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Permanent

Client Assets Sourcebook Officer

Recruit UK
Blackpool
money-bag £25000 Annual
Posted: 12 May 2026 (1 week ago)
Closing date: 11 June 2026
Ref: 3108529293

Job Title: Client Assets Sourcebook OfficerIndustry: Financial Services Location: Blackpool (Hybrid)Salary: £27,500 - £30,000 DOEReference Number: 10267Recruit UK is partnering with a well-respected Wealth Management firm in Blackpool to recruit a CASS Officer to join their expanding team.As a CASS Officer, you will play a key role in ensuring the firm complies with regulations surrounding the protection of client assets, while providing vital administrative support within the CASS department. This is an excellent opportunity to develop your expertise in client money and asset compliance within a growing and supportive team environment.ResponsibilitiesEnsure internal controls are accurate, reconciled, and reported; perform daily client money calculations, monthly monitoring, and investigate any CASS incidents.Produce management reports, maintain company CASS risk matrix and resolution pack, and support internal and external audit processes.What''s in it for you:Competitive salary up to £30,000 (depending on experience)25 days'' annual leave, increasing with length of serviceAuto-enrolment pensionShare Incentive PlanPrivate Medical InsuranceDeath in Service (DIS) coverIncome ProtectionEnhanced maternity leavePaid paternity leaveElectric car schemeCycle to work schemeHybrid working arrangement following probationSkills and experience required:Minimum of 1 years'' experience in an internal monitoring or administrative role within financial services.Experience working in a ..... full job details .....

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