Implementation Consultant Belfast, United Kingdom

Cushon Money Limited; Belfast; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services company based in Belfast is seeking an Implementation Consultant to lead the onboarding of new clients to their platform. You will manage client relationships and deliver successful change projects across various pension and savings products. The ideal candidate will have experience in the pensions market, a project management qualification, and strong communication skills. This role offers opportunities for innovation and personal growth.

Qualifications

• Experience in the pensions or workplace savings market.
• Background in implementation roles.
• Excellent work ethics and relationship-building skills.

Responsibilities

• Lead onboarding of new workplace pension and savings clients.
• Communicate with clients to request outstanding information.
• Liaise with teams to understand scheme requirements.
• Train clients on pension and savings portals.
• Check and process data feeds onto platforms.
• Manage multiple client activities with minimal oversight.

Skills

Knowledge of the ISA and pensions market

Computer and technical literacy

Experience in Microsoft Excel and Word

Teamwork skills

Attention to detail

Excellent communication skills

Education

Qualification in project management

Tools

Microsoft Excel

Microsoft Word

Job description

Join us as a Implementation Consultant

At NatWest Cushon we like to do things a bit differently. Our mission is to help as many people as possible to get comfortable with their finances, and our vision is to bring tech revolution to the financial services industry. We’re looking for talented people to help us build simple, convenient, and delightful financial experiences tailored to our customers.

• This is an opportunity to join us an Implementation Consultant in a collaborative, innovative and friendly team
• Every day, you’ll have the chance to solve new problems, create smarter solutions and stretch your capability in an environment that promises non-stop innovation and excellent development opportunities

What you\'ll do

As an Implementation Consultant, you’ll be responsible for the successful onboarding of new clients to NatWest Cushon and support change projects for existing clients across all workplace pension and savings products. You’ll lead the delivery of successful change projects to achieve successful customer outcomes for our members and clients. In this dynamic role you’ll be involved with tasks related to the client implementation activity, while providing support to the business on additional tasks as identified by the Implementation Management team from time to time.

We’ll look to you to identify and implement areas for potential process improvements and lead the building and configuration of the NatWest Cushon platform record for the clients as per their agreed requirements ensuring high levels of client satisfaction during implementation projects. You’ll work with a wide variety of stakeholders to lead the successful delivery of various change projects, establishing a good working relationship with your aligned implementation administrator to ensure tasks are undertaken in line with the approved roles and responsibilities framework.

Day-to-day, you’ll be:

• Leading the onboarding of new workplace pension and savings clients to NatWest Cushon
• Communicating with clients to request outstanding information required to allow the change project to proceed
• Liaising with the Growth team and Implementation Consultants to ensure scheme requirements are understood and captured correctly within scheme documentation
• Leading the training of new and existing clients on the employer pension and workplace savings portals through predominantly remote sessions
• Checking and processing data feeds from clients onto the NatWest Cushon employer pension and savings platforms in line with agreed processes
• Managing multiple concurrent client activities of varying sizes, complexity and activity with minimal oversight and making sure that all work is delivered to agreed timelines and estimates
• Making sure that all actions are documented and kept up to date

The skills you\'ll need

We’re looking for someone with experience of working in the pensions or workplace savings market and a background of working in implementation roles. You’ll come with a qualification in project management and demonstrate excellent work ethics with the confidence and personal skills to develop relationships with colleagues and clients.

On top of this, we’re looking for a candidate who possesses:

• Knowledge of the ISA and pensions market
• Computer and technical literacy with strong experience in the use of Microsoft Excel and Word
• The ability to work in a team environment and a keen eye for detail, with the ability to manage your time effectively
• A professional, positive and approachable demeanour with a desire to help people
• Excellent communication skills, both written and verbal with the ability to inspire and engage customers and colleagues