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- Tasks: Lead a dynamic finance team and ensure compliance with regulations in a fast-paced environment.
- Company: Diligenta, a leading platform for Life and Pensions Administration.
- Benefits: 33 days holiday, bonus scheme, personal development, and wellbeing support.
- Why this job: Join a supportive culture focused on positive change and career growth.
- Qualifications: 10+ years in finance, strong leadership, and excellent communication skills required.
- Other info: Opportunity to work with a global parent company and access various employee perks.
The predicted salary is between 56486 - 70607 £ per year.
About This Role
Salary: £56,486 - £70,607
Location: Edinburgh
Who are Diligenta?
Diligenta's vision is to be acknowledged as Best in-class Platform based Life and Pensions Administration Service provider. Customer service is at the heart of everything we do and our aim is to transform our clients' operations. A business that has been described as 'home' by existing employees, we drive a culture that is founded on positive change and development.
Summary of the role
This role leads a highly complex and heavily regulated Mutual Funds Specialist Finance Services function operating under the FCA CASS rulebook, with strict intraday service level requirements. The team spans three core areas - Cash Management & Distributions, Regulated Reconciliations, and CASS Controls & Oversight - covering end-to-end cash processing, client money and asset protection, regulatory reporting, governance, and audit engagement. The role carries significant accountability for operational resilience, regulatory compliance, and control effectiveness within a critical client asset environment.
Benefits
- 33 days including Bank Holidays
- Eligibility for an annual discretionary bonus scheme
- Personal and career development opportunities to progress your aspirations within the company as well as through our global parent company (Tata Consultancy Services)
- Access to Perks at Work (an online discounted shopping platform) saving you money on a wide range of goods and services, including your weekly food shop, holidays and electrical goods
- Cycle to Work Scheme & Interest free Season Ticket loans
- A companywide Wellbeing programme, including an Employee Assistance Programme and other benefits/resources to support your mental/physical and financial wellbeing
- A comprehensive set of Moments that Matter policies, such as Carer's Leave, Foster Leave and Retirement Leave
- A contributory company pension scheme where we match your contributions up to 6%
- Group Life Assurance ('Death in Service') & Group Income Protection
What you'll be doing
- Lead and be accountable for delivery of Mutual Funds Specialist Finance Services across two legal entities, managing an onshore team of up to 15 FTE.
- Ensure all Mutual Funds finance activities are completed daily, accurately, and to required standards.
- Act as the company-wide subject matter expert for Mutual Funds finance processes, controls, and governance.
- Own Line 1 CASS compliance, including breach reporting, root cause analysis, CMAR approval, tax returns, and maintenance of the CASS Resolution Pack.
- Establish and maintain effective governance, controls, MI, and disaster recovery/contingency planning across key systems.
- Serve as a trusted business partner to Client Finance, CASS, Operations, Change, and Compliance teams.
- Building out daily MI and reporting based on processes and effective management of escalations.
- Provide strong leadership through mentoring, stakeholder engagement, senior-level communication, and deputising for the Senior Specialist Finance Services Manager when required, while acting as a Consumer Duty ambassador.
- Provide effective team Management to drive efficient and effective Service Delivery, including internal SLA/KPI monitoring and reporting.
- Provide assurance of appropriate utilisation of resource.
- Provide assurance operated in accordance with set processes & controls.
What we're looking for
- 10+ years working within a finance role (or a finance-focussed change role) within a CASS-regulated Financial Services firm.
- An experienced team leader working in a large finance team, where daily reporting and SLA's are central to the role.
- Experience of investment risk or operational control.
- An in-depth knowledge of client asset and money arrangement regulations and industry practices.
- Excellent interpersonal skills, ability to build successful relationships with internal and external stakeholders.
- Effective stakeholder management skills.
- Excellent communication skills with proven ability to communicate at senior levels.
- Outstanding organisational skills, ability to plan workloads and delegate tasks.
- A systematic, disciplined and analytical approach to problem solving.
- Expert in MS Excel and Word.
- Strong knowledge of financial services (in particular Investments) processes and regulations.
- Strong understanding of Finance and Accounting principles, practices and compliance requirements for the UK and Ireland.
- Accounting qualifications, either part of fully qualified or qualified by experience (QBE).
- IOC qualification related to CASS.
If you need any help or adjustments for any stage within the recruitment process due to health, disability, or any other reason, please let us know. Ready to take the next step in your career? Apply today and become part of our innovative team!
Finance Manager employer: Diligenta
Contact Detail:
Diligenta Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work at Diligenta or similar firms. A friendly chat can open doors and give you insider info about the company culture and what they really value in candidates.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of CASS regulations and financial services. We want to see that you’re not just a fit on paper but that you can talk the talk when it comes to the specifics of the role.
✨Tip Number 3
Showcase your leadership skills! Be ready to share examples of how you've successfully managed teams and driven results in previous roles. Diligenta values strong leaders, so let your experience shine through.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities and updates directly from us.
We think you need these skills to ace Finance Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Finance Manager role. Highlight your experience in finance, especially in CASS-regulated environments, and showcase your leadership skills. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Be sure to mention any relevant experience and your understanding of the Mutual Funds finance processes.
Showcase Your Skills: Don’t forget to highlight your technical skills, especially your expertise in MS Excel and financial regulations. We love seeing candidates who can demonstrate their analytical approach and problem-solving abilities, so make sure these come through in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Diligenta
✨Know Your Numbers
As a Finance Manager, you'll need to demonstrate your expertise in financial regulations and reporting. Brush up on the FCA CASS rulebook and be ready to discuss how you've ensured compliance in previous roles. Prepare specific examples of how you've managed cash processing and client asset protection.
✨Showcase Leadership Skills
This role requires strong leadership, so think about times when you've successfully led a team or project. Be prepared to share your approach to mentoring and stakeholder engagement, as well as how you handle escalations and ensure effective service delivery.
✨Master the Art of Communication
Excellent communication skills are crucial for this position. Practice articulating complex financial concepts clearly and concisely. Think about how you can convey your ideas to both senior management and team members, ensuring everyone is on the same page.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Consider potential challenges you might face in managing finance services and how you would address them. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.