CASS Financial Services Administrator

Morris Sinclair Recruitment • Permanent • Wimborne, Dorset, England, United Kingdom • £25k - £47k / year • 3d ago

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.

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