Implementation Consultant

NatWest Group; City Of London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in the City of London is seeking an Implementation Consultant to onboard clients and manage change projects for workplace pensions and savings. This role involves leading client training and supporting continuous process improvements. Ideal candidates will have experience in the pensions market and project management qualifications. Strong communication skills and technical literacy in Microsoft tools are essential.

Qualifications

• Experience in the pensions or workplace savings market.
• Background in implementation roles.
• Strong work ethics and a positive demeanour.

Responsibilities

• Onboard new workplace pension and savings clients.
• Liaise with clients for information on change projects.
• Lead training for clients on pension portals.
• Manage multiple client activities.

Skills

Knowledge of the ISA and pensions market

Computer and technical literacy

Strong experience in Microsoft Excel and Word

Ability to work in a team environment

Attention to detail

Excellent communication skills

Education

Qualification in project management

Job description

Join us as an 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 as 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
• You’ll work from home some of the time, but you’ll also spend one day a month working from our London office

What you'll do

As an Implementation Consultant, you’ll be responsible for the successful onboarding of new clients to NatWest Cushon and supporting 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 any outstanding information required to progress the change project
• Liaising with the Growth team and iImplementation cConsultants 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 ideally come with a qualification in project management and demonstrate an 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