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FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITSWe are working with a fantastic independent company that is a major player in the financial services industry.
Established over 20 years ago, the have continued to thrive and grow year on year.
Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.FINANCIAL PLANNING ASSISTANT DUTIES• Assist independent financial advisers in administering financial plans and investment proposals• Maintain, setup and update internal client files and records• Process account applications, transfers, and other paperwork.• Servicing existing business i.e.
Policy surrenders, fund switches, policy changes etc.• Managing administration tasks on back-office system software• Prepare paperwork for client meetings i.e.
Valuations, new business applications, review documentation to clients• Liaising with product providers and third parties• Dealing with Letters of Authority• Adhering to compliance regulations and accurate recording of data• Liaising with team members to ensure client needs are met effectively and efficiently• Arranging client meetings• Emails, incoming and outgoing post and general office duties• Telephone calls with providers and communicating with clients on the telephone and via emailFINANCIAL PLANNING ASSISTANT REQUIREMENTS• Must have 2 years previous experience working as a Financial Planning Assistant• Experience using Intelligent Office is preferred• Excellent telephone and communication skills are required• Attention to detail• Ability to work independently or as a team member• Training will be providedPACKAGE AND BENEFITS• Flexible working hours Monday to Friday.
8 hours a day between 8am-6pm so you choose hours to suit!• Opportunity to work one day from home – after full training• Company pension• £25k-£28k dependent on experience• Summer and Xmas company events• BUPA cash back • 23 days holiday plus bank holidays • Christmas shutdown• Day off on your birthday• On-site parkingFollow us on twitter #awconsultingltdIn respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment AgencyFINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITS ....Read more...
Type: Permanent Location: Holmes Chapel
Start: Immediate
Duration: Permanent Full Time
Salary / Rate: £25k - 28k per year + Excellent Benefits
Posted: 2025-05-16 06:40:21
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Job Description:
Our client, a leading financial services firm, is looking for a Funds Compliance Officer to join the team based in Dublin.
In this role you will take ownership of the oversight control execution and ongoing monitoring of matters relating to portfolio compliance.
Skills/Experience:
Relevant third-level degree, preferably with a Compliance, Financial or Legal or equivalent.
Experience in working in a portfolio compliance role.
In-depth knowledge of the UCITS, AIFMD, SFDR and Market Abuse rules as well as the general regulatory environment as it pertains to Irish Financial services companies
Experience in conducting pre/post trade investment compliance
Understanding of using PowerBi and/or SQL/VBA is desirable.
Organised individual who can self-manage multiple priorities, routine work and urgent issues as they arise.
Display attention to detail
Excellent numeric skills.
Proactive individual who is solutions-focused
Core Responsibilities:
Support the Head of Compliance to implement and manage the compliance plan and framework to ensure compliance with regulatory obligations (including UCITS, AIFMD, MIFID II, SFDR, MAR, Outsourcing requirements, etc).
Interpret and execute the compliance rules into the Trade Compliance System.
Monitor and resolve the pre and post trade's investment portfolio exception reporting .
Perform ongoing compliance monitoring and surveillance activities associated with ensuring trade compliance
Support business projects as required
Analyse regulatory and legislative developments related to funds compliance and impact to the business.
Assist in the development and implementation of appropriate policies, procedures and practices to meet existing and upcoming regulatory requirements.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16075
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Dublin, Republic of Ireland
Start: ASAP
Posted: 2025-05-15 17:52:06
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Job Description:
Our client, a global financial services firm, is seeking an experienced Investment Director - Infrastructrure Debt to join their team in London on a permanent basis.
In this role you will originate and execute infrastructure debt investments, including fund raising.
Extensive experience in infrastructure debt lending/investing including fund origination and execution in various sectors is essential for this role.
Excellent stakeholder management skills is a must.
