Pension Consultant
MoneyfarmPreston, England, United Kingdom • Milan, Lombardy, Italy • London, England, United Kingdom
Posted September 5, 2025
Full Time
About the Company
Moneyfarm is an award-winning pan-European digital wealth manager with over £5 billion in assets under management for more than 160,000 clients. At Moneyfarm, we’re guided by a simple mission: to help you achieve your financial goals with ease, efficiency and maximum transparency. We do this by offering investment solutions that are designed to meet a wide range of needs and goals, backed by our smart technology and the expertise of our dedicated consultants. Moneyfarm was launched in 2012 by Giovanni Daprà and Paolo Galvani with Dame Jayne-Anne Gadhia joining as its Chair in 2023. We are regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
Job Description
Moneyfarm is a pan-European digital wealth manager seeking a driven individual to act as a client contact. The role involves advising clients on pension needs, providing guidance, and ensuring satisfaction. This is a client-facing position with a mix of advisory and commercial activities, starting with a focus on driving positive outcomes for clients and maintaining a healthy book of clients.
Requirements
- Strong organizational skills and time management
- Excellent verbal and written communication skills
- Proactive and solutions-oriented mindset
- High attention to detail
- Professional and approachable demeanor
- Dependability, punctuality and commitment to quality
Benefits
- Health Insurance, Wellness plan
- Pension plan
- Fee free investments on Moneyfarm platform
- Regular office social events
- Happy and friendly culture