Adviser Success / Relationship Manager

  • Job Reference: ASMF1
  • Salary: £┬úcompetitive
  • Location: London
  • Contact: Jamie Smith on +44 (0) 20 3150 1032 or


We are an investment platform supporting financial advisers and institutional clients at the heart of the £10trillion UKinvestment managementindustry.We enable advisers to delight their customers with our innovative platform and reach new market segments withease.

Our team are bright,creative,and passionate with an obsessive client focus. We arevery excitedbythe marketopportunityandthe challengeof becomingaleaderin the space.

What you can expect from us

We are committed to creating an environment where you can be exceptional at all youdo. To help us deliver this,we promise to:

  • Drive your ambition further by creating an engaging working environment and providing opportunities for you to be nvolved in meaningful and challenging work.
  • Nurture your aspirations with a commitment to learningand development that helps you achieve and build your experience with people who want you to succeed
  • Value your input whereby leaders and managers willinvolve you in key decisions, listentoyourthoughtsandrecognisetheimportantcontribution youmake.
  • Balance your life through a work life partnership that focuses on making this an inclusive,diverse,and friendly place to work and offers the flexibility and support that enables everyone to beat their best.

The Role

Broadly,the role of the Adviser Success Manager includes:

  • Responsibility for owning the entire post-sales client lifecycle, including onboarding and success of platform adoption by advice firms.This includes implementation training, ongoing check-in and support for all platform functionality matters,communication of newplatform features,amongst others.
  • Development of detailed understanding of the needs of financial advisers, the platform market and how various operators compare to platform and articulating the value proposition and benefits for financial advisers.

The Adviser Success role will involve working with new and existing clients to ensure their Fundment journey-from client on boarding to their addition of their first few clients -is successful and effectively managed.

Your missionis to become a trusted expert and to create an exceptional adviser experience for users using the platform. Your goals are to drive high levels of client satisfaction, great retention, and sales add-on opportunities.

It is important that you understand data architecture and any experience with various tools used by advisers such as like CashCalc, CURO, lntelliflo/lRESS,etc and how data connects would be very useful.

Experience and Qualifications Required

  • An understanding of the UKadviser and platform market including a detailed and technical understanding of the competitive landscape and platform propositions.
  • The ability to understand the needs and interests of various stakeholders and create solutions.
  • Understanding of technology and the software development lifecycle.
  • Persuasive abilities which can beapplied to internal and external stakeholders.
  • The ability to create innovative solutions to business problems.
  • Exceptional analytical and technicalskills.
  • Exceptional oral and written communication skills.
  • Ability to communicate with people at all levels of business (bothinternally and externally)
  • The ability to translate strategic aims into practical policy
  • Resilience and the ability to remain calm and propagate calm in high pressure situations

Benefits you'll receive:

  • Opportunity to make an impact from day one.
  • Relaxed work environment and work-life balance.
  • Equity options in this rapidly growing firm.
  • AppleMacBook or equivalent laptop of your choice.
  • 28 days of holiday per year+ bank holidays.


This role is based in our London offices however we are flexible with days spent in the office. We're keen to makes sure we're designing a firm that works for everyone, so we particularly encourage applications from different under represented demographics.