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Nucleus Group

Adviser platform and wealth management software

Platform Content Marketing Manager

Customer Education & TrainingPosted on Nov 4
Full-timeUnited KingdomHybrid

About the Job

Requirements

  • Experience creating learning, training, educational, or knowledge-based content in a professional or regulated environment.
  • Strong written communication skills and the ability to simplify complex information.
  • Understanding of how users learn and the ability to design content for different learning styles and experience levels.
  • Experience producing written guides, tutorials, help sheets, videos, webinars, and online learning materials.
  • A user-focused mindset and interest in helping people build confidence and capability.
  • Stakeholder management skills and ability to collaborate across business functions.
  • Planning and organisational skills, including managing competing priorities and deadlines.
  • Attention to detail and commitment to high-quality standards.
  • Experience working within governance and approval processes.
  • Ability to influence, collaborate, and build relationships with stakeholders.
  • Adaptability and resilience in a fast-changing environment.

Responsibilities

  • Lead delivery of adviser training materials for the platforms.
  • Own adviser learning materials, supporting firms from onboarding through ongoing platform adoption and growth.
  • Create and maintain adviser learning materials, including guides, tutorials, help sheets, videos, knowledge articles, FAQs, webinars, and other resources.
  • Work with product, platform, operations, sales, customer support, and change teams to translate complex processes and technical functionality into clear, practical learning content.
  • Ensure learning materials reflect the organisation’s tone of voice and meet adviser needs.
  • Develop structured learning pathways to help new firms become confident using the platforms quickly.
  • Create learning materials to support platform releases, product enhancements, and strategic business initiatives.
  • Improve learning content using adviser feedback, behavioural insight, and usage data.
  • Serve as the subject matter expert for adviser learning and education, advising stakeholders on suitable materials for different audiences and objectives.
  • Manage governance and approval processes to keep content accurate, compliant, and up to date.
  • Maintain training content inventories and review schedules to ensure resources reflect current platform functionality, products, and processes.
  • Partner with distribution teams to identify adviser challenges and develop resources to overcome adoption barriers.
  • Support webinar programmes, demonstrations, and educational initiatives to increase adviser engagement and confidence.
  • Evaluate learning approaches, tools, and technologies to improve content effectiveness and accessibility.

Desired Qualifications

  • Knowledge of financial services, platforms, or adviser markets.

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

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