Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Own the onboarding process and enhance client satisfaction with our wealthtech platform.
- Company: Leading UK wealthtech company focused on client engagement and satisfaction.
- Benefits: Remote work, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact by helping clients maximise their use of innovative financial technology.
- Qualifications: Experience in financial advice and adviser technology, with a proactive attitude.
- Other info: Join a fast-paced environment that values collaboration and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK wealthtech company is seeking a Customer Success Executive to enhance client satisfaction and engagement. This role involves owning the onboarding process and ensuring that advisers derive maximum value from the platform.
The ideal candidate will possess hands-on experience in financial advice and adviser technology, while being proactive and collaborative in a fast-paced environment. A commitment to continuous improvement will aid in fostering long-term client relationships and driving adoption of new features.
Customer Success Executive: Onboarding & Growth (Remote UK) employer: PlannerPal
Contact Detail:
PlannerPal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Executive: Onboarding & Growth (Remote UK)
✨Tip Number 1
Network like a pro! Reach out to people in the wealthtech industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its platform inside out. Show them you’re not just another candidate, but someone who genuinely understands their mission and values.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way. It shows your enthusiasm and keeps you fresh in their minds as they make decisions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Customer Success Executive: Onboarding & Growth (Remote UK)
Some tips for your application 🫡
Show Your Passion for Customer Success: When writing your application, let us see your enthusiasm for helping clients succeed. Share examples of how you've gone above and beyond to ensure customer satisfaction in previous roles.
Highlight Relevant Experience: Make sure to showcase any hands-on experience you have in financial advice and adviser technology. We want to know how your background aligns with the role, so don’t hold back on those details!
Be Proactive and Collaborative: In your application, demonstrate your proactive approach and ability to work collaboratively. We love candidates who can show they thrive in fast-paced environments and are always looking for ways to improve processes.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with StudySmarter!
How to prepare for a job interview at PlannerPal
✨Know the Company Inside Out
Before your interview, make sure you research the wealthtech company thoroughly. Understand their platform, the services they offer, and their target audience. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Financial Advice Experience
Since the role requires hands-on experience in financial advice, be prepared to discuss specific examples from your past roles. Highlight how you've helped clients achieve their goals and how your expertise can enhance the onboarding process for advisers.
✨Demonstrate Proactivity and Collaboration
In a fast-paced environment, being proactive is key. Share instances where you've taken the initiative to solve problems or improve processes. Also, emphasise your ability to work collaboratively with teams to drive client satisfaction and engagement.
✨Commit to Continuous Improvement
Talk about your commitment to learning and adapting. Discuss any relevant training or certifications you've pursued and how they’ve helped you stay updated with adviser technology. This shows that you're not just looking to fill a role but are invested in growing alongside the company.
