Jobs at Moneyfarm

Owns the product backlog and roadmap for a strategic B2B2C programme with an Italian institutional partner. Leads discovery and delivery across engineering, operations, compliance, finance, and investment teams; translates business and regulatory requirements into specifications; manages dependencies, risks, metrics, and Agile ceremonies; and aligns internal and partner stakeholders. The role requires strong product management experience in regulated financial services, fluent Italian and English, and an AI-first, data-driven approach.

Provide remote investment guidance and relationship management for Premium clients investing £10,000–£100,000. Conduct client appointments via phone, video, chat, and email; explain investment products and portfolio manager views; support asset growth; deliver client communications; maintain Salesforce records; and collaborate cross-functionally to improve the customer experience.

Provide remote investment guidance and portfolio reviews to premium clients through phone, video, chat, and email. Build and maintain strong client relationships, support investment decisions, analyse portfolio performance, assess diversification and risk, achieve engagement targets, and maintain accurate Salesforce records. The role offers progression toward qualified wealth management and private-client advisory responsibilities, with opportunities to contribute to client-experience and business projects.

Provide remote financial guidance and portfolio reviews to private clients with £100k+ investments. Build investment plans using CashCalc, analyze portfolio performance, maintain Salesforce records, nurture client relationships, and achieve engagement and asset-growth targets. The role requires Level 4 financial planning qualifications, financial services experience, strong communication skills, and a customer-focused approach.

Leads UK financial operations teams and oversees KYC/AML, account management, transfers, cash movements, invoicing, reporting, and regulatory processes. The role manages team performance, SLAs, dashboards, procedures, stakeholder relationships, client experience, and operational improvement initiatives while coordinating with Product, Technology, Customer Service, Compliance, and international operations teams.

Supports trading execution, order routing, execution-quality monitoring, TCA reporting, financial-product onboarding, and stakeholder reporting. Performs trade matching, settlement instructions, treasury payments, liquidity transfers, ledger maintenance, reconciliations, failed-trade resolution, and corporate-action processing. Uses Python, SQL, and Excel to monitor activity, analyze data, automate workflows, and resolve client execution inquiries while coordinating with brokers, custodians, counterparties, and internal teams.

Supports trading and middle-office operations across order execution, trade matching, settlement, treasury, reconciliations, corporate actions, and execution-quality reporting. The role uses Python, SQL, and Excel to monitor trading activity, resolve execution inquiries, automate workflows, and prepare reporting. It also involves coordination with brokers, custodians, counterparties, and internal teams while maintaining accurate financial records and resolving operational exceptions.

Owns customer experience across three UK financial-services brands, with end-to-end responsibility for regulated complaints, redress, root-cause analysis, vulnerable-customer standards, customer feedback, regulatory reporting, and Financial Ombudsman referrals. The role represents customer needs in product and change decisions, manages complaints information, works with legal and senior stakeholders, and line-manages a Complaints Coordinator while ensuring compliance with FCA requirements and Consumer Duty.

Leads customer service teams supporting Willis Owen and Profile Pensions across phone, email, and chat. Owns service levels, case resolution, pension transfers, drawdown, ISA and fund transfers, data accuracy, capacity planning, coaching, and customer outcomes. Ensures compliance with FCA requirements, Consumer Duty, AML, identity checks, vulnerable customer standards, and data protection policies while resolving escalations and contributing customer insights to business forums.

Leads the London customer service team supporting Moneyfarm customers across phone, email, and chat. Owns service levels, case throughput, Salesforce data quality, workforce planning, escalations, and customer outcomes. Coaches representatives, manages performance and development, oversees transfers and migrations, and contributes operational insight to product and change forums. Ensures compliance with FCA requirements, Consumer Duty, conduct rules, vulnerable customer policies, anti-money laundering, customer identification, and data protection obligations.

Supports institutional financial-distribution partners in growing assets under management and net inflows for co-branded investment solutions. Acts as a key partner contact, develops strong relationships, identifies partner needs, proposes scalable solutions, and assists with acquiring new partners. The role requires a finance or economics master’s degree, investment consulting or institutional sales experience, strong financial-market interest, persuasive communication, Italian fluency at C2 level, and residence in Milan.

The Wealth Advisor will manage client interactions via remote channels, building relationships, providing advice, and growing client assets under management.

Design, implement, and maintain data ingestion, orchestration, and transformation pipelines. Build and optimise analytical data models on Redshift. Decommission legacy components, enable AI/ML capabilities, collaborate with analysts, engineers, and product teams, and promote data engineering best practices.

Own and deliver complex backend services for the Partners B2B platform end-to-end. Build API integrations with banks and third parties, design data exchange and order execution flows, implement billing/reconciliation, influence architecture and non-functional requirements, mentor junior engineers, and improve cross-team engineering patterns, testing, and documentation.

Technical lead for the Partners backend platform: own architecture and implementation of partner integrations (onboarding, subscriptions, portfolio APIs, compliance, billing), define API strategy, mentor backend engineers, collaborate with product and partners, ensure system scalability, reliability and regulatory alignment.