Hey! We're <strong>Plum</strong>, 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.<br><br>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.<br><br>That's all down to our passionate team of 230+ 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.<br><br><strong>The Role<br><br></strong>We are seeking an experienced and results-driven Wealth Advisor to join our team. In this role, you will determine new financial products for Plum and work with customers data to optimise asset allocation. You will play a key part in promoting Plum user's experience by increasing understanding and best adoption of Plum's products.<br><br><strong>What You'll Be Doing<br><br></strong><ul><li>Determine new financial products to launch as Plum to maximise the return tax-efficiently for customers. </li><li>Combine information from customers profile and their personal needs & goals to derive their asset allocation based on their personal circumstances</li><li>Evolve giving financial guidance to customers at scale at Plum across multiple jurisdictions. </li><li>Work collaboratively with the product organisation to determine the roadmap for Wealth</li><li>Enhance the understanding of Plum users on financial products and recommending optimisations to meet clients' evolving financial goals with efficiency</li><li>Ensure that all financial advisory activities comply with relevant regulatory requirements</li><li>Offer guidance on tax-efficient investment and financial planning strategies to minimise tax liabilities</li><li>Provide advice on strategies for preserving and growing customers' wealth, including diversification and asset allocation<br><br></li></ul><strong>What We're Looking For<br><br></strong><ul><li>3+ years of experience in wealth management, investment manager or similar financial advisory or advisory operations roles</li><li>An analytical mindset capable of conducting thorough financial analyses and identifying opportunities within client portfolios</li><li>Have relevant licenses and abilities to give advice to end customers (not something you will be doing at Plum)</li><li>Solid knowledge of regulatory requirements and a commitment to maintaining the highest standards of compliance</li><li>Bachelor's degree in Finance, Economics, Business, or a related field. </li><li>Strong knowledge of financial markets, investment products, and financial planning</li><li>Experience with client relationship management software and financial modelling tools is a plus<br><br></li></ul><strong>Plum's Perks<br><br></strong><ul><li>Own part of the company you're helping grow through stock options</li><li>Private health insurance</li><li>Annual training budget</li><li>Plum Premium for free</li><li>Competitive referral scheme</li><li>Flexible approach to remote working: we encourage at least 2 days a week in one of our beautiful offices in London, Athens or Cyprus</li><li>Team breakfasts and team lunches</li><li>25 days holiday + bank holidays</li><li>45 work-from-anywhere days to give you flexibility to work your way</li><li>2 weeks sabbatical after 4 years to take the break you deserve</li><li>Enhanced parental leave</li><li>1 paid volunteering day annually</li><li>Annual team trip to a surprise destination!</li><li>A fun, inclusive company culture (think 🦄🌈💯)<br><br></li></ul>If you think this sounds like you, don't hesitate to get in touch!<br><br>Thanks,<br><br>Plum Τeam<br><br><ul><li> Plum is an Equal Opportunity Employer. Plum does not discriminate on the basis of age, 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</li></ul>