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- Tasks: Deliver exceptional onboarding experiences and support financial advisers in their journey.
- Company: Join a fast-growing fintech disrupting traditional financial services with a remote-first culture.
- Benefits: Competitive salary, generous holiday, flexible hours, and professional development support.
- Other info: Opportunity for career growth in a diverse and innovative team.
- Why this job: Make a real difference in people's financial futures while working in a dynamic environment.
- Qualifications: Understanding of financial advising and a willingness to learn and adapt.
The predicted salary is between 50000 - 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.
- Monitoring KPIs for 'your' firms to ensure they are on track.
- Discussing, agreeing on, and implementing 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.
- 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 (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 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 impress them with your expertise during the chat.
✨Tip Number 3
Show off your adaptability! Be ready to discuss how you've handled changes in previous roles. Timeline is all about evolving, so share examples of how you've thrived in dynamic environments.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our mission to disrupt the financial services market.
We think you need these skills to ace Adviser Success Manager (London)
Some tips for your application 🫡
Know Your Stuff: Make sure you understand the financial planning process and what financial advisers do. This will help you tailor your application to show how your skills align with our mission at Timeline.
Be Personable: We love a friendly vibe! When writing your application, try to distil complex concepts into simple language. Show us your personality and how you can connect with clients and colleagues alike.
Show Your Flexibility: Highlight your ability to adapt and learn in a fast-paced environment. We’re a high-growth company, so we want to see that you can roll with the punches and thrive in change.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. 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 Adaptability
This role is all about adapting to a fast-paced environment. Be prepared to share examples of how you've successfully navigated change in previous roles. Highlight your flexible mindset and willingness to learn new things.
✨Communicate Clearly
Since you'll be distilling 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
Show your self-confidence by asking insightful questions during the interview. Share your ideas and suggestions on how to improve client onboarding experiences. Being personable will help you connect with the interviewers and show that you're a team player.