Key Accountabilities:

• Optimizes effective diary management to deliver objectives across the franchise.
• Delivery of agreed targets for the franchise and reporting early any threats to the achievement of the target as part of regular feedback.
• Appropriate level of activity to support visibility across the franchise.
• Periodic attendee at industry events in the region to maximize Nucleus exposure.
• Engaging third parties across the adviser supply chain to support a joined-up strategy of the firm.
• Ensures all training is relevant and bespoke to the firm and commensurate with the opportunity.
• Role models personal accountability for risk management and takes appropriate action to minimize risk for Nucleus.
• Support and delivery of building and execution of partner account plans.
• Attendance at the Nucleus office regularly for Team training & development including regular call listening and sales coaching.

Skills:

• Excellent organizational and time management abilities, with a proactive approach to managing tasks and priorities.
• Ability/experience in supporting or delivering targets by proactively engaging and developing relationships with advisory firms through targeted activity.
• High energy and resilience, with the ability to thrive in a fast-paced and target-driven environment.
• Ability to simplify messaging with strong communication at all levels and deliver repeatable messaging at scale across a multi-faceted panel.
• Highly disciplined approach to activity & meeting goals.
• Commercial awareness of the decision-making process.
• Proactive in understanding a firm’s own standard operational processes, and proactively when we introduce a change to our processes.
• Can articulate the key features and benefits of all tax wrappers while understanding how they are utilized within an advisory firm’s financial plan for their clients, identifying the nuances where applicable.

Knowledge:

• Possesses Product or Platform knowledge (Nucleus Group, Curtis Banks, or other) with solid industry knowledge.
• Constantly looks to identify key threats of new entrants by way of functionality and proposition and shares this information within the business to support roadmap enhancements.
• Demonstrates an understanding of the regulatory and compliance issues together with the administrative processes for advisory firms.
• Understanding of our development roadmap to ensure expectations are managed accordingly and possesses an ability to identify suitable changes to processes/proposition that can enhance our offering.
• Ability to demonstrate product/platform and adapt any presentation to the audience.

Values and Behaviours:

• Positively demonstrate the Nucleus values Heart, Smart, and Courage and the associated behaviors.
• Ensure compliance with Code of Conduct at all times.

A Little About Us

We’re the Nucleus Financial Platforms group and we help make retirement more rewarding.

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 center 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 this video 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.