Investment Consultant in London

Who we are:

We’re a pan-European digital wealth manager with 128,000 active investors (growing fast!) and over £ billion on our platform. With 210+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and M&G.

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.

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:

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 who is looking to work in a fast-paced digital wealth manager.

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.

This role will be hybrid working, with 3 days from home and 2 days in the office. Although this can be subject to change.

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:

Requirements

Nice to have: