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Adviser Success Manager

2 months ago

London UK, UK, United Kingdom Fundment Full time

The Company

Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a personable Distribution Support Manager to join our outstanding Distribution Team. This position will report into our Head of Adviser Success.


Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.


The role

The Adviser Success Manager plays a pivotal role in ensuring our clients have a seamless onboarding experience and are fully equipped to utilise our platform's functionality. This role involves training new clients, preparing contracts, assisting with the onboarding process, updating the CRM system, and performing various research and administrative tasks. The ideal candidate will possess excellent communication skills, enjoy training others and demonstrate strong technical abilities.


Our platform offers a multitude of tax wrappers including ISAs and Pensions so a good understanding of these products will be required.


Key responsibilities:

Client Training and Onboarding:

  • Conduct training sessions for new clients to ensure they understand and can effectively use the platform's functionality.
  • Provide ongoing support to Financial Advisers during the onboarding process, addressing any queries or concerns they may have.
  • Assist in the development of training materials and user guides to aid in client education.

Contract Preparation:

  • Prepare and manage client contracts, ensuring all necessary information is accurately captured.
  • Liaise with clients and internal teams to gather required documentation and approvals.
  • Maintain organized records of all contractual agreements.

CRM Management:

  • Update and maintain the CRM system with accurate client information and interaction records.
  • Monitor and track client engagement metrics to identify areas for improvement.
  • Generate reports and provide insights based on CRM data to support sales and marketing strategies.

Research and Administrative Support:

  • Conduct market research to identify potential clients and new business opportunities.
  • Assist in the preparation of sales presentations and proposals.
  • Perform general administrative tasks, including scheduling meetings, managing correspondence, and maintaining files.

Essential Requirements:

  • Understanding of investment management platforms and financial products
  • Experience in a sales support, client onboarding, or similar role within the financial services industry, or
  • Previous experience as a paraplanner or working with financial advisers in a support capacity
  • Aptitude for learning software/technology minded
  • Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner
  • Proficiency in using CRM systems and other relevant software tools
  • Detail-oriented with strong organizational and multitasking abilities
  • Proactive and self-motivated, with a problem-solving mindset

Desirable:

  • Relevant degree/qualifications in finance or related fields, IOC or FA2 in Pension Administration Qualification
  • Client onboarding, AML and KYC experience
  • Previous experience delivering technical training


Why join us?

Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of business aspects and understand how we improve efficiency and do things differently at Fundment.

We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office.

  • Full time position
  • Generous 28 days annual leave plus bank holidays
  • Enhanced maternity/paternity/adoption leave
  • 6% employer contribution
  • Private healthcare
  • Training and Development/Qualification Sponsorship

Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.


We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.


We will evaluate applications and respond within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.


No agencies please.