Associate, CASS Oversight

Titan Wealth Holdings Limited(1 month ago)

HybridContractMedior$76,822 - $104,387 (estimated)Compliance

About this role

The role supports Titan Wealth’s CASS oversight function to ensure a fully compliant client money and asset environment across group entities with CASS permissions. It focuses on maintaining the CASS framework, governance, and documentation during the migration of assets to a new custody provider. The position also manages CASS-related reporting, MI, and audits, providing CASS expertise throughout the transition period. This is a fixed-term maternity cover role within a growing, advice-led wealth management business in London.

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Required Skills

FCA CASS Rules
Regulatory Reporting
CASS Governance
Client Asset Reconciliations
Policy Maintenance
Procedure Documentation
CASS MI Reporting
Audit Management
Stakeholder Liaison
Client Asset Resolution Pack

+5 more

Qualifications

CISI Client Money and Assets Regime
CISI Investment Operations Certificate

About Titan Wealth Holdings Limited

titanwh.com

Titan Wealth is a UK-based wealth management and financial planning firm that provides personalised investment management, retirement and pension advice, and tax-aware financial planning. The company combines experienced advisers with technology-enabled reporting to build and monitor tailored portfolios and long-term financial plans. Titan Wealth serves individuals, families and business owners seeking to grow, protect and transition their wealth with clear fees and ongoing advice.