Associate Director - CASS & Safeguarding - Financial Services Advisory

BDO UK LLP; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic professional to join their team, where you will play a pivotal role in delivering expert advice and support to entrepreneurial businesses. This role offers the opportunity to work closely with clients, ensuring compliance with financial regulations while fostering long-lasting relationships. You will thrive in a collaborative environment that values mutual support and respect, where your leadership skills will shine as you guide a talented team. With a commitment to personal and professional development, this position is perfect for those looking to make a tangible impact in a fast-paced and agile workplace.

Qualifications

• Expertise in FCA’s CASS rulebook and financial products.
• Strong leadership and communication skills essential.

Responsibilities

• Deliver accurate reporting and expert advice to clients.
• Manage and motivate a team while ensuring compliance.

Skills

Leadership Skills

Communication Skills

Client Relationship Management

Controls Experience

Project Management

Education

ACA / ACCA / ICAS qualified or overseas equivalent

Job description

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

We’ll help you succeed

Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships.

You’ll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO’s partners to help businesses effectively. You’ll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

Made up of over 500 specialists in financial services, our FS Audit & Advisory teams are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it’s our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you’ll make a real and tangible difference – and play a critical part in accelerating our growth journey. If you’re searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed.

You’ll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO’s Partners. You’ll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value, providing expert advice and support to our clients.

You’ll be someone with:

• Subject matter expert level knowledge of the FCA’s CASS rulebook and Safeguarding equivalent (subject to expected change in FCA rules) for Payment and E-money firms.
• Subject matter expert level knowledge of financial products, firm services, issues regarding advice and regulation and compliance.
• Strong leadership skills with the ability to manage, coach and motivate a team.
• Excellent communication and interpersonal skills.
• A proven track record of building and maintaining client relationships, winning and delivering work in the market place.
• Controls experience.
• Collaboration with other departments to provide seamless service to clients.
• Project Management experience.
• ACA / ACCA / ICAS qualified or overseas equivalent.

We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions.

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.