Are you a detail-oriented professional with expert knowledge of CASS regulations, looking to take the next step in your career?

Our client, a leading international wealth management platform, is looking for a CASS Manager to join their team. This is a key role focused on overseeing the firm’s CASS risk and control framework, ensuring compliance with FCA regulations and supporting the delivery of high-quality outcomes for clients and advisers.

Key Responsibilities:

• Lead the day-to-day oversight of client money and asset reconciliations
• Maintain and enhance the firm’s CASS risk and control framework
• Monitor, identify, and escalate potential risks, breaches, or areas for improvement
• Coordinate and support internal and external CASS audits
• Produce and review CMAR returns and other regulatory reports
• Support and advise teams across the business on CASS-related matters
• Contribute to strategic change initiatives and ensure regulatory compliance is maintained
• Line manage a small team, supporting their development and performance

About you:

• Strong technical knowledge of FCA CASS rules (particularly chapters 1, 1A, 6, 7, 9, and 10)
• Proven experience with client money and asset reconciliations
• Strong understanding of risk management and regulatory frameworks
• Excellent communication and stakeholder engagement skills
• Highly organised, with strong analytical and problem-solving abilities

This is a fantastic opportunity for a CASS professional to join a dynamic and growing firm, with the chance to make a real impact in a hands-on, high-responsibility role.

If this sounds like the right fit for you, we’d love to hear from you!

Are you detail-oriented, self-motivated, and skilled in problem-solving and analysis?

Our client, a global insurance brokerage, is looking for a Data Governance Analyst to join their London team.

About the role:

• Design and manage SQL tables to store critical data and generate BI reports for data quality monitoring
• Collaborate with IT, project teams, and business stakeholders to drive system improvements and enhance data quality
• Utilise BI reports to monitor and assess data processing against established data quality standards
• Lead the development and management of data glossaries to define enterprise-wide data standards and terminology
• Support data-driven projects and their implementation across systems and business teams
• Ensure compliance with data policies, procedures, and standards

About you:

• Strong SQL development skills and advanced proficiency in Excel (Power Query, Power Pivot)
• Expertise in end-to-end development of PowerBI Reports, including ETL, data modelling, expression writing, and report creation
• Strong analytical and problem-solving abilities with excellent attention to detail
• Proven experience collaborating with business and IT teams on data projects
• Knowledge of data governance, data quality principles, and familiarity with Informatica Data Quality (IDQ), preferably within the insurance sector

Please apply today to be considered for this role!

Do you have experience with client service and thrive in a collaborative environment?

Our client, a growing wealth management and corporate benefits firm, is looking for a Client Support Executive to join their Bristol based team.

About the role:

• Assist with the set-up and ongoing administration of Group Risk and Healthcare schemes
• Handle client and provider queries efficiently and professionally
• Ensure service levels and compliance requirements are consistently met
• Administer schemes including Private Medical Insurance, Dental, and Wellness programs
• Support renewals, claims, and provider communications
• Build strong relationships with internal teams and external stakeholders

About you:

• Experience in corporate benefits administration, particularly Group Risk and Healthcare
• Proficiency in Microsoft Word, Excel, and database systems
• Strong communication and decision-making skills
• High attention to detail and analytical thinking
• A proactive, professional, and collaborative approach

Please apply today to be considered for this role.

Are you a highly organised and detail-driven individual looking to build your career?

Our client, a top wealth management firm, is looking for an organised and proactive Investment Assistant to join their high-performing investment team.

Key Responsibilities:

• Provide administrative and operational support to Investment Managers
• Act as a key point of contact for clients, handling day-to-day queries and ensuring their needs are met
• Manage a wide range of tasks including payments, new account setups, maintaining client files and suitability letters
• Organise and dispatch client valuations, packs, and correspondence
• Liaise with internal departments to resolve operational issues and ensure seamless service delivery
• Monitor investment transfers and ensure they are completed efficiently 
• Liaise with legal representatives and executors as required
• Arrange client meetings, coordinate diaries, and manage room bookings

About you:

• Strong administrative skills and attention to detail
• Excellent communication skills with the ability to build rapport across all levels
• Proficient in Microsoft Office, particularly Outlook, Word, and Excel
• Comfortable working independently and as part of a collaborative team
• Ability to manage and prioritise multiple tasks efficiently

To apply, please submit your CV and a brief cover letter outlining your experience and interest in the role.

