Investment Consultant

Moneyfarm; Greater London; Hybrid; GBP 40,000 - 65,000; Full time

Job summary

Moneyfarm is seeking an Investment Consultant to join the Wealth Management Team for the Premium Segment. You will guide and build relationships with premium clients through phone, video, chat, and email, guiding investment decisions and portfolio reviews. Paraplanning or client support background is helpful.

The role focuses on remote client engagement, cashflow planning, and collaborative work with other departments to enhance client experience.

Qualifications

• 2+ years in financial services or wealth management support preferred.
• Strong communication and relationship-building skills.
• Interest in client-focused wealth management and advisory services.

Responsibilities

• Support Wealth Management Team with premium clients via remote channels.
• Conduct portfolio reviews and document client communications.
• Maintain high-quality service and CRM records.

Skills

Client relationships

Communication

Remote engagement

Investment products

Education

University degree

Tools

Salesforce

Job description

We 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.

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:

We’ve built our business on three Principles:

• 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'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 Responsibilities

• You 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.

As you grow in seniority within the team, further responsibilities include:

• Possibility to progress into Qualified Wealth Manager [IAD level 4 in Financial Planning & Advice] to manage Private Clients
• Working closely with other departments on additional projects to help improve overall client experience.
• Involvement in content and other business projects within Moneyfarm.

• University degree.
• 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.
• Ability to build strong relationships with customers; strong customer-oriented attitude.
• Strong customer-oriented attitude.