Teams 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.