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- Tasks: Support client money calculations and ensure compliance with CASS regulations.
- Company: Award-winning global broker with a focus on collaboration.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a leading firm and make a real impact in financial services.
- Qualifications: Experience in client money management or IBA accounting preferred.
- Other info: Opportunity for career growth and cross-functional collaboration.
The predicted salary is between 36000 - 60000 £ per year.
This range is provided by JSS Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from JSS Search
Senior Finance Expert | Financial Services | Insurance | Banking | Private Equity
Client Money (CASS 5) Specialist
Insurance Broker
London – 3 days per week in the office
Permanent
I am working with an award winning, global broker where they are looking for a Client Money (CASS 5) Specialist to support the Client Money Manager on UK wide policy and regulatory financial information for the UK business to ensure accuracy and reduce reputational and financial risk.
The broker is open to exploring profiles from IBA or wider CASS backgrounds for aspiring individuals that can demonstrate the ability to transfer into a CASS 5 position.
Responsibilities
- Support weekly Client Money Calculations for UK-controlled entities.
- Help monitor and log any breaches of CASS regulations.
- Track client money balances and investigate unusual changes.
- Assist with staff training on CASS requirements.
- Support CASS audits by gathering information and preparing responses.
- Contribute to ongoing improvements in client money processes and controls.
- Work with teams like IBA, Treasury, and Compliance to ensure smooth collaboration.
- Help with system checks and inputs related to CMC.
- Stay updated on changes to CASS rules and FCA guidance.
- Provide ad hoc support to the Client Money Manager as needed.
Personal Profile
- Prior experience in managing client money or IBA Accounting within an insurance broking environment.
- If not prior CASS 5 experience, ideally from an IBA, or CASS 6/7 background with excellent excel skills.
- Proficient in manual processing, calculations from client money in an FCA regulated environment, and dealing with auditors.
- Work cross-functionally across the UK business including IBA, finance, treasury and compliance and be a SME for these the departments when regarding CASS 5.
Apply now or contact chloe.williams@jss-fs.com for more information.
Job details
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing
- Industries Insurance Agencies and Brokerages
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Client Money (CASS 5) Specialist employer: JSS Search
Contact Detail:
JSS Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Money (CASS 5) Specialist
✨Tip Number 1
Network like a pro! Reach out to people in the finance and insurance sectors, especially those who work with CASS regulations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your CASS knowledge and recent FCA guidance. We want you to be ready to impress with your expertise and show how you can contribute to the team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Client Money Specialist role. We’re all about making connections and helping you find the right fit, so don’t miss out!
We think you need these skills to ace Client Money (CASS 5) Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Money (CASS 5) Specialist role. Highlight your relevant experience in managing client money or IBA accounting, and don’t forget to showcase those excellent Excel skills we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your understanding of CASS regulations and how you can contribute to improving client money processes.
Showcase Your Teamwork Skills: We value collaboration at StudySmarter, so be sure to highlight any experience working cross-functionally with teams like finance, treasury, and compliance. This will show us you can work well with others in our dynamic environment.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at JSS Search
✨Know Your CASS Inside Out
Make sure you brush up on your knowledge of CASS regulations, especially CASS 5. Familiarise yourself with the key responsibilities and how they relate to client money management. This will show that you're not just interested in the role but also understand its importance.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with client money calculations and any relevant tools you've used, particularly Excel. Be ready to provide examples of how you've tracked balances or investigated discrepancies in the past. This will demonstrate your ability to handle the technical aspects of the job.
✨Highlight Cross-Functional Collaboration
Since the role involves working with various teams like IBA, Treasury, and Compliance, think of examples where you've successfully collaborated across departments. This will illustrate your teamwork skills and your understanding of how different functions contribute to client money processes.
✨Stay Updated on Regulatory Changes
Research recent changes to CASS rules and FCA guidance before your interview. Being able to discuss these updates will show your commitment to staying informed and your proactive approach to compliance, which is crucial for this role.