Essential Skills/Experience:
Strong experience of leading investment due diligence, modelling and credit assessment, including handling material post-trade waivers/consents
Experience of investment grade and/or non-investment grade Infrastructure Debt lending/investing including Fund origination and execution in various sectors
Excellent stakeholder management skills and experience dealing with varied and complex stakeholder groups across multiple geographies
Up-to-date knowledge of global Infrastructure Debt markets including the Institutional investor landscape and other drivers that effect investment decisions is essential
Extremely well organised and takes a pragmatic approach to dealing with demands on your time and managing tasks with conflicting priorities
Excellent communication skills
Core Responsibilities:
Support fundraising activities through the development of compelling client presentations and marketing collateral with particular emphasis on Direct Lending strategies
Originate and execute appropriate investment grade and non-investment grade Infrastructure Debt investments, this includes fund raising
Play a leading role in Infrastructure Debt fundraising activities and product development responding to prospective client RFPs and due diligence questionnaires, and providing input on new product strategy, Infrastructure Debt market conditions and product documentation
Collaborate with various internal teams including Product Development, Legal, Risk and Investment Teams to support the development and launch of new Direct Lending products and initiatives
Maintain and develop a strong origination network with banks, advisors, sponsors, borrowers, other investors and with banking affiliates
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16073
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-05-15 17:50:01
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Overview
Ref:
Senior Property & Casualty Underwriter
Location-Glasgow
Fulltime
About
Are you an experienced Property & Casualty Underwriter looking for an exciting new opportunity? We are seeking a skilled individual to join a dynamic team in Glasgow.
As a P&C Underwriter, you will be responsible for evaluating, underwriting, and managing a diverse portfolio of property and casualty risks while ensuring profitable growth and maintaining strong relationships with brokers and clients.
Key Responsibilities
Assess and evaluate risk submissions for property and casualty insurance.
Determine appropriate coverage terms, conditions, and pricing in line with underwriting guidelines.
Collaborate with brokers and other stakeholders to develop tailored insurance solutions.
Maintain a strong understanding of the current market trends and regulatory requirements.
Manage a portfolio of accounts, ensuring profitability and growth targets are met.
Provide excellent customer service and build long-term relationships with clients and brokers.
Key Requirements:
Proven experience in Property & Casualty underwriting.
Strong analytical skills and attention to detail.
Excellent communication and negotiation abilities.
Ability to work independently and within a team.
Knowledge of the UK insurance market and regulatory environment.
Reward
In return you will have the chance to work within a friendly and fast-paced business with excellent career progression plans, this is an outstanding opportunity to significantly progress your career.
This is a hybrid opportunity with the expectation that you come into the office 2 days a week.
Next Steps
Apply by contacting Gregor Brown gbrown@fpsg.com
Equal Opportunities
FPSG is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.
We are Disability Confident and neurodiverse aware.
If you have a disability, please tell us if there are any reasonable adjustments we can make to assist you in your application or with your recruitment process ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: Asap
Duration: Fulltime
Salary / Rate: Pension + Lifestyle Package
Posted: 2025-05-15 11:48:17
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Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof.
They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team.
Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second.
If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch. ....Read more...
Type: Permanent Location: Chester, England
Salary / Rate: Negotiable
Posted: 2025-05-15 09:48:58
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MORTGAGE ADVISOR CENTRAL LONDON - HYBRID UP TO £40,000 + £100,000 OTE + UNCAPPED COMMISSION
THE OPPORTUNITY: Get Recruited is working with a well-established and reputable whole of market broker, who due to growth have an exciting opportunity for an experienced Mortgage & Protections Advisor to join their longstanding team.
You'll be working alongside Advisors with 13, 10, and 17 years of service with the business and working in a friendly, fun and supportive environment.
With Advisors taking home £200K+ in the business, you'll be looked after financially as well as in benefits and flexibility.
This is a fantastic opportunity for an experienced Mortgage Advisor or Mortgage Broker to join a firm offering a highly competitive commission structure, a fantastic working environment and a supportive Director.
RESPONSIBILITIES:
Engage with new and existing clients to understand their mortgage and lending needs
Deliver clear, accurate, and FCA-compliant mortgage advice tailored to each client
Assist clients with application form completion
Submit fully packaged mortgage applications to lenders and manage the end-to-end process
Ensure full compliance with internal procedures and FCA guidelines throughout the customer journey
Liaise with all stakeholders involved in the application process; lenders, surveyors, solicitors, etc.
Provide regular updates to clients regarding application progress
Maintain accurate and up-to-date records on CRM systems, including re-broking dates and contact history
Upload all client documents securely to the system and follow paperless office protocols
Update shared tools such as Google Sheets and performance trackers as required
Attend industry events, CPD sessions, and training seminars to enhance your product and market knowledge
THE PERSON:
CeMAP (or equivalent) qualification is essential
Equity Release qualification required (or must be obtained within 12 months of joining)
Minimum 2 years' experience in a Mortgage Advisor or Mortgage Broker role
Strong organisational skills with excellent attention to detail
Confident communicator with a friendly and professional manner
Experience using CRM systems
TO APPLY: To please send your CV for immediate consideration.
