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:
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 are looking for a candidate who will work within the Advisory team, helping to manage the administrative activities of the team. This will include document creation, the handling of certain processes on behalf of clients and helping manage activities with the pension administrator. This role will involve some client interaction and will work closely with the Wealth Managers, whilst also working closely with other stakeholders, such as the operations team and the pension administrator. The aim will be to help make all client processes as smooth as possible for clients while helping the Wealth Managers to have more time to engage with their clients.
This role is a fixed-term position until the end of 2026 and requires working in our office two days per week.
Key Responsibilities
- Manage client pension processes, such as transfers and drawdowns, working with the pension administrator and the client to ensure the processes are as smooth as possible
- Support with ad-hoc document generation and other tasks where clients need support
- Contact ceding providers, where needed, for Pension or ISA transfers to ensure that transfers are handled correctly and efficiently
- Help the client services team with some client interactions when volumes are very high
- Reach out to clients where requests come from the operations or compliance team for further information - whether to check legitimacy of payments or to just some parts of client applications
- Work closely with the operations team to ensure that client backoffice processes are properly managed and client experience is positive
- Be the gatekeeper managing the variety of touch points with the pension administrator - to ensure that communication is properly orchestrated
Requirements
Must have:
- A strong work ethic
- High levels of organisational skills
- A can do attitude and the ability to work in a fast paced environment
- Have a strong ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment
- Experience working in administrative, client facing or receptionist roles
Nice to have:
- A passion for startups and a strong interest in building a career in the Financial Services
- Some knowledge of financial products, such as pensions and ISAs
Benefits
Moneyfarm is an award-winning pan-European digital wealth manager with 167,000 active investors and more than £5.5 billion in total assets on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. 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.
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.
