Pension Consultant

We are a rapidly growing pan-European digital wealth manager, serving over 170,000 active investors with over £7.5 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:

• Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

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
As a Pension Consultant, you’ll be the first voice many of our clients hear. You’ll help them understand their pensions, talk through their investment and retirement options, and make sure they feel confident about their next steps.

Most of your conversations will be by phone, with some messaging. As you settle in, you’ll take on your own client book and work towards a mix of quantitative and qualitative targets, including positive net inflows.
The role combines commercial and advisory work, but good client outcomes always come first. It’s also a strong first step towards a career as a pension or investment adviser. We’ll give you full training, and you can choose to study for professional exams.

What you’ll do

• Act as the first point of contact for clients and represent the firm on every call, making sure each client has a great experience.
• Give clear, practical guidance that helps clients work towards their financial goals.
• Handle a high volume of client calls and messages each day, covering pension questions, investments, retirement options, withdrawals and annual suitability reviews.
• Keep an eye on a large client base, spotting both opportunities and potential concerns early.
• Respond to every client interaction promptly and accurately.
• Keep thorough records in Salesforce and follow up on any open issues until they’re resolved.
• Work with colleagues across the business to resolve more complex queries.

Essential

• Experience in fintech, wealth management or pensions.
• Strong organisation and time management, and the ability to juggle several tasks in a fast-paced environment.
• Excellent spoken and written communication, with an empathetic, client-focused approach.
• A proactive, solution-focused attitude, with strong attention to detail.
• Reliability and discretion when handling sensitive information.

Desirable

• A degree in economics, finance or a related subject.
• Previous client-facing experience.
• Progress towards CII, CISI, IMC or CFA qualifications.

• Health insurance and a wellness plan
• Company pension plan
• Fee-free investing on the Moneyfarm platform
• Full training, with support to study for professional qualifications
• Regular office social events
• A happy, friendly team culture