CASS Lead

Seccl; Bath; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a CASS lead to provide oversight and support to their CASS obligations. This senior role involves working closely with operational teams and ensuring compliance with FCA expectations. Ideal candidates will have deep CASS expertise, the ability to lead effectively, and thrive in a dynamic, fast-paced environment. The position includes a competitive salary of £80,000 to £100,000 and offers hybrid working arrangements.

Benefits

Salary between £80,000 and £100,000

27 days holiday plus bank holidays

Private medical insurance

Enhanced Parental leave

Learning budget of £750

Employee recognition programme

Qualifications

• Deep CASS expertise and experience with platform firms.
• Ability to articulate CASS impact on business.
• Comfortable in a fast-paced environment.

Responsibilities

• Act as a point of contact for daily CASS requirements.
• Provide CASS guidance on activities and incidents.
• Lead oversight of key CASS controls and reconciliations.

Skills

CASS expertise

Communication

Analytical skills

Job description

Hybrid working in our Bath office (2 days a week), occasional travel to Edinburgh and/or London office

About us

Seccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well.

We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We've been growing fast and will scale even faster over the next few years.

We’re also proud to be part of Octopus, the £multi billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.

Check out the Seccl website for the latest on our products and our mission to shape the future of investments.

The role

We are looking for a CASS lead to join Seccl, supporting our Head of CASS by providing expert oversight of our CASS obligations. This is a highly autonomous, senior role where you’ll act as a trusted subject matter expert, supporting the business with technical CASS guidance and hands on delivery of critical CASS activities. Working closely with our operational teams, as well as risk and compliance, you’ll play a key role in ensuring our CASS framework remains robust, compliant and scalable as the business continues to grow.

The CASS function sits at the core of Seccl’s regulatory operations, partnering closely with teams across reconciliations, transfers, payments, trading and wider platform activity. In this role, you’ll lead on the oversight and governance of key CASS controls, reconciliations and funding, while also directly owning and completing elements of our ongoing CASS task list. With responsibility for contributing to and maintaining CASS policies alongside the Head of CASS, you’ll help shape best practice, provide clear technical direction and ensure our BAU CASS activity consistently meets FCA expectations.

On a typical day you will be…

• The central point of contact for the Seccl business teams for daily CASS requirements and questions
• Providing CASS expertise and guidance to the business on CASS related activities, incidents or requests
• Considering and ensuring completion of CASS activities forming part of our CASS organisational arrangements
• Validating and approving CASS activities required by our business teams to ensure CASS controls are completed
• Analysing CASS outcomes to ensure we remain CASS compliant, and our CASS function is fully supported

This role’s for you if...

• You have deep CASS expertise and have worked extensively with Platform firms in the past
• You are confident and can clearly articulate how CASS impacts our business
• You enjoy a busy and ever-changing environment, where the demand for CASS expertise is central to many areas
• You want autonomy and thrive on challenge
• You lead and communicate effectively, providing clear updates to stakeholders

This role isn’t for you if...

• You rely on a lot of top-down direction. Here, you’ll have a lot of freedom and ownership of your role, and you’ll be expected to shape your own progression
• You’re not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet
• You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen
• You don’t like change. You’ll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty

What’s in it for you…

We offer a generous mix of benefits for the things that really matter to our people, including:

💰 A salary between £80,000 and £100,000 – dependant on experience + reviewed annually

🌴 27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave

💙 Two volunteering days per year

🌎 Option to work abroad for up to six weeks a year

🌟 Secclbrate - our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget

🏅 Length of service award – one month paid sabbatical at eight years

✅ 6% employer pension contribution, and life assurance

🏥 Private medical insurance with AXA Health

👪 Enhanced Parental leave

💻 MacBook and up to £500 home office set up budget

📖 £750 per person learning budget

🌻 Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace

🌱 Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy

🎁 Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts

🚲 Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing

Our culture

We're proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation.

Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team.

Interview process

Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious. In general, you can expect the interview process to look a bit like this, (following an initial chat with one of our Talent team):

• First stage – 45 mins competencies-based interview with the hiring manager
• Second stage – one-hour technical interview or assessment
• Final stage – 45 mins bar-raiser culture-based interview

⏳ We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out and you should expect to hear back from us within one to two weeks of applying.

🌈 Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

If this sounds like your kind of thing, we encourage you to apply even if you don’t tick every box. We’d love to hear from you!