Jobs at Moneyfarm

Provide remote investment guidance and relationship management for Premium clients investing £10,000–£100,000. Conduct client appointments via phone, video, chat, and email; explain investment products and portfolio manager views; support asset growth; deliver client communications; maintain Salesforce records; and collaborate cross-functionally to improve the customer experience.

Provide remote investment guidance and portfolio reviews to premium clients through phone, video, chat, and email. Build and maintain strong client relationships, support investment decisions, analyse portfolio performance, assess diversification and risk, achieve engagement targets, and maintain accurate Salesforce records. The role offers progression toward qualified wealth management and private-client advisory responsibilities, with opportunities to contribute to client-experience and business projects.

Provide remote financial guidance and portfolio reviews to private clients with £100k+ investments. Build investment plans using CashCalc, analyze portfolio performance, maintain Salesforce records, nurture client relationships, and achieve engagement and asset-growth targets. The role requires Level 4 financial planning qualifications, financial services experience, strong communication skills, and a customer-focused approach.

Leads UK financial operations teams and oversees KYC/AML, account management, transfers, cash movements, invoicing, reporting, and regulatory processes. The role manages team performance, SLAs, dashboards, procedures, stakeholder relationships, client experience, and operational improvement initiatives while coordinating with Product, Technology, Customer Service, Compliance, and international operations teams.

Supports trading and middle-office operations across order execution, trade matching, settlement, treasury, reconciliations, corporate actions, and execution-quality reporting. The role uses Python, SQL, and Excel to monitor trading activity, resolve execution inquiries, automate workflows, and prepare reporting. It also involves coordination with brokers, custodians, counterparties, and internal teams while maintaining accurate financial records and resolving operational exceptions.

Owns customer experience across three UK financial-services brands, with end-to-end responsibility for regulated complaints, redress, root-cause analysis, vulnerable-customer standards, customer feedback, regulatory reporting, and Financial Ombudsman referrals. The role represents customer needs in product and change decisions, manages complaints information, works with legal and senior stakeholders, and line-manages a Complaints Coordinator while ensuring compliance with FCA requirements and Consumer Duty.

Leads the London customer service team supporting Moneyfarm customers across phone, email, and chat. Owns service levels, case throughput, Salesforce data quality, workforce planning, escalations, and customer outcomes. Coaches representatives, manages performance and development, oversees transfers and migrations, and contributes operational insight to product and change forums. Ensures compliance with FCA requirements, Consumer Duty, conduct rules, vulnerable customer policies, anti-money laundering, customer identification, and data protection obligations.

Supports budgeting, forecasting, month-end reporting, financial modeling, scenario analysis, and management insights. Partners with commercial, Finance, and Risk teams on strategic initiatives, capital planning, regulatory capital reporting, process improvements, automation, and system implementation. Presents complex financial analyses to senior management and helps drive profitable growth.