Who are we

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 an early-stage company, curve ball, adapting and developing are the norm. If you’re after a dynamic company where you will make a real difference, then read on!

Your Responsibilities

You will take charge to deliver a ‘wow’ and exceptional experience for our onboarding clients. Working with our BDMs, Investment Analysts and developers, 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.
• Providing on-site support at client offices and events when required, including setup, training and troubleshooting.
• 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.

Who we’re looking for

An individual to join our Adviser Success team, created to deliver exceptional client experiences.

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 plain English.
• Willing and able to travel to our London office as and when needed, typically once or twice a month, more often if required.
• The ability to attend occasional business development events in that region.

The Package

• Competitive salary, dependent on experience and qualifications
• Participation in company bonus scheme (payment subject to company meeting quarterly targets)
• 28 days annual leave plus statutory holidays
• Pension scheme (10% non-contributory after probation)
• Group life and income protection
• Potential to join company option scheme
• Cost of relevant professional qualifications and memberships
• Hybrid working - we’re a remote-first company
• Flexible hours (subject to team requirements)