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Wealth Manager - Remote Client Advisory & Planning
Remote / Online - Candidates ideally in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-07-18
Leeds, West Yorkshire, ME17, England, UK
Listing for:
Moneyfarm
Remote/Work from Home
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Moneyfarm is seeking a Wealth Manager (level 4 IAD or equivalent) for its Premium & Private Wealth Management Team. You will engage high-net-worth clients remotely via phone, video, chat and email to guide investment decisions and build client relationships.
Responsibilities include portfolio reviews, cashflow modelling with Cashcalc, and maintaining CRM data while striving to meet targets and deliver high-quality service.
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