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.
- Other info: Opportunity for annual team trips and a two-week sabbatical after four years.
- 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.
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
- 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
- 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 )
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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#J-18808-LjbffrWealth Operations Specialist (Pensions and Investments) in London employer: Plum
At Plum, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters collaboration and innovation. Our employees enjoy a range of benefits including stock options, private health insurance, and generous holiday allowances, alongside opportunities for professional growth through training budgets and sabbaticals. With a flexible approach to remote working and a commitment to employee well-being, Plum is the perfect place for those looking to make a meaningful impact in the world of finance while enjoying a supportive team environment in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Operations Specialist (Pensions and Investments) in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Plum. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Plum.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Plum. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Wealth Operations Specialist (Pensions and Investments) in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Plum and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Plum how you can be a team player!
How to prepare for a job interview at Plum
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Plum.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Plum's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
