Operations And Cass Manager
Current
Oct 2021 - Present
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Adrian Jackson Email & Phone Number
Operations manager and CASS Client Money Analyst
at
Topstone Capital Limited
LinkedIn matched
✓ Verified Jun 2026
2 data sources
Profile completeness 86%
Current company
Role
Operations manager and CASS Client Money Analyst
Location
Upminster, England, United Kingdom
Company size
Who is Adrian Jackson? Overview
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Quick answer
Adrian Jackson is listed as Operations manager and CASS Client Money Analyst at Topstone Capital Limited, a company with 5 employees, based in Upminster, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Adrian Jackson.
Adrian Jackson previously worked as Operations and CASS manager at Topstone Capital Limited and CASS Client Money Analyst at Amjfs Consulting Limited.
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Email format at Topstone Capital Limited
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Topstone Capital Limited
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Profile bio
About Adrian Jackson
Business Analysis, Operations, CASS Client Money Specialist and Human Resource Management Consultant. My Career has taken many paths over 38 years’ gaining experience in Front, Middle and Back office operations. I have developed Business analysis skills to identify and rectify processing issues, areas of potential risk and carried out CASS Client Money project in relation to a S166. Also assisted with Debt Management CASS review and Insurance Intermediary Client money process review.Specialist Knowledge of CASS 5, 6, 7, 10, 11 SM&CR, FCA Part 4A applications and HR Management. A stable career person recognised as a people manager with strong leadership skills having led teams over 6 people and over and an entire trading floor and operations team of 95 people. The welfare of staff has always been my priority which is why I am continuing my professional development in Mental Health Support having studied and passed Mental Health Nursing exam and currently studying Mental Health in the Workplace. I have also completed Human Resource Management and passed Level 4 and currently studying Advanced level 5. I am open to new challenges as well as staying within Financial Services.• People-orientated• Mental Health Support• CASS Client Money SME/Audit specialist • Forensic Accounting• Goal-orientated• Business Analysis• Regulatory reporting• Skill Matrix Mapping• HR Management
Listed skills include Derivatives, Equities, Back Office, Risk Management, and 46 others.
Current workplace
Adrian Jackson's current company
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Topstone Capital Limited
9 roles
Adrian Jackson work experience
A career timeline built from the work history available for this profile.
Cass Client Money Analyst
Current
Amjfs Consulting Limited
- Director and Consultant at AMJFS Consulting Limited using my skills and knowledge to assist companies with Compliance, CASS Client Money, HR management and Mental Health Support.
- Submitting periodic Financial Returns and reports to FCA, within the prescribed deadlines
- Conducted GAP analysis assessment to identify any weaknesses and failings.
- Implementation of new CASS client money reconciliation method (Internal/External) and process including CASS Resolution Plan
- Business Continuity Plan implemented
- Provide assistance and guidance on Client Money aspects
Apr 2016 - Present
Compliance/Mlro
- Compliance and CASS Client Money specialist
- Liaise with Dubai Headquarters on daily basis for Operational and Compliance Matters
Jul 2014 - Jun 2016
Cass Client Money/Assets Consultant
Betterway Fx
- CASS/Compliance consultant on FCA Applications for New Start-up companies as well as processing the FCA Application
- Worked on FCA Application for client "House of Borse" and obtained approval as CF1, CF10/CF11 in July 2014 - Eventually moved across to work full time with House of Borse.
Apr 2014 - Aug 2015
Compliance Consultant
Alfa Capital
- Worked on the FCA Application with CEO, Compliance Director and Associates
Oct 2013 - Apr 2014
Cass Client Money Analyst
- Head of CASS reconciliations, Monitoring FX Trades, CFDs
- Business Analysis on Preparing, discussing and delivering CASS Client Money reconciliations and reports reflecting the current business situation, including preparation procedures, collation and consolidation of.
Apr 2012 - Oct 2013
Forensic Analyst And Nordic Reconciliations Manager
- Joined as business Analyst in London for Client Money project, then became Manager and Business Analyst for the Swedish and Danish Operations.
- Moved to SaxoPrivatbank in Copenhagen as Manager of Cash and Reconciliations.
- Designed automated reconciliation process for Danish and Swedish Business, required full Trade/Cash Flow analysis of Danish, Swedish, Norwegian and Icelandic Trade/Settlement functions including VPC, VPS and VP.
- Built and trained team from scratch using new rotational model to deliver complete spread of knowledge, it allowed the department to continue to function at 75% reduced capacity at times and deliver on multiple.
Jul 2008 - Feb 2012
Operations And Human Resources Manager
- Managed the entire operations including reception, Trading floor, Back office and compliance overall 95 staff.
- Hired staff and held regular staff reviews and appraisals, with main focus on motivating and developing individuals, carried out HR function for a 6 month period due to change in Management Control.
- Implemented new Settlements and trading system
- Worked as a paraplanner for Leelanes solicitors to draft compensation claim letters and gather information from clients.
Feb 2007 - Jun 2008
Reconciliations Forensic Analyst
- Worked as Business Analyst on UK Client Money reconciliations project due to previously not being able to identify all transactions relating to client Money and as a result, reconciliations were incomplete, this.
- Made recommendations to strengthen processes and enhance efficiency.
Aug 2005 - Jan 2007
FAQ
Frequently asked questions about Adrian Jackson
Quick answers generated from the profile data available on this page.
What company does Adrian Jackson work for?
Adrian Jackson works for Topstone Capital Limited.
What is Adrian Jackson's role at Topstone Capital Limited?
Adrian Jackson is listed as Operations manager and CASS Client Money Analyst at Topstone Capital Limited.
Where is Adrian Jackson based?
Adrian Jackson is based in Upminster, England, United Kingdom while working with Topstone Capital Limited.
What companies has Adrian Jackson worked for?
Adrian Jackson has worked for Topstone Capital Limited, Amjfs Consulting Limited, House Of Borse, Betterway Fx, and Alfa Capital.
Who are Adrian Jackson's colleagues at Topstone Capital Limited?
Adrian Jackson's colleagues at Topstone Capital Limited include Mikhail Trebunskikh and Julian Rogers-Coltman.
How can I contact Adrian Jackson?
You can use AeroLeads to view verified contact signals for Adrian Jackson at Topstone Capital Limited, including work email, phone, and LinkedIn data when available.
What skills is Adrian Jackson known for?
Adrian Jackson is listed with skills including Derivatives, Equities, Back Office, Risk Management, Trading, Financial Services, Fx Options, and Fixed Income.
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