Junior Investment Consultant
Moneyfarm, United Kingdom
Job Description
Who we are:
Moneyfarm is a European digital wealth manager with more than 90,000 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.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 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 optimize the customer experience and the efficiency of the results.
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 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 amp; 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:
- Have CISI Investment Advice Diploma (or level 4 equivalent)
- Basic understanding of Moneyfarm’s offerings (Pensions, General Investment Accounts and Stocks amp; 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