Description
At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch.
Moneyfarm is rapidly growing and evolving and we are looking to hire a Head of UK Investment Consultants to lead a team of investment consultants to grow and farm the already large pool of Moneyfarm happy clients.
As part of this you will be responsible for designing and delivering the next iteration of our ‘hybrid’ customer engagement model.
Responsibilities:
- Fully own the teams’ targets and deliver the plan in accordance to budget, growing net inflows and share of wallet through customer focussed one-to-one interactions
- Define and execute ‘hybrid’ customer service model for the team, combining best practices from traditional financial advisory and sales with newer digital and analytics capabilities
- Role model customer-focused leadership and ensure high performance culture through effective people and performance management
- Lead, motivate and train the existing Investment Consultant team to manage existing client relationships, develop innovative ways to help clients reach their financial goals and to grow our client and asset base
- Keep up to date with developments in financial products, legislation, and competitor propositions as well as changes in market conditions to ensure effective conversations with internal and external customers
- Ensure ongoing improvement of processes to deliver the highest level of client satisfaction
- Work closely with all other business teams, communicating client feedback to continuously improve our offering and increase client activity
- Be an ambassador for the company assisting in press commentary and external presentations.
The ideal candidate for this role will have:
- At least 8 years of experience as a Financial Advisor, with experience serving mass affluent customers (between £100k-£1m AUM)
- At least 3 years of experience in building, managing and training a financial sales and/or advisory team
- Commercially driven with an entrepreneurial attitude
- Experience and ability to develop and deliver a new service model that combines best practices from traditional financial advisory and sales with newer digital and analytics capabilities that enhance investor experience and drive higher investments efficiently and at scale
- Proven track record of growing revenue by identifying opportunities to upsell and cross-sell financial products whilst providing advice to customers
- Comfortable making quick decisions despite ambiguity
- Strong ownership mentality and the ability to take various perspectives into account.
CLOSED VACANCY
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