Junior Investment Consultant

Who we are:

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision – to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through 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, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are looking for a candidate to join our client facing department (Advisory team), who are responsible for all one to one interactions with our retail clients. The Junior Investment Consultant, through remote contact channels (telephone, video call, chat, email), will contribute to build strong customer relationships and will aim to accompany customers throughout their investment journey in Moneyfarm. The consultant, who will be assigned qualitative and quantitative objectives, will be responsible for the high satisfaction of client interactions and increasing contributions from those clients.

Main 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 mass market 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 ad-hoc 1-to-many communication campaigns with the mass market customer base
• 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.

Requirements

Must have:

• Willing to study for CISI Investment Advice Diploma (or level 4 equivalent) exams
• Be commercially driven
• Excellent communication skills, both verbal and written
• Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment
• Outstanding problem solving & organisational skills
• Minimum 2:1 degree
• A-Level (or equivalent) in Maths, Economics, Finance or a relevant numerate subject at grade B or above.

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

Benefits

• Health Insurance, Wellness plan
• Pension plan
• Fee free investments on Moneyfarm platform
• Regular office social events
• Happy and friendly culture!