Moneyfarm is seeking a Wealth Manager (Level 4 IAD in Financial Planning & Advice or equivalent) to join our Private Wealth Management Team focused on premium clients (investments £100k+). You will guide clients remotely via phone, video, chat and email, conduct portfolio reviews, and use cashflow modelling tools to build tailored plans.
In this role you’ll nurture relationships, act as Moneyfarm's spokesperson, and work with Salesforce to keep client data up to date while pursuing growth
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Private Wealth Manager (Remote) for £100k+ Clients 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.
