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 flexibility, and hands-on start-up experience.
- Other info: Join a dynamic team with a win/win mindset and excellent growth opportunities.
- Why this job: Make a real impact by saving clients money and learning how to build a start-up.
- Qualifications: Understanding of financial advice operations, 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 Swindon 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 and a collaborative work culture, you will have the opportunity to make a tangible difference in the financial advice landscape while working remotely or from our London office. Join us to be part of a mission-driven team that values innovation, curiosity, and partnership, all while enjoying the flexibility and support that comes with being part of a seed-stage start-up.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Swindon
✨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! Prepare a mini presentation or case study on how you would approach client onboarding or process improvement. This will demonstrate your proactive mindset and genuine curiosity about the role.
✨Tip Number 3
Be ready to ask questions during interviews. It shows you're engaged and eager to learn. Think about what you want to know about Woven's operations and how you can contribute to their 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 genuinely interested in being part of the Woven team.
We think you need these skills to ace Customer Success Manager in Swindon
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, let us know about a time you dug deep into a problem or process. This will demonstrate your genuine curiosity and proactive approach, which are key for this role.
Highlight Your Data Skills:Since we’re all about data at Woven, make sure to showcase your Excel skills and any experience you have with analytics. Tell us how you've used data to drive decisions or improve processes in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to see your application and get to know you better. Plus, it shows you’re serious about joining our 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 dialogue, which is crucial for building trust with clients.
