Teams at Moneyfarm

Serve as the first point of contact for pension and investment clients, providing clear guidance on retirement options, withdrawals, suitability reviews, and financial goals. Manage high-volume calls and messages, maintain accurate Salesforce records, monitor a client portfolio, identify opportunities and concerns, resolve issues, and collaborate with colleagues on complex queries. The role combines client advisory and commercial responsibilities with training toward future pension or investment adviser qualifications.

Design, build, and maintain data infrastructure, ingestion pipelines, orchestration, transformations, and analytical data models. The role involves optimizing Redshift, Airflow, and dbt, decommissioning legacy systems, supporting AI-powered data capabilities, and collaborating with analysts, engineers, and product teams. It also includes applying data engineering best practices, translating business requirements into scalable solutions, and contributing to team knowledge sharing.

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.