Platform Specialist

The Company

Timeline is a financial technology company on a mission to help millions of people plan, invest for, and enjoy retirement with confidence.

As a privately owned fast-growing fintech company providing Platform, MPS and financial planning solutions, we are well placed to disrupt the traditional financial services market.

Our technology cuts out unnecessary costs, inefficiencies, and anxiety for financial advisers, while improving the long-term investment returns for their clients.

We are a remote-first company with team members in over 13 countries. And given our diversity of thought, backgrounds, and life experiences, we are constantly striving to celebrate individual uniqueness, while achieving our common mission.

As a scaling, high-growth company, developing, and adapting is the norm. If you are after a dynamic company where you will make a real difference, then read on!

The Role

As a Platform Specialist, you will take a hands-on, technical role in onboarding adviser firms onto the Timeline platform. You will own each firm's data migration, from initial extract through validation, reconciliation and go-live.

You will use your knowledge of platforms, investment products and adviser back-office data to extract, cleanse, transform, map, and load client data accurately. You will plan and progress your own implementations independently, configure firms on the platform, investigate data and system issues, and keep clear technical documentation throughout.

You will collaborate with our Adviser Success Managers, who own the firm relationship, so that every new firm has a smooth, well-controlled move onto Timeline.

This role requires prior platform or wealth management experience.

Role Responsibilities

Implementation ownership and planning

• Define, plan and progress assigned implementations independently, moving firms through onboarding to an agreed timeline.
• Identify dependencies, risks, and technical decisions early, and escalate them promptly.
• Lead technical implementation calls with firms and their back-office teams.

Data migration planning

• Assess source data from adviser back-office systems, legacy platforms, and other providers.
• Define extraction and transformation approaches and produce data mapping specifications.
• Agree migration controls, validation rules, and reconciliation criteria before each migration.

Technical data analysis

• Interrogate source data using database extracts.
• Identify quality issues, anomalies, gaps, and transformation needs before migration.
• Cleanse, transform and map data to the Timeline platform and prepare migration files.

Platform configuration and onboarding

• Configure firms on the platform: client and account structures, portfolios and MPS, fee structures, users, and permissions.
• Complete the technical set-up needed for each firm to transfer assets promptly.

Migration execution and reconciliation

• Run trial and production migrations.
• Validate loaded data and reconcile client, account, asset, cash, holding and transaction records to evidence completeness and accuracy.
• Own migration readiness, final validation, and cutover, and provide early-life support after go-live.

Testing, troubleshooting, and resolution

• Define and run test scenarios covering configuration, migrated data and integrations.
• Diagnose migration, configuration, and integration issues, find the root cause, and put in lasting fixes with Product and Technology.

Documentation, controls, and continuous improvement

• Maintain mapping documents, transformation rules, configuration records, migration runbooks, reconciliation evidence, and decision logs, to support governance and audit.
• Hand over configuration, migrated data, known issues, and support notes clearly to the firm, Adviser Success, and Operations.
• Improve repeatable migration approaches, data-quality controls, tooling, and templates so each implementation is faster and more consistent than the last.

Role Requirements

Absolute must-haves:

• Proven experience in an investment platform, wealth management or closely related financial services environment.
• In-depth practical knowledge of platforms: client and account structures, tax wrappers, investment products, portfolios and MPS, holdings, cash, and transaction data.
• Hands-on experience delivering platform implementations, migrations, or firm onboarding.
• End-to-end data migration experience: extraction, profiling, mapping, cleansing, transformation, validation, and reconciliation.
• Advanced Excel and strong data-manipulation skills, including confidence with large, complex data sets.
• Ability to extract and analyse data from databases and investigate data-quality or migration issues.
• Understanding of what financial advisers do, and of the back-office systems and processes they rely on.
• A proactive, delivery-focused approach: able to plan and progress implementations independently, manage dependencies and escalate risks promptly.
• High attention to detail and a strong focus on data integrity.
• Clear documentation and communication skills, including explaining data and platform issues in plain English to non-technical colleagues and advisers.
• Willing and able to travel to our London office as and when needed, typically once a quarter, more often if required.

Nice-to-haves:

• Familiarity with APIs, SFTP, file-based interfaces and common integration patterns.
• Experience with adviser back-office and planning systems (for example Intelliflo, or cashflow tools).
• Experience of bulk transfers, re-registrations, or book migrations between platforms.

The Package

• 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