At a Glance
- Tasks: Safeguard client assets and support daily oversight of financial processes.
- Company: Forward-thinking financial services company with a supportive culture.
- Benefits: Competitive salary, hybrid working, full training, and professional development.
- Other info: Collaborative environment with excellent career growth opportunities.
- Why this job: Join a dynamic team and develop specialist skills in CASS functions.
- Qualifications: Experience in financial operations, strong analytical skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
CASS Financial Services Administrator for a growing forward-thinking FS company. Training and support for career development in detailed CASS functions. Hybrid working 3 days in the office in a friendly team in modern offices.
The Role
As a CASS Administrator, you will play an integral part in safeguarding client assets by supporting the daily oversight of client money and asset processes. You'll work across reconciliations, cash payments, and control monitoring to help ensure operational effectiveness, regulatory compliance, and robust risk management within the business. This is an excellent opportunity for someone with a background in financial operations, payments, reconciliations, or risk and control functions who wants to develop specialist experience in CASS. Full training and development support will be provided.
Key Responsibilities:
- Complete and review daily client money and asset reconciliations.
- Support and oversee cash payment processes, ensuring accuracy and control.
- Monitor operational effectiveness of CASS-related controls and escalate issues as needed.
- Assist in breach reviews, remediation tracking, and reporting to stakeholders.
- Contribute to management information (MI) production and oversight dashboards.
- Support CASS audit and assurance activity by maintaining accurate records and control evidence.
- Identify and recommend improvements to processes and control frameworks.
- Collaborate with Operations, Finance, and Compliance teams to uphold CASS standards.
About You
You're analytical, organised, and naturally risk-aware — someone who takes pride in accuracy, accountability, and effective control management.
Essential Skills Experience:
- Experience in financial services operations, payments, reconciliations, or risk/control functions.
- Strong analytical and Excel skills, with high attention to detail.
- Good understanding of operational risk and control principles.
- Clear and confident communication skills, both written and verbal.
- Ability to manage priorities and deliver within deadlines.
- Proactive mindset and willingness to learn CASS regulations.
Desirable:
- Experience in a regulated environment (wealth management, investment platform, or brokerage).
- Familiarity with client money or custody asset processes.
- Exposure to management information (MI) reporting and breach review processes.
What We Offer
- Competitive salary and comprehensive benefits package.
- Hybrid working - 3 days per week onsite in Wimborne, with flexibility for remote work.
- Full CASS training and professional development opportunities.
- Supportive, collaborative culture within a growing financial services business.
CASS Financial Services Administrator employer: MORRIS SINCLAIR RECRUITMENT LTD
Join a forward-thinking financial services company in Wimborne, where you will thrive in a supportive and collaborative culture. With a strong emphasis on training and professional development, this role offers you the chance to deepen your expertise in CASS while enjoying the flexibility of hybrid working. Experience a competitive salary and comprehensive benefits package, all within modern offices that foster teamwork and innovation.
Contact Details:
MORRIS SINCLAIR RECRUITMENT LTD Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land CASS Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in CASS or related roles. Attend industry events or webinars, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of CASS regulations and processes. We recommend creating a list of common interview questions and practising your answers. Show them you’re not just a fit for the role, but that you’re genuinely excited about the opportunity to grow with their team.
✨Tip Number 3
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing candidates who take the initiative to engage directly with us. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace CASS Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial operations, payments, or reconciliations to show us you're a great fit for the CASS Administrator role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about CASS and how your analytical skills can contribute to safeguarding client assets. Be genuine and let your personality shine through!
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. We want to see that you take pride in your work and understand the importance of detail in financial services.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our friendly team!
How to prepare for a job interview at MORRIS SINCLAIR RECRUITMENT LTD
✨Know Your CASS Basics
Before the interview, brush up on your knowledge of CASS regulations and client money processes. Being able to discuss these topics confidently will show that you're serious about the role and understand its importance in safeguarding client assets.
✨Showcase Your Analytical Skills
Prepare examples from your past experience where you've demonstrated strong analytical skills, especially in financial operations or reconciliations. Use specific scenarios to illustrate how you tackled challenges and ensured accuracy in your work.
✨Communicate Clearly
Practice articulating your thoughts clearly and confidently. Since the role requires good communication skills, be ready to explain complex concepts simply. This will help you stand out as someone who can effectively collaborate with various teams.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company's approach to risk management or their training programmes. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.
