At a Glance
- Tasks: Own client onboarding and streamline operational processes for financial advisers.
- Company: Woven, a seed-stage fintech revolutionising UK financial advice.
- Benefits: Competitive salary, remote work, and a chance to make a real impact.
- Other info: Fast-paced environment with opportunities for significant career growth.
- Why this job: Be part of a mission to save clients thousands and learn how a start-up operates.
- Qualifications: Understanding of financial advice operations and strong organisational skills.
The predicted salary is between 40000 - 55000 £ per year.
Woven is a seed-stage fintech building the data infrastructure that's been missing from UK financial advice. Our platform helps advisers uncover the savings hidden in their clients' portfolios - often thousands of pounds per client in fees - as part of our wider mission to save UK investors over £7 billion a year. We give advisers a single, normalised view of their book through Woven Analytics, and we're already partnered with around 30% of the UK platform market.
This is a broad, high-trust role working shoulder to shoulder with everyone in the business. You'll sit where commercial, operations and customer success meet - the kind of role where you'll learn how a start-up actually gets built and have a real hand in scaling it. If you like wearing several hats, asking good questions and turning messy processes into repeatable ones, you'll do well here.
What you'll do
- Own client onboarding end to end, so every adviser firm has a smooth, confident start with Woven.
- Build and document repeatable operational pipelines, so our processes scale cleanly as we grow.
- Work directly with advice firms to identify, analyse and process client switches - work that translates into thousands of pounds saved in fees for their clients.
- Be a trusted point of contact for clients, working in genuine partnership with a win/win mindset.
What you'll bring
- A solid understanding of how a financial advice or wealth management firm actually operates day to day.
- Strong organisation and a proactive, driven approach - you spot what needs doing and get on with it.
- Genuine curiosity and the confidence to ask questions rather than guess.
- A love of data and analytics, and an instinct for what the numbers are telling you.
- Enjoyment of working in a fast-paced environment without red-tape.
- Strong Excel skills and project management experience will help you thrive.
- Knowledge of the advice process, switching platforms and investment recommendations is essential.
Why this role
Woven is a free service to financial advisers - we only win when they do which creates a true partnership, in it together type of relationship. You'll be at the forefront of that: directly responsible for the work that saves clients real money and helps advice firms run better. It's a rare chance to make a big, visible impact early, and to learn how a start-up is built from the inside.
The details
- Location: Remote with London office / team days.
- Reports to: Nicky, Co-founder & CEO.
- Salary: £40,000–£55,000.
Customer Success Manager in Bradford employer: Woven Advice
Woven is an exceptional employer for those seeking a dynamic role in the fintech sector, offering a unique opportunity to make a tangible impact on financial advisers and their clients. With a strong focus on collaboration and innovation, employees benefit from a supportive work culture that encourages growth and learning, all while working remotely with the option to connect with the London team. Join us to be part of a mission-driven company where your contributions directly translate into significant savings for clients and a better operational experience for advice firms.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Bradford
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work at Woven or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Show off your skills! If you've got experience with client onboarding or data analytics, prepare some examples to discuss during interviews. We love hearing about how you've made processes smoother or saved clients money.
✨Tip Number 3
Be curious! When you get the chance to chat with potential employers, ask thoughtful questions about their operations and challenges. It shows you're genuinely interested and ready to dive into the role.
✨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 keen on being part of our mission to save UK investors money.
We think you need these skills to ace Customer Success Manager in Bradford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in financial advice or wealth management, and show us how your skills align with our mission at Woven.
Show Your Curiosity:We love candidates who ask questions! In your application, share examples of how your genuine curiosity has led you to uncover insights or improve processes in previous roles. It’s all about that win/win mindset!
Highlight Your Data Skills:Since we’re all about data at Woven, make sure to showcase your love for analytics. Mention any relevant Excel skills or project management experience that can help us see how you can thrive in a fast-paced environment.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with Woven. We can’t wait to hear from you!
How to prepare for a job interview at Woven Advice
✨Know Your Numbers
As a Customer Success Manager, you'll need to demonstrate your love for data and analytics. Brush up on key financial metrics and be ready to discuss how they impact client success. Show that you can interpret data and translate it into actionable insights.
✨Understand the Advice Process
Familiarise yourself with how financial advice firms operate day-to-day. Be prepared to discuss the advice process, switching platforms, and investment recommendations. This knowledge will help you connect with the interviewers and show that you're ready to hit the ground running.
✨Demonstrate Proactivity
Woven values a proactive approach, so come armed with examples of how you've spotted issues and taken initiative in previous roles. Share specific instances where your actions led to improved processes or saved costs, showcasing your ability to make a tangible impact.
✨Ask Thoughtful Questions
Show your genuine curiosity by preparing insightful questions about Woven's operations and future plans. This not only demonstrates your interest in the role but also your willingness to engage in meaningful conversations that can lead to better outcomes for clients.
