At a Glance
- Tasks: Deliver exceptional onboarding experiences and support financial advisers in their journey.
- Company: Fast-growing fintech company on a mission to disrupt traditional financial services.
- Benefits: Competitive salary, flexible hours, hybrid working, and professional development support.
- Other info: Remote-first culture with opportunities for travel and career growth.
- Why this job: Join a dynamic team and make a real difference in people's financial futures.
- Qualifications: Understanding of financial planning and a flexible, adaptable mindset.
The predicted salary is between 40000 - 50000 € 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.
- 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) in London 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, making us an excellent choice for those looking to make a meaningful impact in the financial services sector. Join us in our mission to empower financial advisers and their clients 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) in London
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. This way, you can get insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for those interviews! Research common questions for Adviser Success Managers and practice your answers. We want you to feel confident and ready to showcase your skills.
✨Tip Number 3
Show off your personality! During interviews, let your unique traits shine through. Remember, they’re looking for someone who fits into their diverse team, so be yourself!
✨Tip Number 4
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.
We think you need these skills to ace Adviser Success Manager (North West) in 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, use simple language to explain complex ideas. 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 being flexible and adapting to a fast-paced environment. Prepare examples from your past experiences where you've successfully adapted to change or learned new skills quickly. It’ll show that you’re ready for the dynamic nature of the company.
✨Be Personable and Clear
You’ll need to distil complex financial concepts into simple language, so practice explaining some tricky topics in layman's terms. This will demonstrate your ability to communicate effectively with clients and colleagues alike.
✨Engage with Questions
Don’t hesitate to ask questions during the interview. It shows your interest in the role and the company. Think about what you want to know regarding their onboarding process or how they measure success for their advisers, and come prepared to discuss.
