Brokerage Specialist

Brokerage Specialist
Plum Fintech, Cyprus

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
Mar 4, 2021
Last Date
Apr 4, 2021
Location(s)

Job Description

Plum is powered by automation, and acts like an autopilot for your money. You sit at the controls, with smart spending analytics and budgeting tools to help you set your financial destination. Plum gets you there safely, so you don’t need to remember things like setting money aside, getting the best deal on household bills.

Plum’s making your savings and investments work for you..

Here’s what we’re trying to tackle

  • 11.5m people in the UK have less than 100 in savings
  • 90% of UK savings accounts pay less than inflation
  • 4bn lost to the loyalty penalty every year
  • 2/3 of UK adults say money stress has affected the health or wellbeing of someone they know.

Our Mission

We’ve Imagined a world where people effortlessly manage their money without having to worry, or even think about it. A world where our users’ money has a brain that’s configured to automatically reach what is important to them.

.And here at Plum, we made it our mission to build that world. and we’re now ready to make it a reality for Plumsters. We welcome them to our reality! Where their money works for them, and their entire financial journey is easier by an autopilot, controlled by them.

In 4 years, we've grown from 2 co-founders sharing a rusty desk in Soho, to a brilliant, hard-working team of 75+, with offices in London (HQ) and Athens (soon in Nicosia too). Now, with more than 1M people already using Plum across the UK, Ireland, France and Spain, we could use a little help and that might be where you come in!

The Role

We are looking for a talented Brokerage Specialist to join our operations activities in the UK and Europe. The role is critical in making sure we scale in the right way as a regulated business. On the brokerage side, you will be responsible for the day-to-day brokerage operations required to offer a market leading investment offering to our users.

Ideally You Will

  • Own FX - as we will require to trade on foreign currency we will need to monitor on a daily basis any FX exposure we may have to settle customer trades
  • Look after all corporate actions (dividends, share splits, etc.) amp; ensure that such actions are monitored and reflect correctly on customer accounts
  • Look after withholding of income tax and ensure that the right tax bracket is applied to the user based on the information they have provided us during onboarding (W8-BEN form)
  • Assist with ISA transfers in /out that require re-registration of shares/ETFs

Ideally You Have

  • BA degree in Finance or Legal
  • 3+ years trading and/or brokerage experience in a fintech/related field covering UK/EU
  • Strong communication skills, strong control/risk awareness communicating with the senior management and the regulators

Plum's Perks

  • Join one of the hottest fintech start-ups
  • We're all in this together! Own part of the company through stock options
  • Flexibility to work from our London and Athens office (almost) whenever you want
  • 22 days holiday a year, excluding public holidays (34 in total)
  • Our annual team trip, to a secret destination


If you think this sounds like a bit of you, then don’t hesitate to get in touch!


Thanks,

Plum’s tame humans

Job Specification

Job Rewards and Benefits

Plum Fintech

Information Technology and Services - Athens, Greece
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