Wealth Product Strategist & Advisor - Stock Options

Plum Fintech; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A fintech company is seeking an experienced Wealth Advisor to determine new financial products and enhance customer understanding of investment strategies. You will analyze client data to optimize asset allocation and ensure compliance with regulations. The ideal candidate has a bachelor's degree in Finance or a related field and at least 3 years of experience in wealth management. This role offers flexibility in remote working and several attractive perks.

Benefits

Stock options

Private health insurance

Annual training budget

Flexible remote working

25 days holiday + bank holidays

2 weeks sabbatical after 4 years

Qualifications

• 3+ years of experience in wealth management, investment management or similar roles.
• Analytical mindset for conducting financial analyses.
• Strong knowledge of financial markets and products.

Responsibilities

• Determine new financial products to launch at Plum.
• Provide financial guidance to customers at scale.
• Ensure compliance with relevant regulatory requirements.

Skills

Wealth management

Financial analysis

Tax-efficient investment strategies

Client relationship management

Financial planning

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

Financial modelling tools

Client relationship management software

Job description

A fintech company is seeking an experienced Wealth Advisor to determine new financial products and enhance customer understanding of investment strategies. You will analyze client data to optimize asset allocation and ensure compliance with regulations. The ideal candidate has a bachelor's degree in Finance or a related field and at least 3 years of experience in wealth management. This role offers flexibility in remote working and several attractive perks.