Join to apply for the Pension Consultant role at Moneyfarm
We're a pan-European digital wealth manager with 160,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we're supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we're known as one of the most innovative fintechs headquartered in the heart of London.
About the role:
We are looking for a driven and ambitious individual, who has a keen interest in pensions and client relationships. This position is a client-facing role, where the individual would deal daily with many clients, via phone mostly, discussing their pension needs and providing guidance where required.
The ideal candidate is self-motivated, approachable, and thrives in a fast-paced, collaborative environment. You'll serve as a main point of contact for clients and will, once established, look after your own book of clients. This would involve some quantitative and qualitative targets - ensuring that your book of clients is satisfied and is positively contributing net inflows.
This job is a mixture of a commercial but advisory role, but with a strong desire to get good outcomes for our clients and ensure everything runs smoothly.
The candidate must have some interest in investments and pensions, ideally with some experience in client facing roles. However plenty of education will be delivered in the role and there will be the option to take further exams. This role can be a stepping stone for those looking to become a pension or investment advisor.
Responsibilities
* Act as a spokesperson for Profile Pensions, delivering an exceptional client experience as the first point of contact
* Provide clear and concise guidance to help clients to reach their financial goals
* Conduct multiple daily client interactions via phone or messaging to deal with their pension concerns
* Discuss client's investments and retirement options - whether through withdrawal calls, annual suitability calls or similar calls
* Maintain a large client base, monitoring activity, spotting opportunities or concerns
* Ensure all customer interactions are responded to in a timely and accurate manner
* Maintain a positive, solutions-focused approach to support client satisfaction and retention
* Keep accurate records of customer interactions and follow up on outstanding issues when necessary
* Work closely with team members and other departments to resolve complex queries and improve overall service quality
* Keep the CRM database (Salesforce) up to date with all client contact
Requirements
* Strong organizational skills and the ability to manage time effectively in a fast-paced environment
* Excellent verbal and written communication skills, with a customer-focused and empathetic approach
* A proactive, solutions-oriented mindset with a "can-do" attitude
* High attention to detail and the ability to multitask while maintaining quality and accuracy
* Professional, approachable demeanor and a consistently positive attitude
* Dependable, punctual, and committed to delivering high-quality service
* Able to work independently while contributing effectively as part of a team
* Discretion and an understanding of how to handle sensitive or confidential information appropriately
* Degree in economics/finance or similar are preferred
* Qualifications from CII/CISI/IMC/CFA are desirable
* Experience in client facing environments is desirable
Benefits
* Health Insurance, Wellness plan
* Pension plan
* Fee free investments on Moneyfarm platform
* Regular office social events
* Happy and friendly culture!
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Other
Industries
* IT Services and IT Consulting
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