Plum is an app that empowers you to put your money into action, 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.
Launched in 2012 as a chatbot, Plum has come a long way.
Today, more than 1.3 million trust us to support them on their financial journey.
And our team is growing too! We’re a team of 150 situated across Athens and London.
Want to move us closer to our mission of wealth for all? We’re hiring: https://www.linkedin.com/company/plum-fintech/jobs/

Plum

financial-planning-and-analysis

Plum is a fintech company that provides a comprehensive platform for saving and investing. The company offers a range of financial products including savings accounts, investment options, and pension plans. Users can take advantage of automated savings, tax-efficient accounts, and various interest rate products such as Cash ISAs and Notice Accounts. Plum aims to simplify financial planning and wealth management, with easy-to-use features and tools to help individuals manage their money effectively. The service is regulated by the Financial Conduct Authority and ensures secure handling of funds through segregated accounts.

Plum is an app that empowers you to put your money into action, 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. 

Launched in 2012 as a chatbot, Plum has come a long way. Today, more than 1.3 million trust us to support them on their financial journey. And our team is growing too! We’re a team of 150 situated across Athens and London. 

Want to move us closer to our mission of wealth for all? We’re hiring: https://www.linkedin.com/company/plum-fintech/jobs/

• Partner with the business (in particular product and marketing / growth) to make sure we prioritising the right initiatives;
• Support the partnership team and wider business to evaluate the economics and pricing for potential partnerships and ultimately inform business decisions;
• Assist with the financial modeling and budgeting process of Plum;
• Analyze performance vs budget;
• Build strong relationships with key stakeholders, becoming a trusted strategic partner;
• Contribute to the financial modeling and budgeting process of Plum and provide input to aid in setting Plum’s financial strategy;
• Lead the month end process, including investor and partner reporting, quarterly board reporting and analyzing key risks and opportunities;
• Support on periodic updating of the group’s ICARAs, recovery and wind-down plans;
• Work with the data team to improve the accuracy of our forecasting;
• Embrace automation across all processes in FP&A.

Finance Business Partner

Finance Business Partner at Plum ensuring financial health through analysis and collaboration with teams. Focus on budgeting, forecasting, and month-end reporting to support business strategies.

compliance

• Develop and assist in the implementation of compliance policies and procedures by engaging in drafting and/or updating them to ensure adherence to all applicable regulations.
• Conduct checks, risk assessments and assist in the production of compliance reports, in accordance with our Compliance Monitoring Programme to ensure regular reviews and assessments.
• Execute checks in connection with Consumer Duty and support the build-out of the firm’s Consumer Duty framework.
• Provide oversight of ISA and/or investment product operations to ensure adherence to UK regulatory requirements, including FCA rules and HMRC ISA Regulations.
• Review marketing, advertising and press material to ensure they comply with regulatory requirements.
• Design and monitor the implementation of the annual compliance plan, and deal with internal ad-hoc compliance requests to ensure that internal processes and policies are applied.
• Investigate from a compliance and financial crime perspective, any SARs escalations, complaints, incidents, breach of data laws, fraud-related requests and any other compliance or financial crime related request received by the Compliance Team, for review and input.
• Prepare compliance reports addressed to the regulators to support the Compliance Team in their role as a liaison between the company and regulatory bodies.
• Compile and prepare compliance and financial crime regulatory filings and respond to requests from our partners.
• Prepare compliance training addressed to the employees of the company.
• Maintain the Compliance Team’s files, cases and issues, achieve deadlines and document actions needed/requested.
• Share knowledge and experience with peers through team meetings, presentations and collaboration sessions.
• Work cooperatively with other teams such as the Products’ Team, Customer Service, Fraud Team, Finance Team, Data Team, Risk Management Team, Partnerships’ Team and Marketing Team.
• Monitor regulatory changes, amendments, trends or any other developments that may impact our operations and update internal records accordingly.

Compliance Officer

Regulatory Compliance Officer supporting Plum's compliance team in the UK financial services sector. Responsibilities include compliance monitoring and liaising with regulatory bodies while ensuring adherence to FCA rules.

recruitment

• Lead full-cycle recruitment for leadership and senior roles across the organization, from sourcing through to offer stage.
• Design and execute proactive sourcing strategies to build pipelines of high-caliber senior candidates.
• Track and report on recruitment performance and pipeline health, leveraging data to inform decisions and continuously improve processes.
• Partner closely with the Leadership Team, providing expert guidance on hiring strategies, market insights, and best practices for senior-level talent acquisition.
• Collaborate with the wider Talent and People teams on initiatives related to employer branding, candidate experience, and process enhancements.
• Deliver an outstanding candidate experience, acting as a trusted ambassador for Plum’s culture and values at every stage.

Senior Talent Acquisition Specialist

Senior Talent Acquisition Specialist at Plum focusing on leadership and senior role hiring. Collaborate with the Leadership Team to attract top-tier talent and enhance Plum’s employer brand.

manager

• Determine new financial products to launch as Plum to maximise the return tax-efficiently for customers
• Combine information from customers' profiles and their personal needs and goals to derive their asset allocation based on personal circumstances
• Work with customer data to optimise asset allocation and product adoption
• Evolve giving personal guidance to customers at scale across multiple jurisdictions
• Work collaboratively with the product organisation to determine the roadmap for Wealth
• Enhance the understanding of Plum users on financial products and how to use them to better their financial journey
• Ensure that all financial advisory activities comply with relevant regulatory requirements
• Offer guidance on tax-efficient investment and financial planning strategies to minimise tax liabilities and preserve and grow customers’ wealth

Portfolio Manager, Product Strategist

Wealth Advisor designing tax-efficient investment products and personalising asset allocation using customer data for Plum's saving and investing app. Collaborating with product and ensuring regulatory compliance.

data-analyst

• Part of a well-established Data Analytics team embedded across Product, Marketing and Operations
• Become the data-expert in the space you cover, working closely with Product Managers, Engineers and Marketeers to define and execute the team’s roadmap
• Develop your team’s metrics, targets and visualisations in Looker to monitor performance and unpack trends
• Perform deep-dive analyses to generate actionable insights and identify high-impact opportunities (new features, bugs)
• Design and run experiments (A/B tests) to evaluate new releases
• Build and maintain data models in your space using BigQuery and dbt

Data Analyst

Data Analyst at Plum (saving and investing app) delivering product analytics, A/B testing, and BigQuery/dbt data models to inform growth decisions

Plum is an app that empowers you to put your money into action, 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. Launched in 2012 as a chatbot, Plum has come a long way. Today, more than 1.3 million trust us to support them on their financial journey. And our team is growing too! We’re a team of 150 situated across Athens and London. Want to move us closer to our mission of wealth for all? We’re hiring: https://www.linkedin.com/company/plum-fintech/jobs/

Plum

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