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 200+ 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 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
- We’re all in this together! 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 (think 🦄🌈💯)
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.
