Timeline is a remote-first fintech company providing Platform, MPS and planning solutions. You will onboard clients, coordinate with BDMs, analysts and developers, and drive successful asset transfers and contracts.
Regular engagement with firms ensures they get maximum value, with travel to our London office as needed. We value adaptability, proactive communication, and the ability to explain complex financial concepts clearly to advisers.
Adviser Success & Onboarding Lead in Nottingham employer: Timeline
At Timeline, we pride ourselves on being an exceptional employer that fosters a culture of innovation and collaboration. Our remote work environment offers flexibility while providing ample opportunities for professional growth and development in the fintech sector. Join us to make a meaningful impact in retirement planning, supported by a dedicated team and a commitment to excellence.
