About this role
Role Overview
- You’ll be responsible for helping Plum deliver a seamless investment journey for our customers
- Ensuring Plum has strong and robust processes
- Help maintain our tax wrapper products executing ISA transfers
- Manage subscriptions
- Verifying client data
- Helping with HMRC reporting
- Review automated alerts and reporting any suspicious activity
Requirements
- 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
Benefits
- 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 🦄🌈💯)