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For Companies At a Glance
- Tasks: Support day-to-day operations and assist customers with their investments.
- Company: Join Plum, a leading smart saving and investing app with over 2 million users.
- Benefits: Enjoy stock options, private health insurance, flexible remote work, and 25 days holiday.
- Why this job: Be part of a fun, inclusive culture while making a real impact on people's financial futures.
- Qualifications: Experience in SIPP transfers, pension regulations, and back-office functions in FinTech required.
- Other info: Opportunity for annual team trips and a two-week sabbatical after four years.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Operations Specialist (Pensions and Investments)
Wealth Operations Specialist (Pensions and Investments)
1 week ago Be among the first 25 applicants
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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.
The Role
We are seeking an experienced and results-driven Wealth Operations Specialist with experience in pensions and investments including SIPP, ISA and GIA transfers, to join our Wealth Operations team. In this role, you will be supporting the day-to-day operations of the team and you will be supporting our customers to make the most out of their investments with Plum.
Your Key Responsibilities
- Be the go-to escalation point for specialised technical queries or high-risk items
- Work on complex cases, resolve escalations, complaints and exception cases that require product or regulatory and quality assurance insight
- Support customers and internal teams by providing answers to queries regarding the ISA product
- Maintain and have ownership over Operational Product Processes & Guidelines
- Collaborate with our third-party-providers to ensure fast processing of transfers requests and resolve customer queries quickly.
- Ensure that all processes are mapped and documented, spot inefficiencies and process improvement opportunities and work out a plan to make it happen.
- Deliver training sessions and support onboarding of new team members including Senior Analysts, Analysts and Administrators
- Cascade and deliver process improvements to the team.
- Work closely with Product and Tech to drive automation of reporting, transfers, payments etc and work on improving internal tooling
- Support the Investment Operations team with the day-to-day task of Plum\’s other wealth products (GIA, SIPP, ISA, ETFs etc.)
- Processing the back office operations for SIPP transfers (in/out), including allocations and payments
Who You Are
- Have experience administering SIPP transfers.
- Have good knowledge of pension regulations and reporting requirements
- Have working experience of the CASS rules, particularly CASS 6 & 7
- Have experience of cash and stock reconciliations
- Have strong attention to detail and a commitment to working collaboratively
- Have experience working in a back office function of a FinTech business
- Are self directed and can take the initiative
- Have deep commitment to ethical conduct and regulatory compliance
- Are willing to come into our central London office 2 days a week
What\’s In It For You
- 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
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Wealth Operations Specialist (Pensions and Investments) employer: Plum
Contact Detail:
Plum Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Operations Specialist (Pensions and Investments)
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to pensions and investments, especially CASS rules. This knowledge will not only help you in interviews but also demonstrate your commitment to ethical conduct.
✨Tip Number 2
Network with professionals in the FinTech industry, particularly those who have experience in wealth operations. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with SIPP transfers and back-office operations in detail. Be ready to share specific examples of how you've resolved complex cases or improved processes in your previous roles.
✨Tip Number 4
Showcase your ability to work collaboratively by preparing examples of how you've successfully trained or onboarded new team members. This will highlight your leadership skills and commitment to team success.
We think you need these skills to ace Wealth Operations Specialist (Pensions and Investments)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Wealth Operations Specialist position. Tailor your application to highlight relevant experience in pensions and investments, particularly with SIPP, ISA, and GIA transfers.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with administering SIPP transfers and your knowledge of pension regulations. Mention any specific achievements or projects that demonstrate your ability to handle complex cases and resolve escalations.
Showcase Your Skills: Make sure to showcase your attention to detail, collaborative spirit, and self-directed nature in your application. Provide examples of how you've contributed to process improvements or training in previous roles, as these are key aspects of the job.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also conveys your enthusiasm for Plum's mission. Explain why you're excited about the opportunity to help customers grow their investments and how you align with the company's values.
How to prepare for a job interview at Plum
✨Know Your Pensions and Investments
Make sure you brush up on your knowledge of SIPP, ISA, and GIA transfers. Be prepared to discuss specific regulations and how they impact operations, as this role requires a solid understanding of pension regulations.
✨Demonstrate Problem-Solving Skills
Be ready to share examples of how you've handled complex cases or escalations in the past. Highlight your ability to resolve issues efficiently and your experience with customer queries, as this will show your capability in managing high-risk items.
✨Showcase Your Attention to Detail
Since this role involves maintaining operational processes and guidelines, be prepared to discuss how you ensure accuracy in your work. Mention any tools or methods you use to keep track of details and improve processes.
✨Emphasise Team Collaboration
This position requires working closely with various teams, including Product and Tech. Share experiences where you've successfully collaborated with others to achieve a common goal, and express your commitment to fostering a collaborative environment.