Remote Private Wealth Manager

Moneyfarm; Greater London; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Moneyfarm is seeking a Wealth Manager (Level 4 IAD in FP&A with CISI/CII or equivalent) to join the Private Wealth Management Team focused on high-value clients. You will guide clients remotely, conduct portfolio reviews, and build plans using Cashcalc to support their investment goals.

You will nurture relationships via telephone, video calls, chat and email, driving client satisfaction and growth while collaborating with other departments on projects to enhance the client experience.

Qualifications

• University degree required.
• Level 4 FP&A qualification (CISI/CII) or equivalent.
• At least 2 years of experience in financial services (adviser or paraplanner).
• Strong commercial awareness and client-focused mindset.
• Excellent written and verbal communication skills.
• Ability to build and sustain relationships with clients.

Responsibilities

• Collaborate within the Private Wealth Management Team to grow client assets via email, phone and video calls.
• Serve as Moneyfarm's first point of contact, delivering an exceptional client experience.
• Proactively engage clients to meet targets while maintaining quality standards.
• Keep CRM (Salesforce) up to date with client interactions.
• Utilise Cashcalc to prepare cash flows and build client plans.
• Conduct portfolio reviews, assess performance, diversification and risk alignment.

Skills

Communication skills

Relationship building

Commercial awareness

Education

University degree

Level 4 FP&A qualification (CISI/CII)

Tools

Salesforce

Cashflow modelling (Cashcalc)

Job description

Moneyfarm is seeking a Wealth Manager (Level 4 IAD in FP&A with CISI/CII or equivalent) to join the Private Wealth Management Team focused on high-value clients. You will guide clients remotely, conduct portfolio reviews, and build plans using Cashcalc to support their investment goals.

You will nurture relationships via telephone, video calls, chat and email, driving client satisfaction and growth while collaborating with other departments on projects to enhance the client experience.