Destava

Investment Consultant

Moneyfarm is hiring for Investment Consultant in London, England, United Kingdom. Mid level. First seen October 14, 2026; open as of November 5, 2026. Jobs taken straight from company career pages — no aggregator in between.

Save to applyRead more and apply on Moneyfarm's site

With Destava: How well do you fit? · Tailor my résumé · Write a cover letter

Company
Moneyfarm
Where
London, England, United Kingdom
Level
Mid
First seen
October 14, 2026
Listed via
Workable

What the posting says

In this role, you'll be part of a team responsible for providing guidance and building strong relationships with our premium clients, all through remote channels like telephone, video call, chat, and email. Your main goal will be to accompany clients throughout their investment journey, helping them navigate their financial decisions effectively. You will also conduct portfolio reviews and use cashflow modelling tools to build plans and help your customers make sense of their financial plans and goals. This role is well suited to someone with a background in paraplanning, client support, or…

Read more and apply on Moneyfarm's site

This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.