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Wealth Platform Onboarding & Training Lead

Job in Bristol, Bristol County, BS1, England, UK
Listing for: CAP Resourcing LTD
Apprenticeship/Internship position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading wealth management firm in the UK is seeking an Implementation Executive to lead adviser onboarding and training on their platform. The role requires experience in financial services and a confident approach to communication. Key responsibilities include supporting advisers during implementation, creating training materials, and ensuring customer success. This position offers a competitive salary, hybrid working options, and the chance to grow within a high-growth environment backed by a European wealth group.
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