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Platform Onboarding Consultant

  • Posted 3 days ago
  • Permanent
  • 134510
  • Bristol
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End date

Sunday 07 September 2025

Salary range

£39,825 - £44,250

We support flexible working

Learn more about flexible working.

Agile Working Options

Job Share; Reduced Hours; Hybrid Working

Job description

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!
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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'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.