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 Portsmouth 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 collaboration and innovation, employees enjoy a supportive work culture that fosters personal and professional growth, alongside the unique opportunity to make a tangible difference in the financial advice landscape. The remote working flexibility combined with regular team days in London ensures a balanced and engaging work environment, making it an ideal place for motivated individuals to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Portsmouth
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work with customer success. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! If you’ve got experience with onboarding or project management, share specific examples during interviews. We want to see how you can make a real impact at Woven.
✨Tip Number 3
Be curious! Ask insightful questions about the company and its processes. This shows us you’re genuinely interested in how we operate and how you can contribute to our mission.
✨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 journey from the get-go.
We think you need these skills to ace Customer Success Manager in Portsmouth
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 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 time and resources.
✨Ask Thoughtful Questions
Show genuine curiosity during the interview by asking 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.
