Adviser Success & Onboarding Lead

Timeline; Nottingham; Remote; GBP 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Non-contributory pension scheme

Option scheme eligibility

Insurance plans

Support for professional memberships

Flexible hours

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial planning knowledge

Cashflow tools

MPS familiarity

Adaptability

Proactive mindset

Clear communication

Jobbeschreibung

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.