We are working with an award-winning investment solutions platform within the financial services sector who are seeking a Adviser Onboarding Specialist.
This is a great opportunity for someone with knowledge of the UK financial advice market who enjoys building relationships and delivering high-quality onboarding and support.
Your Responsibilities:
- Own and manage the onboarding journey for new adviser firms
- Deliver tailored training sessions (virtual and in-person) to advisers, paraplanners, and administrators
- Guide users through platform functionality including onboarding, transactions, reporting, and compliance tools
- Monitor engagement and proactively address training gaps or adoption issues
- Collaborate with internal teams including Distribution, Customer, Operations, and Product
- Provide feedback to improve platform usability and onboarding experience
- Maintain accurate onboarding records in CRM systems such as Salesforce CRM
- Support firms in becoming fully operational and confident within agreed timelines
- Ensure smooth transition from onboarding into ongoing account management
About You:
- Experience in financial services or investment platform environments working with adviser firms
- Strong understanding of ISAs, GIAs, and SIPPs
- Confident delivering training and presentations both virtually and in person
- Excellent communication and relationship-building skills
- Highly organised with the ability to manage multiple onboarding journeys
- Comfortable using CRM systems and platform technology
- Familiar with adviser workflows and systems such as Intelliflo
- Proactive, customer-focused, and detail-oriented
If this sounds like you, please apply today!