Wealth Advisor (Product Stategist)

Plum Fintech; City of Westminster; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading fintech company in the UK is seeking an experienced financial advisor to help customers manage their investments and maximize returns. You will work on new financial products and ensure compliance with regulations. The ideal candidate has over 3 years in wealth management, strong analytical skills, and a degree in finance. Enjoy benefits like stock options, private health insurance, and a flexible working approach.

Benefits

Stock options

Private health insurance

Annual training budget

Flexible remote working

25 days holiday + bank holidays

Qualifications

• 3+ years of experience in wealth management, investment management, or similar roles.
• Strong analytical mindset for conducting financial analyses.
• Solid knowledge of regulatory requirements and compliance standards.

Responsibilities

• Determine new financial products to maximize return tax-efficiently for customers.
• Provide advice on strategies for preserving and growing customers’ wealth.
• Ensure financial advisory activities comply with regulatory requirements.

Skills

Wealth management

Financial analysis

Regulatory compliance

Client relationship management

Investment strategies

Education

Bachelor’s degree in Finance

Tools

Financial modelling tools

Job description

Responsibilities

• 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 financial 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 recommend optimisations to meet clients’ evolving financial goals with efficiency.
• 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.

Qualifications

• 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.
• 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.
• Strong knowledge of financial markets, investment products, and financial planning.
• Experience with client relationship management software and financial modelling tools is a plus.

Benefits

• Own part of the company 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.

Equal Opportunity

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.

If you think this sounds like you, don’t hesitate to get in touch! Thanks, Plum Team