Moneyfarm
Financial Services
ClientAdministrator-FixedTerm
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Administrator- Fixed Term at Moneyfarm. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, document creation, handling of certain processes on behalf of clients, managing activities with the pension administrator, client interaction, client pension processes, transfers, drawdowns, ad-hoc document generation, contact ceding providers, ISA transfers, client backoffice processes. Manage cli”
What You'll Achieve.
help make all client processes as smooth as possible for clients; helping the Wealth Managers to have more time to engage with their clients; ensure that transfers are handled correctly and efficiently; ensure that client backoffice processes are properly managed and client experience is positive; ensure that communication is properly orchestrated
Industry & Context.
fixed-term position until the end of 2026, working in our office two days per week
What They're Looking For.
Must Have
A work ethic, High levels of organisational skills, A can do attitude and the ability to work in a fast paced environment, Have a ‘get up and go’ work ethic, with the ability to work at a high level in a fast-paced environment, Experience working in administrative, client facing or receptionist roles
Nice to Have
A passion for startups and a interest in building a career in the Financial Services, Some knowledge of financial products, such as pensions and ISAs
What You'll Do.
Manage client pension processes
such as transfers and drawdowns
working with the pension administrator and the client to ensure the processes are as smooth as possible
Support with ad-hoc document generation and other tasks where clients need support
Contact ceding providers
for Pension or ISA transfers to ensure that transfers are handled correctly and efficiently
Help the client services team with some client interactions when volumes are very high
Reach out to clients where requests come from the operations or compliance team for further information - whether to check legitimacy of payments or to just some parts of client applications
Work closely with the operations team to ensure that client backoffice processes are properly managed and client experience is positive
Be the gatekeeper managing the variety of touch points with the pension administrator - to ensure that communication is properly orchestrated
How You'll Work.
Team & Collaboration
work closely with the Wealth Managers; working closely with other stakeholders, such as the operations team and the pension administrator; Work closely with the operations team; Help the client services team
Communication Scope
client interaction; communication is properly orchestrated
Full Job Description
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 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 peop
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