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Moneyfarm
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  • CRM Marketing Specialist  

    - London
    We are a rapidly growing pan-European digital wealth manager, serving... Read More
    We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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 visionOur 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 dreamWhat 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:We are looking for a hands-on and autonomous CRM Marketing Specialist who will play a key role in the design, execution and optimisation of our multi-channel customer communications and marketing automation strategy.The ideal candidate is fully comfortable working across email, push notifications and in-app messages, owns end-to-end automations, and is able to lead CRM projects by coordinating multiple stakeholders across Product, Data and Marketing teams.Reporting to the CRM Manager, this role is situated within the CRM function, which is part of the wider Marketing function. Although you will be a member of the central team, your daily activities and deliverables will be focused on one of our specific business verticals (Wealth, Pension or Trading).You will work in a highly data-driven environment, using Salesforce Marketing Cloud, SQL queries and advanced segmentation logic to drive conversion, retention and lifetime value.Key ResponsibilitiesDesign, execute and optimise multi-channel CRM campaigns across email, push notifications and in-app messages to drive customer acquisition, activation, retention, upsell and cross-sell.Own the full lifecycle of marketing automations, from ideation and data modelling to build, testing, go-live and performance monitoring.Drive advanced audience segmentation and personalisation strategies based on behavioural, transactional, financial and demographic data, ensuring the right message is delivered to the right customer at the right time with a clear single-action focus.Use data and analytics to measure campaign performance, prioritise optimisation efforts based on impact, and continuously improve results through A/B testing and performance analysis.Work autonomously on CRM initiatives while coordinating cross-functional stakeholders (Product, Data, Content, Investment Advisory) and effectively communicating campaign results and insights to ensure alignment and informed decision-making.Actively contribute to the CRM roadmap, proposing new use cases and automation opportunities aligned with business priorities.Translate business needs into technical CRM requirements, working closely with Data and Product teams.Ensure full GDPR compliance and best practice in customer data management and usage.Act as an internal CRM and marketing automation expert, keeping up to date with industry trends, new technologies and AI-driven solutions.Requirements3+ years of experience in CRM, lifecycle marketing or marketing automation.Previous financial services or fintech industry experience.Proven ability to work autonomously on complex CRM and automation projects.Strong hands-on experience with Salesforce Marketing Cloud or with similar enterprise platforms.Good knowledge of SQL for data extraction, segmentation and campaign logic.Solid understanding of email marketing, push notifications and in-app messaging.Strong project management skills and ability to coordinate multiple stakeholders.Highly analytical and data-driven mindset with a strong focus on measurable business results.Excellent communication skills and ability to work in cross-functional environments.Fluent in English.Nice to HaveExperience with AI tools applied to marketing automation, content generation or predictive modelling.Experience with predictive scoring models (churn, cross-sell, propensity, etc.).Basic knowledge of HTML.Ability to draft effective marketing copy.BenefitsHealth Insurance, Wellness planFee free investments on Moneyfarm platformIncentive schemeCareer development opportunitiesTraining opportunitiesRegular office social eventsHappy and friendly culture! 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  • Customer Service Representative WO  

    - London
    Willis Owen is a part of the Moneyfarm Group, a pan-European digital w... Read More
    Willis Owen is a part of the Moneyfarm Group, a pan-European digital wealth manager with more than 130,000 active investors (and growing quickly) and over €5 billion invested on our platform. Willis Owen itself has over 20 years of experience in helping UK investors make smarter financial decisions. Known for its customer-first approach, Willis Owen provides a trusted platform, expert insights, and a wide range of investment solutions designed to empower individuals to take control of their financial future. By combining Willis Owen’s heritage of client trust with Moneyfarm’s cutting-edge digital solutions, we are uniquely positioned to deliver long-term value, innovation, and peace of mind to our customers. About the role We are looking for a proactive and experienced Customer Service Representative who is passionate about delivering exceptional customer care and contributing to the success of the Willis Owen team. This role is central to maintaining and growing our reputation for outstanding customer service, supporting both clients and colleagues across the business.You will act as a trusted point of contact for customer and administrative support, confidently handling complex queries and ensuring smooth day-to-day operations. To succeed, you will need a passion for learning about our products and services, the ability to remain solutions-oriented under pressure, and the drive to continuously improve processes.We are seeking someone who shows empathy, attention to detail, and initiative — someone who thrives in a fast-paced environment, supports less experienced team members, and is committed to going above and beyond for customers.Key Responsibilities-        Handle all incoming customer queries, issues