Audit Assistant Manager - CASS - Financial Services

BDO UK
London

Audit Assistant Manager – CASS – Financial Services

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy – and directly advise the owners and management teams leading them.

We’ll broaden your horizons

Made up of over 650 specialists in financial services, our FS Audit team are essential, not just to BDO, but to the whole economy. By providing quality assurance to the businesses we work with, across the financial services industry, we help to ensure the continuing stability and authenticity of the financial markets. From small start-ups to large international organisations and FTSE 250 companies, it’s our expertise that enables the companies we work with to succeed, no matter what their business goals may be. Driven and ambitious by nature, when you join this team, you’ll make a real and tangible difference – and play a critical part in accelerating our growth journey. If you’re searching for a unique challenge, in a fast-paced and collaborative environment, this is it. Discover a role that delivers all the training, coaching and development you need to succeed.

We’ll help you succeed

The work we do is underpinned by quality. We deliver audits which are trusted and transparent which can be relied upon by companies and their stakeholders.

You’ll be someone who is comfortable working proactively and managing your own tasks as well as confident collaborating with others and communicating regularly with Senior Managers, Directors, and BDO’s Partners. You’ll help deliver accurate and transparent reporting to all relevant stakeholders as you provide long term value.

You’ll be someone with a combination of:

  • ACA /ACCA/ ICAS qualified or overseas equivalent.
  • Previous experience of managing and coaching people.
  • Good working knowledge of the FCA’s CASS rulebook and the FRC’s Assurance Standard for client asset engagements.
  • Working knowledge of financial products, firm services, issues regarding advice and regulation and compliance.
  • Controls experience.
  • Project Management experience.

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to our business. We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions.

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.

Job Description – Audit Assistant Manager CASS

The primary responsibility of the CASS Audit Assistant Manager will be to deal with all matters relating to the management of a portfolio of CASS audit clients. You will act as a CASS subject matter expert and feed into the firm’s quality control procedures in respect of CASS. You may also undertake financial services advisory projects relating to CASS and Safeguarding. You’ll also:

  • Act as a major point of contact within the firm for the client together with the Partner. This includes responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided and maintaining regular contact with clients.
  • Responsible for the financial management of a portfolio of CASS clients.
  • Build and maintain strong relationships with clients at senior levels, being a principal point of contact throughout the year. Develop a strong commercial understanding of the clients’ businesses.
  • Complete assignments within agreed budgets and timescales and identify opportunities for additional billings.
  • Ensure assignments are staffed with the appropriate mix of knowledge and skills required.
  • Ensure that the firm’s risk management and quality control procedures are adhered to at all times.
  • Identify and recognise business and sales opportunities with new non-audit clients, and inform the Partner as appropriate.
  • Support Partners in the development of new business relationships and business proposals through high level sales and marketing activity.
  • Support Partners with the implementation and communication of any new business strategy for existing clients, target clients and the internal business.

When you join us, we’ll make your growth our priority.

For further information, and to apply, please visit our website via the “Apply” button below.

Posted 2025-07-01

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