N

Nucleus Group

Adviser platform and wealth management software

SIPP Change Administrator

Manual & Functional QAPosted on Nov 11
Full-time

About the Job

Requirements

  • Strong understanding of pensions administration processes.
  • Experience working within a Third Party Administration environment.
  • Strong analytical and problem-solving skills.
  • Experience producing operational procedures and process documentation.
  • Strong stakeholder management and communication skills.

Responsibilities

  • Review and interpret upcoming Imago Admin releases and system enhancements impacting Third Party Administration operations.
  • Assess operational impacts of proposed system changes and communicate implications to stakeholders.
  • Coordinate and manage end-to-end User Acceptance Testing activities for Third Party Administration.
  • Produce detailed test plans, test scripts, expected outcomes, and test evidence.
  • Execute testing activities and coordinate input from Subject Matter Experts where required.
  • Report testing outcomes and recommend approval, rejection, or remediation actions before release.
  • Maintain a repository of testing documentation and release records.
  • Investigate system issues identified by Third Party Administration users.
  • Raise, track, and manage defect tickets through to resolution.
  • Liaise with Product, Development, and Support teams to ensure issues are understood and appropriately prioritised.
  • Validate fixes through regression and release testing.
  • Identify opportunities to improve operational efficiency across Third Party Administration processes.
  • Review existing workflows and recommend enhancements within Imago Admin, Jira workflows, and operational procedures.
  • Support the implementation and embedding of agreed improvements.
  • Measure and report benefits realised through process enhancements.
  • Analyse support tickets, incidents, and operational queries relating to Third Party Administration services.
  • Identify recurring themes, system weaknesses, and process bottlenecks.
  • Produce regular management information highlighting trends and improvement opportunities.
  • Escalate systemic concerns and recommendations through appropriate governance forums.
  • Monitor recurring issues and identify root causes.
  • Act as the Third Party Administration representative within relevant Product Forums and change governance meetings.
  • Present operational feedback, defects, enhancement requests, and business improvement opportunities.
  • Ensure the Third Party Administration perspective is represented in product development discussions and prioritisation decisions.
  • Track progress of enhancement requests raised on behalf of Third Party Administration.
  • Create and maintain Standard Operating Procedures, process maps, and user guides.
  • Ensure procedural documentation accurately reflects current system functionality and business processes.
  • Review documentation following each system release or process change.
  • Promote consistency and best practice across operational procedures.
  • Develop and deliver training relating to new system functionality and process changes.
  • Produce release summaries, guidance notes, and learning materials.
  • Support managers and team members during change implementation.
  • Act as a subject matter expert for system and process-related queries.
  • Deliver testing activities for relevant system releases, identify and escalate system defects and operational risks, improve processes and workflows, maintain operational guidance, communicate change impacts, represent Third Party Administration requirements in product and change forums, and reduce recurring support issues through proactive analysis and improvement activity.

Desired Qualifications

  • Knowledge of Imago Admin.
  • Experience of change management or business analysis.
  • Experience participating in governance, product, or change forums.
  • Experience delivering training and creating learning materials.
  • Understanding of Lean, Continuous Improvement, or Operational Excellence methodologies.
  • Experience of User Acceptance Testing and defect management.
  • Ability to translate technical system changes into business impacts.
  • Experience working with operational workflow tools, including Jira.

About the Company

Nucleus Group

Adviser platform and wealth management software

Nucleus Group provides investment platforms and wealth technology for UK financial advisers and their clients. Its core product is a wrap platform that consolidates client assets (SIPPs, ISAs, GIAs) into a single online account, with adviser tools, model portfolios, bulk switching, rebalancing, and reporting, plus a client portal called Nucleus Go. The group differentiates itself by focusing on adviser efficiency and by not selling funds or giving advice, instead integrating multiple platforms from acquisitions to offer a unified, adviser-centric solution. Its goal is to help advisory firms run their business more efficiently and scale assets under administration through a comprehensive wealth-tech platform.

Company size
501-1,000
Company stage
IPO
Headquarters
Edinburgh, United Kingdom
Founded
2006

Recently Posted Jobs

Explore more opportunities at Nucleus Group

See more jobs