Wealth Operations Lead

AtPlum, we're on a mission to maximise wealth for all. We’re making saving money effortless and turning investing into something everyone can do

Our journey began back in 2017, when we became one of the first to use artificial intelligence and automation to simplify personal finance. Fast forward to today, and we've already helped people save £2 billion across 10 European markets.

Named the UK's fastest-growing fintech in the Deloitte Technology Fast 50, our success is down to the passion and dedication of our diverse team. Based in our London, Athens and Nicosia offices, 180 talented people work together to empower people to do more with their money. And now, the team is growing!

The Role

We are seeking an experienced and results-driven Wealth Operations Manager with experience in wealth products (ISA/GIA/SIPP) to join our Operations team. In this role, you will be leading the day-to-day operations of one of our wealth operations teams with main focus on transfers and supporting our customers to make the most out of their investments with Plum.

What you’ll do

• Overseeing the daily operations of the team, ensuring efficient allocation, handling and processing of operational tasks and acting as an escalation point for their queries.
• Managing customer communication and complaints regarding wealth products effectively and ensuring that we are treating our customers fairly.
• Serving as a point of contact for other teams and external providers, attending and representing the team in relevant meetings.
• Ensuring that the team's processes and procedures are well mapped, documented and up-to-date.
• Identifying inefficiencies and opportunities for process improvements to increase efficiency and service quality.
• Conducting effective 1:1 meetings, training, and coaching sessions, identifying skill gaps and arranging necessary training.
• Fostering a positive working environment and building strong relationships with other business units.
• Tracking the team’s KPIs and creating management reports and escalating issues to when trends affect team’s performance.
• Collaborating with Product and Tech teams to resolve issues, automate processes and improve internal tooling.

Ideally You

• Have 3 years experience (minimum) in a wealth operations or similar function, with minimum 2 years of experience in the leading capacity.
• Have excellent knowledge of ISA & pension regulations and reporting requirements.
• Have working experience of the CASS rules, particularly CASS 6 & 7
• Have experience of cash and stock reconciliations
• Have worked at a FinTech company in a fast paced environment. 

Plum's Perks

• We're all in this together! Own part of the company through stock options
• Private health insurance
• Annual training budget
• Flexible approach to remote working, though we encourage at least 2-3 days a week in our beautiful office in central London for optimal collaboration
• Team breakfast on Tuesdays and team lunch on Thursdays in the office, as well as a plentiful supply of fruit, snacks and coffee
• Free Plum Premium subscription (normally £9.99 a month)
• 2 weeks paid sabbatical after four years of service
• 25 days holiday a year, excluding bank holidays (33 in total)
• 45 days work from anywhere
• Employee referral scheme up to £4000
• 1 day paid leave for volunteering, supporting you giving back to society
• Enhanced maternity pay
• Team trip to secret destinations once a year ✈️
• A vibe that’s

If you think this sounds like a bit of you then 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.