Junior Investment Consultant - MG Partnership
Moneyfarm, United Kingdom
Job Description
Who we are:
Moneyfarm is a European digital wealth manager with more than 80,000 active investors and over 2.2 billion in assets under management. First launched in 2012 and headquartered in the UK, it makes finance simple and accessible. Operating through both an online platform and an app, Moneyfarm’s approach to investment combines human guidance and financial expertise with the efficiency of technology to deliver cost-effective advice and investment solutions to every user. The company is led by co-founders Giovanni Daprà and Paolo Galvani and regulated by the FCA. It is backed by Allianz Asset Management, Mamp;G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
Partnership background:
Mamp;G partnered with Moneyfarm, a leading digital investment specialist, to provide direct investment services to UK consumers. Mamp;G Wealth, the company’s UK wealth management arm, will use Moneyfarm’s existing technology, digital capabilities and investment guidance journeys to back its own branded proposition.
This new direct digital service will be tailored to meet a range of customer risk appetites and profiles through a collection of multi-asset model portfolios, backed by a selection of actively-managed and passive funds.
Moneyfarm will deliver the operating models, including dedicated squads to support the technology platform and customer relationship management, together with custody and trading services.
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:
This is an exciting opportunity for an ambitious candidate with some Wealth Management experience who is looking to work in a fast-paced fintech start up.
An integral part of our business is combining human expertise with technology to make investment advice and fully managed portfolios more accessible in a simple and transparent way. As an Investment Consultant, you will get the opportunity to learn from a team of experienced professionals and be the first point of contact for new and existing customers. You’ll be highly personable, have a strong interest in financial markets, current affairs and financial planning, and become an expert on our platform and products to be able to offer a first-class service.
If you are looking to expand your career at a rapidly expanding and evolving firm within the Wealth Management industry, then this Investment Consultant role with Moneyfarm is the perfect job for you.
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
- 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 and simplified advice 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:
- Be level 4 qualified with the CISI Investment Advice Diploma or similar
- Have 1-3 years experience in a wealth management company or in a similar client facing investment role
- 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-pac