CASS Junior Associate

About Moneybox

Moneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point. 

Job Brief

The Client Assets Sourcebook (CASS) is a set of rules produced by the Financial Conduct Authority for firms which hold or control client money or assets. At Moneybox, compliance with these rules is key to giving our customers the best possible protection when they entrust their savings and investments with us.

The CASS Junior Associate role would be perfect for a recent graduate or anyone pursuing a career in finance or regulation. You will join our growing team, carrying out a variety of tasks such as inputting payments, reviewing reconciliations and monitoring our banking partners. We are looking for individuals with an interest in finance, law or regulation, and a desire to learn.

• Inputting of payments
• Administrative tasks for the CASS team
• Aiding in the review of reconciliations  
• Monitoring of bank balances
• Compiling data for daily, weekly and monthly reporting 
• Liaising with customers

• A very detail oriented person, who is able to deliver tasks with a high level of accuracy
• Naturally personable, a great communicator who has a passion for their work and the people they work with
• A driven individual who’s looking to build their career at an exciting, fast-growing company that’s trying to make a positive mark on the world
• A reliable team player who has a strong bias for action
• Able to adapt quickly and manage competing priorities
• Unafraid to take on new challenges, developing knowledge in new areas
• Knows how to have fun whilst maintaining a professional outlook

• A personal interest in finance and regulation 
• Highly numerate, analytical and financially literate
• Strong communication skills (business writing and listening)
• Ability to work independently with minimal guidance
• Fluency in English

• Competitive remuneration package.
• Company shares
• Enhanced company pension scheme
• Hybrid working environment
• Home office furniture allowance
• Personal Annual Learning and Development budget
• Private Medical Insurance
• Health Cash Plan (cashback on visits to the dentist & opticians etc)
• Business coaching (external)
• Cycle to work scheme
• Wellhub subscription to a variety of gyms and wellbeing apps
• Enhanced parental pay & leave
• 25 days holiday + bank holidays with additional days added with length of service.

At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential.

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