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- Tasks: Transform financial advice firms by guiding them from trial to full adoption of our innovative product.
- Company: Join Afternoon, a game-changing tech company revolutionising financial advice workflows.
- Benefits: Enjoy remote-first work, competitive salary, and opportunities for personal growth.
- Other info: Be part of a dynamic team shaping the future of financial advice.
- Why this job: Make a real impact by helping advisers reclaim their time and become advocates.
- Qualifications: Experience in financial advice and strong interpersonal skills are essential.
The predicted salary is between 40000 - 50000 ÂŁ per year.
Location: UK (remote-first, with some travel)
Type: Full-time
The role
You’re the person who turns potential into real change inside financial advice firms. You’ll work with firms of all sizes, from first trial through to real, embedded usage. Not just logging in, but changing how they work. You’ll help financial advisers get their afternoons back. Then turn them into advocates who tell everyone else why it matters.
What you’ll be doing
- Own the customer journey end-to-end. From trial through onboarding to long-term advocacy, you’ll guide firms from first use to full adoption and beyond.
- Turn interest into behaviour change. Help advisers move from curiosity to daily use.
- Spot friction early and remove it. Whether that’s product, process, onboarding or people.
- Work across teams to get things done. Product, tech, marketing, leadership. You’ll fix what you can and pull in whoever you need to help.
- Own how we communicate with customers. Clear, simple, human. No noise. Everything you send helps advice firms take the next step and get value faster.
- Bring the product to life in the real world. Show firms how this fits into their workflow, not just a demo.
- Build relationships that last. You’ll become a trusted partner, not a supplier.
- Create advocates. The goal is simple. Firms that recommend Afternoon without being asked.
- Feed insight back into the business. What’s landing, what’s not, where we improve next.
What matters in this role
- You understand the financial advice world. You know how firms actually operate. The pressures, the workflows, the reality.
- You’re brilliant with people. You read the room. You build trust quickly. You bring energy without forcing it.
- You have a get-it-done mindset. No waiting around. If something’s in the way, you move it.
- You’re comfortable with change. This is a scaling business. Things will evolve. You’ll help shape it.
- You think in outcomes, not activity. Adoption matters. Behaviour change matters. Logins don’t.
- You’re naturally curious. You ask better questions. You don’t just follow a script.
- You care about doing great work. Not just ticking boxes.
- You embrace technology. You’re curious about it, comfortable using it, and keen to make it part of how you work.
What this isn’t
- It’s not a passive account management role.
- It’s not “check in once a quarter”.
- It’s not selling features.
This is about helping people inside financial advice firms transform how they work and making their day-to-day better. You’re the person who makes that happen.
Why this is a great time to join Afternoon
We’re at the point where things are working. The product is live. Firms are using it. And when it lands properly, the impact is obvious. Now it’s about scale. That means real opportunity for the person in this role. You won’t be maintaining accounts. You’ll be shaping how this is adopted across the industry. If you get it right, you’ll see the impact quickly. In the firms you work with, and in the growth of the business. And you’ll be part of building something that changes how advice firms operate.
About Afternoon
We’re changing how financial advice firms actually get work done. Afternoon is a new operating model built for advisers. It connects client data, meetings and outputs into one flow, so firms can go from meeting to report in minutes, not hours. We’re not a concept or a future idea. We’re live inside advice firms across the UK, supporting thousands of client relationships every day. What we’re building is simple in principle. Less admin. Better data. More time spent advising. The opportunity now is to scale that across the industry. We use technology to do the heavy lifting behind the scenes, removing the work that slows advisers down and making workflows faster, cleaner and easier to manage. We move quickly, solve real problems, and care about building something that works in the real world, not just on a roadmap. If we get this right, we don’t just improve workflows. We change how advice firms operate.
Travel
Some travel across the UK to spend time with firms in person. Because the best relationships aren’t built entirely on Zoom.
Account Manager - Adoption and Growth employer: Afternoon
Contact Detail:
Afternoon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager - Adoption and Growth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice sector. Attend industry events, webinars, or even local meet-ups. The more you engage, the better your chances of landing that Account Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your understanding of the financial advice world. Share examples of how you've helped firms adopt new processes or technologies – it’ll make you stand out!
✨Tip Number 3
Be proactive! If you see a firm struggling with their current processes, reach out and offer insights on how Afternoon can help. This not only shows initiative but also demonstrates your commitment to making a real difference.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in what we do. Tailor your application to reflect how you can help transform the way financial advice firms operate – it’s all about making an impact!
We think you need these skills to ace Account Manager - Adoption and Growth
Some tips for your application 🫡
Show Your Understanding of the Financial Advice World: Make sure to highlight your knowledge of how financial advice firms operate. We want to see that you understand their pressures and workflows, so share any relevant experiences or insights in your application.
Be Clear and Human in Your Communication: When writing your application, keep it simple and straightforward. We value clear communication, so avoid jargon and focus on how your words can help us connect with potential clients better.
Demonstrate Your Get-It-Done Mindset: We love candidates who take initiative! In your application, share examples of how you've tackled challenges head-on and made things happen. Show us that you're not one to wait around for things to change.
Embrace Curiosity and Technology: Let us know how you embrace technology and your curiosity about it. Share any experiences where you've used tech to improve processes or outcomes, as this aligns perfectly with our mission at Afternoon.
How to prepare for a job interview at Afternoon
✨Know Your Stuff
Make sure you understand the financial advice world inside out. Research how firms operate, their pressures, and workflows. This knowledge will help you connect with your interviewers and show that you're ready to hit the ground running.
✨Showcase Your People Skills
This role is all about building relationships, so be prepared to demonstrate your ability to read the room and build trust quickly. Share examples of how you've successfully engaged with clients or colleagues in the past to highlight your interpersonal skills.
✨Be Ready to Problem-Solve
Expect questions about how you would handle friction points in the customer journey. Think of specific scenarios where you've identified and removed obstacles for clients or teams, and be ready to discuss your get-it-done mindset.
✨Embrace Change and Curiosity
Since this is a scaling business, show that you're comfortable with change and eager to learn. Prepare to discuss how you've adapted to new situations in the past and how your curiosity drives you to ask better questions and seek innovative solutions.