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About the Role
Timeline is a fast-growing fintech company providing Platform, MPS, and financial planning solutions. We aim to disrupt the traditional financial services market by cutting costs and inefficiencies, improving investment returns for clients. As a remote-first company, we value diversity and offer a dynamic environment where you can make a real difference.
Responsibilities
- Ensure new firms are ready to transfer assets promptly.
- Lead implementation calls and training demos.
- Engage with existing firms regularly to maximize service utilization.
- Monitor firm KPIs and implement required actions with BDMs.
- Liaise with Adviser Success/Technical Associates to meet adviser requirements.
- Support regional BDMs with events and prospective client discussions.
- Draft and issue contracts and set up client files.
- Respond to queries from long-term users by liaising with colleagues.
Requirements
- Understanding of financial advisers' roles and the financial planning process.
- Familiarity with cashflow tools, platforms, and MPS.
- Flexible mindset with the ability to adapt skills to a changing business.
- Willingness to learn and develop.
- Self-confidence to take initiative, offer suggestions, ask questions, and seek support.
- Ability to distill complex financial concepts into simple language.
- Willingness and ability to travel to the London office quarterly.
- Ability to attend occasional regional business development events.
- Experience working in a DFM or MPS business (nice to have).
- Experience working in a high-growth start-up/scale-up business (nice to have).
Skills
- Financial planning
- Platform
- MPS
- Cashflow tools
- Communication
- Adaptability
- Initiative
- Problem-solving
Location
- Remote
- London (office visits)
Work Type
- Remote-first
- Hybrid
- Flexible hours
Experience Level
- Dependent on experience
Salary/Compensations
- Competitive salary, dependent on experience
Benefits
- 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
- Wellbeing support
About the Company
- Timeline is a financial technology company.
- Mission: To help millions plan, invest for, and enjoy retirement with confidence.
- Provides Platform, MPS, and financial planning solutions.
- Aims to disrupt the traditional financial services market.
- Technology cuts costs, inefficiencies, and anxiety for advisers.
- Improves long-term investment returns for clients.
- Remote-first company with team members in over 13 countries.
- Values diversity and celebrates individual uniqueness.
- A scaling, high-growth company where developing and adapting are the norm.