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Timeline is a fast-growing, technology-driven fintech and discretionary fund management business serving financial advisers across the UK. The company offers a low-cost, evidence-based discretionary Model Portfolio Service (MPS) designed exclusively for financial planning firms, combining cutting-edge investment technology with disciplined, research-led portfolio construction.
You will join the investment team in a hands-on role implementing, maintaining, and supporting the Model Portfolio Service across a range of investment platforms. This is a fast-paced, varied position in a growing, technology-driven environment where you'll take ownership early and work at pace.
Key responsibilities include:
- Day-to-day management and operation of discretionary model portfolios for financial advice firms
- Designing, improving, and maintaining processes for investment operations and associated tools
- Administering and monitoring client portfolios, including cash management, rebalancing, and ongoing oversight
- Responding to adviser queries and providing operational support throughout onboarding and across the ongoing client relationship
- Building and maintaining effective relationships with platform partners, working collaboratively for mutual client benefit
- Maintaining strong working knowledge of regulatory and compliance requirements and applying these consistently in day-to-day activities
- Supporting the migration of new client assets in a high-growth, fast-paced environment
The company fosters a team culture based on a coaching approach, is supportive, and encourages the pursuit of professional qualifications. They value diversity and maintain a diverse team.
Benefits include 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), and wellbeing support.
REQUIREMENTS:
Core knowledge & experience:
- Experience working in investment operations, platform operations, or a similar role within asset management, DFM, fintech, or a financial planning business
- Solid understanding of model portfolio services and how they are implemented and maintained on investment platforms
- Strong attention to detail, with the ability to manage multiple tasks accurately in a fast-paced environment
- Confidence working with data, systems, and technology — comfortable learning new tools and processes
- Excellent communication skills, with the ability to work effectively across teams and with external providers
- Proactive, problem-solving mindset and the ability to take ownership of tasks from start to finish
- Understanding of what financial advisers do and the challenges they face
- Highly numerate
Ideal knowledge & experience:
- Work experience in a DFM or MPS business
- Advanced Excel and VBA skills
- Knowledge of coding
