Key Responsibilities:  

• Relationship Management 
  Build and maintain strong, trusted relationships with a portfolio of financial advice and wealth management firms. 

• Adoption & Value Realisation 
  Drive ongoing engagement with our platform through structured reviews, education, and personalised support, ensuring clients are achieving ROI and outcomes. 

• Retention-Focused Support 
  Identify early signs of disengagement or dissatisfaction and act proactively to resolve concerns before they escalate. 

• Strategic Guidance 
  Act as a knowledgeable adviser to clients, guiding them through new features, best practices, and opportunities to enhance their processes. 

• Client Advocacy 
  Gather and communicate client feedback to internal teams to contribute to product improvements, prioritise enhancements, and inform roadmap direction. 

• Facilitate regular meet-ups 
  Coordinate and run regional meet-ups with clients, ensuring valuable interactions that deepen relationships and support shared success. 

• Collaboration & Handover 
  Collaborate with implementation, onboarding, support, and product teams to ensure a smooth handover from go-live into long-term success. 

• Insight & Reporting 
  Monitor client usage and adoption metrics and use these to drive engagement plans and report on relationship health in line with our overall business plan. 

Required skills:  

• Experience in a client-facing role such as Client Relationship Manager, Account Manager, or Customer Success Manager – preferably in fintech, SaaS, or financial services. 

• Comfortable managing a client portfolio with varied levels of engagement and technical ability. 

• Excellent communication skills – both written and verbal – with the ability to build rapport, advise, and influence. 

• Organised, self-motivated and confident managing multiple priorities. 

• Analytical thinking – able to interpret usage data and client feedback to guide actions. 

• Tech-confident – able to learn and explain platform functionality and recommend how it can support the firms processes. 

• Excellent organisational skills with the ability to manage priorities and timelines effectively 

• Confident communicator with strong stakeholder management skills 

• Problem solver with a proactive mindset and ability to work in a fast-paced environment 

• A collaborative team player with a mindset of continuous improvement 

Remuneration Package

£DOE plus benefits package, including discretionary bonus, pension, life cover, income protection, private medical insurance, EV car scheme, and Bike to Work scheme.  

Job Type: Full-time hybrid - office and home-based

Salary: DOE

To apply, please send a cover letter and copy of your current CV to us:

Apply here

About Moneyinfo

Moneyinfo is a leading provider of client portal technology for Financial Planning and Wealth Management firms, delivering best-in-class Digital Relationship Management that transforms efficiency and productivity, secures compliance confidence, and enhances client experience and engagement - so they have the power to unlock peak performance.

At Moneyinfo, our culture is at the heart of everything we do. We believe that when our team feels great, our clients feel great and that’s how we consistently deliver on our promises. We live by our values: bold, together, and trusted. These aren’t just words; they shape how we work, how we treat each other, and how we build lasting relationships with our clients. If you're someone who thrives in a collaborative environment, believes in making a real difference, and wants to be part of a company that genuinely supports your success and wellbeing, we’d love to hear from you.