Fintegrate
Support & Onboarding Manager
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About Fintegrate
Fintegrate is a fintech platform built for financial advisers and paraplanners. We help advisers deliver better advice to clients and make good financial guidance achievable for everyone, by replacing clunky, disconnected tools with a clear, modern platform for risk profiling, portfolio analysis, and reporting.
We’re a growing team with big ambitions, and we’re looking for someone to help our customers get the most out of Fintegrate from day one. This is a great opportunity to work with an ambitious, collaborative team who wants to change the FinTech space.
The Role
As Support & Onboarding Manager, you’ll be the friendly, knowledgeable voice our customers turn to when they need help. You’ll support advisers and paraplanners using our platform day-to-day, and guide new customers through onboarding so they’re confident and set up for success from the start.
This is a remote role, and there are two ways into it depending on your background:
- If you have relevant experience: you’ll spend your first week with a team member at our Newport office (South Wales), getting up and running, before moving to remote working.
- If you’re starting out or changing career: no industry experience is required. You’ll spend the first 3-6 months based alongside a dedicated team member at our Newport office, learning the platform, our processes, and how financial advice works in practice. Once you’re confident working independently, you’ll move to remote working.
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Either way, this is a genuine opportunity to build a career in finance and technology, with full support to learn on the job.
You’ll also work closely with a dedicated member of our development team, turning customer feedback into quick wins we can release fast. It’s a real chance to take the lead on customer experience and go above and beyond. We move quickly, and we want every customer to be delighted with Fintegrate and stay ahead of the competition.
What You’ll Do
- Respond to customer support queries and help advisers resolve issues quickly and clearly
- Guide new customers through onboarding, making sure they’re set up correctly and know how to use the platform
- Build strong relationships with customers so they feel confident coming to us with questions
- Learn our product inside out: Review, Analyser, Hub, and Footprint
- Work closely with a dedicated developer to turn customer feedback into quick wins, released fast
- Take the lead on delivering excellent, above-and-beyond customer service that keeps us ahead of the competition
- Help maintain training materials, guides, and FAQs for customers
What We’re Looking For
- A genuine interest in helping people and solving problems
- Clear, confident communication, written and verbal
- Willingness to learn, ask questions, and get stuck in
- Organised and comfortable managing multiple queries at once
- If you have relevant experience: based anywhere in the UK, able to spend your first week in Newport before working remotely
- If you’re new to the industry: able to be based in Newport for the first 3-6 months while training, before moving to remote working
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No prior experience in financial services or software support is necessary. What matters most is attitude, curiosity, and a willingness to learn.
What We Offer
- A remote role once your first week of induction in Newport is complete, if you already have relevant experience
- Full training and hands-on support from a dedicated team member in Newport if you’re starting out, with a clear path to remote working once you’re confident working independently
- A genuine route into a career in fintech and financial services
- A supportive, fast-moving team where your input is valued from day one
- The chance to help advisers deliver better advice and make finance more accessible for everyone
- Equipment provided
- 35 hours fixed 9am -5pm
- 28 days annual leave including bank holidays
- Company pension with professional advisers who can help you invest your future
- Salary: based on experience
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