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For Companies At a Glance
- Tasks: Engage with clients to enhance their investment journey and provide exceptional customer service.
- Company: Join a leading fintech revolutionising personal investing in a dynamic, supportive environment.
- Benefits: Enjoy health insurance, fee-free investments, and career development opportunities.
- Other info: Be part of a friendly culture with regular social events and flexible working options.
- Why this job: Make a real impact on clients' financial well-being while growing your career in finance.
- Qualifications: Must have strong communication skills and a passion for financial services.
The predicted salary is between 50000 - 70000 £ per year.
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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.
With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Our vision
Our 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:
- Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.
What this means in practice:
At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.
Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. 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 role:
We are looking for a candidate to join our client facing department (Advisory team), who are responsible for all one to one interactions with our retail clients. The investment consultant, through remote contact channels (telephone, video call, chat, email), will contribute to build strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will look after a book of their own clients once fully onboarded and will be responsible for the satisfaction as well as the contributions from those clients.
Key Responsibilities
- Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
- Building a strong knowledge of Moneyfarm’s products and platform.
- Be responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone or via video call.
- Communicate to our clients the views of our expert portfolio managers on how we invest our client's wealth and financial markets as a whole.
- Provide clear and concise guidance to help clients to reach their financial goals.
- Work closely with other departments on additional projects to help improve overall client experience.
- Keep the CRM database (Salesforce) up to date with all client contact.
Requirements
Must have:
- Willing to study for CISI Investment Advice Diploma (or level 4 equivalent) exams.
- Be commercially driven.
- Excellent communication skills, both verbal and written.
- Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment.
- Outstanding problem solving & organisational skills.
- Minimum 2:1 degree.
- A-Level (or equivalent) in Maths, Economics, Finance or a relevant numerate subject at grade B or above.
Nice to have:
- Begin work towards CISI Investment Advice Diploma (or level 4 equivalent).
- Basic understanding of Moneyfarm’s offerings (Pensions, General Investment Accounts and Stocks & Shares ISAs).
- A passion for startups and a strong interest in building a career in the Financial Services.
- Successful experience in sales and client relationship management.
Benefits
- Health Insurance, Wellness plan.
- Fee free investments on Moneyfarm platform.
- Incentive scheme.
- Career development opportunities.
- Training opportunities.
- Regular office social events.
- Happy and friendly culture!
Investment Consultant in London employer: Moneyfarm
Contact Detail:
Moneyfarm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant in London
✨Tip Number 1
Get to know Moneyfarm inside out! Familiarise yourself with our products and services so you can confidently discuss them during interviews. This shows your genuine interest and helps you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info about the company culture and even lead to referrals, which can be a game-changer in landing that job.
✨Tip Number 3
Practice your communication skills! As an Investment Consultant, you'll need to convey complex information clearly. Role-play common interview scenarios with a friend or use online resources to sharpen your pitch and ensure you come across as confident and articulate.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and genuinely interested in joining our team at Moneyfarm. Don’t miss out on this opportunity!
We think you need these skills to ace Investment Consultant in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see that you’re genuinely excited about helping clients with their investment journeys and that you share our vision of making personal investing accessible.
Tailor Your CV: Make sure your CV is tailored to the Investment Consultant role. Highlight relevant experience, especially in client relationship management and any sales roles. We love seeing how your background aligns with our core values and mission!
Be Clear and Concise: In your written application, clarity is key. Use straightforward language and avoid jargon. We appreciate a well-structured application that communicates your skills and experiences effectively, so keep it simple and to the point!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Moneyfarm
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of Moneyfarm’s products and services. Familiarise yourself with their investment solutions and how they help clients achieve their financial goals. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Communication Skills
As an Investment Consultant, communication is key. Practice articulating your thoughts clearly and concisely. You might want to prepare for common scenarios where you explain complex financial concepts in simple terms. This will demonstrate your ability to connect with clients effectively.
✨Emphasise Relationship Building
Highlight your experience in building strong relationships, as this is crucial for the role. Think of examples from your past where you successfully managed client relationships or resolved issues. This will align with Moneyfarm's core value of valuing relationships above all else.
✨Be Ready to Discuss Your Ambitions
Moneyfarm values ambition and a proactive approach. Be prepared to discuss your career aspirations and how you see yourself growing within the company. Show that you’re eager to take ownership and contribute to the team’s success, which aligns with their vision of empowering employees.