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Perm
Salary / Rate: £35000.00 - £40000.00 per annum + £100K+ OTE + HYBRID
Posted: 2025-05-14 17:15:00
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Key Responsibilities:
Deliver high-quality financial assessment and collection services across the Assessment Hub.
Calculate and process income-related benefits and reductions in line with current legislation.
Provide advice and guidance to residents regarding financial assessments, benefits and payment plans.
Handle customer enquiries with professionalism, empathy and efficiency.
Maintain accurate records and update relevant systems to ensure audit compliance.
Work collaboratively as part of a pooled team, supporting continuous improvement and automation projects.
Engage with vulnerable or challenging customers in a respectful and proactive manner.
Keep up to date with changing policies and statutory legislation affecting assessments and collections.
Essential Requirements:
Proven experience in financial assessment and/or collections in a local authority or similar environment.
Strong IT skills and ability to use relevant software systems (e.g.
council portals, financial assessment tools).
Excellent written and verbal communication skills.
Ability to explain complex financial information clearly to customers.
Comfortable working to procedures with limited supervision.
Adaptability and team spirit—able to work across teams and support projects as needed.
Desirable:
Knowledge of welfare benefits and local authority revenue collection.
Relevant qualification in Business Administration, Collections, or Local Government Finance.
Why Join Through Us?
Weekly pay.
Dedicated compliance and candidate support team.
Opportunities to apply for permanent roles internally.
Access to similar roles across other local authorities.
....Read more...
Type: Contract Location: Enfield, England
Salary / Rate: £17 - £18 per hour
Posted: 2025-05-14 09:02:11
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Job Description:
We have a fantastic opportunity for an IT Engineer to join the team at one of our clients based in Newcastle.
This is a hands-on mid/senior-level position where the successful candidate will take ownership of various enterprise IT project deliveries.
Skills/Experience:
Proven experience (5+ years) most likely currently in a 3rd line IT Engineer role or similar, with a strong focus on enterprise-level IT systems and project delivery.
Solid experience with Microsoft technologies, particularly Windows operating systems and Office 365.
Working knowledge of creating, documenting and fulfilling IT processes, business continuity planning and operational resilience.
Working knowledge of ITiL processes including problem management, change control, incident management.
Experience with AV technology, including the setup and support of meeting rooms and conferencing solutions.
Experience with cloud infrastructure migration and management, preferably in a private cloud environment.
Strong knowledge of IT infrastructure, networking, and hardware troubleshooting.
Ability to manage multiple IT projects simultaneously, with a proven track record of delivering on time and within scope.
Excellent communication skills, with the ability to work effectively with both technical and non-technical stakeholders.
Strong analytical and problem-solving abilities.
Experience with other enterprise technologies such as Azure, VMware, or Hyper-V (desirable).
Knowledge of scripting or automation tools - e.g., PowerShell (desirable).
Self-starter with the ability to work independently and take ownership of projects.
Core Responsibilities:
Lead the implementation of Microsoft upgrades, including Windows and Office environments, ensuring seamless transitions and minimal disruption to end users.
Oversee the installation, configuration, and maintenance of meeting room AV technology, ensuring high-quality setup and troubleshooting support.
Provide high-level support across the IT Service Desk, addressing complex issues and escalations, while mentoring more junior staff members.
Troubleshoot and resolve complex IT-related problems, utilizing knowledge of enterprise-level systems, applications, and infrastructure.
Collaborate with cross-functional teams to plan and execute IT solutions for new initiatives, ensuring they align with the company's strategic goals.
Assist in the ongoing progression and skills transfer to the wider IT team, sharing knowledge and best practices to strengthen team capabilities.
Develop and maintain documentation for IT systems, processes, and solutions, ensuring knowledge sharing across teams.
Assist with system migration projects, including planning, execution, and post-migration support.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16092
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-05-13 15:54:01
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Job Description:
Our market leading client is seeking an IT Technician to join their growing team based in Newcastle.
This 2nd line role is an excellent opportunity for someone who has IT support experience in a similar role and has experience of user support, troubleshooting issues and supporting the business at different levels.
