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Platform Consultant

Embark Group Limited
Edinburgh City Centre, Edinburgh, United Kingdom
Competitive Salary
Closing date
Nov 27, 2022

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Job Role
Contract Type
Full Time
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Platform Adoption Consultant (Field based) - Permanent

What your day may look like as a Platform Adoption Consultant

To representthe Embark Groups Platform service & implementation proposition with Distributors through securing & leading implementation adoption of our Retail Platform and thus meeting sales targets.

How will you make an impactas a Platform Adoption Consultant
  • Working with the Distributor business during the implementation phase to ensure a successful launch & integration with Embarks Platforms & processes
  • Adopt a structured, project management approach utilising appropriate tools, when delivering Implementation plans to larger or key Distributors
  • Consult with aligned distributors to explore and analyse their current implementation and support needs. Creating a bespoke roll out plan where required
  • Attend and support pre TOB and early sales pitches as the technical Platform SME as well as Service and support representative
  • Provide ongoing support and reviews to distributors & their support staff to ensure they further develop & maintain relationships that sustain profitable growth & support the overall Embark Sales Distribution Strategy
  • Work alongside the Business Account Managers in identifying opportunities across wider panel in both new engagement opportunities as well as deepen existing
  • Identify & execute on the training needs of distributors & their support staff in Embarks Platform service offerings & procedures
  • To provide feedback into the various Platform development groups about issues with functionality and changes in market/competitor practices
  • Depending on the distributors needs, at times be the single point of contact in terms of relationship management, responsible for business flows
  • Responsible for the achievement of UK wide Platform targets and working alongside others in wider Distribution team to achieve these targets

What it takes to be successfulPlatform Adoption Consultant
  • Retail Platform experience essential, preferably in a target based environment
  • 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
  • Certificate in Financial Services or J11

What makes you stand out?
  • Training qualification/experience and/or project management based qualification/experience desirable
  • Diploma in Financial Services aspirational

  • Competitive annual salary
  • 25 days annual leave plus bank holidays, with an opportunity to buy and sell
  • Birthday leave
  • Enhanced Family leave
  • Contributory pension scheme, with 5% employer contributions
  • Life Assurance and Income Protection
  • Annual company and performance-based bonus
  • Study support
  • Embark Group employee discounts

About Embark

The Embark Group, (part of the Lloyds Banking Group) journey began in 2013 and we have grown to become one of the largest retirement savings providers in the UK. Our capabilities span all types of pensions, investment research and consulting, property investment and administration, platform, and actuarial services.

Embark Group is a growing, vibrant, and exciting place to work, we have many social and wellbeing initiatives which ensures we keep our sense of community alive even during challenging times, and we have a strong track record of applying the very latest technology to our businesses, alongside smart capital, and even smarter people to help each of our businesses grow.
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