Platform Onboarding Consultant

This review provides an in-depth look at the Platform Onboarding Consultant opportunity at Scottish Widows, designed to assist potential candidates in understanding the role and its potential impact on their career trajectory.

About the Opportunity:

The Platform Onboarding Consultant position offers a unique chance to be at the forefront of the Scottish Widows Platform's growth. You will play a pivotal role in welcoming and integrating new Financial Advisers, ensuring they can effectively leverage the platform within their businesses. This is a strategic position, working collaboratively with Business Development Managers and Account Managers to support the sales team's ambitious growth targets and solidify Scottish Widows' position as a leading platform provider.

Key Responsibilities:

• Proactively guide intermediaries through the onboarding process, ensuring a seamless launch and integration with Scottish Widows' platform and operational procedures.
• Collaborate closely with intermediaries to understand their unique onboarding and support needs, developing tailored rollout plans.
• Cultivate strong relationships that foster profitable growth and align with the Scottish Widows Sales Distribution Strategy.
• Partner with sales teams and internal stakeholders to ensure the efficient and timely delivery of platform updates and support.

Advantages for Candidates:

• Impactful Role: You will directly influence the success of Financial Advisers and contribute to the strategic growth of a major financial services brand.
• Professional Development: This role provides an excellent platform to hone your relationship management, consulting, and project management skills within a complex and dynamic environment.
• Collaborative Environment: Work alongside experienced sales professionals and internal teams, fostering a culture of shared success and continuous learning.
• Flexible Working: Scottish Widows is committed to supporting flexible working arrangements, including Hybrid Working, Job Share, and Reduced Hours options, promoting a healthy work-life balance.
• Career Progression: The opportunity to become a "platform provider of choice" suggests a dynamic and evolving business where your contributions are valued and can lead to further career advancement.

Key Considerations for Candidates:

• Experience is Key: A proven track record of working directly with Financial Advisers and their support staff is essential, demonstrating your ability to deliver exceptional support in this sector.
• Relationship Building: Strong relationship management skills are paramount, with a focus on building new connections and deepening existing ones, ideally in a field-based capacity.
• Customer-Centricity: A genuine dedication to understanding and meeting customer needs, coupled with an eye for identifying opportunities for support and development, is crucial.
• Pace and Accuracy: The role demands the ability to work at pace in a complex environment with time-based pressures, whilst maintaining high levels of accuracy and control.
• Adaptability: A willingness to be hands-on and adapt to evolving business needs will be highly beneficial.
• Financial Services Insight: While not mandatory, possessing a Diploma in Financial Services or a willingness to work towards one would be a significant advantage.

Why Lloyds Banking Group?

Joining Lloyds Banking Group means becoming part of an organization that is actively transforming to meet the evolving needs of its 26 million customers. The Group is investing significantly in its people, data, and technology. This role offers the chance to contribute to a purpose-driven organization committed to helping Britain prosper.

Diversity and Inclusion:

Lloyds Banking Group has a strong commitment to diversity, equity, and inclusion, striving to create an environment where everyone can thrive. They are a Disability Confident Leader and offer comprehensive benefits, including a generous pension, performance-related bonuses, share schemes, and extensive wellbeing initiatives. They also provide reasonable adjustments throughout the recruitment process to ensure an inclusive experience for all applicants.

In Summary:

The Platform Onboarding Consultant role is an excellent opportunity for experienced professionals with a passion for supporting Financial Advisers and a drive to contribute to the success of a leading financial platform. If you possess strong relationship management skills, a customer-centric approach, and thrive in a dynamic, collaborative environment, this role could be a significant step forward in your career.