Skills/Experience:
IT support experience in a similar role
Driver's licence
Excellent interpersonal skills and ability to communicate effectively with a wide range of customers
Strong team-worker
Flexible approach and enthusiastic attitude
Committed and self-motivated
Core Responsibilities:
User Support (Windows 10/11,MacOS,iOS, Android):
Creating/removing user accounts and managing access permissions, primarily via Active Directory, Exchange, and Microsoft 365
Troubleshooting issues for Head Office & remote colleagues at all levels, ranging from adding printers to resolving software, hardware, and wireless/network connectivity issues
Providing support to meeting room users and ensuring meeting room A/V equipment is operational
Procuring, preparing, and rebuilding laptops for use by colleagues as required
Installing job-specific programs required by some colleagues (for example: Sage, MS Visio)
Liaising with third party providers to deliver requests
Managing remote user VPN access including 2FA
BYOD app support
Server Support (Windows 2012 and up):
Active Directory
Exchange
Group Policy
Managing and maintaining the servers (with third party support) - Windows Virtual Servers (VMWARE)
Sophos Enterprise Console
PowerShell
Telephony Support (Skype for Business &8x8)
Creating user accounts
Creating and managing hunt and call groups
Managing IVR / call menus and greetings
Changing team availability / opening hours
Managing the Verba Call Recording system
Other tasks
Remote support to colleagues at other sites, with occasional alternative site visits when required
Assisting with office moves
Process & procedure documentation creation & update
SME skill set training delivery to other IT team members
Supporting I.T.
Apprentice skill development within department
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16091
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-05-13 15:50:51
-
Job Description:
Our market leading client is seeking an IT Technician to join their growing team based in Newcastle.
This 2nd line role is an excellent opportunity for someone who has IT support experience in a similar role and has experience of user support, troubleshooting issues and supporting the business at different levels.
Skills/Experience:
IT support experience in a similar role
Driver's licence
Excellent interpersonal skills and ability to communicate effectively with a wide range of customers
Strong team-worker
Flexible approach and enthusiastic attitude
Committed and self-motivated
Core Responsibilities:
User Support (Windows 10/11,MacOS,iOS, Android):
Creating/removing user accounts and managing access permissions, primarily via Active Directory, Exchange, and Microsoft 365
Troubleshooting issues for Head Office & remote colleagues at all levels, ranging from adding printers to resolving software, hardware, and wireless/network connectivity issues
Providing support to meeting room users and ensuring meeting room A/V equipment is operational
Procuring, preparing, and rebuilding laptops for use by colleagues as required
Installing job-specific programs required by some colleagues (for example: Sage, MS Visio)
Liaising with third party providers to deliver requests
Managing remote user VPN access including 2FA
BYOD app support
Server Support (Windows 2012 and up):
Active Directory
Exchange
Group Policy
Managing and maintaining the servers (with third party support) - Windows Virtual Servers (VMWARE)
Sophos Enterprise Console
PowerShell
Telephony Support (Skype for Business &8x8)
Creating user accounts
Creating and managing hunt and call groups
Managing IVR / call menus and greetings
Changing team availability / opening hours
Managing the Verba Call Recording system
Other tasks
Remote support to colleagues at other sites, with occasional alternative site visits when required
Assisting with office moves
Process & procedure documentation creation & update
SME skill set training delivery to other IT team members
Supporting I.T.
Apprentice skill development within department
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16091
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-05-13 15:48:52
-
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?
Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background.
Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients.
You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2025-05-13 14:39:51
-
Job Description:
We are working on an excellent opportunity for a Change Manager to join the team at a leading financial services firm.
In this role, you will be responsible for planning and managing multiple projects from inception through to delivery.
Skills/Experience:
Experience working in a Change Delivery within Financial Services
Strong knowledge of project management principles and practices
PRINCE II qualification
Excellent planning, tracking and reporting skills across multi-workstream projects.
Strong stakeholder management skills
Excellent influencing & negotiation skills.
Core Responsibilities:
Manage fund product changes, technology implementations and process improvement initiatives from initiation to project closure.
Develop comprehensive project plans for all phases of the project, in consultation with key stakeholders.
Coordinate the activities of the project team members to ensure projects progress on schedule and results meet objectives, milestones, and scope.
Coordination across functions with other entities is necessary.
Communicates status reports on project milestones, deliverables, dependencies, risks and issues to senior management and key stakeholders.
Ensuring that changes are documented, including inputs from lessons learnt exercises.
Drives resolution of project conflicts.