and requests via phone, email, secure message and live chat to a high standard; make outbound calls where necessary-        Deliver exceptional customer service by responding to inquiries empathetically, professionally, and in a timely manner-        Troubleshoot and provide technical support to customers with product and service issues-        Raise, track and resolve support tickets, ensuring customer satisfaction before closure-        Investigate and resolve customer dissatisfaction and escalate where appropriate-        Process forms and life event documents accurately-        Assist customers with account registration, online account management and related queries-        Maintain accurate and up-to-date customer information in the CRM system-        Collaborate with the administration team at Embark and other departments to ensure queries are resolved promptly-        Support continuous improvement by sharing customer feedback and identifying opportunities to enhance services-        Mentor and support less experienced team members to build collective knowledge and performance-        Stay up to date with company products, services, compliance policies, and attend relevant training/development sessions-        Adhere to company compliance, AML and Data Protection policies, and work in line with FCA expectations-        Ensure all work complies with company policies and the Health and Safety at Work Act 1974 There may be additional activities to be undertaken from time to time in order to maximise the contribution to Willis Owen’s goals and objectives.Requirements-        Proven experience in a customer service role, ideally in financial services desirable -        Excellent verbal and written communication skills, with a customer-focused and empathetic approach-        Strong organisational skills and ability to manage time effectively in a fast-paced environment-        Confidence to handle complex queries independently and collaboratively-        Computer literacy, including knowledge of CRM systems and Microsoft Office packages-        Strong problem-solving skills with a proactive, solutions-oriented mindset-        Ability to remain calm, professional, and approachable when dealing with complaints or sensitive issues-        Attention to detail with strong multitasking skills and accuracy in record-keeping-        Ability to work with little or no supervision as well as being part of a team-        Commitment to confidentiality and handling sensitive information appropriately-        Minimum 2:1 degree (preferred) Read Less
  • Product Designer - Share Investing- Maternity Cover  

    - London
    We are a rapidly growing pan-European digital wealth manager, serving... Read More
    We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 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 visionOur 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 dreamWhat 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.Responsibilities:User-Centric Design: Develop a deep understanding of our users' needs, behaviours, and pain points through user research, feedback analysis, and data-driven insights to inform design decisions and measure the impact of design changes.Web/Mobile App Design: Lead the design process for our applications, including but not limited to wireframing, prototyping, visual design, and interaction design. UX/UI Optimisation: Continuously optimize the user experience and interface of our apps to ensure usability, accessibility, and engagement.Collaboration: Champion design thinking within the organization, helping teams focus on the holistic customer experience including product managers, developers, marketers, and stakeholders to align design goals with business objectives.Design System: Lead the development and maintenance of our design systems, patterns, and frameworks that support a cohesive brand and experience. Creating and maintaining design documentation, including style guides, component libraries, and usage guidelines.Prototyping and Testing: Create interactive prototypes and conduct usability testing to gather feedback and validate design solutions.Stakeholder Management: Presenting design concepts and progress updates to stakeholders at various levels. Gathering and incorporating feedback from multiple stakeholders.Stay Updated: Keep abreast of industry trends, best practices, and emerging technologies in web design and UX/UI to drive innovation and maintain competitive advantage.RequirementsProven experience (5+ years) working as a Product Designer or similar role, with a background in financial services, particularly within DIY investment platforms or similar digital product environments.Strong portfolio showcasing a range of projects with a focus on user-centred design principles, best practices, and responsive design solutions both on web and mobile.Demonstrated experience building, implementing, and evolving design systems to ensure consistency and efficiency across digital products.Proficiency in creating high-fidelity prototypes using tools such as Sketch, Adobe Creative Suite, Figma, or similar.Proficiency in creating micro animations/interactions using tools such as Rive o LottieSolid understanding of front-end development technologies and iOS/Android HIGs to effectively collaborate with developers.Excellent communication skills with the ability to articulate design decisions and rationale to both technical and non-technical stakeholders.Knowledge of accessibility standards (WCAG) and best practices.Familiarity with agile methodologies and design sprints.Preferred Qualifications:Deep understanding of the fintech industry and competitive landscape.Experience with responsive and mobile-first design principles.Bachelor's degree in Design, Human-Computer Interaction, or a related field.Experience conducting user research, usability testing, and A/B testing. 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  • Customer Service Representative WO  

    - London
