About this role
Financial Adviser at Plum. Location: London, England, United Kingdom. Role: providing advice, converting leads, shaping roadmap Requirements: Level 4 Diploma (DipPFS or equivalent) and Competent Adviser Status (CAS); 2–5 years in wealth management/financial planning; experience delivering video-first advice, CRM and digital onboarding familiarity, and FCA-compliant suitability practice. Category: Finance and Accounting Seniority: Entry Level Tools: CRM Certifications: dippfs, cas Commitment: Full Time Workplace: Hybrid Languages: English