Are you driven, proactive, and looking to advance your career?

Our client, a rapidly growing wealth management firm, is looking for an experienced M&A Associate to join its team. This is an exciting opportunity for a proactive and ambitious professional looking to develop their career within a fast-paced, evolving environment.

Key Responsibilities:

• Manage the M&A pipeline to support transaction flow
• Coordinate information requests to ensure efficiency 
• Support sellers and brokers throughout the due diligence process
• Collect and present due diligence reports for board sign-off
• Collate management information and prepare presentations for board reporting
• Maintain up-to-date and accurate data in the back-office CRM system
• Work closely with departments to support business integration
• Contribute to the continuous improvement of processes and procedures

About you:

• Strong understanding of acquisitions in a financial services
• Excellent communication skills
• Strong organisational and prioritisation skills with the ability to work to deadlines
• Problem-solving ability and commercial acumen
• Proficient in Microsoft Office Suite including Excel, Word, Outlook, and PowerPoint
• Confident working under pressure and managing multiple stakeholders

This role offers the chance to be part of a highly active acquisitions team, with exposure to all stages of the process and strategy. If you thrive in a collaborative and evolving environment, this could be the perfect next step in your career.

To apply, please submit your CV and a brief cover letter outlining your experience and interest in the role.

Are you a proactive and detail-oriented HR professional looking to take the next step in your career?

Our client, a growing international wealth management platform, is looking for an experienced and highly organised HR Assistant to support HR and office management functions. This role is ideal for someone with a proactive approach, strong attention to detail, and a solid understanding of UK employment law.

Key Responsibilities:

• Maintain and update employee records, HR databases, and personnel files
• Assist with recruitment, from job postings to candidate screening and offer letters
• Oversee onboarding and offboarding processes, ensuring compliance with policies
• Support payroll by maintaining attendance, leave records, and benefits administration
• Ensure HR policies align with industry regulations, including FCA requirements
• Assist with performance management (probation reviews and training coordination)
• Office Administration & Facilities Management
• Ensure health & safety compliance, including fire safety and first aid requirements
• Assist with travel arrangements and senior management diary coordination 

Requirements:

• CIPD Level 3 Certificate or higher
• Proven experience in HR and office administration, ideally within financial services
• Strong knowledge of UK employment law and HR best practices
• Experience with Microsoft Office (Excel, Word, Outlook, PowerPoint) and HR software
• Excellent organisational, communication, and multitasking skills
• Ability to handle confidential information with discretion and work independently

This is a fantastic opportunity, to apply, please submit your CV today!

Are you an organised and detail-oriented professional looking for an opportunity in financial services?

Our client, a successful wealth management firm, are looking for an Administrator to join their team and support investment managers in delivering exceptional client service.

Key Responsibilities:

• Oversee the account opening and amendment process, ensuring accuracy and completeness of documentation
• Track and monitor client cases, liaising with investment managers and professional intermediaries
• Process and bank client cheques, ensuring timely application of funds
• Maintain and update money laundering documentation to support risk management
• Provide administrative support to investment managers, improving efficiency and client service
• Advise investment managers on correct documentation and procedures

About you:

• Strong numerical skills and accuracy
• Ability to work independently and collaboratively 
• Excellent communication and organisational skills
• Proficiency in Microsoft Office, particularly Word and Excel
• Experience with account opening and amendment systems (e.g., Quasar, RID) is advantageous

This is a fantastic opportunity for an individual looking to develop their career in a dynamic and professional environment.

If you have the skills and experience required, we’d love to hear from you!

Are you an organised and detail-oriented professional looking to join a dynamic investment team?

