At a Glance
- Tasks: Deliver exceptional onboarding experiences and support financial advisers in their journey.
- Company: Fast-growing fintech company on a mission to revolutionise retirement planning.
- Benefits: Competitive salary, pension scheme, insurance plans, and flexible hours.
- Other info: Remote-first culture with opportunities for professional growth and travel.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: Understanding of financial advising and a willingness to learn and adapt.
The predicted salary is between 36000 - 60000 £ per year.
Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence. As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market. Our technology cuts out unnecessary costs, inefficiencies and anxiety for financial advisers, while improving the long-term investment returns for their clients. We are a remote‑first company with team members in over 13 countries. Given our diversity of thought, backgrounds and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission. As a scaling, high‑growth company, developing and adapting are the norm. If you’re after a dynamic company where you will make a real difference, then read on!
Role Responsibilities
- You will take charge to deliver an exceptional experience for our onboarding clients.
- Working with our BDMs, Investment Analysts and developers, your core responsibilities are, but not limited to:
- Ensuring new firms signing up for our services are ready to transfer assets to us promptly.
- Leading implementation calls and training demos.
- Engaging with existing firms regularly to ensure they get the best from our services.
- Monitor KPIs for ‘your’ firms to ensure they are on track.
- Discuss, agree on, and implement any required actions with the BDMs.
- Liaising with Adviser Success/ Technical Associates to ensure the adviser’s requirements are met in a timely manner.
- Supporting the regional BDM with regional events and latter-stage discussions with prospective clients.
- Drafting and issuing contracts and client file set‑up.
- Answering queries from long-term users and liaising with colleagues, where appropriate, to deliver a timely response.
Role Requirements
Absolute must-haves:
- Understanding of what financial advisers do and the financial planning process.
- Familiarity with cashflow tools, platforms and MPS.
- Flexible mindset and ability to adapt existing skills to an evolving business and a willingness to learn.
- Self-confidence to take the initiative, come to the table with suggestions, ask questions and reach out for support when needed.
- Personable with the ability to distil complex financial concepts into simple, accessible language.
- Willing and able to travel to our London office as and when needed, typically once a quarter, more often if required.
- The ability to attend occasional business development events in your region.
Nice to-haves:
- Experience working in a DFM or MPS business.
- Experience working in a high-growth start-up/scale-up business.
The Package
- Competitive salary, dependent on experience
- Non-contributory pension scheme
- Potential to join company option scheme
- Insurance plans
- Cost of relevant professional qualifications and memberships
- Flexible hours (depending on team requirements)
Adviser Success Manager in Manchester employer: Timeline
Join a forward-thinking technology company in the UK that values innovation and creativity, offering a vibrant work culture where your design expertise can truly shine. With competitive salaries, flexible hours, and a commitment to professional development, you'll find ample opportunities for growth while contributing to impactful financial planning tools. Embrace the hybrid working model that promotes work-life balance and collaboration in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Success Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work at Timeline or similar companies. Use LinkedIn to connect and engage with them; you never know who might have an inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by understanding the financial planning process and the tools used by advisers. Brush up on your knowledge of cashflow tools and MPS, so you can speak confidently about how you can add value to the team.
✨Tip Number 3
Show off your adaptability! In a fast-growing company like Timeline, being flexible is key. Share examples from your past where you've successfully adapted to change or learned new skills quickly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our mission to disrupt the financial services market.
We think you need these skills to ace Adviser Success Manager in Manchester
Some tips for your application 🫡
Show Your Understanding:Make sure to highlight your understanding of what financial advisers do and the financial planning process. We want to see that you can distil complex concepts into simple language, so don’t hold back on showcasing your knowledge!
Tailor Your Application:When applying, tailor your application to reflect how your skills and experiences align with our mission at Timeline. We’re a dynamic company, so let us know how you can adapt and contribute to our growth!
Be Personable:We love a personable approach! In your written application, let your personality shine through. Show us that you’re not just a fit for the role, but also a great fit for our team culture.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the Adviser Success Manager role. We can’t wait to hear from you!
How to prepare for a job interview at Timeline
✨Know Your Financial Stuff
Make sure you brush up on your understanding of financial advisers and the financial planning process. Familiarity with cashflow tools and platforms will give you an edge, so be ready to discuss how these tools can benefit clients.
✨Show Off Your Flexibility
This role requires a flexible mindset, so be prepared to share examples of how you've adapted to changes in previous roles. Highlight your willingness to learn and how you've successfully navigated evolving business environments.
✨Communicate Clearly
Since you'll need to distil complex financial concepts into simple language, practice explaining some key ideas in layman's terms. This will demonstrate your ability to engage with clients effectively and ensure they understand the services offered.
✨Be Personable and Proactive
During the interview, showcase your interpersonal skills. Be confident in taking the initiative, asking questions, and suggesting ideas. This will show that you're not just a fit for the role but also someone who can contribute positively to the team dynamic.
