Associate Director - CASS & Safeguarding - Financial Services Advisory

BDO LLP; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

Join a forward-thinking firm as an Associate Director in Financial Services Advisory, where your expertise in FCA's CASS rulebook and financial products will be valued. This role involves delivering transparent reporting and fostering client relationships, ensuring compliance and quality assurance across various financial services. You'll lead a dynamic team, collaborate with senior management, and contribute to the growth of ambitious businesses that drive the UK economy. With a commitment to personal development and a supportive culture, this position offers a unique opportunity to make a tangible impact in a thriving environment.

Qualifications

• Expert knowledge of FCA's CASS rulebook and financial products.
• Strong leadership and communication skills essential for team management.

Responsibilities

• Deliver accurate reporting and expert advice to clients.
• Manage and motivate a team while collaborating with departments.

Skills

FCA’s CASS rulebook knowledge

Financial products expertise

Leadership skills

Communication skills

Client relationship management

Controls experience

Project management

Education

ACA/ACCA/ICAS qualified

Overseas equivalent qualification

Job description

Associate Director - CASS & Safeguarding - Financial Services Advisory

Associate Director - CASS & Safeguarding - Financial Services Advisory

Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id R17228

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.

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 marketplace.
• Controls experience.
• Collaboration with other departments to provide seamless service to clients.
• Project Management experience.
• ACA /ACCA/ ICAS qualified or overseas equivalent.

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.

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.

About Us

BDO UK provides tax, audit and assurance, advisory and business outsourcing services. Our clients are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and the owners and management teams that lead them.

Our partners and staff are specialists in their fields and have a proactive, flexible approach to helping clients overcoming the challenges they face. We aim to be as innovative and entrepreneurial as our clients. Our approach and expertise are what help us deliver exceptional client service. 95% of our clients would recommend us.

We operate from 17 locations across the UK, covering all major business centres. We employ 8,000 people who are encouraged to bring their best selves to work; taking responsibility for their work and their relationships with clients. All our people share core values that underpin both our culture and the value that we bring to our clients. Our values are also reflected in continued focus on ESG.

Our firm is distinctive and we want to preserve and build on the strengths of our culture and the characteristics that make us both successful and different. We look for people from all kinds of backgrounds who share these same qualities.

BDO LLP is a key member of the BDO global network of public accounting, tax and advisory firms. The firms have representation in 166 countries, with 115,700 people working out of over 1,776 offices worldwide. That’s BDO and we are proud to be part of it. Being part of an integrated network of firms across the world provides us with myriad opportunities for success.