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- 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, hybrid working, 28 days holiday, and professional development support.
- Other info: Opportunity for career growth in a diverse, remote-first environment.
- Why this job: Join a dynamic team and make a real impact in the financial services industry.
- Qualifications: Understanding of financial advising and a flexible, proactive mindset.
The predicted salary is between 36000 - 60000 £ per year.
The CompanyTimeline 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.
- Monitoring 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 plain English.
- 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.
- 28 days holiday plus bank holidays.
- Non-contractual bonus scheme.
- Potential to join company option scheme.
- Insurance plans.
- Cost of relevant professional qualifications and memberships.
- Hybrid working.
- Flexible hours (depending on team requirements).
- Wellbeing support.
Location: London (Hybrid)
Department: Growth
Employment Type: Full-Time Employee
Minimum Experience: Mid-level
Adviser Success Manager (London) employer: Timelineapp Tech Limited
Contact Detail:
Timelineapp Tech Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser Success Manager (London)
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work at companies similar to CompanyTimeline. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their mission and values, and think about how your skills as an Adviser Success Manager can help them achieve their goals. Tailor your responses to show you're the perfect fit!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience and how it relates to the role. This will help you articulate your thoughts clearly and confidently during the real deal.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Adviser Success Manager (London)
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 plain English, so don’t shy away from showcasing your knowledge!
Tailor Your Application: When applying, tailor your application to reflect how your skills and experiences align with our mission at CompanyTimeline. We’re a dynamic company, so let us know how you can adapt and contribute to our growth!
Be Personable: We value personality just as much as skills! In your written application, let your unique voice shine through. Show us who you are and how you can engage with clients and colleagues alike.
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 Timelineapp Tech Limited
✨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 People Skills
As an Adviser Success Manager, you'll need to engage with clients regularly. Practice explaining complex financial concepts in simple terms. This will demonstrate your ability to connect with clients and make their experience smoother.
✨Be Ready to Adapt
This role requires a flexible mindset. Think about examples from your past where you've had to adapt quickly to changes. Be prepared to share how you can bring that adaptability to a fast-growing fintech environment.
✨Ask Questions and Take Initiative
Don’t hesitate to ask questions during the interview. It shows you're engaged and eager to learn. Also, come prepared with suggestions on how you could improve the onboarding process or client engagement based on your previous experiences.