
Timeline provides financial advisers with an integrated fintech platform that combines financial planning, portfolio management, custody, and client servicing tools. The platform includes…

Timeline provides financial advisers with an integrated fintech platform that combines financial planning, portfolio management, custody, and client servicing tools. The platform includes…
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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 Compliance Manager to join our Risk and Compliance team on a six-month fixed-term contract . This role has been created to support delivery of our compliance activities, with a particular focus on the Compliance Monitoring Plan, the governance framework and the policy framework.
The role sits within the second line of defence and reports directly to the Chief Risk and Compliance Officer. It requires someone who has experience of implementing compliance frameworks.
Key responsibilities include:
Compliance Monitoring
Governance Framework
Policy Framework
Platform Governance
Governance and Reporting
Role Requirements
Core knowledge & experience:
Ideal knowledge & experience:
The Package