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London, England, United Kingdom · Remote OK
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London, England, United Kingdom · Hybrid
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London, England, United Kingdom · On-site
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London, England, United Kingdom · On-site
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London, England, United Kingdom · On-site
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London, England, United Kingdom · On-site
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London, England, United Kingdom · Hybrid
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London, England, United Kingdom · On-site
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The role involves managing day-to-day operations processes for the UK business, including KYC and AML checks. Responsibilities also include account activation, closure, ISA transfer management, and maintaining data quality.
Candidates should have B2 level English, solid Microsoft Excel skills, and previous experience in relevant operational roles. A bachelor's degree in Economics, Accounting, or Law and familiarity with Salesforce or SQL are preferred.
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:
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.
Who we're looking for:
Moneyfarm is growing and evolving. We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility for
all operations processes relating to our business in the UK. At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch.
This is a fixed-term 6-month position with a salary equivalent to the National Minimum Wage. The role requires working in the office two days per week.
Responsibilities
● Perform KYC and AML checks
● Account activation management
● Account closure management
● Support for internal stakeholders’ queries
● Support ISA transfer management
● Verify and maintain data quality in systems
● Produce report and metrics
Requirements
● English, written and spoken (starting with B2 level)
● Solid Microsoft office Excel skills
● Previous experience in relevant roles
● Excellent analytical and problem-solving skills
● Proactivity and passion for improving status quo
Nice to have
● Familiarity with Salesforce
● Use of SQL
● Bachelor’s degree (Economic / Accounting / Law)
By your side to make you one step closer to achieving your financial goals.
Moneyfarm is an award-winning pan-European digital wealth manager with 170,000 active investors and more than £7 billion in total assets on the platform. Launched in 2012 and headquartered in the UK, Moneyfarm has a vision to help more people improve their financial wellbeing by making personal investing simple and accessible through technology. We do this by offering investment solutions that are designed to meet a wide range of needs and goals, backed by our smart technology and the expertise of our dedicated consultants. We are regulated by the FCA and backed by Allianz Asset Management, M&G plc, Cabot Square Capital, Poste Italiane S.p.A and United Ventures.
Offices: 90-92 Pentonville Road, London, Greater London N1 9HS, GB · Via Antonio da Recanate, 1, Milan, Lombardy 20124, IT · Viale Trieste, 163, Cagliari, Sardinia 09123, IT · Guildhall Street, Preston, England, GB
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