Investment Consultant

🕒 May 6

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Moneyfarm

WebsiteLinkedInAll Job Openings

51 - 200 employees

💰 Series D on 2022-01

Moneyfarm makes personal investing simple and accessible.

📋 Description

• 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

• 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. • 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 opportunities • Regular office social events • Happy and friendly culture!