Wealth Advisor (Product Stategist)

Plum is seeking a highly experienced Wealth Advisor to determine new financial products for their users, optimize asset allocation, and advise on tax-efficient investment strategies. The role focuses on promoting Plum's products and ensuring compliance with financial regulations. They aim to provide innovative, user-friendly financial products and comprehensive financial planning advice.

Requirements

• 3+ years of experience in wealth management, investment manager or similar financial advisory roles
• Analytical mindset capable of conducting thorough financial analyses
• Bachelor's degree in Finance, Economics, Business, or a related field
• Strong knowledge of financial markets, investment products, and financial planning
• Solid knowledge of regulatory requirements and commitment to compliance

Benefits

• Own part of the company through stock options
• Private health insurance
• Annual training budget
• Plum Premium for free
• Competitive referral scheme
• Flexible remote working policy
• Team breakfasts and team lunches
• 25 days holiday + bank holidays
• 45 work-from-anywhere days
• 2 weeks sabbatical
• Enhanced parental leave
• 1 paid volunteering day
• Annual team trip
• Fun, inclusive company culture