Current jobs related to Wealth Operations Specialist, ISA - London, Greater London - Plum Fintech
-
ISA Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full timeAbout Nutmeg Saving and Investment LimitedNutmeg Saving and Investment Limited is a leading provider of traditional and digital financial services worldwide. We operate like a start-up, embedded within a leading global financial institution. Our vision is to inspire and equip our customers to get more from their money, all from the palm of their hand, with...
-
ISA Transfer Specialist
3 weeks ago
London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full timeAbout Nutmeg Saving and Investment LimitedNutmeg Saving and Investment Limited is a leading provider of traditional and digital financial services worldwide. We operate like a start-up, embedded within a leading global financial institution. Our vision is to inspire and equip our customers to get more from their money, all from the palm of their hand, with...
-
SIPP & ISA Operations Specialist
1 month ago
London, Greater London, United Kingdom Interactive Brokers Full timePosition Title: SIPP & ISA Product and Service SpecialistCompany Overview: Interactive Brokers (UK)Key Responsibilities:Engage with various internal teams to improve SIPP and ISA offeringsEnsure adherence to FCA, HMRC, and CASS standardsKeep abreast of changes in industry regulations and legislationGenerate management information reports regarding account...
-
SIPP & ISA Operations Specialist
1 month ago
London, Greater London, United Kingdom Interactive Brokers Full timePosition Title: SIPP & ISA Product and Service SpecialistCompany: Interactive Brokers (UK)Key Responsibilities:Work closely with various internal teams to improve SIPP and ISA offeringsEnsure adherence to FCA, HMRC, and CASS standardsKeep abreast of industry regulations and legislative changesGenerate management information reports on account...
-
SIPP & ISA Operations Specialist
1 month ago
London, Greater London, United Kingdom Interactive Brokers Full timePosition Title: SIPP & ISA Product and Service SpecialistCompany: Interactive Brokers (UK)Key Responsibilities:Work collaboratively with various internal teams to improve SIPP and ISA offeringsEnsure adherence to FCA, HMRC, and CASS standardsRemain informed about changes in industry regulations and legislationGenerate management information reports regarding...
-
SIPP/ISA Operations Support Specialist
2 weeks ago
London, Greater London, United Kingdom Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled SIPP/ISA Operations Support Specialist to join our team at Interactive Brokers. The successful candidate will be responsible for providing exceptional support to our internal departments, ensuring compliance with regulatory requirements, and driving business growth.Key ResponsibilitiesRegulatory Compliance:...
-
SIPP/ISA Operations Support Specialist
2 weeks ago
London, Greater London, United Kingdom Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled SIPP/ISA Operations Support Specialist to join our team at Interactive Brokers. The successful candidate will be responsible for providing exceptional support to our internal departments, ensuring compliance with regulatory requirements, and driving business growth.Key ResponsibilitiesRegulatory Compliance:...
-
Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Role Overview**As a Wealth Management...
-
Asset Management Specialist
42 minutes ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout UsThe Titan Wealth Group is a leading provider of wealth management services, offering a comprehensive range of solutions to clients across the globe. Our mission is to deliver innovative, quality, and integrated solutions that drive efficiency into every part of the wealth management cycle.Job SummaryWe are seeking a highly skilled Transfer Specialist...
-
SIPP/ISA Operations Support Specialist
4 days ago
London, Greater London, United Kingdom Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled and experienced SIPP/ISA Operations Support Representative to join our team at Interactive Brokers. As a key member of our operations team, you will play a critical role in supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services.Key...
-
SIPP/ISA Operations Support Specialist
4 days ago
London, Greater London, United Kingdom Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled and experienced SIPP/ISA Operations Support Representative to join our team at Interactive Brokers. As a key member of our operations team, you will play a critical role in supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services.Key...
-
SIPP/ISA Operations Support Specialist
1 day ago
London, Greater London, United Kingdom Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled SIPP/ISA Operations Support Representative to join our team at Interactive Brokers. As a key member of our operations team, you will play a critical role in supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services.Key ResponsibilitiesSupport and...
