Platform manager Work, Jobs in Cardiff, Crf (with Salaries)

CASS and Platform Oversight Manager
Wealthify Ltd —Penarth
- Full-time
- Analysis skills
- IT
- Financial services
- Free parking
Quick apply
Senior Communications Manager
OFGEM —Cardiff
- £52,397 - £62,699 a year
- Full-time
- Hybrid work
- Presentation skills
- Annual leave
- Flexible schedule
8h
Account Manager
CITY ELECTRICAL FACTORS LTD —Cardiff
- £28,000 - £35,000 a year
- Full-time
- Sales
- Salesforce
- Business development
- Free parking
- Employee discount
Quick apply
Senior Communications Executive
Redkite Law —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
Quick apply
Customer Service Supervisor
Transport for Wales —Pontypridd
- Weekend availability
- Management
- Microsoft Office
- Classroom experience
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Supplier Relationship Team Leader
Savills —Cardiff
- Full-time
- Annual leave
External Engagement, Events and Conferencing Co-ordinator
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Weekend availability
- University
- Organisational skills
- Communication skills
- Annual leave
11d
Principal Product Manager - Retention
Admiral —Cardiff
- Hybrid work
- Mentoring
- AI
- Analytics
Senior Operations Manager - Customer Service
Capital on Tap —Cardiff
- £500 - £750 a week
- Customer service
- Analysis skills
- Financial services
Customer Success Manager
SINGU —Cardiff
- Up to £65,000 a year
- Full-time
- CRM software
- In-person
Quick apply
8d
Enablement & Quality Manager
Nextbase —Caerphilly
- £30,000 - £34,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
3d
International Sales Manager
Wescom Group —Cardiff
- From £45,000 a year
- Full-time
- Hybrid work
- Business development
- Travel
- Organisational skills
- Free parking
- Employee assistance programme
Quick apply
Senior Ecommerce Manager
Ronsters Exotic Pet Care and Supplies —Barry
- £3,750 - £4,500 a month
- Full-time
- Mentoring
- In-person
- Leadership
- Work from home
Quick apply
Senior Planner
AmcoGiffen —Llantrisant
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Analysis skills
- Contracts
- Annual leave
- Life insurance
Quick apply
Senior Communications Executive
Redkite Solicitors —Cardiff
- £40,000 a year
- Full-time
- Hybrid work
- Social media management
- Travel
- Leadership
- Annual leave
- Gym membership
Welsh Development Manager
Nadara —Cardiff
- £70,000 a year
- Full-time
- Continuous improvement
- Travel
- Mentoring
11d
Senior Project Manager – Technical Delivery
Cardiff Metropolitan University —Cardiff
- £53,301 - £61,759 a year
- Full-time
- Agile
- Leadership
- Communication skills
- Annual leave
2d
Support Services Manager
Elysium Healthcare —Caerphilly
- £38,000 a year
- Full-time
- Computer literacy
- Computer skills
- Hand tools
- Free parking
- Annual leave
Quick apply
8d
Product Manager - Atamis
Banyan Software —Cardiff
- Writing skills
- Product management
- Software development
Quick apply
11d

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platform manager jobs near cardiff, crf

CASS and Platform Oversight Manager

Wealthify Ltd -
Penarth

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Private medical insurance

Qualifications

Report writing
Analysis skills
Scalability
IT
Financial services
Leadership
Communication skills

Full job description

Wealthify – CASS and Platform Oversight Manager

Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We’re here to make it really simple to invest with confidence – we’re doing that for over 100,000 customers and managing over 1.5 billion in Customers’ assets.

We’re growing fast, so we’re hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers. We are looking for a CASS and Platform Oversight Manager to join our COO team.

Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds. We welcome people who can bring diversity to our team, and work towards a shared goal to deliver an exceptional investment experience.

What your job will be:

Wealthify launched our inhouse platform just over 2 years ago – supported by a skilled team of developers, it delivers high automation, high accuracy client money and custody processes supporting over £1.5Bn assets and over 100,000 customers every day. You’ll lead our CASS oversight function and our Platform Operations team – ensuring the platform is automated, scalable, and compliant with regulations as Wealthify grows. This is a Certified role under the FCA’s Senior Manager and Certification Regime, the successful candidate will be required to be assessed as “Fit and Proper” to discharge their CASS Oversight responsibilities. The role reports into the Chief Operating Officer and will include:

Oversight and ownership of platform operations, including:
Oversight of the highly automated systems and controls that achieve compliance with the FCA’s CASS rules
Leading a team of payments and investment operations specialists to manage Assets and Cash management processes on our in-house investment management platform
Acting as a subject matter expert for all system processes involving cash and investment transactions, working in collaboration with product owners and developers to further develop our platform and controls.
Leading automation of processes to improve customer experience, operations platform accuracy, scalability and cost efficiency.
Management of third-party relationships with key partners, including our Client Money banking provider and Custodian
Responsibility for ensuring Wealthify’s compliance with the FCA’s Client asset (CASS) rules, supporting the CEO (CASS prescribed responsibility holder) in discharging their duties, through regular updates on key CASS matters
Ownership of the CASS activities and calendar, including sign-offs of daily client money and asset reconciliation, Resolution Pack, CMAR submission, reporting to CASS Management Meeting and Board, maintenance of policies and procedures, and leading on the annual external CASS audit
Maintaining best practices by keeping up to date with industry and regulatory (CASS) developments

Skills we’re looking for:

We value simplicity, communication, teamwork, trust, and confidence. These are core values that make us tick and keep us all on the same page - not just with how we work individually, but how we engage with each other and the service we offer.

Detailed understanding of the FCA’s client asset (CASS) regulations, and how to translate them into systems and processes
Knowledge of the investment industry, product wrappers (SIPP, ISA, JISA, and GIA) and direct to consumer platform systems and processes
Minimum of 5 years of financial services experience, in a CASS role
Experience of delivering high quality outputs within a robust control and regulatory framework to tight deadlines
Motivation to be a highly driven, energetic, and robust leader, who can positively engage with the Leadership Team and wider business
Ability to assess risks, evaluate impacts, and develop appropriate, proportionate responses

What else we’re looking for:

Educated to degree-level
Excellent analytical ability
Previous CASS certification would be a plus
Resilience, confident decision maker and ability to provide effective challenge
Excellent verbal and written communication skills including report writing at senior level

What you’ll get from us

A competitive salary
24 days holiday a year – plus bank holidays (you’ll earn an extra day holiday for each full year you’re with us, up to 28 days)

And we have plenty of perks too!

Annual discretionary bonus which is linked to both the company and individual performance.
Private Medical Insurance
Death in Service
Income Protection Insurance
Company Pension Plan
ffices in the picturesque Penarth Marina
Free office gym
Free parking
We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes

Work Location: In person

Quick apply

Refine Your Search

platform manager jobs in cardiff, crf

CASS and Platform Oversight Manager

Senior Communications Manager

Account Manager

Senior Communications Executive

Customer Service Supervisor

Customer Success Manager

Supplier Relationship Team Leader

External Engagement, Events and Conferencing Co-ordinator

Principal Product Manager - Retention

Senior Operations Manager - Customer Service

Customer Success Manager

Enablement & Quality Manager

International Sales Manager

Senior Ecommerce Manager

Senior Planner

Senior Communications Executive

Welsh Development Manager

Senior Project Manager – Technical Delivery

Support Services Manager

Product Manager - Atamis

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