DescriptionWe are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with over 7.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.Our visionOur vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.Our Core Values:We’ve built our business on three Principles:Relationships are our first asset: We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Our diversity makes this possible. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.About the roleWe're looking for an Investment Consultant to join our dedicated Wealth Management Team focused on the Premium Segment. In this role, you'll be part of a team responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them navigate their financial decisions effectively. You will also conduct portfolio reviews and use cashflow modelling tools to build plans and help your customers make sense of their financial plans and goals.This role is well suited to someone with a background in paraplanning, client support, or financial services administration who is looking to build a career in client-facing wealth management.Key ResponsibilitiesYou will be part of the Wealth Management Team, responsible for collaboratively managing and growing the assets of our clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality.Keep the CRM database (Salesforce) up to date with all client contact.Conduct portfolio reviews, analysing performance and taking into account asset breakdown and diversification given the selected level of risk.Possibility to progress into Qualified Wealth Manager [IAD level 4 in Financial Planning & Advice] to manage Private ClientsWorking closely with other departments on additional projects to help improve overall client experience.Involvement in content and other business projects within Moneyfarm.At least 2 years of experience in a financial services company [preferred], client support, or administrative role within wealth management or financial advice.Strong interest in commercial activities.Excellent communication skills, both verbal and written.Job SummaryID: C7040B776FDepartment: Investment AdvisoryType: full time
Investment Associate Consultant/consultant in London employer: Moneyfarm
At Moneyfarm, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to make a meaningful impact. As a Software Engineer II - Backend, you will have the opportunity to work with cutting-edge technologies in a dynamic environment, while benefiting from continuous learning and growth opportunities. Our commitment to Agile methodologies ensures that your contributions are valued, and you will be part of a team that prioritises quality and customer satisfaction.
