Platform Consultant

Job Description

At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.

Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.

Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.

We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.

Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:

• interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
• Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
• Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.

About the department

The Aberdeen Adviser sales channel is dedicated to delivering our ambition of being the easiest business to work with. The remit of the team is to build, develop and retain partnerships with adviser firms in the UK by maximising our potential to grow and improving the customer experience.

About the role

We are looking for customer-driven people to join our Distribution team and provide specialist expertise, build relationships, and do the right thing for our customers and the business.

As a Platform Consultant you'll provide a bespoke support service to Wrap and Elevate platform users within advisory firms to implement, provide training on, and embed the platform proposition within an advisory partners' business.

This is a home-based role, but the successful applicant should have a full driving license and expect to travel to provide training and consultancy support to platform users in a face-to-face capacity. Specifically in the Midlands (Birmingham area).

Key Responsibilities:

• Deliver training on Aberdeen Wrap, Elevate & Investment Hub platforms to external users.
• Embed Wrap & Elevate processes within IFA businesses.
• Provide new business support to add flows to the Aberdeen platforms.
• Support key Strategic partnerships with new business and platform navigation.
• Project management skills for managing client migrations & novation’s
• Support the welcome to Aberdeen Wrap process, removing barriers for new users accessing the platform.
• Using MI to analyse IFA platforms & support users.
• Contribute to webinar training programme.

About the candidate:

• Experience in business process analysis, process improvement, or project delivery, ideally in a consultancy or advisory capacity.
• Demonstrated project management skills, with experience leading strategic initiatives.
• Strong analytical, problem-solving, and communication skills, with the ability to influence and advice stakeholders.
• Familiarity with process mapping tools and methodologies (e.g., BPMN, Lean, Six Sigma).
• Experience with risk/control frameworks (e.g., RCSA) is an advantage.

We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

An inclusive way of working

Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.

At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.

An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.