    Willis Owen is a part of the Moneyfarm Group, a pan-European digital w... Read More
    Willis Owen is a part of the Moneyfarm Group, a pan-European digital wealth manager with more than 130,000 active investors (and growing quickly) and over €5 billion invested on our platform. Willis Owen itself has over 20 years of experience in helping UK investors make smarter financial decisions. Known for its customer-first approach, Willis Owen provides a trusted platform, expert insights, and a wide range of investment solutions designed to empower individuals to take control of their financial future. By combining Willis Owen’s heritage of client trust with Moneyfarm’s cutting-edge digital solutions, we are uniquely positioned to deliver long-term value, innovation, and peace of mind to our customers. About the role We are looking for a proactive and experienced Customer Service Representative who is passionate about delivering exceptional customer care and contributing to the success of the Willis Owen team. This role is central to maintaining and growing our reputation for outstanding customer service, supporting both clients and colleagues across the business.You will act as a trusted point of contact for customer and administrative support, confidently handling complex queries and ensuring smooth day-to-day operations. To succeed, you will need a passion for learning about our products and services, the ability to remain solutions-oriented under pressure, and the drive to continuously improve processes.We are seeking someone who shows empathy, attention to detail, and initiative — someone who thrives in a fast-paced environment, supports less experienced team members, and is committed to going above and beyond for customers.Key Responsibilities- Handle all incoming customer queries, issues and requests via phone, email, secure message and live chat to a high standard; make outbound calls where necessary- Deliver exceptional customer service by responding to inquiries empathetically, professionally, and in a timely manner- Troubleshoot and provide technical support to customers with product and service issues- Raise, track and resolve support tickets, ensuring customer satisfaction before closure- Investigate and resolve customer dissatisfaction and escalate where appropriate- Process forms and life event documents accurately- Assist customers with account registration, online account management and related queries- Maintain accurate and up-to-date customer information in the CRM system- Collaborate with the administration team at Embark and other departments to ensure queries are resolved promptly- Support continuous improvement by sharing customer feedback and identifying opportunities to enhance services- Mentor and support less experienced team members to build collective knowledge and performance- Stay up to date with company products, services, compliance policies, and attend relevant training/development sessions- Adhere to company compliance, AML and Data Protection policies, and work in line with FCA expectations- Ensure all work complies with company policies and the Health and Safety at Work Act 1974There may be additional activities to be undertaken from time to time in order to maximise the contribution to Willis Owen’s goals and objectives.Requirements- Proven experience in a customer service role, ideally in financial services desirable - Excellent verbal and written communication skills, with a customer-focused and empathetic approach- Strong organisational skills and ability to manage time effectively in a fast-paced environment- Confidence to handle complex queries independently and collaboratively- Computer literacy, including knowledge of CRM systems and Microsoft Office packages- Strong problem-solving skills with a proactive, solutions-oriented mindset- Ability to remain calm, professional, and approachable when dealing with complaints or sensitive issues- Attention to detail with strong multitasking skills and accuracy in record-keeping- Ability to work with little or no supervision as well as being part of a team- Commitment to confidentiality and handling sensitive information appropriately- Minimum 2:1 degree (preferred) Read Less
  • We are a rapidly growing pan-European digital wealth manager, serving... Read More
    We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £ 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 visionOur 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 dreamWhat 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:We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.Key ResponsibilitiesAutomate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.RequirementsQualifications and SkillsDegree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.Previous experience within fintech, digital wealth/asset management, or financial services essential.Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.Demonstrable experience applying machine learning techniques (, Gradient Boosting, Random Forests, Clustering) to data, preferably financial.Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.Proficiency in SQL for querying and managing large datasets.PreferredFamiliarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.Exposure to cloud computing platforms (, AWS, GCP) or big data technologies (, Spark).An interest in deep learning frameworks (, TensorFlow, PyTorch).Progress towards the CFA or FRM designation is a plus.What We offerThe opportunity to make a direct and meaningful impact on investment decisions at a leading firm.A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.Strong mentorship and clear pathways for career progression and professional development.Access to extensive datasets and existing quantitative stack.Benefits Health Insurance, Wellness plan Fee free investments on Moneyfarm platform Incentive scheme Career development opportunities Training opportunities Regular office social events Happy and friendly culture! Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany