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Investment Consultant

£40,000 to £55,000
Job Type
2 Sep 2022

Our client is a pan-European digital wealth manager with 80.000 active investors (growing fast!) and over £2 billion invested on its platform. With 170+ people across 3 offices in Italy and the UK.

Founded 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 they are known as one of the most innovative fintech firms headquartered in the heart of London.

About the role:

This is an exciting opportunity for an ambitious candidate with some Wealth Management experience who is looking to work in a fast-paced fintech.

An integral part of the business is combining human expertise with technology to make investment advice and fully managed portfolios more accessible in a simple and transparent way.

As an Investment Consultant, you will get the opportunity to learn from a team of experienced professionals and be the first point of contact for new and existing customers. You ll be highly personable, have a strong interest in financial markets, current affairs, and financial planning, and become an expert on our platform and products to be able to offer a first-class service.

If you are looking to expand your career at a rapidly expanding and evolving firm within the Wealth Management industry, then this Investment Consultant role could be the perfect job for you.

Main Responsibilities:

  • Act as a spokesperson for the client, delivering an exceptional customer experience as the first point of contact
  • Building a strong knowledge of the products and platform
  • Be responsible for a book of clients, actively reaching out to new and existing clients to grow their assets under management through email, phone, or via video call
  • Communicate to our clients the views of our expert portfolio managers on how we invest our client s wealth and financial markets as a whole.
  • Provide clear and concise guidance and simplified advice to help clients to reach their financial goals
  • Work closely with other departments on additional projects to help improve the overall client experience
  • Keep the CRM database (Salesforce) up to date with all client contact.


  • Be level 4 qualified with the CISI Investment Advice Diploma or similar
  • Previous experience giving financial advice, or being in an environment where financial advice is given
  • A strong interest in building a career in the Financial Services
  • Be commercially driven
  • Excellent communication skills, both verbal and written
  • Have a strong 'get up and go work ethic, with the ability to work at a high level in a fast-paced environment
  • Outstanding problem solving & organisational skills
  • Minimum 2:1 degree from a good university

This is a Hybrid role with a flexible working split between the London office and home where individual impact and output are what count most. The basic salary for this role is £40,000 - £45,000 + a fantastic benefits package and bonus potential. If you meet the must-have criteria please send us your CV today.

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  • Job Reference: 702710089-2
  • Date Posted: 2 September 2022
  • Recruiter: Financial Careers Ltd
    Financial Careers Ltd
  • Location: London
  • Salary: £40,000 to £55,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent