Implementation Executive

**About Us** We’re an award-winning financial technology company based in the heart of beautiful Bath. We provide Financial Advisers with the technology, trading capabilities and service to help deliver great customer outcomes to their clients. We’re determined to deliver technology that will keep us at the forefront of Intelligent Wealth Management and are building a modern scalable and flexible microservices architecture to help us to achieve our goal. As we embark upon a new and exciting periodof change and growth, we’re looking for people that want to make theirs too **About The Role** The Implementation Team works closely alongside existing operational and Sales teams within Novia. The aim of the team is to initially provide support through a defined process to train new financial advisers and their support staff on how to effectivelyuse the Novia platform to transact their business online with the aim of making them self-sufficient. In addition to training, team members also act as a technical referral for Client Services to assist with more technical/complex queries as well as overseeing migrations. As outlined above, the primary focus of this role is to support and train external users of the Novia platform. As well as taking the lead on internal training and support internal teams. Key Responsibilities: > Train new external users of the Novia platform (usually remotely) via the 'Implementation’ process. This will be done predominantly over the phone but may also include face-to-face visits. > Build and maintain strong working relationships with adviser firms and internal teams. > Close liaison with Sales and other internal teams. > Support adviser firms with first cases and on-going support until confident using the platform. > Refresher, new starter and new functionality training for existing users. > Lead on internal training initiatives and supporting other operational teams where required. > Dealing with technical referrals. > Coaching of new starters and less experienced staff. > Assist with testing development and new functionality of the platform. > Play an active role in projects such as migrations and key client cases. > Play an active role in projects to meet team and company objectives. > Contribute to team improvement and activities to ensure effectiveness of team. > Develop, implement and share best practices within the team whilst continuing to build knowledge around trends in Financial Services and maintain knowledge of platform development. You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management. **About you (what we’re looking for)** **Specialist Skills, Qualifications and Experience**: **Essential**: > Relative experience gained in a training, relationship or client services role. > Excellent communication skills, both verbally and written. > Good attention to detail. > Strong interpersonal skills - presentation skills essential. > Ability to work well individually and as part of the team. > Ability to work to tight deadlines. > Previous Financial Services experience. > A proactive and innovative approach to problem solving, including persuasion and influencing skills. > Advanced knowledge of MS Office including Word, Excel and PowerPoint. **Desirable**: > Previous Wrap/Platform customer service experience. > Knowledge of Novia’s sales structure and process. > Extensive knowledge of Novia’s Adviser Zone and tools. > Competent knowledge of key Novia operational processes and procedures. > Industry recognised qualification. **Reward and Benefits** / Competitive salary. / Hybrid Working (split between home and office). / Discretionary bonus each year. / 34 days holiday per calendar year including bank holidays, with the option to purchase or sell up to 5 additional days per year. / Wellbeing day to use at your discretion such as a birthday, moving house, pamper day. / Supported and encouraged professional development. / Private Medical scheme (single cover that can be increased to FULL Family). / Income protection scheme. / Life assurance scheme. / Group contributory pension scheme. / Interest free season ticket loans for travel costs. / Novia Foundation Day in support of charitable activities. / We encourage internal progression at Novia, with many of our employees going on to become Team Leaders, Managers, Subject Matter Experts and many more. / We're proud of our company culture at Novia. From rewards and incentives, remote team socials to fun quizzes, our friendly and welcoming teams at Novia strive to make our office a great place to work.