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About the Role
Join Plum’s investment operations team to ensure robust processes for a seamless customer investment journey. You will maintain tax wrapper products, execute ISA transfers, manage subscriptions, verify client data, and assist with HMRC reporting and trade surveillance.
Responsibilities
- ISA transfers (cash & in-specie)
- ISA administration (ISA repairs, Void ISAs, cancellations)
- Yearly ISA HMRC reporting
- Trade surveillance & monitoring
- Daily cash & stock reconciliation, resolving issues with the CASS team
Requirements
- Strong ISA administration experience from an ISA manager
- Experience with HMRC ISA reporting requirements
- Understanding of CASS rules
- Experience working with product, compliance, and Engineering teams to enhance processes
- Ability to work to tight reporting deadlines
- Strong data analysis skills
- Some SIPP experience is beneficial
Location
- London
- Athens
- Cyprus
Work Type
- Remote
- Hybrid
Benefits
- Stock options
- Private health insurance
- Annual training budget
- Plum Premium for free
- Competitive referral scheme
- Team breakfasts and team lunches
- 25 days holiday + bank holidays
- 45 work-from-anywhere days
- 2 weeks sabbatical after 4 years
- Enhanced parental leave
- 1 paid volunteering day annually
- Annual team trip
About the Company
- Plum is a smart saving and investing app helping people grow money for life.
- Since 2016, over 2 million people in 10 European markets have set aside more than £2 billion with Plum.
- Plum has received awards from Deloitte, Finder, and more.
- Plum has a passionate team of 200+ employees working across Europe.
- Plum offers a fun, inclusive company culture.
Equal Opportunity
- 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.