At a Glance
- Tasks: Oversee CASS compliance and manage banking operations in a dynamic financial environment.
- Company: Join a leading Financial Services firm in London with a focus on innovation.
- Benefits: Competitive daily rate, flexible part-time hours, and a supportive team culture.
- Other info: Inclusive workplace committed to diversity and personal growth.
- Why this job: Make a real impact in financial governance while developing your expertise in CASS.
- Qualifications: Experience in CASS roles and strong knowledge of regulatory requirements.
As a Cass Manager in London, you will oversee CASS-related activity within Financial Services and help keep day-to-day banking operations organised.
You will bring clear oversight to the work, helping the business manage its Banking & Financial Services responsibilities effectively.
Client Details
The organisation operates in the Financial Services industry in London.
- Description
- CASS Governance & Compliance
- Oversee day-to-day compliance with CASS 7 requirements and ensure a robust governance framework is maintained.
- Prepare, review and enhance CASS Committee packs, leading committee meetings and driving key actions.
- Maintain and update CASS policies, procedures and the Resolution Pack to reflect regulatory, product and operational changes.
- Manage the CASS breach and incident register, ensuring breaches are accurately assessed, classified and documented.
- Maintain client money bank account due diligence documentation and CASS training records.
- Provide oversight of the treatment of institutional funder monies and support any related regulatory permission changes.
- Regulatory Reporting & Oversight
- Review, validate and submit monthly CMAR returns, investigating and resolving bank-to-ledger reconciliations and variances.
- Serve as the primary contact for the annual CASS audit, coordinating responses and providing supporting evidence to auditors.
- Act as the subject matter expert on CASS requirements, assessing the impact of business, product and process changes on client money obligations.
- Partner closely with Compliance leadership, providing regular updates and supporting SMCR-related activities as required.
- Deliver guidance and training to Finance and Operations teams, strengthening CASS knowledge across the business and developing effective cover arrangements.
- Profile
Essential Experience & Knowledge
- Previous experience in a CASS-focused role within an FCA-regulated firm that holds client money.
- Strong technical knowledge of CASS 7, including client money segregation, internal and external reconciliations, client money calculations, and the management of shortfalls and excesses.
- Good understanding of CASS 7A (Client Money Distribution Rules) and CASS 10 (Resolution Pack requirements), with the ability to apply these principles in a practical business environment.
- Familiarity with CMAR reporting, FCA breach notification processes, and the regulatory obligations applicable to CASS firms.
Desirable Experience
- Experience overseeing client money reconciliations, investigating exceptions, and resolving reconciliation breaks.
- Previous involvement in regulatory engagement and correspondence with the FCA.
- Exposure to supporting internal and external CASS audits.
- Ability to provide guidance and training to stakeholders on CASS-related matters.
- Job Offer
- Temporary Part-time Cass Manager assignment based in London.
- Daily rate of £450 to £500, dependent on the level of experience.
People are at the heart of Michael Page.
We are committed to creating an inclusive environment.
As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences.
If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.
Part-time CASS Manager in London employer: Michael Page Finance
Join a leading accountancy practice in Exeter, where you will be part of a dynamic and supportive work culture that prioritises employee growth and development. With a diverse client portfolio and a strong team of tax professionals, this firm offers meaningful career progression opportunities and the flexibility of part or full-time hours, making it an excellent employer for those seeking a rewarding role in personal tax management.
StudySmarter Expert Advice🤫
We think this is how you could land Part-time CASS Manager in London
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Michael Page Finance often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Michael Page Finance.
We think you need these skills to ace Part-time CASS Manager in London
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Michael Page Finance and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Michael Page Finance. A little light-heartedness can go a long way!
How to prepare for a job interview at Michael Page Finance
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
