Investment Consultant
Moneyfarm
We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over £3.7 billion on our platform. With 200+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and M&G.Moneyfarm product offer recently widened with the acquisition of Profile Financial Solutions Ltd (Profile Pensions), the UK digital pension adviser and pensions consolidator with 24,000 customers and over £870m of AUM.Thanks to the merger with Profile Pension, Moneyfarm will grow into a larger and broader player, with a significant depth of proposition in digital wealth management across the UK and Italy.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.MissionTo provide investment solutions and advice to protect and grow client wealth through time.Our Core Values:We’ve built our business on three Principles:
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 be 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 be -in a first phase- supported by a more experienced Investment Consultant in order to optimise the customer experience and the efficiency of the results.
Main Responsibilities:Requirements
Benefits
Milano
Wed, 29 May 2024 22:38:35 GMT
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