Adviser Success Manager (North West)

Timeline; Nottingham; Remote; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Non-contributory pension scheme

Option scheme eligibility

Insurance plans

Support for professional memberships

Flexible hours

Job summary

Timeline is a remote-first fintech company providing Platform, MPS and planning solutions. You will onboard clients, coordinate with BDMs, analysts and developers, and drive successful asset transfers and contracts.

Regular engagement with firms ensures they get maximum value, with travel to our London office as needed. We value adaptability, proactive communication, and the ability to explain complex financial concepts clearly to advisers.

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 contribute ideas.
• Ability to distil complex financial concepts into accessible language.
• Willingness to travel to London office as needed.

Responsibilities

• Deliver an exceptional onboarding experience for new client firms.
• Lead implementation calls and training demos with clients.
• Engage with existing firms to maximise value from services.
• Monitor KPIs for your firms and coordinate actions with the BDMs.
• Support regional BDM with regional events and client discussions.
• Draft and issue contracts and client file set-up; respond to queries promptly.

Skills

Financial planning knowledge

Cashflow tools

MPS familiarity

Adaptability

Proactive mindset

Clear communication

Job description

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
• Potential to join company option scheme
• Insurance plans
• Cost of relevant professional qualifications and memberships
• Flexible hours (depending on team requirements)