Remote Platform Onboarding & Data Migration Specialist

Timelineapp Tech Limited; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working

Non-contributory pension scheme

28 days holiday plus bank holidays

Non-contractual bonus scheme

Option scheme eligibility

Insurance plans

Support for professional memberships

Job summary

Timelineapp Tech Limited is a remote-first fintech platform provider serving advisers. We seek a Platform Specialist to own data migrations, mapping and go-lives for onboarding adviser firms onto the Timeline platform.

You will transform client data, validate results, and configure firm structures, portfolios and MPS. Occasional travel to London is expected. This role requires wealth-management experience and a delivery-focused mindset.

Qualifications

• Proven experience in investment platforms or wealth management systems.
• End-to-end data migration expertise: extraction, mapping, validation, reconciliation.
• Advanced Excel and data manipulation skills.
• Ability to analyse data from databases and identify quality issues.
• Excellent documentation and communication abilities.
• Willing to travel to London for quarterly visits.

Responsibilities

• Define and progress implementations from onboarding to go-live.
• Plan data migrations, extract, transform, map and validate data.
• Configure firms on the Timeline platform, including structures and MPS.
• Run migration tests and reconcile records for accuracy.
• Collaborate with Adviser Success and Technology teams.
• Maintain clear migration runbooks and evidence.

Skills

Platform experience

Wealth management

Data migration

Excel skills

Database extraction

Documentation skills

Attention to detail

Communication skills

Travel to London

Tools

Intelliflo

Job description

Timelineapp Tech Limited is a remote-first fintech platform provider serving advisers. We seek a Platform Specialist to own data migrations, mapping and go-lives for onboarding adviser firms onto the Timeline platform.

You will transform client data, validate results, and configure firm structures, portfolios and MPS. Occasional travel to London is expected. This role requires wealth-management experience and a delivery-focused mindset.