Wealth Manager
MoneyfarmLondon, England, United Kingdom
Posted September 30, 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 rapidly growing digital wealth manager with over €5 billion invested. They offer personal investing solutions and advice to clients, aiming to improve their financial well-being. They are seeking a Wealth Manager to provide guidance to clients, manage their portfolios, and deliver exceptional customer service.
Requirements
- University degree
- Level 4 qualification IAD (CISI, CII, or equivalent)
- At least 2 years of experience in a financial services company (advisory or planning)
- Strong communication skills
- Excellent customer orientation
Benefits
- Health Insurance
- Wellness plan
- Fee free investments
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events