# CASS Operations & Reconciliations Lead at Plum

Plum is hiring a CASS Operations & Reconciliations Lead in London, Nicosia and Athens. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/29f40149-e1d3-4862-b770-969f95cd80d1?utm_medium=ai-agent).

AI Level 1, AI centrality 35 out of 100. London, England, United Kingdom | Nicosia, Nicosia, Cyprus | Athens, Attica, Greece.

## Details

- Company: [Plum](https://jobsbylevel.com/companies/plum)
- AI level: AI Level 1 (score 35 out of 100)
- Location: London, England, United Kingdom | Nicosia, Nicosia, Cyprus | Athens, Attica, Greece
- Posted: October 19, 2026
- Apply: https://jobsbylevel.com/go/29f40149-e1d3-4862-b770-969f95cd80d1?utm_medium=ai-agent

## Description

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

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/cass-operations-reconciliations-lead-at-plum-137b9f

Source: https://jobsbylevel.com/jobs/cass-operations-reconciliations-lead-at-plum-137b9f

## Cite this page

Level. https://jobsbylevel.com/jobs/cass-operations-reconciliations-lead-at-plum-137b9f.

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