Our client, a successful wealth management firm, are looking for an Investment Administrator on an 18 month FTC to join their Bristol team.

Key Responsibilities:

• Provide full administrative support to the investment team
• Assist Investment Managers with account opening documentation and regulatory requirements
• Set up and maintain client accounts
• Liaise with third parties for asset transfers and arrange ad hoc and regular payments
• Arrange online access for clients and their advisers
• Support with phone calls, messages, and general administrative duties
• Ensure compliance with all regulatory and organisational requirements

About you:

• Previous administrative experience Financial Services environment
• Strong organisational skills with a keen eye for detail
• Ability to work independently and as part of a team
• Excellent time management and ability to meet deadlines
• Strong IT skills, particularly in Microsoft Office (Word, Excel, PowerPoint)
• Confident communicator with a professional telephone manner
• A proactive and adaptable approach to changing workloads

If you’re a motivated administrator with a passion for financial services, we’d love to hear from you.

Our client, a wealth management platform, is looking for a motivated and experienced Operations Team Leader to join their team. This is an excellent opportunity for someone with strong leadership and operational management skills who is passionate about delivering excellent service and continuously improving processes.

Key Responsibilities:

• Lead and oversee a team of 4-7 individuals, ensuring high-quality service and adherence to key performance indicators and service level agreements
• Act as a deputy for the Operations Manager and a key technical expert within the team
• Take ownership of escalated customer queries and ensure they are resolved efficiently
• Drive improvements in customer service, identifying issues and proposing solutions to enhance the customer experience
• Support with business change initiatives, internal and third-party meetings, and contribute to wider business projects
• Manage team performance through regular one-to-one reviews and performance appraisals
• Lead and coach team members, ensuring their development and training needs are met
• Ensure compliance with regulatory requirements, company policies, and risk management procedures

Required Skills & Experience:

• Strong interpersonal, communication, and presentation skills
• Proven experience in leading a call center or administrative team
• Ability to manage workloads effectively, both individually and as a team leader
• Experience in deputising for a line manager and delegating tasks
• Strong data analysis and reporting skills
• Experience in training and providing constructive feedback to staff members
• Ability to work well under pressure and maintain excellent attention to detail
• Proactive, self-motivated with a strong willingness to learn

Desirable:

• Knowledge of financial services, platforms, and investment vehicles
• Financial services qualifications (e.g., IOC or CII) are a plus
• Interest in financial markets and investments

If you are a motivated and experienced leader with a passion for delivering exceptional service and improving operational processes, we’d love to hear from you!

Do you have experience with CASS client money and reconciliations with excellent attention to detail? 

Our client, a growing international wealth management platform, is looking for an CASS Technical Specialist to join their Bath team.

Your responsibilities:

• Ensure exceptional service and quality in client money and asset reconciliations, meeting KPIs and SLAs
• Plan resources and capacity to manage daily volumes and future demands
• Lead daily huddles, monthly team meetings, and track action items
• Act as the main point of contact for decisions and escalations to the Operations Director
• Monitor and audit team performance for accuracy and efficiency
• Develop and maintain the CASS Risks and Controls matrix, ensuring regulatory compliance
• Oversee the annual CASS audit, liaising with external auditors
• Proactively suggest improvements for CASS controls and risk-based testing
• Ensure team compliance with CASS regulations, GDPR, and confidentiality standards
• Analyse risk metrics, escalate issues, and support CASS breach resolutions

Your skills:

• Strong technical understanding of the FCA CASS sourcebook and CASS audit standards
• Experience with CASS client money and asset reconciliations, and a solid grasp of risk management frameworks
• Excellent communication and presentation skills, able to engage stakeholders at all levels
• Ability to prioritise tasks and manage workloads to meet service targets with exceptional attention to detail
• Proactive problem-solving approach with strong analytical skills and a growth mindset
• Relevant CASS qualification (e.g., CISI IOC certificate) or applicable degree

If this sounds like you, please apply today!