The posting
Job description
Role purpose Our teams play a vital role in helping advisers understand, adopt and get the most from our products. This role is responsible for developing and maintaining the learning and training resources that support advisers across our retail and enterprise businesses. Its purpose is to help firms build confidence in working with Nucleus, enabling them to onboard successfully, place new business more quickly and realise the full value of our platforms and services. You'll create engaging, effective learning content that helps advisers understand products, processes and platform functionality, while supporting strategic business objectives by accelerating adoption, increasing engagement and encouraging firms to place new business with Nucleus. You’ll spend your time: Leading the delivery of adviser training materials for our platforms.
- Taking ownership of the adviser learning materials, ensuring training resources support firms from initial onboarding through to ongoing platform adoption and growth.
- Creating and maintaining a comprehensive suite of adviser learning materials, including guides, tutorials, help sheets, videos, knowledge articles, FAQs, webinars and other supporting resources.
- Working closely with product, platform, operations, sales, customer support and change teams to translate complex processes and technical functionality into clear, engaging and practical learning content.
- Ensuring all learning materials reflect our tone of voice and are designed with adviser needs and user understanding at their heart.
- Developing structured learning pathways that help new firms become confident using our platforms as quickly as possible.
- Supporting platform releases, product enhancements and strategic business initiatives by creating the learning materials required to drive awareness, understanding and adoption.
- Identifying opportunities to improve the effectiveness of learning content through adviser feedback, behavioural insight and usage data.
- Acting as the subject matter expert for adviser learning and education, advising stakeholders on the most appropriate learning materials for different audiences and objectives.
- Managing the governance and approval process for learning materials, ensuring content remains accurate, compliant and up to date.
- Maintaining training content inventories and review schedules, ensuring resources continue to reflect current platform functionality, products and processes.
- Partnering with distribution teams to identify common adviser challenges and develop resources that help overcome barriers to adoption.
- Supporting webinar programmes, demonstrations and broader educational initiatives designed to increase adviser engagement and confidence.
- Continuously evaluating emerging learning approaches, tools and technologies to improve the effectiveness and accessibility of our content.
A bit about you: We’d really like you to have/be:
- Experience creating learning, training, educational or knowledge-based content in a professional or regulated environment.
- Excellent written communication skills with the ability to simplify complex information and make it easy to understand.
- Strong understanding of how our users learn and the ability to design content that supports different learning styles and levels of experience.
- Experience producing a variety of content formats including written guides, tutorials, help sheets, videos, webinars and online learning materials.
- A user-focused mindset, with a passion for helping people build confidence and capability.
- Strong stakeholder management skills and the ability to collaborate effectively across multiple business functions.
- Excellent planning and organisational skills with the ability to manage competing priorities and deadlines.
- Strong attention to detail and a commitment to maintaining high-quality standards.
- Experience working within governance and approval processes.
- Knowledge of financial services, platforms or adviser markets would be advantageous.
You'll be passionate about helping advisers succeed and understand the important role great learning experiences play in driving adoption, confidence and long-term engagement. You'll naturally think from the user's perspective, creating resources that are practical, accessible and easy to apply in real-world scenarios. You'll enjoy translating complex processes into simple, intuitive learning experiences that help users become productive more quickly. You'll be proactive in identifying gaps, challenges and opportunities, continually evolving our learning content to meet changing adviser needs and business priorities. Interpersonal skills are important attributes for this role, including the ability to influence, collaborate and build strong relationships with stakeholders across the organisation. You’ll understand what Nucleus' core purpose is and you support our core values and personally demonstrate these. Adaptability and resilience are essential in this fast-moving, changing environment. A little about us We’re Nucleus and we help make retirement more rewarding. Here at Nucleus, 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.
