At a Glance
- Tasks: Onboard adviser firms onto our innovative platform and manage data migrations.
- Company: Join Timeline, a fast-growing fintech disrupting traditional financial services.
- Benefits: Enjoy competitive salary, flexible hours, and wellbeing support.
- Other info: Dynamic environment with opportunities for professional growth and development.
- Why this job: Make a real impact in the fintech space while working remotely with a diverse team.
- Qualifications: Experience in investment platforms and strong data manipulation skills required.
The predicted salary is between 40500 - 49500 £ per year.
The Company
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.
And 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 is the norm. If you are after a dynamic company where you will make a real difference, then read on!
The Role
As a Platform Specialist, you will take a hands‑on, technical role in onboarding adviser firms onto the Timeline platform.
You will own each firm's data migration, from initial extract through validation, reconciliation and go-live.
You will use your knowledge of platforms, investment products and adviser back‑office data to extract, cleanse, transform, map, and load client data accurately.
You will plan and progress your own implementations independently, configure firms on the platform, investigate data and system issues, and keep clear technical documentation throughout.
You will collaborate with our Adviser Success Managers, who own the firm relationship, so that every new firm has a smooth, well‑controlled move onto Timeline.
This role requires prior platform or wealth management experience.
- Role Responsibilities
- Implementation ownership and planning
- Define, plan and progress assigned implementations independently, moving firms through onboarding to an agreed timeline.
- Identify dependencies, risks, and technical decisions early, and upscale them promptly.
- Lead technical implementation calls with firms and their back‑office teams.
- Data migration planning
- Assess source data from adviser back‑office systems, legacy platforms, and other providers.
- Define extraction and transformation approaches and produce data mapping specifications.
- Agree migration controls, validation rules, and reconciliation criteria before each migration.
- Technical data analysis
- Interrogate source data using database extracts.
- Identify quality issues, anomalies, gaps, and transformation needs before migration.
- Cleanse, transform and map data to the Timeline platform and prepare migration files.
- Platform configuration and onboarding
- Configure firms on the platform: client and account structures, portfolios and MPS, fee structures, users, and permissions.
- Complete the technical set‑up needed for each firm to transfer assets promptly.
- Migration execution and reconciliation
- Run trial and production migrations.
- Validate loaded data and reconcile client, account, asset, cash, holding and transaction records to evidence completeness and accuracy.
- Own migration readiness, final validation, and cutover, and provide early‑life support after go‑live.
- Testing, troubleshooting, and resolution
- Define and run test scenarios covering configuration, migrated data and integrations.
- Diagnose migration, configuration, and integration issues, find the root cause, and put in lasting fixes with Product and Technology.
- Documentation, controls, and continuous improvement
- Maintain mapping documents, transformation rules, configuration records, migration runbooks, reconciliation evidence, and decision logs, to support governance and audit.
- Hand over configuration, migrated data, known issues, and support notes clearly to the firm, Adviser Success, and Operations.
- Improve repeatable migration approaches, data‑quality controls, tooling, and templates so each implementation is faster and more consistent than the last.
- Role Requirements
Absolute must-haves
- Proven experience in an investment platform, wealth management or closely related financial services environment.
- In‑depth practical knowledge of platforms: client and account structures, tax wrappers, investment products, portfolios and MPS, holdings, cash, and transaction data.
- Hands‑on experience delivering platform implementations, migrations, or firm onboarding.
- End‑to‑end data migration experience: extraction, profiling, mapping, cleansing, transformation, validation, and reconciliation.
- Advanced Excel and strong data‑manipulation skills, including confidence with large, complex data sets.
- Ability to extract and analyse data from databases and investigate data‑quality or migration issues.
- Understanding of what financial advisers do, and of the back‑office systems and processes they rely on.
- A proactive, delivery‑focused approach: able to plan and progress implementations independently, manage dependencies and upscale risks promptly.
- High attention to detail and a strong focus on data integrity.
- Clear documentation and communication skills, including explaining data and platform issues in plain English to non‑technical colleagues and advisers.
- Willing and able to travel to our London office as and when needed, typically once a quarter, more often if required.
Nice‑to‑haves
- Familiarity with APIs, SFTP, file‑based interfaces and common integration patterns.
- Experience with adviser back‑office and planning systems (for example Intelliflo, or cashflow tools).
- Experience of bulk transfers, re‑registrations, or book migrations between platforms.
- 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
Platform Specialist in London employer: Timelineapp Tech Limited
At Timelineapp Tech Limited, we pride ourselves on being an excellent employer that fosters a dynamic and inclusive work culture. Our hybrid working arrangements provide flexibility, while our commitment to employee growth ensures that you will have ample opportunities for professional development and career advancement in the rapidly evolving fintech sector. Join us to be part of a forward-thinking team that values innovation and collaboration, all within a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Specialist in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
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Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Timelineapp Tech Limited. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
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✨Tip Number 4: Apply Directly on Company Websites
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We think you need these skills to ace Platform Specialist in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Timelineapp Tech Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Timelineapp Tech Limited how you can be a team player!
How to prepare for a job interview at Timelineapp Tech Limited
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Timelineapp Tech Limited.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Timelineapp Tech Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
