CASS Operations & Reconciliations Lead

Millions of people want to grow their money but don't know where to start. More than 90% of adults don’t access traditional financial advice. That's the gap Plum was built to close.

We're building the proactive money platform that makes it easy for people to smartly and sustainably grow their money. Whether you're stashing the cash for tea and toast in your first home or catching some rays during retirement, we've got your back.

Since 2016, millions of people across 10 European markets have set aside more than £10 billion with Plum. But what we're most excited about is what comes next and the opportunity for our people to help shape it.

We're now going after something even bigger: the £2 trillion+ advised market in the UK and beyond, currently locked behind high fees and complexity. By combining AI-driven financial guidance with the products people actually need, we're building a solution for everyone, not just the wealthy few.

At Plum, you'll be part of a team that's ambitious, curious and driven. We move fast, learn from what doesn't work, challenge the status quo and, most importantly, build something that makes people's lives better. We believe great ideas can come from anywhere, and that the best work happens when people feel trusted to take ownership, collaborate openly and bring their whole selves to work.

Join nearly 300 Plumsters and be part of a team shaping the future of money

The Role

We’re looking for a CASS Operations & Reconciliations Lead to build and scale our Client Assets and Reconciliations function across the UK and EU.

You’ll take ownership of our reconciliation frameworks across client money, custody assets and investment products, ensuring robust controls, accurate records and compliance with applicable regulatory requirements.

This is an opportunity to build a high-performing team, improve and automate processes, and work closely with Operations, Product, Engineering, Finance, Treasury, Compliance and Risk to support our continued growth.

Key Responsibilities

Reconciliations & Operations

• Build and maintain reconciliation frameworks across client money, custody assets and investment products, including ISAs, GIAs, equities, funds and crypto.
• Oversee daily reconciliations, ensuring breaks are investigated, resolved and properly documented.
• Establish scalable processes and controls to support new products and business growth.

Team Leadership

• Build, lead and develop the CASS Operations & Reconciliations team.
• Establish clear ownership, effective procedures and a culture of accountability and continuous improvement.

Process Improvement & Automation

• Partner with Product and Engineering to automate reconciliations, improve data quality and reduce manual processes.
• Drive operational efficiencies while maintaining strong controls.

Regulatory Compliance & Governance

• Ensure reconciliation processes align with applicable regulatory requirements and internal policies.
• Monitor operational risks, manage control weaknesses and support audits, regulatory reviews and remediation activities.

Ideal you:

• Strong experience in CASS, client money, custody operations or financial services reconciliations.
• Experience building or improving reconciliation frameworks and leading operational teams.
• Good understanding of investment products and client asset safeguarding requirements.
• A hands-on, analytical approach to problem-solving, process improvement and automation.
• Experience in a fintech, investment platform or regulated financial services environment.

Plum's Perks

• 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 🦄🌈💯)

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