CASS Specialist (Manager / Senior Manager )

Johnston Carmichael Llp

CASS Specialist (Manager / Senior Manager )

Salary Not Specified

Johnston Carmichael Llp, West End, City of Edinburgh

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 17 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 82d0230795394cdf9915151df54307aa

Full Job Description

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 and supporting 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 Scotland however 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.

The CASS 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

    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

    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.