Financial Services Platform Implementation Manager

Platform Implementation Manager – Build, Lead, Transform Bristol - Hybrid Are you ready to take ownership and make your mark? We’re looking for an ambitious, hands-on (Financial Services) Platform Implementation Manager to lead a newly created onboarding and enablement function for a forward-thinking financial services business based in Bristol. This is a chance to design processes, build a team, and truly shape how adviser firms adopt technology and deliver outstanding client outcomes. This role is ideal for someone who wants to build and shape a function from the ground up, whether you’re ready to step up into a bigger challenge or already experienced in managing platform implementation teams. Your Mission: Create and optimise onboarding processes for new adviser firms. Lead, inspire, and grow a team of Implementation Executives. Oversee firm migrations, system setups (CRM, portals, reporting), and adoption of AI-supported advice tools. Collaborate with internal teams and partners to ensure smooth integrations. Continuously improve processes based on feedback and results. What We’re Looking For: Proven experience leading operational or implementation teams within Financial Services. Strong understanding of UK financial advice and wealth management. Hands-on with CRM, financial planning software, investment platforms, and digital advice technologies. Strategic thinker, analytical, and ready to roll up your sleeves. Excellent communicator and natural leader, able to build processes and a team from scratch. Dynamic, ambitious, and looking to step up into a bigger, more influential role. What’s in it for You: Competitive salary up to 10% bonus 10% non-contributory pension Private Medical Insurance & life assurance Hybrid working model A once-in-a-career opportunity to shape a function from the ground up and make a tangible impact in a high-growth, progressive environment If you’re driven, hands-on, and ready to lead change, this is your next challenge. Apply now and build something extraordinary!

Location: Bristol, UK, GB

Posted Date: 9/7/2025