Financial Adviser

Plum

Financial Adviser providing video-first financial guidance and advice within the Wealth team at Plum. Consulting with pre-qualified users for personalized financial planning and compliance.

Posted 6/10/2026full-timeLondon • 🇬🇧 United KingdomJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & 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 🦄🌈💯)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningwealth managementfinancial modelling

Soft Skills

empathetic communicationclient managementcollaboration

Certifications

Level 4 Diploma in Financial PlanningCompetent Adviser Status