We are looking for a positive, adaptable financial services administrator to join a leading wealth management firm located in central Bath.
Looking after clients’ investments comes with a huge level of responsibility. The Financial Conduct Authority have a set of rules – known as CASS – designed to help financial services firms keep their clients’ money and assets safe.
The CASS Team work to ensure the rules are adhered to – they reconcile client money, oversee funding positions and process payments. You will be required to problem solve, achieve high standards and deliver fantastic service to other areas of the business and external contacts.
To succeed you will come from a financial services background, ideally with some previous experience of CASS, be prepared to undertake a responsible role, have a sharp eye for detail, first-class Excel skills and be proactive, logical and comfortable making decisions.
In return you can expect to join a dynamic organisation, become part of an inclusive, supportive team and actively encouraged to develop your expertise. Competitive salary up to £23,000 (depending on experience), bonus scheme and benefits.
A full job specification can be found here.
0117 428 6388
07711 622 676
Skilling Gate Group Limited
St Nicholas House
31-34 High Street
Bristol BS1 2AW