Job Specification
Location
Bath
Employment Type
Full time
Department
Platform (Customer Experience)
Appointment Type
Permanent
Hours
37.50
Ref No
10229
Job Information
About Us
Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.
Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.
Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.
About the Role
Program Overview
The Platform Associate position begins with a rotational development program which is designed for ambitious, adaptable professionals seeking to accelerate in their career. Over the course of the programme you’ll rotate through at least three key departments, gaining hands-on experience, building knowledge across multiple functions, and build the skills needed to thrive in a fast paced, innovative dynamic financial services environment.
This is more than just a starting point- it's the foundation for a long-term career in a dynamic fintech business, where opportunity and growth are built into the journey.
What You’ll Gain
A clear path to a career within financial services, with exposure to multiple core areas of the business
Professional development through tailored learning experiences and real world application
Mentorship and coaching from senior leaders who are invested in your growth
Insight into high impact areas such as customer operations, governance, and business transformation
A launchpad for long-term career progression with opportunities to specialise and advance within the business
A permanent role within a role within a dynamic and forward-thinking business, where you can continue to grow and make a meaningful impact
Rotation Structure
At least three rotations across key departments over a two year period
Each rotation lasting a minimum of 6 months
Opportunities to contribute to high-impact projects
Exposure to senior stakeholders and strategic decision making
Each rotation is designed to build toward increasing responsibility, scope and knowledge, supporting your progression and advancement within the business on completion.
About You
At least two years of professional experience in a customer facing role, ideally in financial services
Able to demonstrate a learning mindset, curiosity, and resilience
Strong customer service skills
Self motivated with a proactive approach to problem solving
Able to drive your own learning and development
Adopt a continuous improvement and innovative approach
Possess strong communication and collaboration skills, as well as being a team player
Are comfortable navigating change and ambiguity, and able to work independently
Willing to work flexibly with a mixture of remote, and presence in office at least twice a week
Are motivated to build a long-term career in financial services
Core Competencies
Business Focus: The motivation and ability to apply good financial practice and company procedures at all times.
Operational Excellence: Continually delivering and improving excellence for all clients and customers.
Client and Customer Focus: Add value to client/customer, adhere to Treating Customers Fairly principles, and operate as a true business partner.
Communication: Communicate clearly and concisely, tailoring content and style, with ability to make a positive impression on others.
Technical Knowledge: Consistent application of professional or specialist knowledge and skills; takes opportunities to contribute to policy and best practice.
Working with others: Working successfully with others and building a network of good relationships in order to achieve shared goals.
Performance Focus: Demonstrate energy and enthusiasm, takes ownership, delivers results and improves personal performance.
Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.
Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth: We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security: Prepare for your future with our Group contributory pension scheme.
Travel with Ease: We offer interest-free season ticket loans to help with travel costs.
Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
