Plum Fintech
ISA administration Associate
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Hey! We’re Plum, 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. 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. That’s all down to our passionate team of 200+ 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.
The Role
This is a unique opportunity to join Plum’s investment operations team. You’ll be responsible for helping Plum deliver a seamless investment journey for our customers, allowing them to invest in a range of asset classes and investment wrappers, by ensuring Plum has strong and robust processes. You will use your experience to help maintain our tax wrapper products executing ISA transfers, managing subscriptions, verifying client data, and helping with HMRC reporting. You will also help with trade surveillance reviewing automated alerts and reporting any suspicious activity.
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Responsibilities:
- ISA transfers both cash & in-specie
- ISA administration such as ISA repairs, Void ISAs and cancellations
- Yearly ISA HMRC ISA reporting
- Trade surveillance & monitoring
- Daily cash & stock reconciliation, working with the CASS team to resolve issues promptly
Ideally You
- Have strong ISA administration experience gained from an ISA manager
- Have experience of HMRC ISA reporting requirements
- Have understanding of CASS rules
- Have worked with product, compliance and Engineering teams to enhance processes
- Are able to work to tight reporting deadlines
- Have strong data analysis skills
- Have Some SIPP experience would also be beneficial
Plum's Perks
- Own part of the company you're helping grow through stock options
- Private health insurance
- Annual training budget
- Plum Premium for free
- Competitive referral scheme
- 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 to give you 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 🦄🌈💯)
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If you think this sounds like you, don’t hesitate to get in touch!
Thanks,
Plum Team 💜
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.
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