Adviser Success Manager

Job not on LinkedIn

🕒 May 21

🏢🏡 London – Hybrid

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Hinduja Tech Limited

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🚗 Transport

🤝 B2B

💰 $50M Private Equity Round - Hinduja Tech on 2024-03

Transport • B2B

Hinduja Tech Limited is an engineering and technology services company focused on automotive and mobility solutions. The company provides vehicle engineering, CAE, propulsion systems, vehicle electronics and software, supply chain and manufacturing engineering, and digital/enterprise technologies. It partners with global OEMs and Tier‑1 suppliers to co-develop vehicle models (including EVs), optimize manufacturing and reduce product and operations costs through outcome-based delivery.

📋 Description

• Deliver an exceptional experience for onboarding clients • Ensure new firms signing up for our services are ready to transfer assets 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 later stage discussions with prospective clients • Draft and issue contracts and client file set-up • Answer queries from long-term users and liaise with colleagues to deliver timely responses

🎯 Requirements

• 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 • 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

• Competitive salary, dependent on experience • 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