Moneyfarm is a fintech and financial services company focused on making personal investing more accessible. Its platform supports investment planning, asset allocation, wealth management, and personal finance, with an emphasis on ETFs and savings. Moneyfarm builds tailored portfolios around individual financial goals and serves more than 80,000 investors, with over £2.2 billion in assets under management. The company’s team operates at the intersection of technology, investing, and consumer financial services.
Investment Consultant – Hybrid, Moneyfarm
Guide premium clients through portfolio reviews and financial planning at Moneyfarm. Support clients across phone, video, chat, and email as part of its digital wealth-management service.
Description
- Build trusted relationships with premium clients through phone, video, chat, and email.
- Guide clients through their investment journeys and help them make financial decisions.
- Review portfolios, assessing performance, asset allocation, diversification, risk, and client goals.
- Work with colleagues to manage and grow client assets.
- Connect with new and existing clients by email, phone, and video.
- Serve as Moneyfarm’s first point of contact and deliver a high-quality client experience.
- Engage proactively with clients, meet agreed targets, and maintain service quality.
- Record all client interactions in Salesforce CRM.
- Partner with other departments on projects to improve the client experience.
- Contribute to Moneyfarm content and other business projects.
Requirements
- A university degree.
- At least two years of experience in financial services, client support, or an administrative role in wealth management or financial advice is preferred.
- A strong interest in commercial activities.
- Excellent spoken and written communication skills.
- Ability to build strong customer relationships and maintain a customer-focused approach.
Benefits
- Flexible working arrangements.
- Opportunity to progress to Qualified Wealth Manager (IAD Level 4 in Financial Planning & Advice) and manage private clients.