At a Glance
- Tasks: Deliver exceptional onboarding experiences and support financial advisers in utilising our services.
- Company: Join a fast-growing fintech company disrupting the financial services market.
- Benefits: Competitive salary, flexible hours, hybrid working, and wellbeing support.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Make a real difference in helping clients plan for their retirement confidently.
- Qualifications: Understanding of financial planning and a flexible, adaptable mindset.
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
- 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
Adviser Success Manager (North West) employer: Timelineapp Tech Limited
At Timeline, we pride ourselves on being a dynamic and innovative fintech company that values diversity and individual uniqueness. As a remote-first employer with a strong focus on employee growth, we offer competitive salaries, flexible working hours, and comprehensive wellbeing support, ensuring our team members thrive both personally and professionally. Join us in making a meaningful impact in the financial services market while enjoying the benefits of a supportive and collaborative work culture.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Success Manager (North West)
✨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 the 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. Be ready to share examples of how you've successfully adapted to change in previous roles during your conversations.
✨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 (North West)
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 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 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! Use your application to convey your personality and how you can engage with clients and colleagues alike. Remember, we’re looking for someone who can build relationships and make a real difference.
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 Be Proactive
Don’t hesitate to ask questions during the interview. It shows you're engaged and eager to learn. Prepare some thoughtful questions about the company’s growth and how you can contribute to its mission.
