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.
Hey! 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. As recognition for our work, we’ve received awards from the likes of Deloitte, Finder, and more. That’s all down to our passionate team of 200+ Plumsters, who work around Europe to help us achieve our mission.
The Team & The Role
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 not need to build your own "black book." 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, ensuring our digital journeys complement your human advice.
- Ensure Best Practice: Maintain the highest standards of FCA compliance, utilizing our proprietary tech stack to generate automated, accurate, and highly personalized suitability reports without the traditional administrative drag.
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. You have a proven track record of managing a high volume of clients efficiently, ideally within a digital or hybrid wealth environment.
- 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: giving you the flexibility to work your way.
- 2 weeks sabbatical after 4 years to take the break you deserve.
- 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!
Thanks, Team Plum
*Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of race, religion, sex, gender identity, sexual orientation, non-disqualifying physical or mental disability, national origin or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit and business need.
Financial Adviser employer: Plum
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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Plum. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Adviser
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Plum.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Plum's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Plum
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Plum.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Plum will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Plum employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