Engages with senior management when necessary.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15975
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-05-13 13:32:34
-
Job Description:
Do you hold an Accountancy degree with demonstrable experience in a customer service setting? If so, we'd love to hear from you.
Our client, an accounting software company, is currently seeking an Assistant Customer Support Accountant to join the team based in Edinburgh on a permanent basis.
This is a fantastic opportunity to establish a career in the fintech industry and build on existing accounting knowledge, becoming an integral part of the team.
Skills/Experience:
Accounting degree or completed accountancy related studies.
Thorough and robust knowledge of accounting processes, ideally supported by practical experience.
Highly computer-literate and tech-savvy, understanding that online engagement is crucial to the success of our business.
Clear understanding of the issues facing small businesses, and a keen interest in how the right financial software can help them.
Awareness of the bookkeeping and accounting software packages available to small business owners and perhaps have some experience using one or more through studies or work experience.
Enjoy providing first-rate customer service and have experience of this from a previous role.
Core Responsibilities:
Being the first point of contact for our customers, via phone, email, and online chat, and responding accurately and promptly to customer queries.
Providing training to customers by way of outbound calls, both to people who are currently on a free trial, as well as subscribers who request further training.
Proactively contacting users to see if they need help.
Helping people who are interested in the product but need more information to decide if it's right for them.
Assisting the product teams by testing new features or upgrades to existing functionality.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16041
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-13 10:41:45
-
Deputy Director of Finance & Performance - Complex Care
Location: Hybrid - 1 day on-site (South East)
Duration: 4-5 months
Band: 8D (Inside IR35)
Start Date: April
Are you a strategic Qualified finance leader with experience in data modelling with an ability to analyse complex data to spot trends? We're looking for an interim Deputy Director of Finance & Performance to join a dynamic and supportive team, playing a critical role in financial decision-making and strategic planning.
What You'll Be Doing
Managing and analysing complex financial data, identifying trends, and transforming insights into action
Overseeing invoicing, contracts, and performance teams
Supporting financial modelling, cost improvement programmes, and budget setting
Collaborating with key stakeholders across healthcare and local authorities
Driving efficiency, ensuring compliance, and influencing financial management
What We're Looking For
Expertise in financial modelling & data analysis / CIMA or ACCA / ACMA Qualified
Knowledge of direct payments & commissioning work
Experience within Integrated Care Boards (ICBs), local authorities, education or NHSE
Diplomatic leadership style, with the ability to challenge constructively
Good knowledge of how Complex Care / CHC works
Why This Role?
Work with a strong, collaborative team
Play a pivotal role in shaping financial strategy for complex care services
Hybrid working with a flexible approach
WHY WORK WITH PRACTICUS?
We've been supporting the NHS with the provision of senior interims since 2004.
We care about what we do as much as you care about what you do.
If you feel you could help our client and the many people whose lives would be improved and enriched by the successful delivery of this portfolio, then we'd absolutely love to hear from you.
Practicus Ltd is acting as an Employment Business in relation to this vacancy.
To View our Privacy and Equality, Diversity and Inclusion policies, please visit the Practicus website @ www.practicus.com
....Read more...
Type: Contract Location: South East England, England
Start: ASAP
Duration: 4-5 months
Salary / Rate: Up to £59.98 per hour + INSIDE IR35
Posted: 2025-05-12 12:26:14
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Join a Growing, Supportive Advice Team!Are you experienced, organised, and looking to make an impact in a growing firm where your work truly matters? If so, we'd love to hear from you.Based in Westerham, Kent | Full-time | Office-based | £28,000 - £35,000 depending on experienceWe're looking for an experienced Financial Administrator to join our friendly and professional team at Trevor Downing Financial Management - a well-established independent financial advice firm with over 35 years' history supporting clients across Surrey and Kent.You'll be joining a collaborative team that includes four Financial Advisers, two other Administrators, and outsourced Paraplanners.
