Take charge to deliver an exceptional experience for onboarding clients
Ensure new firms signing up for our services are ready to transfer assets to us promptly
Lead implementation calls and training demos
Engage 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
Liaise with Adviser Success/Technical Associates to ensure the adviser’s requirements are met in a timely manner
Support the regional BDM with regional events and latter-stage discussions with prospective clients
Draft and issue contracts and client file set-up
Answer queries from long-term users and liaise with colleagues, where appropriate, to deliver a timely response

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

Adviser Success Manager

About this role