CASS SPECIALIST

Monday-Friday 40 hours per week
Hybrid – 3 Days in Bath/2 WFH
Are you looking for a new challenge to utilise your CASS skills?
Our client is recruiting for a CASS specialist to join their dedicated team! Existing knowledge of CASS 6, 7, and 8 is essential for this role as you will be playing a key role in ensuring compliance with all legislative and regulatory requirements.

REQUIRED KNOWLEDGE AND EXPERIENCE:

• Strong knowledge of CASS 6, 7, 8
• Proven financial services experience
• Strong attention to detail and organisational skills
• Ability to meet strict deadlines
  If the above feels like the next challenge that you are looking for, please apply today!
  Job Types: Full-time, Permanent

Benefits:

• Company pension
• Employee discount
• Work from home

Ability to commute/relocate:

• Bath: reliably commute or plan to relocate before starting work (required)

Experience:

• CASS (Client Assets Sourcebook): 1 year (required)

Work authorisation:

• United Kingdom (required)

Location:

• Bath (preferred)

Work Location: In perso

• Supporting the design and implementation of a first line CASS oversight function
• Supporting operations in delivering strategic goals for process improvement relating to CASS
• Coaching key individuals and leading CASS training sessions
• Planning and coordinating both internal and external audits
• Preparing and delivering CASS adherence reports/opinions to the Executive Team and Board
• Advising teams on their regulatory CASS activities such as reconciliations, cash management, and deposit allocations
• Undertaking trend analysis on breaches and near misses, suggesting process revision as appropriate
• Completing weekly, monthly, and annual reviews of the CASS breach log and risk profiling
• Producing and maintaining CASS policies and frameworks
• Leading a small team of staff