Moneybox is the awardwinning app that helps you turn your money into something greater. Weve brought saving investing homebuying and retirement services all together into one simple app so its easier than ever to achieve your goals and build wealth whatever your starting point.
Job Brief
The Client Assets Sourcebook (CASS) is a set of rules produced by the Financial Conduct Authority for firms which hold or control client money or assets. At Moneybox compliance with these rules is key to giving our customers the best possible protection when they entrust their savings and investmentswith us.
The CASS Junior Associate role would be perfect for a recent graduate or anyone pursuing a career infinance or regulation. You will join our growing team carrying out a variety of tasks such as inputtingpayments reviewing reconciliations and monitoring our banking partners. We are looking for individuals with an interest in finance law or regulation and a desire to learn.
What Youll Do
Inputting of payments
Administrative tasks for the CASS team
Aiding in the review of reconciliations
Monitoring of bank balances
Compiling data for daily weekly and monthly reporting
Liaising with customers
Who you are
A very detail oriented person who is able to deliver tasks with a high level of accuracy
Naturally personable a great communicator who has a passion for their work and the people they work with
A driven individual whos looking to build their career at an exciting fastgrowing company thats trying to make a positive mark on the world
A reliable team player who has a strong bias for action
Able to adapt quickly and manage competing priorities
Unafraid to take on new challenges developing knowledge in new areas
Knows how to have fun whilst maintaining a professional outlook
Experience and Skills
A personal interest in finance and regulation
Highly numerate analytical and financially literate
Strong communication skills (business writing and listening)
Ability to work independently with minimal guidance
Fluency in English
Whats In It For You
Competitive remuneration package.
Company shares
Enhanced company pension scheme
Hybrid working environment
Home office furniture allowance
Personal Annual Learning and Development budget
Private Medical Insurance
Health Cash Plan (cashback on visits to the dentist & opticians etc)
Business coaching (external)
Cycle to work scheme
Wellhub subscription to a variety of gyms and wellbeing apps
Enhanced parental pay & leave
25 days holiday bank holidays with additional days added with length of service.
At Moneybox we promote support and celebrate inclusion diversity and equity for all so that everyone can bring their full selves to work. We believe that diversity drives innovation and that if our team is representative of our community of customers we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed we encourage you to let us know if there are any adjustments that we can make. We are openminded and always willing to go the extra mile to ensure all applicants can present their full self and potential.
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