Private Wealth Manager (Remote) for £100k+ Clients

Moneyfarm; Greater London; Hybrid; GBP 65,000 - 95,000; Full time

Job summary

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

Qualifications

• University degree required.
• Level 4 FP&A qualification (CISI/CII) or equivalent.
• Minimum 2 years in a financial services company, adviser or paraplanner.
• Strong client relationship and communication skills.

Responsibilities

• Manage private wealth portfolios and nurture client relations via remote channels.
• Act as Moneyfarm spokesperson delivering exceptional customer experience.
• Engage proactively to meet targets while maintaining quality.
• Keep Salesforce CRM up to date with client contact.
• Use Cashcalc cashflow modelling to prepare client plans.
• Conduct portfolio reviews considering risk and diversification.

Skills

Relationship building

Communication skills

Client service

Financial planning knowledge

Education

University degree

Level 4 FP&A qualification (CISI/CII) or equivalent

Tools

Salesforce

Cashcalc

Job description

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