Wealth manager Work, Jobs in Burntisland, Fif (with Salaries)

CASS Reconciliations Analyst
FNZ —Edinburgh
- Full-time
- Continuous improvement
- Communication skills
- Analytics
- Paid training
- Life insurance
Senior Production Manager
Raytheon —Glenrothes
- Full-time
- Hybrid work
- Team management
- Leadership
- Communication skills
- Sick pay
11d
Senior Project Manager - Team Lead
Plexus —Livingston
- Business development
- Bachelor's degree
- Continuous improvement
- Annual leave
- Employee assistance programme
Customer Service Brokerage Support
JPMorganChase —Edinburgh
- Full-time
- CRM software
- Analysis skills
- Financial services
6d
Senior Finance Business Partner / Financial Analyst
Plexus —Livingston
- Hybrid work
- Mentoring
- Contracts
- Annual leave
- Employee assistance programme
Client Services Associate
Seven Investment Management —Edinburgh
- Microsoft Word
- CRM software
- Writing skills
Global Accounting Manager
FNZ —Edinburgh
- Full-time
- Analysis skills
- Continuous improvement
- Organisational skills
- Life insurance
Operations manager
Raytheon —Livingston
- Full-time
- Hybrid work
- Engineering
- Continuous improvement
- In-person
- Sick pay
8d
RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —Edinburgh
- Full-time
- Business development
- Team management
- Communication skills
Client Services Associate (Graduate)
Seven Investment Management —Edinburgh
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Anaplan Model Builder (LvL 3 Certified)
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- Annual leave
- Employee discount
6d
Employee Relations Transformation Lead
FNZ —Edinburgh
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
- Life insurance
HR Employee Partner
Franklin Templeton Investments —Edinburgh
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Communication skills
7d
Legal Counsel, Technology, Commercial & Litigation
Aberdeen —Edinburgh
- Full-time
- Hybrid work
- Financial services
- AI
- Annual leave
- Employee discount
Insurance & Asset Wealth Management - Senior Manager
Pwc UK —Edinburgh
- Full-time
- Hybrid work
- Team management
Customer Service Quality Control & Performance Coach
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Salesforce
- Research
Product Marketing Expert - Composable Banking
Avaloq —Edinburgh
- Full-time
- Hybrid work
- Product management
- Financial services
- Marketing
Quick apply
Transfer Pricing Manager
Saffery —Edinburgh
- Full-time
- Hybrid work
- Business development
- In-person
- Communication skills
- Profit sharing
- Annual leave
Financial Planner
Charles Stanley —Edinburgh
- Full-time
- Mentoring
- Leadership
- Communication skills
Associate Director - Cost Management - Energy & Natural Resources
Turner & Townsend —Edinburgh
- Full-time
- Team management
- Contracts
Quick apply

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wealth manager jobs near burntisland, fif

CASS Reconciliations Analyst

FNZ -
Edinburgh

Apply Now

Job details

Full-time

Benefits

Paid training
Cycle to work scheme
Private medical insurance
Paid volunteer time
Life insurance

Qualifications

Financial Conduct Authority guidelines
Pivot table analysis
Stakeholder liaison
Financial reconciliation support
Internal department liaison
Continuous improvement
Management reporting
Pivot tables
Communication skills
Microsoft Dynamics Navision
Analytics
Account reconciliation

Full job description

FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.

Sitting within the CASS Office, the CASS Analyst performs daily Internal Client Money Reconciliations and supporting external/client money reconciliations, maintains and evidences key control account reconciliations (e.g., client money creditors/adjustments, suspense, interest), and operates associated controls that safeguard client assets.

The role works closely with Operations, Finance, Treasury, Custody and Transfer Agency to resolve complex breaks, supports change delivery that affects client money flows, and ensures process documentation, MI and artefacts remain audit‑ready.

The analyst will report directly into the Team Manager and will engage with all other areas of the business in relation to the production of the Internal Client Money Reconciliations.

Key Responsibilities:

Production and review of daily Internal Client Money Reconciliations to agreed deadlines
Challenge Internal and External processes to ensure compliance and best practice.
Prepare, reconcile and evidence key control accounts supporting client money (e.g., client money creditors/adjustments, temporary suspense, interest and fees).
Investigate reconciliation breaks and data quality issues, performing root cause analysis and implementing fixes; escalate promptly for items with regulatory or financial risk.
Operate maker–checker controls, completeness/accuracy checks and exception management across reconciliations.
Compile, interpret and distribute MI/metrics; provide clear commentary on drivers, trends and remediation progress.
Maintain up‑to‑date procedures and desk instructions; ensure artefacts are retained to support the CASS Resolution Pack.
Support internal and external audits, supplying samples, walkthroughs and control evidence on request.
Champion continuous improvement: challenge processes, eliminate manual workarounds, and contribute to change initiatives that impact client money flows and reconciliations.
Keep abreast of FCA CASS 7 rules, guidance and industry best practice; apply changes to processes and training as needed.
Collaborate with platform, operations, finance and TA counterparts across different custody models (e.g., FNZ Securities, Model A/B) to ensure end‑to‑end control integrity.

Requirements:

Advanced Excel (lookups, pivot tables, Power Query); confident handling large data sets from multiple sources.
Strong understanding of FCA CASS 7 and operational application within a platform/wealth environment.
Understanding of CASS rules and how they apply to the operational environment
Good written and verbal communication skills and ability to liaise with internal and external parties at all levels
Analytical mindset with exceptional attention to detail and numerical accuracy.
Ability to analyse, present and report complex regulatory information to senior stakeholders in a clear and concise manner
Highly organised, confident, decisive and enthusiastic self-starter
Ability to work under pressure and to tight deadlines: and as part of an effective team as well as autonomously
Ability to escalate issues when appropriate
Flexible, adaptable and able to respond effectively to changing business needs
Attention to detail
Knowledge of UK investment products and markets

Tools & Systems (Desirable)

FNZ Platform; T‑Rex (reconciliations tooling); FNZ Glass (reporting/oversight).
Accurate / Acurate; SSRS; Navision; workflow/case‑management tools.
Microsoft Excel (advanced), Power Query and related data automation tooling.
Ruleguard / compliance evidence repositories (where applicable).

We Offer:

Be part of a successful company that continues to grow and expand into new markets
Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority
Unique exposure to UK markets and a broad range of investment products
Global career opportunities
Friendly, open and motivating work environment
Cycle to work scheme
Fully paid private health and life insurance plus other add on benefits
Fully paid training & development opportunities
Paid parental leave
Flexible working
Volunteer leave

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

Apply Now

Refine Your Search

wealth manager jobs in burntisland, fif

CASS Reconciliations Analyst

Senior Production Manager

Senior Project Manager - Team Lead

Customer Service Brokerage Support

Senior Finance Business Partner / Financial Analyst

Client Services Associate

Global Accounting Manager

Operations manager

RBC Brewin Dolphin - Director, Wealth Manager (Wealth Planner / Financial Planning)

Client Services Associate (Graduate)

Senior Anaplan Model Builder (LvL 3 Certified)

Employee Relations Transformation Lead

HR Employee Partner

Legal Counsel, Technology, Commercial & Litigation

Insurance & Asset Wealth Management - Senior Manager

Customer Service Quality Control & Performance Coach

Product Marketing Expert - Composable Banking

Transfer Pricing Manager

Financial Planner

Associate Director - Cost Management - Energy & Natural Resources

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