Wealth Manager

About the role

Key Responsibilities

• You will be part of the Private Wealth Management Team, responsible for collaboratively managing and growing the assets of our clients. This involves actively engaging with both new and existing clients through email, phone, and video calls to nurture their portfolios and ensure a consistent, high-quality service experience.
• Act as a spokesperson for Moneyfarm, delivering an exceptional customer experience as the first point of contact.
• Act proactively to engage with the client base and achieve agreed-upon targets while maintaining high quality.
• Keep the CRM database (Salesforce) up to date with all client contact.
• Use the cashflow modelling tool Cashcalc to prepare cash flows for your clients.
• Conduct portfolio reviews, analysing performance and taking into account asset breakdown and diversification given the selected level of risk.
• As you grow in seniority within the team, further responsibilities include:
• Working closely with other departments on additional projects to help improve overall client experience.
• Involvement in content and other business projects within Moneyfarm.

Requirements

• University degree.
• Must have a Level 4 qualification (IAD in FP&A with CISI, CII, or equivalent).
• At least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role. This role is also a natural next step for paraplanners who hold (or are close to completing) their Level 4 qualification and are looking to progress into a client-facing Wealth Manager position.
• Strong interest in commercial activities.
• Excellent communication skills, both verbal and written.
• Ability to build strong relationships with customers, strong customer orientation attitude.