and engage with key stakeholders to deliver project tasks.
Help define and implement a repeatable re-platforming process.
Deliver training to internal staff and external Advisors when required.
A bit about you:
Your friends would describe you as the "go-to" person who has a deep understanding of Investment Platforms and the Financial Services industry. You are customer-focused and excel at building strong working relationships. With a passion for planning and delivering results, you thrive in environments where you can work flexibly with minimal direction.
The company have always placed more importance on cultural contribution above technical ability, but to thrive in this role they would really like you to have:
Experience in the financial services industry or related investment products, with a proven track record of managing internal and external stakeholders, and exposure to platform transformation projects.
Experience with investment platforms is highly desirable but not essential.
Strong people management skills, including leading or supporting a team, with excellent presentation abilities for both personal delivery and preparing materials for individuals or groups.
Professional image, with the ability to represent yourself and the department effectively internally and externally.
Exceptional time management, productivity, and decision-making skills, along with strong influencing and negotiating abilities, and the capacity to work under pressure and meet deadlines efficiently.
Technical Skills:
Proficiency in Microsoft Office, particularly Excel and PowerPoint.
Familiarity with project management tools (e.g., JIRA) is a bonus.
Strong analytical and problem-solving abilities, with attention to detail.
Additional Information:
This is not a customer-facing role but requires effective collaboration and communication across internal teams.
A structured and logical approach to tasks is essential due to the analytical and process-driven nature of the work.
Click ‘apply now’ and one of our team will be in touch. We’re excited to hear from you!
A little about us
The companies purpose is to help make retirement more rewarding, with a vision to build the best retirement-focused platform in the UK. It is this purpose that drives everything they do. Whether you are working in a role that is customer-facing or not, you’ll need to be service-obsessed to work here.
It’s a fast paced and exciting environment, and one where they believe you will get the chance to fulfil your potential and do work that really matters, to you and their customers. They believe in you having your own chunk of responsibility and being trusted to make things happen.
The companies culture is something their people believe sets them apart from other places they’ve worked. This short film gives you an insight into what it is like to work with us.
Inclusion and diversity
As with most things in life, who cares, wins. We really care about inclusion.
For us this is not a box-ticking thing, it’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. Find out more on our inclusion page.
On offer is a generous blend of benefits for the things that really matter to our people, including pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
