The posting
Job description
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.
As a Technical Implementation Consultant, you will take a hands-on role in onboarding clients onto our wealth management platforms. Working across the Imago and Tercero platforms and their associated integrations, you will proactively progress technical implementation activities, configure solutions and take responsibility for the client’s technical data migration from initial extract through to validation, reconciliation and go live.
You will use your knowledge of wealth management operations, investment products and platform data to extract, cleanse, transform, map and load client data accurately. You will also configure the platform, support integrations and testing, investigate data and system issues, and maintain clear technical documentation throughout delivery.
This role requires prior wealth management experience and a practical understanding of wealth management platforms. Candidates without relevant financial services and investment management experience will not have the domain knowledge needed to succeed in the role.
Responsibilities
Core Technical Responsibilities Technical Implementation Ownership Proactively plan and progress assigned implementation tasks, working independently to move clients through platform onboarding while identifying dependencies, risks and technical decisions requiring escalation.
Wealth Platform Expertise Apply practical knowledge of wealth management platforms, investment products, client and account structures, holdings, transactions and operational processes to deliver appropriate technical configurations and migration outcomes.
Data Migration Planning Assess source data, define extraction and transformation approaches, produce mapping specifications and agree migration controls, validation rules and reconciliation criteria.
Technical Data Analysis Interrogate source data using database extracts, advanced Excel and, preferably, SQL to identify quality issues, anomalies, gaps and transformation requirements before migration.
Technical Client Engagement Work directly with client technical and operational teams to understand source systems, secure complete data extracts, resolve migration queries and communicate technical findings clearly.
Technical Standards and Improvement Improve repeatable migration approaches, data-quality controls, implementation tooling and technical documentation to increase delivery accuracy, efficiency and consistency.
Implementation Delivery Responsibilities Platform Configuration and Onboarding Configure products, portfolios, fee structures, workflows, reporting structures, users and permissions, and complete the technical setup activities required to onboard each client successfully.
Data Extraction, Cleansing and Transformation Own the client’s technical data migration, including obtaining and assessing extracts, cleansing and manipulating data, defining transformation rules, mapping source data to the target platform and preparing migration files.
Migration Execution and Reconciliation Execute trial and production migrations, validate loaded data and reconcile client, account, asset, cash, holding and transaction records to evidence completeness and accuracy.
Technical Testing and Defect Resolution Define and execute technical test scenarios covering platform configuration, migrated data and integrations; investigate defects and work with Technology teams through to resolution.
Database and Data Troubleshooting Extract and analyse data from databases and platform outputs to diagnose migration, configuration and integration issues, determine root cause and implement sustainable corrections.
Technical Documentation and Controls Maintain data mapping documents, transformation rules, configuration records, migration runbooks, reconciliation evidence and technical decision logs to support governance and auditability.
Technical Handover and Knowledge Transfer Provide clear handover of platform configuration, migrated data, known issues and support considerations to client and internal operational teams.
Cutover and Go-Live Support Own technical migration readiness, complete final validation and cutover activities, and provide early-life support to ensure a controlled and stable transition onto the platform.
About you You will thrive at Third Financial if you bring:
- Essential: demonstrable experience within wealth management, investment management or a closely related financial services environment.
- Essential: practical understanding of wealth management platforms, including client and account structures, investment products, portfolios, holdings, cash and transaction data.
- Experience delivering technical implementations or client onboarding onto financial services or investment platforms.
- Hands-on experience of end-to-end data migration, including data extraction, profiling, mapping, cleansing, transformation, validation and reconciliation.
- Strong data-manipulation skills and advanced Excel capability, including working confidently with large and complex data sets.
- Ability to extract and analyse data from databases and investigate data-quality or migration issues.
- Strong understanding of system configuration, data structures, file-based processing and platform integrations.
- A proactive, delivery-focused approach with the ability to progress implementation tasks independently, manage dependencies and escalate risks promptly.
- Strong analytical and problem-solving skills, with high attention to detail and a focus on data integrity
- Confidence working directly with clients and cross-functional Product, Technology, Operations and Implementation teams.
- Clear technical documentation and communication skills, including the ability to explain data and platform issues to non-technical stakeholders.
- Preferred: working knowledge of SQL for querying, validating and reconciling data.
- Preferred: familiarity with APIs, SFTP, file-based interfaces and common integration patterns.
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.
