Investment Consultant, Moneyfarm
2 days a week in office
Digital wealth manager
Job no longer available
Digital wealth manager
201-500 employees
Job no longer available
2 days a week in office
201-500 employees
Company mission
To provide investment solutions and advice to protect and grow client wealth through time.
Role
Who you are
- 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 from a good university
Desirable
- 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
- Previous experience giving financial advice, or being in an environment where financial advice is given
- Previous experience in client facing position, particularly in a commercially driven environment
What the job involves
- 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
Salary benchmarks
Our take
Historically, investing was seen as only being for the wealthy. The rise of investment fund platforms changed that, but the 'beginner' investor market was still underserved.
Moneyfarm and their competitors (like Nutmeg) try to make investing in shares accessible and easy. They have a low minimum investment compared to larger asset managers and charge lower fees.
While there is plenty of space in this market for more than business (much like with banks), it will be important for players in this space to stay competitive and maintain a strong brand.
With more than 90,000 investors (a number that is growing fast), the company has over £2.5 billion invested on its platform. In addition to continued funding rounds (including a £44 million raise in early 2022), Moneyfarm has continued to make acquisitions, which have positioned the company well to see continued rapid growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Jan 2022
$58.3m
LATE VC
Sep 2019
$46.1m
SERIES C
Total funding: $189.2m
Company benefits
- Flexible working
- Private healthcare
- Fee-free investment on Moneyfarm products
Company HQ
Angel, London, UK
Leadership
Giovanni Daprà
(Co-Founder & CEO)Worked as an Associate at Deutsche Bank for five years.
Paolo Galvani
(Co-Founder & Board Member)20 years experience in finance, including VP and Managing Director roles at Morgan Stanley and Deutsche Bank, respectively.
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