Platform onboarding consultant

Type: Permanent

Date Posted: 28-Mar-23

Closing Date: 11-Apr-23

Location: Preston, Lancashire, bs1 5lf

Salary: £34,767 to £38,630 per year

Platform onboarding consultant

We’re expanding our Platform Onboarding team and creating roles in the North West and South West of England. This is an exciting opportunity to be part of our team and to directly contribute to the growth ambitions of Scottish Widows. There is no better time to be joining us than now!

As a Platform Onboarding Consultant you’ll work with the Intermediaries business during the on-boarding phase to ensure a successful launch and integration of our Platform and processes.

Responsibilities and Activities you’ll be involved in are:

Collaborate with intermediaries to explore and analyse their current on-boarding and support needs

Build a customised roll out and training plan where required

Adopt a structured, project management approach utilising appropriate tools, when delivering on-boarding plans to larger or key Intermediaries

Attend and support pre terms of business and early sales pitches as the technical Platform SME

Provide ongoing support and reviews to intermediaries and their support staff to ensure they further develop

Manage relationships that sustain profitable growth & support the overall Sales Distribution Strategy

Work alongside the Business Development Managers in exploring opportunities across the wider panel in both new engagement opportunities as well as deepen existing relationships

Identify & complete the training needs of intermediaries and their support staff to ensure they are competent in using the Platform

To provide feedback into the various Platform development groups about issues with functionality and changes in market/competitor practices

Location & Ways of Working
This role is offered on a “home based” workstyle with frequent travel for face-to-face meetings across the North West or South West of England region

You’ll be fully empowered to manage your own diary in order to achieve the role’s performance objectives

Skills & Experience we’re looking for:

Retail Platform onboarding knowledge and experience

Relationship management experience, in building both new and deepening existing relationships preferably in a field-based capacity

Customer centric and a strong eye for support & development opportunities

Ability to work effectively in a team environment contributing to the overall success of the Distribution team

Exceptional communication skills, with a demonstrated ability and desire to be ‘hands on’

Proven ability to work at pace in an environment of complexity and time-based pressure, retaining high levels of accuracy and control throughout


Training qualification/experience and or project management-based qualification/experience desirable

Diploma in Financial Services or willing to work towards gaining this within 2 years.

What we can we offer you?
We’ll give you a competitive remuneration packages which includes:

A discretionary performance share bonus

A generous pension contribution

Flexible benefits you can adjust to suit your lifestyle

Private health cover

28 days holiday plus bank holidays

Various share schemes

Together we have a key role to play in shaping the bank of the future, whilst the scale and reach of LBG means you’ll continue to have opportunities to learn, grow and develop.

We’re committed to building a workforce which reflects the diversity of the customers and communities we serve, and to building an inclusive environment where all our colleagues can be themselves and succeed on merit.
We support the principles of agile working and are happy to consider flexible working arrangements. We’re an equal opportunity employer and deeply value diversity within our organisation. So if you’re interested in joining us to become a key agent of change and Platform Onboarding enabler then apply today, we’d love to hear from you…

Proud member of the Disability Confident employer scheme

Disability Confident

About Disability Confident

A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.