Investment Consultant (Hiring Immediately)

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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 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 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 look after a book of their own clients once fully onboarded and will be responsible for the satisfaction as well as the contributions from those clients.

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

- Be responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone or via video call

- 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 on additional projects 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:

- Begin work towards CISI Investment Advice Diploma (or level 4 equivalent)

- 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
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training op]]>