Adviser Success Manager (North West)

Timelineapp Tech Limited; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Non-contributory pension scheme

28 days holiday plus bank holidays

Non-contractual bonus scheme

Potential join company option scheme

Insurance plans

Support for professional memberships

Job summary

Timeline is a fintech company seeking a proactive onboarding specialist to ensure seamless transfer and setup for advisor clients. You will partner with BDMs, Investment Analysts and developers to deliver a superior onboarding experience.

Responsibilities include leading implementation, engaging clients regularly, and monitoring KPIs to ensure success. Occasional travel to London and regional events are expected as part of the role.

Qualifications

• Understanding of what financial advisers do and the financial planning process.
• Familiarity with cashflow tools, platforms and MPS.
• Flexible mindset and ability to adapt to an evolving business.
• Self-confidence to take initiative and seek support when needed.
• Distill complex financial concepts into simple language.

Responsibilities

• Deliver onboarding for new firms and lead implementation calls and training demos.
• Engage with existing firms to maximise use of services.
• Monitor KPIs for your firms and coordinate actions with BDMs.
• Liaise with Adviser Success/Technical Associates to meet adviser requirements.
• Support regional BDM with events and prospective discussions.
• Draft and issue contracts and client file setup; respond to queries promptly.

Skills

Onboarding

Financial services

Customer relations

Communication skills

Travel to London (quarterly)

Job description

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 are the norm. If you’re after a dynamic company where you will make a real difference, then read on!

Role Responsibilities

You will take charge to deliver an exceptional experience for our onboarding clients. Working with our BDMs, Investment Analysts and developers, your core responsibilities are, but not limited to:

• Ensuring new firms signing up for our services are ready to transfer assets to us promptly. Leading implementation calls and training demos.
• Engaging with existing firms regularly to ensure they get the best from our services.
• Monitor KPIs for ‘your’ firms to ensure they are on track. Discuss, agree on, and implement any required actions with the BDMs.
• Liaising with Adviser Success/ Technical Associates to ensure the adviser’s requirements are met in a timely manner.
• Supporting the regional BDM with regional events and latter-stage discussions with prospective clients.
• Drafting and issuing contracts and client file set-up. Answering queries from long-term users and liaising with colleagues, where appropriate, to deliver a timely response.

Role Requirements

Absolute must-haves:

• Understanding of what financial advisers do and the financial planning process.
• Familiarity with cashflow tools, platforms and MPS.
• Flexible mindset and ability to adapt existing skills to an evolving business and a willingness to learn.
• Self-confidence to take the initiative, come to the table with suggestions, ask questions and reach out for support when needed.
• Personable with the ability to distil complex financial concepts into simple, accessible language.
• Willing and able to travel to our London office as and when needed, typically once a quarter, more often if required.
• The ability to attend occasional business development events in your region.

Nice to-haves:

• Experience working in a DFM or MPS business.
• Experience working in a high-growth start-up/scale-up business.

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