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For Companies At a Glance
- Tasks: Support client money calculations and ensure compliance with FCA regulations.
- Company: Leading global insurance broker with a focus on risk management.
- Benefits: Full-time role with opportunities for professional growth in finance.
- Why this job: Join a dynamic team and make a real impact in the insurance sector.
- Qualifications: Strong academic background and understanding of FCA CASS 5 regulations.
- Other info: Collaborative environment with potential for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Insurance Recruitment Specialist – Risk Management, Audit & Controls
Edenbrook are partnering with a Leading Global Insurance broker on a Client Money Assistant opportunity. The individual will ensure the business has the appropriate processes and controls in place to ensure CASS compliance with FCA.
Base pay
Direct message the job poster from Edenbrook
Key Responsibilities
- Support weekly Client Money Calculations (CMC) for all UK-managed entities
- Log and follow up on CASS breaches in line with regulations
- Monitor client money balances and flag unusual changes or trends
- Help coordinate and track CASS training for relevant staff
- Assist with CASS audits, including gathering information and preparing responses
- Contribute to ongoing projects aimed at improving client money processes and controls (e.g., policies, third-party funds, Appointed Representatives)
- Collaborate with teams such as IBA, Treasury, and Compliance to maintain effective working relationships
- Support system reviews and input to CMC processes
- Stay up to date with changes to CASS rules and FCA expectations
- Provide ad hoc assistance to the Client Money Manager as needed
Qualifications & Skills
- Strong academic background
- Solid understanding of insurance market practices and terminology
- Clear knowledge of FCA CASS 5 regulations
Experience
- Preferably from a finance or IBA role within the insurance sector
- Hands-on experience with CASS 5 implementation
- Team-oriented with a collaborative approach
- Strong system and management information (MI) experience is a plus
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance and Accounting/Auditing
Industries
- Insurance
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Client Money Assistant (CASS 5) employer: Edenbrook
Contact Detail:
Edenbrook Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Money Assistant (CASS 5)
✨Tip Number 1
Network like a pro! Reach out to people in the insurance sector, especially those who work with CASS compliance. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA CASS 5 regulations. We want you to be able to discuss how you can contribute to maintaining compliance and improving processes confidently.
✨Tip Number 3
Show off your teamwork skills! Highlight experiences where you've collaborated with finance or compliance teams. This will demonstrate that you're not just a lone wolf but someone who thrives in a team-oriented environment.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Money Assistant (CASS 5)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Money Assistant role. Highlight your experience with CASS regulations and any relevant finance roles you've had. We want to see how your background fits perfectly with what we're looking for!
Showcase Your Skills: In your cover letter, don’t just list your skills—show us how you’ve used them in real situations. Whether it’s monitoring client money balances or coordinating training, give us examples that demonstrate your expertise and teamwork.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon unless it’s relevant to the role. We appreciate a well-structured application that’s easy to read!
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 right there!
How to prepare for a job interview at Edenbrook
✨Know Your CASS Inside Out
Make sure you brush up on your knowledge of FCA CASS 5 regulations. Be prepared to discuss how these regulations impact client money processes and controls. Showing that you understand the intricacies of CASS will impress the interviewers.
✨Showcase Your Analytical Skills
Since the role involves monitoring client money balances and identifying unusual trends, be ready to share examples of how you've used analytical skills in past roles. Discuss any experience with Client Money Calculations (CMC) and how you approached problem-solving in those situations.
✨Highlight Your Collaborative Spirit
This position requires working closely with various teams like IBA, Treasury, and Compliance. Prepare to talk about times when you've successfully collaborated with others to achieve a common goal. Emphasising your team-oriented approach will resonate well with the interviewers.
✨Stay Updated on Industry Changes
Demonstrate your commitment to the role by being aware of recent changes in CASS rules and FCA expectations. Bring up any relevant news or updates during the interview to show that you're proactive and engaged with the industry.