At a Glance
- Tasks: Join our investment operations team to ensure a seamless investment journey for customers.
- Company: Plum, a smart saving and investing app with over 2 million users.
- Benefits: Stock options, private health insurance, flexible remote work, and annual training budget.
- Other info: Enjoy 25 days holiday, team trips, and a supportive work environment.
- Why this job: Make a real impact in the finance world while enjoying a fun, inclusive culture.
- Qualifications: Strong ISA administration experience and data analysis skills required.
The predicted salary is between 30000 - 40000 £ per year.
Description
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.
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 🦄🌈💯)
If you think this sounds like you, don’t hesitate to get in touch!
- Thanks,
- Plum Τeam 💜
- 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
ISA administration Associate in London employer: Plum Fintech
Plum Fintech is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Westminster. With a strong focus on employee growth, the company offers mentorship opportunities for junior engineers and a comprehensive benefits package including stock options and private health insurance, making it an attractive place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land ISA administration Associate in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Plum Fintech. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace ISA administration Associate in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Plum Fintech.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Plum Fintech's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Plum Fintech
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Plum Fintech.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Plum Fintech will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Plum Fintech employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
