Wealth Ops Internship Paid (Duration: 3 months)

Posted 16 Days Ago
Be an Early Applicant
Athens, GRC
In-Office
Internship
Artificial Intelligence • Fintech • Software • Financial Services
The Role
Supports wealth operations by managing ISA and SIPP transfers, processing orders and transfer allocations, investigating exceptions, responding to customer and external provider queries, improving transfer processes, and documenting operational knowledge. The internship is full-time for three months and requires strong attention to detail, analytical ability, willingness to learn, and fluent English.
Summary Generated by Built In

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

Skills Required

  • Recent graduate in Accounting, Finance, Business Administration, Banking, or Economics
  • Willingness to learn and a can-do attitude
  • Analytical ability
  • Fluent English
  • Availability to work full time from 10:00 AM to 6:30 PM
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The Company
HQ: Shepherdstown, WV
206 Employees
Year Founded: 2016

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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