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Junior Investment Consultant

Created on 12-12-2016
Location London
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Description

MoneyFarm (www.moneyfarm.co.uk) was founded in March 2011. We are an online investment advisor and one of the biggest digital wealth management companies in Europe, regulated by the FCA.


MoneyFarm wants to revolutionise the wealth management industry by offering simple, innovative and transparent investment solutions to everyone.


Whilst MoneyFarm is a digital wealth manager, an integral part of our business is our dedicated customer support team. To ensure our investors get the best possible experience, we have a team of consultants who are there to provide information and support on three key areas:



  • Digital wealth management generally - talking clients through the concept and its position in the investment management landscape
  • Our product - providing clients and prospective clients with information on our product and how MoneyFarm differs from peers
  • Investments - explain how our asset allocation and investment teams invest our clients savings and providing updates on our investment views


    • RESPONSIBILITIES


    • Providing the highest level of customer support on the three key areas mentioned above, through inbound and outbound phone calls, emails and webchat.
    • Ensuring that clients have a smooth experience when joining the platform and have access to any information they require
    • Helping clients fully understand the services that MoneyFarm provides alongside competing offerings
    • Consistently improving knowledge of MoneyFarm’s platform to support clients and help them navigate the system. 
    • Be a spokesperson for the client by feeding back any comments or concerns to the Head of UKIC or the product and marketing teams
    • Explain our views on market developments and provide updates on individual clients portfolios
    • Document all client contact in our database
    • Work with Head of UKIC to improve and develop processes to improve the client experience
    • Contact potential clients who have signed up in response to marketing

    REQUIREMENTS:


    • 0-1 years working experience in a Financial Services environment.
    • Degree in Business, Economics or Finance
    • Passion for Digital or Financial Technologies
    • Excellent organisational skills
    • Ability to pick up and explain technologies/systems quickly.
    • Comfortable in telephone based customer service
    • Willing to study for relevant financial exams

    PREFERRED REQUIREMENTS


    • Holding or studying for IMC qualification (or equivalent)
    • Able to start immediately
    CLOSED VACANCY Apply now

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