Platform Associate

About Us

Wealthtime is an award‑winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future‑proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10‑year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.

With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.

Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.

Wealthtime is part of Quanta Group, a next‑generation financial services group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.

Program Overview:
The Platform Associate position begins with a rotational development program which is designed for ambitious, adaptable professionals seeking to accelerate in their career. Over the course of the programme you’ll rotate through at least three key departments, gaining hands‑on experience, building knowledge across multiple functions, and building the skills needed to thrive in a fast‑paced, innovative dynamic financial services environment.

This is more than just a starting point – it's the foundation for a long‑term career in a dynamic fintech business, where opportunity and growth are built into the journey.

• A clear path to a career within financial services, with exposure to multiple core areas of the business
• Professional development through tailored learning experiences and real‑world application
• Mentorship and coaching from senior leaders who are invested in your growth
• Insight into high‑impact areas such as customer operations, governance, and business transformation
• A launchpad for long‑term career progression with opportunities to specialise and advance within the business
• A permanent role within a dynamic and forward‑thinking business, where you can continue to grow and make a meaningful impact

• At least three rotations across key departments over a two‑year period
• Each rotation lasting a minimum of six months
• Opportunities to contribute to high‑impact projects
• Exposure to senior stakeholders and strategic decision making

Each rotation is designed to build toward increasing responsibility, scope, and knowledge, supporting your progression and advancement within the business on completion.

• At least two years of professional experience in a customer‑facing role, ideally in financial services
• Able to demonstrate a learning mindset, curiosity, and resilience
• Strong customer service skills
• Self‑motivated with a proactive approach to problem solving
• Able to drive your own learning and development
• Adopt a continuous improvement and innovative approach
• Possess strong communication and collaboration skills, and be a team player
• Comfortable navigating change and ambiguity, and able to work independently
• Willing to work flexibly with a mixture of remote and presence in office at least twice a week
• Motivated to build a long‑term career in financial services

• Business Focus:
  The motivation and ability to apply good financial practice and company procedures at all times.
• Operational Excellence:
  Continually delivering and improving excellence for all clients and customers.
• Client and Customer Focus:
  Add value to client/customer, adhere to Treating Customers Fairly principles, and operate as a true business partner.
• Communication:
  Communicate clearly and concisely, tailoring content and style, with ability to make a positive impression on others.
• Technical Knowledge:
  Consistent application of professional or specialist knowledge and skills; takes opportunities to contribute to policy and best practice.
• Working with others:
  Working successfully with others and building a…