CASS Operations Associate

Position: CASS Operations Associate

Our client
An award-winning investment solutions platform, our client aids ambitious financial advice firms in creating their own investment propositions. They are known for their entrepreneurial spirit, innovation, and commitment to collaboration.

A salary of £23,000 - £26,000 per annum (depending on experience) plus fantastic benefits including:

- Social and wellbeing events
- 25 days holiday plus bank holidays with annual increases
- Private medical insurance
- Life Assurance
- Group Income Protection
- Outstanding pension scheme
- Discretionary bonuses
- Wellness subsidy
- Volunteer leave (3 days paid volunteer leave per year)
- Season ticket loan
- Cycle to Work scheme

In terms of progression, our client offers a Senior Pathway programme, which you can move on to after passing your 6-month probation and will enable you to progress your position in the business, as well as increasing salary prospects.

This role is an ideal move if you are keen to secure a role in the financial services industry and would enjoy a more technical focused position. If you have recently graduated or have some previous office / financial services experience, this could be your perfect move!

Fully Office based role - with potential to work 1 day remotely after probation period has been passed (6 months).

Role Overview

The CASS Operations team ensures the protection of client money and assets. The Associate plays a crucial role in maintaining and improving the comprehensive set of controls. This oversight function contributes across all aspects of a dynamic investment operations environment to deliver top-tier service to clients.

Duties Include

- Supporting business compliance with FCA rules related to the Client Asset Sourcebook (CASS).
- Performing daily controls like reconciliations and diligently investigating any discrepancies.
- Assisting in identifying and rectifying inefficient or inadequate processes.
- Supporting the delivery of projects led or supported by the CASS Operations team.
- Developing knowledge of business and regulatory requirements to aid in technical enquiries and resolutions.

Required Skills

- Excellent written and verbal communication skills.
- Logical and analytical approach to problem-solving.
- Proficiency in Microsoft Office, especially Excel.
- Organised with effective time management skills and the ability to prioritise tasks.
- Self-motivated and proactive.
- Strong numerical skills and meticulous attention to detail.
- Ability to work independently and as part of a team.
- Experience in CASS within the platform sector is desirable.

Values
- Commitment to getting the job done.
- Authenticity in your professional role.
- Continuous improvement and innovation.

Please click on apply!