Implementation Consultant
No longer listedThird FinancialPermanentPosted Jul 22, 2026
About the role
This role is based in London
Third Financial and Dunstan Thomas, both part of Nucleus Enterprise, provide market-leading investment platform technology, software solutions and outsourced operations to wealth managers, private banks and advisory firms. Together, we deliver a comprehensive ecosystem spanning front-to-back-office capabilities, combining deep operational expertise with robust, scalable technology. Our clients rely on us for the systems, services and specialist expertise that sit at the heart of their business.
This role operates across the Nucleus Enterprise group, working with blended teams of implementation consultants and testers across Third Financial and Dunstan Thomas, supporting multiple platforms, technologies and operational services to deliver seamless, high-quality client outcomes.
We are seeking an Implementation Consultant to support the successful delivery of wealth management related implementations including pension-related implementation initiatives. Acting as a bridge between customers, business teams, and technical delivery teams, you will combine strong pensions expertise with business analysis and testing capabilities to ensure solutions meet customer requirements and deliver expected outcomes.
This role is ideal for a pensions professional who has experience within wealth management and enjoys stakeholder management, delivery management, implementation activities, defining business processes, and contributing to testing activities throughout the implementation lifecycle. Wealth management platform experience is essential for this role.
Responsibilities
Delivery & Governance
Use existing implementation framework for planning and executing implementation activities ensuring governance is tracked and monitored throughout using RAIDD, client packs, internal stakeholder communications and following established processes.
Translating Client Requirements
Work closely with Sales stakeholders to understand business and client requirements aligning to implementation objectives. Facilitate workshops and Sales sessions to gather, analyse, and document requirements. Translate business needs into clear functional requirements and user stories. Support process mapping, gap analysis, and solution design activities where required. Translate requirements to software developers and operational consultants for business readiness preparations.
Implementation & Change Delivery
Support the delivery of pension-related implementations, and change initiatives. Collaborate with project managers, SMEs, operational teams, and technical teams to ensure successful outcomes. Assist in managing project risks, issues, and dependencies. Execute customer onboarding, configuration, migration, and implementation activities.
Testing & Quality Assurance
Contribute to test planning, test preparation, and execution activities. Create and execute test scenarios and test cases based on business requirements. Support User Acceptance Testing (UAT) and defect management processes. Ensure delivered solutions meet agreed business and customer requirements.
Stakeholder Management
Build effective relationships with customers and internal stakeholders. Provide regular updates on requirements, progress, risks, and outcomes. Act as a trusted point of contact for pensions-related queries during project delivery.
About you
You will thrive if you bring:
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 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.
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.
This role is based in London
Third Financial and Dunstan Thomas, both part of Nucleus Enterprise, provide market-leading investment platform technology, software solutions and outsourced operations to wealth managers, private banks and advisory firms. Together, we deliver a comprehensive ecosystem spanning front-to-back-office capabilities, combining deep operational expertise with robust, scalable technology. Our clients rely on us for the systems, services and specialist expertise that sit at the heart of their business.
This role operates across the Nucleus Enterprise group, working with blended teams of implementation consultants and testers across Third Financial and Dunstan Thomas, supporting multiple platforms, technologies and operational services to deliver seamless, high-quality client outcomes.
We are seeking an Implementation Consultant to support the successful delivery of wealth management related implementations including pension-related implementation initiatives. Acting as a bridge between customers, business teams, and technical delivery teams, you will combine strong pensions expertise with business analysis and testing capabilities to ensure solutions meet customer requirements and deliver expected outcomes.
This role is ideal for a pensions professional who has experience within wealth management and enjoys stakeholder management, delivery management, implementation activities, defining business processes, and contributing to testing activities throughout the implementation lifecycle. Wealth management platform experience is essential for this role.
Responsibilities
Delivery & Governance
Use existing implementation framework for planning and executing implementation activities ensuring governance is tracked and monitored throughout using RAIDD, client packs, internal stakeholder communications and following established processes.
Translating Client Requirements
Work closely with Sales stakeholders to understand business and client requirements aligning to implementation objectives. Facilitate workshops and Sales sessions to gather, analyse, and document requirements. Translate business needs into clear functional requirements and user stories. Support process mapping, gap analysis, and solution design activities where required. Translate requirements to software developers and operational consultants for business readiness preparations.
Implementation & Change Delivery
Support the delivery of pension-related implementations, and change initiatives. Collaborate with project managers, SMEs, operational teams, and technical teams to ensure successful outcomes. Assist in managing project risks, issues, and dependencies. Execute customer onboarding, configuration, migration, and implementation activities.
Testing & Quality Assurance
Contribute to test planning, test preparation, and execution activities. Create and execute test scenarios and test cases based on business requirements. Support User Acceptance Testing (UAT) and defect management processes. Ensure delivered solutions meet agreed business and customer requirements.
Stakeholder Management
Build effective relationships with customers and internal stakeholders. Provide regular updates on requirements, progress, risks, and outcomes. Act as a trusted point of contact for pensions-related queries during project delivery.
About you
You will thrive if you bring:
- Experience within the pensions industry, ideally across operations, change, or implementation projects.
- Strong knowledge of pension schemes, processes, and industry practices including wealth management platform experience,
- Ability to coordinate across teams, manage planning and governance.
- Experience in implementation activities and delivery execution.
- The ability to communicate and engage effectively with stakeholders at all levels.
- Experience supporting testing activities, including test case creation, execution, and UAT.
- Strong analytical, problem-solving, and communication skills.
- A collaborative approach and the ability to work across business and technical teams.
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 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.
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.