Platform Transformation Assistant Manager

4 weeks ago


Edinburgh, United Kingdom Nucleus Financial Full time

About the role

We’re looking for a Platform Transformation Assistant Manager to join our Adviser Business Readiness Team on a 12-month FTC.

As a Platform Transformation Assistant Manager, you’ll support the Adviser Business Readiness Team in the delivery of multiple project workstreams within the External Business Readiness area of our re-platforming project.

Ultimately you will be striving to successfully deliver the re-platforming project within planned deadlines, by assisting the Platform Transformation Manager to manage the assigned ABR Team workstreams and people, and planning and implementing a wide range of project tasks within the various workstreams of the Adviser Business Readiness area of the project.

In this role you’ll spend your time:

Managing the assigned workstreams and people within the Adviser Business Readiness Team to deliver its objectives within the External Business Readiness workstream of the new Platform project.Leading and/or supporting assigned project workstreams within the Adviser Business Readiness area of the new Platform project.Building and maintaining a good working relationship with the Adviser Business Readiness Project Manager.Positively managing change, including supporting the ABR teams’ continuous improvement through assessing and monitoring effectiveness of processes, systems, and team performance.Influencing and coaching staff, to deliver excellent project support, utilising project artefacts to produce regular high quality status reporting and outputs.Resource and succession planning including recruitment, training and development, and performance management of team.Providing high quality weekly status reporting for assigned project workstreams to the Project Manager and Management.Assisting with other project workstreams as required by the Adviser Business Readiness Team.Working across all business areas and building relationships with key stakeholders to plan and deliver project tasks.Helping to define and deliver a repeatable re-platforming project process.Delivering training, where and as deemed appropriate, to internal staff and external Advisors.

A bit about you

Your friends would probably describe you as the “go to person who knows their stuff”, and you have a strong understanding of Investment Platforms and the Financial Services industry. You’ll be the customer focused person who understands the importance of having great working relationships. You’ll love making plans and delivering on them, and you are able to work flexibly with limited direction. 

You love collaborating with others and continuously getting face to face time with stakeholders. You understand what Nucleus' core purpose is and you support our core values and personally demonstrate these.

We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have:

Experience of working within the financial services industry or related investment product knowledge, along with experience of managing both internal and external stakeholders.Experience of working on projects, preferably within the financial services industry, and ideally a platform transformation project.Experience of people management and managing/assisting with managing a team.Strong presentation skills of self and pre-prepared materials to individuals and groups as required.Demonstrate a competent and professional image of self and the department amongst colleagues and external clients.Excellent time management and productivity.Good influencing, negotiating and decision-making skills.Ability to work under pressure and deadline driven.

A little about us

We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.

Are we a perfect match? Check out and find out

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.


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