About Us
Quanta Group is a next-generation financial services Group, responsible for assets under advice of around £17bn and nearly 75,000 clients across platform, DFM and advice. Quanta Group provides a full wealth management service through three core businesses – an investment platform, financial planning and advice business, and discretionary fund manager.
Each Business Operates Independently Of Each Other Yet Gives Financial Planners The Flexibility To Deliver Advice Using Any Combination Of Our Products, Investments, And Services
- Wealthtime – an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support.
- Copia Capital Management – a leading discretionary fund manager that works exclusively with advisers to provide a range of managed portfolio services.
- Craven Street Wealth – an award-winning independent Chartered financial planning and wealth management firm with offices in London and across the south of England.
We’re helping the next generation of financial advisers to grow their business, today.
About The Role
The Delivery Lead is accountable for mobilising and delivering Quanta Group’s strategic transformation agenda, ensuring priority initiatives deliver measurable outcomes.
The Delivery Lead is pivotal in ensuring the business areas are ready to accept change, bridging the gap between the project and the business to ensure change delivers impactful benefits. You will lead and coordinate business readiness activities across Wealthtime’s strategic transformation programmes, ensuring seamless adoption of platform enhancements and business changes.
This role will play a key part in the Platform Transformation programme, with a focus on migration and you will work closely with Operational Business Analysts, Project Managers, wider business stakeholders and third-party suppliers to effectively deliver and embed change.
This role is on an initial 12-month fixed term contract basis.
Key Responsibilities
- Lead the preparation and execution of business readiness activities across Transformation initiatives.
- Identify and collaborate with key stakeholders to drive adoption and support them in roll out to teams and the external market.
- Develop go-live readiness plans for the workstreams and post-implementation support/hypercare strategies.
- Support the project teams with migration and cutover activities which may be across multiple departments.
- Work in collaboration with third party suppliers to ensure alignment of delivery objectives across the programme.
- Work with the Programme Manager / Project Manager to ensure Go Live readiness governance approach & stage gate criteria is clearly defined and implemented.
- Work with functional business areas and Business Analysts within Transformation to assess change and identify solutions that meet business requirements.
- Work in collaboration with communication teams to ensure that communication channels are factored into business readiness activity planning.
- Work in collaboration with Business Analysts and Project Managers to ensure dependencies and interdependencies between workstreams are planned for accordingly.
- Apply consistent project methodologies and maintain accurate documentation.
- Contribute to the enhancement of change management practices and the end to end delivery process.
About You
Essential
- Proactive, analytically minded with good attention to detail
- Excellent interpersonal and communication skills
- Strong analytical and problem-solving skills, with a blend of delivery and analysis experience
- Excellent written and verbal communication skills
- Ability to work collaboratively with cross-functional teams
- Strong understanding of Wealth Management industry, specifically Investment Platforms
- Excellent drive with ability to work unsupervised and under own initiative
- Ability to work well under pressure in a fast-paced environment and to tight deadlines
- Adaptable and open to learning
- Highly organised and detail‑oriented
- Can‑do attitude, eager to contribute to team success and strategic objectives
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and change management tools
Desirable
- Platform Migration experience
- Experience working with outsourced Platform providers (FNZ, SS&C, GBST)
Core Competencies
- Transformation Delivery: Effectively translates agreed strategic objectives into deliverable change initiatives.
- Execution & Ownership: Takes accountability for day‑to‑day delivery, driving progress and resolving issues to maintain momentum.
- Stakeholder Collaboration: Builds constructive working relationships across business areas, delivery teams and supporting functions.
- Operational & Regulatory Awareness: Understands the regulatory and operational context, ensuring change is implemented and received by the business safely and sustainably with the right level of governance.
- Clear Communication: Communicate clearly and concisely, flagging progress, risks and decisions clearly, whilst tailoring the message dependent on the intended audience.
- Change Adoption & Embedding: Ensures change is adopted into BAU and understood, with appropriate ownership, controls and support model in place.
- Problem Solving & Pragmatism: Brings structure to complex problems, and focuses on feasible, outcome‑led solutions.
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.
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