Adviser Success Manager – North West

Hinduja Tech Limited

. Ensure new firms signing up for services are ready to transfer assets promptly .

Posted 10/6/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates a strong understanding of the financial planning process and the role of financial advisers, with the ability to effectively communicate complex concepts in accessible language. Proven experience in client engagement, training, and support within a financial services context, particularly in a DFM or MPS environment.

Highest-signal resume keywords

Financial Planning Process UnderstandingClient EngagementKPI MonitoringTraining and ImplementationDFM or MPS Experience

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Flexible MindsetSelf-ConfidencePersonable Communication

Tools & Technologies

Cashflow ToolsPlatformsMPS

Industry Keywords

Financial AdvisersHigh-Growth Start-UpScale-Up BusinessBusiness Development Events

About the role

Key responsibilities & impact

Ensure new firms signing up for services are ready to transfer assets promptly
Lead implementation calls and training demos
Engage regularly with existing firms to ensure they get the best from services
Monitor KPIs for assigned firms and agree and implement required actions with BDMs
Liaise with Adviser Success/Technical Associates to meet adviser requirements in a timely manner
Support the regional BDM with regional events and latter-stage discussions with prospective clients
Draft and issue contracts and set up client files
Answer queries from long-term users and liaise with colleagues to deliver timely responses

Requirements

What you’ll need

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
Ability to attend occasional business development events in your region
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)

Benefits

Comp & perks

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
Hybrid working
Flexible hours (depending on team requirements)
Wellbeing support