Portfolio Manager (Product Strategist)

CFA Institute; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial technology company in London is seeking an experienced Wealth Advisor to join their dynamic team. You will drive the development of new financial products and enhance the user experience by optimizing asset allocation for customers. The ideal candidate should have over 3 years of experience in wealth management, strong analytical skills, and a solid understanding of financial markets. This role offers competitive benefits, including stock options and flexible working arrangements.

Benefits

Stock options

Private health insurance

Annual training budget

Flexible working arrangements

Team-building events

25 days holiday

Qualifications

• 3+ years of experience in wealth management or financial advisory roles.
• Solid knowledge of financial products and investment strategies.
• Commitment to maintaining high standards of compliance.

Responsibilities

• Determine new financial products to optimize customer returns.
• Provide guidance on tax-efficient investment strategies.
• Enhance customer understanding of financial products.

Skills

Wealth management experience

Analytical mindset

Financial markets knowledge

Regulatory compliance knowledge

Education

Bachelor's degree in Finance, Economics, or Business

Master's degree, CFP, or CFA designation

Job description

Hey! We're Plum, your smart saving and investing app on a mission to help grow money for life. Whether you're stashing the cash for tea and toast in your first home or catching some rays during retirement, Plum's got your back.

Since 2016, over 2 million people in 10 European markets have set aside more than £2 billion with our clever automation and AI - that's the magic of Plum! 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 230+ Plumsters, who work around Europe to help us achieve our mission. And now we're looking for more brilliant people to join us on our journey.

The Role

We are seeking an experienced and results-driven Wealth Advisor to join our team. In this role, you will determine new financial products for Plum and work with customers data to optimise asset allocation. You will play a key part in promoting Plum user's experience by increasing understanding and best adoption of Plum's products.

Ideally You will:

• Determine new financial products to launch as Plum to maximise the return tax-efficiently for customers.
• Combine information from customers profile and their personal needs & goals to derive their asset allocation based on their personal circumstances.
• Evolve giving personal guidance to customers at scale at Plum across multiple jurisdictions.
• Work collaboratively with the product organisation to determine the roadmap for Wealth.
• Enhance the understanding of Plum users on financial products and how to use them to better their financial journey.
• Ensure that all financial advisory activities comply with relevant regulatory requirements.
• Offer guidance on tax-efficient investment and financial planning strategies to minimise tax liabilities.
• Provide advice on strategies for preserving and growing customers' wealth, including diversification and asset allocation.

What we're looking for

• 3+ years of experience in wealth management, investment manager or similar financial advisory or advisory operations roles.
• An analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios.
• Have relevant licenses and abilities to give advice to end customers (not something you will be doing at Plum).
• Solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance.
• Bachelor's degree in Finance, Economics, Business, or a related field. A Master's degree, CFP (Certified Financial Planner), or CFA (Chartered Financial Analyst) designation is a plus.
• Strong knowledge of financial markets, investment products, and financial planning.
• Experience with financial modelling tools is a plus.

Plum's Perks

• Own part of the company you're helping grow through stock options.
• Private health insurance.
• Annual training budget.
• Plum Premium for free.
• Competitive referral scheme.
• 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 to give you 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 (think ).

If you think this sounds like you, don't hesitate to get in touch!

Thanks,

Plum Team

Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of age, 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.