At a Glance
- Tasks: Provide tech-enabled financial advice and help clients optimise their financial futures.
- Company: Join Plum, a smart saving and investing app with over 2 million users.
- Benefits: Enjoy stock options, private health insurance, flexible working, and generous holiday.
- Other info: Be part of a fun, inclusive culture with exciting team trips and sabbaticals.
- Why this job: Make a real impact by guiding clients through their wealth journey with innovative tech.
- Qualifications: Hold a Level 4 Diploma in Financial Planning and have 2-5 years of experience.
The predicted salary is between 50000 - 60000 £ per year.
We’re Plum, your smart saving and investing app on a mission to help grow money for life. Since 2016, over 2 million people in 10 European markets have set aside more than £2 billion with our clever automation and AI. We are looking for a highly driven Financial Adviser to join our Wealth team.
If you are currently working in a digital wealth manager or a tech-forward IFA and are tired of the aggressive outbound sales targets or restrictive legacy systems, this is for you. We provide the clients, the technology, and the platform. You provide the empathy, the expertise, and the coaching to help our emerging and mass affluent clients optimise their financial futures.
What You Will Do
- Provide Tech-Enabled Advice: Deliver high-quality, video-first financial guidance and advice to Plum’s mass affluent customer base, focusing on wealth accumulation, tax wrappers (ISAs, Pensions), and goal-based planning.
- Convert Centralised Leads: You will consult with highly engaged, pre-qualified Plum users who are actively seeking human advice to take their investments to the next level.
- Shape the Wealth Roadmap: Act as the voice of the customer. You will collaborate directly with our Director of Wealth Strategy, Product and Engineering squads to refine Plum’s wealth offerings.
- Ensure Best Practice: Maintain the highest standards of FCA compliance, utilizing our proprietary tech stack to generate automated, accurate, and highly personalized suitability reports.
What We Look For
- Qualified: You hold your Level 4 Diploma in Financial Planning (DipPFS or equivalent) and possess active or recent Competent Adviser Status (CAS).
- Experienced: 2 to 5 years of experience in wealth management or financial planning.
- Tech-Native: You are completely comfortable conducting your business via video link and have an intuitive grasp of digital onboarding, CRM management, and financial modelling tools.
- Empathetic Communicator: You can demystify complex financial jargon and speak to emerging wealth clients in a way that is accessible, reassuring, and engaging.
Plum Perks
- Own part of the company through stock options.
- Private health insurance.
- Annual training budget.
- Plum Premium Referral scheme: earn competitive rewards.
- Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus.
- Team breakfasts and team lunches.
- 25 days holiday + bank holidays.
- 45 work-from-anywhere days.
- 2 weeks sabbatical after 4 years.
- Enhanced parental leave.
- 1 paid volunteering day annually.
- Annual team trip: to a surprise destination!
- A fun, inclusive company culture.
If this sounds like you, we’d love to hear from you!
Financial Adviser employer: Plum Fintech
At Plum, we pride ourselves on being an exceptional employer that champions innovation and employee well-being. Our vibrant work culture fosters collaboration and inclusivity, while our commitment to professional growth is evident through our annual training budget and unique benefits like stock options and flexible working arrangements. Join us in our beautiful offices in London, Athens, or Cyprus, where you can make a meaningful impact in the financial sector while enjoying a supportive environment that values your contributions.
