Premium Investment Consultant

Moneyfarm; Greater London; Remote; GBP 42,000 - 70,000; Full time

Job summary

Moneyfarm is seeking an Investment Consultant to join the Premium Wealth Management Team. You will build relationships with Premium clients (investments between £10,000 and £100,000) through remote channels such as telephone, video call, chat, and email, guiding them through their investment journey and financial decisions.

The role suits someone with experience in financial services, client support, or wealth management administration, who is looking to advance a career in wealth management and

Qualifications

• University degree.
• At least 2 years of experience in a financial services company or in a client support/administrative role within wealth management or financial advice.
• Strong interest in commercial activities.
• Excellent communication skills, both verbal and written.
• Customer-focused attitude.

Responsibilities

• Act as spokesperson for Moneyfarm, delivering exceptional customer experience as the first point of contact.
• Build a strong knowledge of Moneyfarm's products and platform.
• Work closely with team members as part of the Premium customer team.
• Conduct daily appointments with new or existing clients to grow assets under management via email, phone or video call.
• Assist in regular and ad-hoc campaigns with the Premium team.
• Communicate the views of expert portfolio managers to clients about wealth investment and markets.
• Provide clear guidance to help clients reach financial goals.
• Collaborate with other departments to improve client experience and keep Salesforce up to date.

Skills

Communication

Customer service

Sales interest

Team collaboration

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 (customers with investments of £10,000 to £100,000), 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.

This role is well suited to someone with a background in client support or financial services administration who is looking to build a career in wealth management.

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
• Working closely with other team members as part of a dedicated team which is responsible for the Premium customer base
• Conduct daily appointments with either new or existing clients to help grow their assets under management through email, phone or video call
• Assist in regular and ad-hoc 1-to-many communication campaigns with the Premium team
• 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 to help improve overall client experience
• Keep the CRM database (Salesforce) up to date with all client contact

• 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.
• Customer-oriented attitude

Nice to have:

• 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