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: Join a dynamic team with a win/win mindset and excellent career growth opportunities.
- Why this job: Be part of a mission to save clients thousands and learn how start-ups grow.
- Qualifications: Experience in financial advice, strong organisation, and data analysis 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 London employer: Woven Advice
Woven is an exceptional employer for those seeking a dynamic and impactful role in the fintech sector. With a strong focus on employee growth, our collaborative work culture encourages innovation and offers the unique opportunity to shape the future of financial advice while working remotely or from our London office. Join us to be part of a mission-driven team that values your contributions and fosters a genuine partnership with clients, all while saving them significant fees.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in London
✨Tip Number 1
Network like a pro! Reach out to people in the fintech and financial advice sectors. Use LinkedIn to connect with current employees at Woven or similar companies. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for the interview by understanding Woven’s mission and how you can contribute. Think about how your skills in client onboarding and data analytics can help save clients money. Show us you’re not just another candidate, but someone who genuinely cares about making an impact!
✨Tip Number 3
Practice your storytelling! Be ready to share examples of how you've turned messy processes into smooth operations. We love hearing about your past experiences and how they relate to the role of Customer Success Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re serious about joining the Woven team and being part of our mission to save UK investors money.
We think you need these skills to ace Customer Success Manager in London
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 what we're looking for. A personal touch goes a long way!
Show Your Curiosity:We love candidates who ask questions! In your application, share examples of how you've been curious in past roles. This could be about processes you improved or data insights you uncovered. It shows us you're proactive and ready to dive into the details.
Highlight Your Data Skills:Since we’re all about saving clients money through data, make sure to showcase your love for analytics. Mention any relevant projects where you used Excel or other tools to analyse data and drive decisions. We want to see your analytical mindset in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join the Woven team!
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 metrics related to financial advice and be ready to discuss how you can leverage data to save clients money. Show them you understand the numbers and can interpret what they mean for their clients.
✨Understand the Advice Process
Make sure you have a solid grasp of how financial advice firms operate day to day. Familiarise yourself with the advice process, switching platforms, and investment recommendations. This knowledge will help you speak confidently about how you can support advisers in their work.
✨Show Your Proactive Side
Woven is looking for someone who spots what needs doing and gets on with it. Prepare examples from your past experiences where you've taken initiative to improve processes or solve problems. This will highlight your proactive, driven approach and fit well with their fast-paced environment.
✨Ask Thoughtful Questions
During the interview, don't hesitate to ask questions that show your genuine curiosity. Inquire about their current operational pipelines or how they measure success with their clients. This not only demonstrates your interest in the role but also your willingness to engage in a partnership mindset.
