Financial Adviser

Responsibilities

• 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:
  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. Collaborate directly with the Director of Wealth Strategy, Product and Engineering squads to refine Plum’s wealth offerings, ensuring digital journeys complement human advice.
• Ensure Best Practice:
  Maintain the highest standards of FCA compliance, utilizing the proprietary tech stack to generate automated, accurate, and highly personalized suitability reports without the traditional administrative drag.

• 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.