City of London, England, United Kingdom · Hybrid
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,…
Skills: Consumer Duty Implementation, Fair Value Assessments, Target Market Analysis, Regulatory Compliance, Analytical Rigour
City of London, England, United Kingdom • Hybrid
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The role focuses on delivering Consumer Duty activities, specifically conducting fair value assessments and target market analysis for MPS and Multi Asset Funds. It involves supporting outcome testing and developing MI frameworks for Board reporting.
Requires over 4 years of experience in a product, investment, or compliance role within an FCA-regulated firm, with essential hands-on experience in Consumer Duty implementation. Candidates must be numerically confident and possess strong knowledge of PRIN 2A and PROD rules.
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 are the norm. If you’re after a dynamic company where you will make a real difference, then read on!
Role & Responsibilities
We are seeking an experienced Product Associate to join Timeline’s first line of defence on a three month fixed-term contract. This role has been created to support delivery of Timeline’s Consumer Duty activities, with a particular focus on fair value assessments,
The role sits within the first line and works closely with the investment, distribution and risk and compliance teams. It requires a candidate with direct, hands-on experience of Consumer Duty implementation in a DFM or MPS context, and the analytical rigour to translate regulatory requirements into well-evidenced, documented assessments.
Key responsibilities include:
Fair Value Assessments
Target Market Analysis
Outcome Testing
Consumer Duty MI and Board Reporting
Stakeholder Collaboration
Role Requirements
Core knowledge & experience:
Ideal knowledge & experience:
The Package
Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence. With over £14bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a multi-asset fund range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, AML and LOAs. This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets. Explore how Timeline can streamline your workflow and enhance client outcomes. Get in touch to see how we can work together.
Offices: 70 Gracechurch Street, London, England EC3V 0HR, GB
Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence. With over £14bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a multi-asset fund range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, AML and LOAs. This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets. Explore how Timeline can streamline your workflow and enhance client outcomes. Get in touch to see how we can work together.
Offices: 70 Gracechurch Street, London, England EC3V 0HR, GB
