Manage onboarding and ongoing relationships with financial adviser firms using the company's investment and financial planning services. Lead implementation calls, training demonstrations, asset-transfer preparation, KPI monitoring, issue resolution, contract and client-file setup, and adviser engagement. Collaborate with business development managers, investment analysts, technical associates, and developers. Support regional business development activities and attend quarterly London-office visits and occasional regional events.
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
Timelineapp Tech Limited London, England Office
London, United Kingdom
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