Adviser Journey Manager (Financial Services)

Location: Remote for home workers in England, United Kingdom

Company

hirify.global is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management across the UK, Ireland, and Channel Islands.

What you will do

• Own assigned adviser and Appointed Representative firm journeys from onboarding through first payment and formal handover to business-as-usual support.
• Coordinate cross-team activity, track progress, risks, dependencies, ownership, service levels, and outstanding actions.
• Identify barriers, resolve individual case issues, and escalate breaches, blockers, and material risks through agreed routes.
• Maintain accurate case records and management information covering ageing, rework, hand-off quality, delays, and recurring causes.
• Analyse recurring issues, map current and future processes, and develop evidence-based improvement proposals.
• Work with process owners, operations, Risk, Compliance, and technology partners to implement workflow, automation, digital tools, and control improvements.

Requirements

• Experience coordinating complex cross-team cases or processes, with strong planning and case-management skills across multiple actions, risks, and dependencies.
• Demonstrable process re-engineering experience, including documenting current-state processes, designing future-state processes, and translating improvements into practical implementation plans.
• Strong process-mapping capability covering activities, decision points, systems, data flows, controls, ownership, and hand-offs.
• Working knowledge of root-cause analysis, value-stream mapping, process redesign, problem-solving, and benefits measurement.
• Technical confidence with process-mapping, workflow, case-management, automation, data-analysis, and management-information tools.
• Ability to define business and process requirements, support solution design and testing, and assess technology-enabled changes without weakening controls.
• Strong stakeholder-management, relationship-building, written, and verbal communication skills, including constructive challenge and securing ownership without direct authority.
• Sound judgement when resolving, monitoring, or escalating issues; ability to interpret management information, adviser feedback, and operational insight to prioritise activity.
• High standards of accuracy, record keeping, and data handling, with awareness of adviser competence, data quality, timely payment, risk, regulatory requirements, and control.

Nice to have

• Experience in financial advice, adviser distribution, or a regulated financial-services organisation.
• Knowledge of adviser recruitment, onboarding, authorisation, training, supervision, payment processes, or Appointed Representative firm structures.
• Experience working with adviser firms, firm principals, or relationship-management teams.
• Experience in process re-engineering, business analysis, service improvement, or operational change.
• Familiarity with process-mapping, case-management, workflow, automation, digital tools, dashboards, or structured trackers.

Culture & Benefits

• Permanent, full-time remote role for home workers in England.
• Inclusive culture focused on integrity, curiosity, challenge, collaboration, and equal opportunities.
• 26 days of holiday, equivalent to 182 hours.
• Incentive scheme, non-contributory pension scheme, private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
• Flexible benefits for UK employees through salary deduction; healthcare cash plan available to Jersey employees only.