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Wealth Ops Intern (Duration: 3 months)
We’re looking for an enthusiastic intern to support our Wealth Ops team in their operations such as processing transfers, monitoring buy and sell orders, and communicating with customers. This role is perfect for someone detail-oriented, eager to learn, and ready to kickstart their career and tackle challenges in the fintech space!
During this internship, you will:
- Manage the ISA and SIPP transfers process and find new ways of reducing transfer times
- Perform orders and transfer allocations, investigate issues and help resolve exceptions
- Respond to ad hoc queries from customers and requests from external providers
- Build a knowledge base by documenting processes and relevant information
Ideally You:
- Are a recent graduate in Accounting, Finance, Business Administration, Banking or Economics
- Are willing to learn and have a can do attitude
- Are analytical and excited about working with a business that moves fast
- Are fluent in English
- Are available to work full time 10:00am-18:30pm
Looking forward to receiving your applications!
Thanks,
Plum Team
What We Do
Plum is an app that empowers you to get your money motivated, wherever you are on your financial journey. You can save, spend, earn and invest, in one app and with ease. Using AI powered saving tools and investment features which make building and diversifying your portfolio seamless, Plum has helped customers save and invest £1.2 billion.
Want to move us closer to our mission of wealth for all? We’re hiring: https://www.linkedin.com/company/plum-fintech/jobs/
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