Bruin Financial & Professional Services
Manchester, Lancashire
I'm currently supporting a large global Investments Banking organisation with a number of VP Level CASS opportunities! There are 2 roles, one on the banking side and one within their Wealth Management arm so we can discuss both if interested. Offering up to £67,000 plus discretionary bonus, 9% non-contributory pension and wider benefits including 1 day working from home, this is an exciting opportunity to join an innovative forward-thinking team and develop your specialist skills! Ideally you will be or have: - Practical knowledge and experience with CASS rules and regulations including CASS 6,7 and 9 if possible. - Significant exposure to CASS requirements within an Investments, Wealth, Pensions or Payments environment. - Be a confident stakeholder liaison point of contact, with some management experience. - Solid experience liaising with senior stakeholders, analysing data and reporting on findings to senior management. - Knowledge or exposure to using digital tools and AI to optimise processes and make them more efficient. As there is more than one role, I will share more details around exact responsibilities based on your profile / what you are looking to do in the next step. If interested in hearing more please apply today, as these hires are moving quickly. If not right for you, is there someone from your excellent network that you could kindly recommend?
May 25, 2026
Full time
I'm currently supporting a large global Investments Banking organisation with a number of VP Level CASS opportunities! There are 2 roles, one on the banking side and one within their Wealth Management arm so we can discuss both if interested. Offering up to £67,000 plus discretionary bonus, 9% non-contributory pension and wider benefits including 1 day working from home, this is an exciting opportunity to join an innovative forward-thinking team and develop your specialist skills! Ideally you will be or have: - Practical knowledge and experience with CASS rules and regulations including CASS 6,7 and 9 if possible. - Significant exposure to CASS requirements within an Investments, Wealth, Pensions or Payments environment. - Be a confident stakeholder liaison point of contact, with some management experience. - Solid experience liaising with senior stakeholders, analysing data and reporting on findings to senior management. - Knowledge or exposure to using digital tools and AI to optimise processes and make them more efficient. As there is more than one role, I will share more details around exact responsibilities based on your profile / what you are looking to do in the next step. If interested in hearing more please apply today, as these hires are moving quickly. If not right for you, is there someone from your excellent network that you could kindly recommend?
My client, a leading specialty insurance broker in the Lloyd's and London Market, is looking to hire a Regulatory Reporting Analyst to join their growing finance function. This is a fantastic opportunity to play a key role in delivering regulatory and financial reporting across a complex, global business. The position offers strong exposure to senior stakeholders and the chance to contribute to the ongoing development of reporting processes and controls. The Regulatory Reporting Analyst supports the Head of Accounting & Regulatory Policy in ensuring the firm's ongoing compliance with CASS 5 and FCA financial reporting requirements. The role is key to the execution, monitoring and continuous improvement of the firm's client money control environment and related regulatory reporting. Main Duties: - Perform and take accountability for Client Money Calculations in accordance with CASS 5, ensuring completeness, accuracy, appropriate review and audit trail retention. - The role will be pivotal in the execution of related controls including: - Maintain and enhance CASS documentation, including the Client Money Manual, risk and control matrix and self-assessment testing. - Support CASS governance activities, including ad hoc projects and regulatory change implementation. - Manage breach identification, investigation and remediation, monitoring action plans and identifying root-cause trends. - Coordinate and manage the annual external CASS audit, acting as the primary point of contact and ensuring timely resolution of findings. - Monitor and implement processes to comply with regulatory or business changes - Actively contribute to strengthening the CASS control environment through automation, improved MI and enhanced documentation. - The role will also support with the preparation of regulatory returns to ensure compliance with the FCA reporting requirements which fall under the responsibility of finance. Regulatory Requirements: The role holder is required to be familiar and comply with all company policies and procedures and responsible for adhering to regulatory requirements that are required of the Company. Knowledge/Skills/Abilities Required: - Experience of working within a finance function or audit firm - Experience working with Power Bi is fundamental to the role. - Strong Microsoft Excel skills - Data analytics/Power BI skills - Diligent with a clear focus and attention to detail - Proven ability to build good working relationships and communicate effectively with a range of stakeholders. - Critical thinking and problem-solving skills - A positive and proactive team player - Effective time management skills and able to prioritise and organise own workload to ensure deadlines are met Desirable: - Experience working with finance systems (GL tools etc) and business administration/ledger systems Education / Training / Qualification Required: - Part qualified accountant
May 20, 2026
Full time
My client, a leading specialty insurance broker in the Lloyd's and London Market, is looking to hire a Regulatory Reporting Analyst to join their growing finance function. This is a fantastic opportunity to play a key role in delivering regulatory and financial reporting across a complex, global business. The position offers strong exposure to senior stakeholders and the chance to contribute to the ongoing development of reporting processes and controls. The Regulatory Reporting Analyst supports the Head of Accounting & Regulatory Policy in ensuring the firm's ongoing compliance with CASS 5 and FCA financial reporting requirements. The role is key to the execution, monitoring and continuous improvement of the firm's client money control environment and related regulatory reporting. Main Duties: - Perform and take accountability for Client Money Calculations in accordance with CASS 5, ensuring completeness, accuracy, appropriate review and audit trail retention. - The role will be pivotal in the execution of related controls including: - Maintain and enhance CASS documentation, including the Client Money Manual, risk and control matrix and self-assessment testing. - Support CASS governance activities, including ad hoc projects and regulatory change implementation. - Manage breach identification, investigation and remediation, monitoring action plans and identifying root-cause trends. - Coordinate and manage the annual external CASS audit, acting as the primary point of contact and ensuring timely resolution of findings. - Monitor and implement processes to comply with regulatory or business changes - Actively contribute to strengthening the CASS control environment through automation, improved MI and enhanced documentation. - The role will also support with the preparation of regulatory returns to ensure compliance with the FCA reporting requirements which fall under the responsibility of finance. Regulatory Requirements: The role holder is required to be familiar and comply with all company policies and procedures and responsible for adhering to regulatory requirements that are required of the Company. Knowledge/Skills/Abilities Required: - Experience of working within a finance function or audit firm - Experience working with Power Bi is fundamental to the role. - Strong Microsoft Excel skills - Data analytics/Power BI skills - Diligent with a clear focus and attention to detail - Proven ability to build good working relationships and communicate effectively with a range of stakeholders. - Critical thinking and problem-solving skills - A positive and proactive team player - Effective time management skills and able to prioritise and organise own workload to ensure deadlines are met Desirable: - Experience working with finance systems (GL tools etc) and business administration/ledger systems Education / Training / Qualification Required: - Part qualified accountant