-
SIPP/ISA Operations Support Specialist
1 day ago
London, Greater London, United Kingdom Interactive Brokers Full timeJob SummaryWe are seeking a highly skilled SIPP/ISA Operations Support Representative to join our team at Interactive Brokers. As a key member of our operations team, you will play a critical role in supporting and collaborating with internal departments to improve and re-engineer our SIPP and ISA products and services.Key ResponsibilitiesSupport and...
-
Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving high-net-worth individuals and families. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Job Overview**We are seeking a highly experienced Wealth...
-
Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Gravity Private Wealth Full timeJob Description**About Gravity Private Wealth**Gravity Private Wealth is an international boutique investment advisory firm serving high-net-worth individuals and families. We are fully independent and privately owned, offering a forward-looking and solutions-driven approach to wealth management.**Job Overview**We are seeking a highly experienced Wealth...
-
Wealth Operations Director
2 weeks ago
London, Greater London, United Kingdom Plum Fintech Full time{"title": "Wealth Operations Manager", "description": "Empower Customer WealthAt Plum Fintech, we're revolutionizing personal finance with AI and automation. Our mission is to make saving effortless and investing accessible to all.We're seeking an experienced Wealth Operations Manager to lead our team in delivering exceptional customer experiences. As a key...
-
Wealth Operations Director
2 weeks ago
London, Greater London, United Kingdom Plum Fintech Full time{"title": "Wealth Operations Manager", "description": "Empower Customer WealthAt Plum Fintech, we're revolutionizing personal finance with AI and automation. Our mission is to make saving effortless and investing accessible to all.We're seeking an experienced Wealth Operations Manager to lead our team in delivering exceptional customer experiences. As a key...
-
Business Analyst
2 days ago
London, Greater London, United Kingdom Wipro Full timeJob Title: Business Analyst - ISA RTIJob Summary:We are seeking a highly skilled Business Analyst to join our team at Wipro. As a Business Analyst - ISA RTI, you will play a critical role in engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual Savings Accounts).About the Role:The...
-
Business Analyst
2 days ago
London, Greater London, United Kingdom Wipro Full timeJob Title: Business Analyst - ISA RTIJob Summary:We are seeking a highly skilled Business Analyst to join our team at Wipro. As a Business Analyst - ISA RTI, you will play a critical role in engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual Savings Accounts).About the Role:The...
-
Business Analyst
22 hours ago
London, Greater London, United Kingdom Wipro Full timeAbout the RoleWe are seeking a highly skilled Business Analyst to join our team at Wipro, specializing in ISA RTI (Real Time Information) solutions. As a Business Analyst - ISA RTI, you will play a critical role in engaging and managing numerous stakeholders to help deliver HMRC changes for RTI (Real Time Information) for ISA (Individual Savings...
Wealth Operations Specialist, ISA
3 months ago
At Plum, 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 Specialist with experience in ISA products, 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 with focus on ISA products.
Your day-to-day
- PProcessing the back office operations for ISA products.
- Be the specialist in terms of ISA knowledge for multiple ISA products (Stock & Shares, Cash ISA and Lifetime ISA in particular)
- Support customers and internal teams by providing answers to queries regarding the ISA products.
- Collaborate with our third-party-providers to ensure fast processing of transfer 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.
- Monitor team's key performance indicators, create management reports (MI) and escalate to management when spotting trends that affect team's performance.
- Work closely with Product and Tech to drive automation of reporting, transfers, payments etc and work on improving internal tooling.
- Support the Wealth Operations team with the day-to-day tasks of Plum's other wealth products (GIA, ETFs, SIPP etc.)
Ideally You
- Have experience administering ISA transfers.
- Have good knowledge of ISA 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.
Plum's Perks
- We're all in this together Own part of the company through stock options
- Annual training budget
- Private Health Insurance with Aviva
- Pension Plan with NEST
- 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 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.
