CASS Manager/Senior Manager

It is an exciting time to be considering a career with us. We pride ourselves on delivering long term value to our clients by delivering quality work andsupporting their growth and knowledge, and by fostering lasting working relationships with their people.
Our specialist CASS team sits within our Financial Services team which is one of JC's fastest growing business areas. Our client base is broad with clients of all shapes and sizes across the UK, from start up entities to FTSE-250 companies.
We are flexible on location within the central belt of Scotlandhowever would consider other UK locations in commutable distance to our offices.
As we continue to grow and establish our FS practice, we are looking for individuals who relish working across a wide range of disciplines including audit, business development and building the team.
The ideal candidate would be a key contributor to the practice’s strategy and development, be involved in business development alongside our leadership team, as well as delivery of CASS assurance, responding to technical queries and supporting on learning and development.
Business development is a key focus area and we want you to build your network, prepare and pitch proposals to prospective clients and be an ambassador at firm and industry events. When new guidance, regulations and consultation papers are published, we want you to provide insights to the market through thought leadership papers and webinars. We will support you with membership of relevant industry bodies.
We firmly believe in a team culture. Developing the FS team’s technical skills and mentoring and supporting audit staff to achieve their goals and objectives, will be fundamental to the success of your role at JC
Relationships drive our reputation as a trusted employer and trusted advisor to clients. We want you to establish strong working relationship at all levels across the firm and with existing and prospective clients.
TheCASS Specialist will be responsible for (but not limited to):
Principal contact for clients on day-to-day matters, from planning through to completion of assignments
Training, supporting and delegating to team members ensuring deadlines and demands are met by the wider client engagement team, providing feedback as and when required
Preparing and monitoring budgets and issuing client fees
Maintaining an up-to-date technical knowledge for statutory and CASS audits, and related FCA regulations
Ensuring internal and external expectations are achieved, including supporting the leadership team in setting and delivering strategic targets
Supporting opportunities to promote the business in the marketplace
Contributing to new opportunities and securing new work, with the support of the wider senior management team and Business Development team
Building effective working relationships with clients and staff at all levels
Acting as an ambassador for the firm
About You:
Strong industry and technical knowledge ideally within wealth and investment management
Relevant experience in managing multiple client portfolios ideally in a practice setting
A leader of your work and your professional learning
Excellent communication skills with the ability to positively impact and influence others at all levels
Relevant experience in this or a similar role is preferred
ICAS, ICAEW, ACCA qualification or equivalent
Why JC?
With 11 offices across Scotland and beyond, we’re one of the country’s leading firms of Chartered Accountants and Business Advisers. Working at Johnston Carmichael means working in a team of over 900 sharp minds - each of which is valued and heard. We support our people to ensure they can grow their own way through proactive learning and development.
At Johnston Carmichael we want what’s best for our clients, our people, and our communities. You’ll be joining a team that’s engaged with its local communities and committed to supporting them. Over the last decade, we’ve raised over £450,000 for charitable causes across Scotland and we’re also Gold Sponsors of the Kiltwalk. You can read more about our culture and the values that define us.
We have a People and Culture Forum that generates ideas for positive change and has several subgroups including LGBTQIA+ and Gender Equality which seek to educate and encourage everyone in our firm to be themselves in order to do their best work.
If you value enabling leadership, quality, integrity, and a workplace that prioritises giving back as much as you put in, then Johnston Carmichael is the firm for you.
How working for us can work for you:
As a valued member of the Johnston Carmichael team, you’ll benefit from a number of employee benefits including but not exhaustive to; a personal pension scheme, annual leave, and life assurance, as well as your own personal training and development plan. Click here to see what’s on offer at Johnston Carmichael.
We know that 9-5 office hours aren’t for everyone. We support flexible working and also use a hybrid working model. One size doesn’t fit all, so let’s discuss what might work for you and our firm.
Doing the Right Thing and Standing in Other People’s Shoes are two of our core values. We nurture and celebrate individuality at Johnston Carmichael. We are an equal opportunities employer and welcome applications from all communities. Our culture is one where everyone is enabled to be a leader of their work and their learning.
If you’re ready to work in an innovative and forward-thinking firm alongside talented, sharp minds, apply today.
At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.
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