Wealth Product Strategist — Tax‑Smart Guidance

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

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.