Product Manager (Adviser Cloud Ltd)

Stalybridge (near Manchester)

Adviser Cloud Ltd

Job Description

About us

Adviser Cloud are a FinTech firm based in Stalybridge (near Manchester) who specialise in intuitive and simple IFA CRM software that helps to reduce costs, increase efficiency and provide exceptional client experience. Adviser Cloud utilises the latest technology to provide the most contemporary and efficient way to manage clients.

The Role

Your role of product and client manager will be key to aid the development of software in a FinTech company and ensure client needs are met through our software.

  • You will be a point of contact with our clients to understand their needs and requirements.

  • You can effectively review client requirements and provide solutions to problems raised in a group or individual environment.

  • You will be able to assist the onboarding processes of new clients to the system, ensuring their needs are met and they are happy with the software.

  • You will maintain a good relationship with our clients and ensure each are using our software to its best effect.

  • You will review the existing software and provide analysis to the development team on improvements to the existing software stack.

  • You will be actively monitoring developments in the industry to ensure the software is kept up to date with the industry.

  • You will work in large projects with the development team to deliver new and intuitive software to our end clients.

About You

To be suitable for this role, you will need:

  • Previous experience in a paraplanning role (or similar) and a familiarity with standard financial advice processes and procedures.

  • To be IT literate and be open to understanding more technical software.

  • Great communication skills and commitment to succeed.

  • Ability to analyse problems and effectively provide solutions to problems.

  • Shows willingness to work hard and assist where when the business requires.

Location and Time

Preferably will be available to work Full time in our office in Stalybridge but open to discussion.

Competitive Salary depending on experience, qualifications and location.


If you are interested in the role, please contact Ewan: