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Financial Advisor

33,084 P.A. ?

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Who we are:

Nutmeg is Europe’s leading Digital Wealth Manager, but we don’t want to stop there! We’re continuing to build our platform to help us achieve our mission of being the most trusted Digital Wealth Manager in the world.

Job in a nutshell:

  • Deliver a high standard of regulated financial advice across all channels (via web/mobile products and also via phone/skype direct to customers), focusing on providing a high-quality experience and great client outcomes
  • Work with advice prospects who need help in understanding what receiving regulated advice means and if it suitable for their needs
  • Be focused on KPIs including but not limited to New AUM and advice fees
  • Continue to improve client experience and proposition development based on both client feedback and input
  • Drive continuous improvement and deeper segmentation of customer needs as the business grows
  • Make sure at all times you are in compliance with the firms procedures
  • Monitor and improve the effectiveness of our on-boarding process and automated account reviews, especially with respect to suitability
  • You will need to maintain and record CPD of 35 hours a year, and hold a statement of professional standing


Your skills:

  • Entrepreneurial attitude – self-starter who makes things happen
  • Comprehensive understanding of ways to establish customers’ attitude to risk and capacity for loss
  • Knowledge of wealth management industry
  • Working understanding of and interest in web/mobile technology
  • Demonstrable tenacity and commitment to problem solving - unable to "let something go" until it's right

Your Experience & Qualification Requirements:

  • An up to date statement of professional standing (SPS) which you will need to renew each year through signing the code of conduct and producing evidence of the required CPD hours
  • At least FCA Level 4 qualification such as CISI Investment Advice Diploma (including private client advice module) or Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning

Please note that this role is subject to compliance with the FCA’s Senior Managers & Certification Regime (“SMCR”). As a result, we are required to apply enhanced vetting procedures post offer acceptance. The successful candidate will further be subject to ongoing compliance with SMCR to include annual review of fitness and propriety.



  • 25 days’ holiday
  • Birthday day off
  • 2 days’ paid community leave
  • Daily delivery of fresh fruit and artisanal coffee
  • Cycle storage and showers onsite
  • Choice of hardware
  • Generous pension plan
  • Private healthcare from day 1
  • Season ticket loans
  • Competitive salary
  • Access to coaching platform & regular knowledge sharing
  • Part of a diverse and inclusive Nutmeg team

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