Senior CASS and Accounts Specialist– Scottish Widows

End Date

Friday 21 February 2025

Salary Range

£38,295 - £42,550

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

see details below

Job Description

JOB TITLE: Senior CASS and Accounts Specialist– Scottish Widows

LOCATIONS: Edinburgh

SALARY: £38,295 to £42,550

HOURS: Full-time 

WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, in the office.  

About the opportunity 

Do you have CASS experience and enjoy building relationships with customers and colleagues and are looking for a career opportunity? Then there's a role here for you!

We are looking for an individual with a broad range of CASS (Client Assets Sourcebook), reconciliations and finance skills.

As a Senior CASS and Accounts Specialist, you’ll be 

• Undertaking a range of complex CASS technical support tasks such as reconciliations, operating financial reporting systems and processes in line with FCA CASS regulations

• Providing guidance on a range of technical queries and primary supervision to a small group of colleagues performing junior professional tasks

• Assisting with the planning of projects, scheduling of implementations, maintenance of project plans, liaising with technical departments, users and other colleagues as required.

• Assisting more senior colleagues, to ensure that all work within the area is completed accurately and adheres to specified Group policies, processes and procedures and relevant external regulations where required.

• Investigating platform data to understand transactional activity. Data analysis, using Excel, will form a significant part of the role.

Why Lloyds Banking Group

We’re on an exciting journey and there couldn’t be a better time to join us. The investments we’re making in our people, data, and technology are leading to innovative projects, fresh

possibilities, and countless new ways for our people to work, learn, and thrive.
  

What you’ll need 

• Good understanding and practical application of CASS 6 & 7 rules, experience of using Finance systems and processes, journals and knowledge of double entry

• Ability to analyse transactional data

• Ability to form relationships and communicate

• Organisational and prioritisation skills and ability to work successfully without constant supervision and management oversight

• Deliver continuous improvements to processes.

• Strong business process knowledge (particularly around pension transactions)

• Strong attention to detail and communication skills are essential, along with a good understanding of our IT systems and Microsoft Office

About working for us  

Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We’re committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role.

We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you’d like an adjustment to the recruitment process just let us know.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as

• discounted shopping

• 28 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental

• leave policies

Ready to start growing with purpose?
Apply today!

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.