Wealth manager Work, Jobs in Hainault, Gtl (with Salaries)

Wealth Manager
Moneyfarm —London
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Communication skills
Quick apply
Manager - BCG Vantage - Principal Investors & Private Equity
Boston Consulting Group —London
- Full-time
- English
- Bachelor's degree
- Communication skills
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
20h
Business Development Manager
Global Brands LTD —London
- Full-time
- Microsoft Powerpoint
- Sales
- Salesforce
- Health & wellbeing programme
- Work from home
Quick apply
Treatment Coordinator
Invisiblebraces4u —Mottingham
- £300 - £450 a day
- Sales
- Free parking
Quick apply
10d
Solutions Engineer
Ruleguard —London
- £100,000 - £120,000 a year
- Full-time
- AI
- Communication skills
Quick apply
Global Head of Client Experience
Citi —London
- Full-time
- Marketing
- Customer service
- Master's degree
5d
Head of GTM Deals
BDO —London
- Full-time
- Sales
- Contracts
- IT
3d
Philanthropy Manager
Essex & Herts Air Ambulance —Epping
- £45,000 - £50,000 a year
- Full-time
- CRM software
- Analysis skills
- Project management
- Annual leave
- Employee assistance programme
5d
Implementation Consultant
Canoe Intelligence —London
- £55,000 - £65,000 a year
- Hybrid work
- Salesforce
- Project management
- Bachelor's degree
- Annual leave
- Work from home
FP&A Manager
FNZ —London
- Full-time
- Communication skills
12d
Strategic Account Manager
GlobalData Plc. —London
- £90,000 - £100,000 a year
- Full-time
- Sales
- English
- Business development
Audit Semi Senior - International
BDO —London
- Full-time
- Travel
German or French Speaking Institutional Client Service Relationship Manager
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- In-person
- Annual leave
- Work from home
Manager (Wealth Management & Retail Investments)
Alpha Financial Markets Consulting —London
- Microsoft Outlook
- English
- Business development
Wealth Director
Partnership Recruitment —Billericay
- Up to £100,000 a year
- Hybrid work
- Presentation skills
- School
Customer Retention Manager
Hackstons —London
- Up to £50,000 a year
- Full-time
- Organisational skills
- Financial services
- Communication skills
- Employee discount
Client Relationship Manager
Partner Capital —Mayfair
- £44,700 - £45,000 a year
- Full-time
- English
- Microsoft Office
- Business development
Quick apply
Marketing Manager
Hackstons —London
- £55,000 - £65,000 a year
- CRM software
- Employee discount
Operations Manager
Franklin Templeton Investments —London
- Full-time
7d

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Wealth Manager

Moneyfarm -
London

Quick apply

Job details

Full-time

Qualifications

Bachelor's degree
Financial services
Communication skills
Certificate in Insurance

Full job description

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.

With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.

Our vision

Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.

Our Core Values:

We’ve built our business on three Principles:

Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.

Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.

About the role:

We're looking for a Wealth Manager (level 4 IAD, or equivalent) to join our dedicated Wealth Management Team focused on the Premium & private Segment (customers with investment of £100k +). In this role, you'll be part of a team responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them to navigate their financial decisions effectively. You will also be conducting portfolio reviews and using cashflow modelling tools to build plans and help your customers make sense of the financial plans and goals.

Key Responsibilities

- 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.

As you grow in seniority within the team, further responsibilities are:

- Work closely with other departments on additional projects to help improve overall client experience
- Involvement in content and other business projects within Moneyfarm.

Requirements

Qualifications and Skills:

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

- 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!

Quick apply

Refine Your Search

wealth manager jobs in hainault, gtl

Wealth Manager

Manager - BCG Vantage - Principal Investors & Private Equity

Trainee Wealth Manager

Business Development Manager

Treatment Coordinator

Solutions Engineer

Global Head of Client Experience

Head of GTM Deals

Philanthropy Manager

Implementation Consultant

FP&A Manager

Strategic Account Manager

Audit Semi Senior - International

German or French Speaking Institutional Client Service Relationship Manager

Manager (Wealth Management & Retail Investments)

Wealth Director

Customer Retention Manager

Client Relationship Manager

Marketing Manager

Operations Manager

I want to receive the latest job alerts for wealth manager in hainault, gtl

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