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About the role
Key responsibilities & impact- You will be part of the Premium & 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 cashflow modelling tool Cashcalc to prepare cashflows for your clients.
- Conducting portfolio reviews, analysing performance, taking into account the asset breakdown and diversification given the selected level of risk.
- Work closely with other departments on additional projects to help improve overall client experience
- Involvement in content and other business projects within Moneyfarm.
Requirements
What you’ll need- University degree.
- Must have a Level 4 qualification IAD with CISI, CII or equivalent.
- You have at least 2 years of experience in a financial services company, either as an adviser or working in a paraplanning role.
- Strong interest in commercial activities.
- Excellent communication skills, both verbal and written
- Ability to build strong relationships with customers, strong customer orientation attitude.
Benefits
Comp & perks- Health Insurance, Wellness plan
- Fee free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cashflow modellingportfolio analysisperformance analysisasset managementrisk assessment
Soft Skills
communication skillscustomer orientationrelationship buildingcollaborationproactive engagement
Certifications
Level 4 qualification IADCISICII