This role is central to the smooth running of our advice process - ideal for someone organised, proactive, and confident managing a busy workflow with accuracy and care.Role SummaryThis new position provides essential administrative support across the advice team and acts as the key coordinator for annual reviews and managing Letters of Authority (LOAs).You will own specific recurring workflows and be expected to manage them end-to-end with limited supervision.Core Responsibilities:
Managing the full LOA process - submitting, tracking, chasing, and liaising with providersMaintaining and updating client records in Intelligent Office (our back-office CRM system)Gathering sufficient information on existing client plans and arrangements to enable advisers to review client needsSupporting clients and advisers via provider portals and platformsCoordinating the annual review process, including scheduling client meetings, preparing valuation reports, and review packsPreparing all necessary plan information, forms, and illustrations (where applicable)Overseeing and processing new business applications, withdrawals, drawdowns, and fund switchesStructuring and preparing correspondence to providers and clientsGeneral client servicing, including chasing LOAs, updating client details, and liaising with product providers and third partiesArranging client meetings, managing adviser diaries, and meeting and greeting clients for face-to-face appointmentsAnswering telephone calls and assisting with general administrative duties such as filing, scanning, and post handlingEnsuring that all client files remain compliant at all times and that internal processes are followed consistentlySupporting advisers in workflow management using tools such as CashCalc, Voyant, and FE Analytics
What We're Looking For:
Minimum 2 years' experience in a Financial Planning or IFA administration role (essential)Able to work in-office full-time (Monday-Friday, 9am-5pm) in WesterhamGood working knowledge of pensions, ISAs, platforms, and general client servicingFamiliarity with using provider portals and back-office systems like Intelligent OfficeStrong attention to detail, accuracy, and time management skillsA proactive team player with a 'can-do' attitudeComfortable working in a small but busy office environmentAwareness of, and commitment to, the expected behaviours stated in the FCA Conduct Rules
What's on Offer:
Salary between £28,000 and £35,000, depending on experience8x Salary Death in Service coverPrivate Health InsuranceCompany Pension schemeAccess to Equity/Company Ownership over timeSupportive, down-to-earth team cultureOngoing training and professional development
How to ApplyIf you think you have the skills and experience, we are looking for, please submit your CV to the link provided & we will be in direct contact. ....Read more...
Type: Permanent Location: Westerham, Kent, England
Start: ASAP
Duration: Permanent
Salary / Rate: £28k - 35k per year + Benefits, DOE
Posted: 2025-05-12 11:15:58
-
Job Description:
Our client, a wealth and investment company, is seeking a Front of House & Events Manager to join their team based in London.
In this great and varied role, you will be working in partnership with the wider Property & Facilities management team.
You will be responsible for ensuring the delivery of consistent and high-quality Front of House and Events services for assigned office(s), which includes the provision of face-to-face client visits, colleague queries, events support, and coordination and room booking processing across the Group.
Skills/Experience:
Experience of managing a team, and strong team and people leadership skills.
Excellent interpersonal skills to build strong stakeholder relationships.
High level of attention to detail & planning, and organisational skills.
Good communication skills, both written and verbal communication.
Experience of using MS Office.
Passionate, high energy, self-starting team player who achieves goals and strives for continuous improvement.
Experience within the Hospitality sector.
Wealth management industry exposure (desirable).
Core Responsibilities:
Work in partnership with the wider Property & Facilities management team to effectively delivery on the services, providing a united and aligned approach.
Manage the Group room booking system and processes liaising with the relevant internal stakeholders, as and when necessary.
Manage and lead the Front of House (FOH) team in assigned office(s) so that they effectively carry out their duties, training and coaching them in all aspects of the role.
Work with the People Function to lead on any recruitment, induction and training of new FOH colleagues.
Review FOH procedures on an ongoing basis making suggestions for improvement where appropriate and ensuring procedures are documented and up to date.
Manage the client hospitality (including, catering and event requests booking processes); ensuring the FOH team liaise closely with the catering team/catering providers, as well as wider Facilities team and IT colleagues, as required; ensuring that all catering, beverage and event bookings are fulfilled effectively.
Contribute to the regular Group FOH meetings, progressing any action points and cascading information to the FOH team as appropriate.
Ensure the FOH infrastructure is working correctly, liaising with IT and colleagues across the wider Facilities team as required, and escalating where necessary.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15901
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-05-09 18:03:11
-
Construction Finance Manager
Sutton
£55,000 - £65,000 Basic + Progression to director + growing business + bonus + annual leave + pension + social events + more
Work for an established and fast-growing construction company as a Finance Manager.
Take full ownership of the finance function with the autonomy to shape the role around your strengths.
You'll work closely with both the owner and office manager, overseeing and managing all financial operations across the business.
This position offers a clear and exciting pathway to becoming the Finance Director in the long term.
Founded over a decade ago, this contractor continues to expand thanks to its strong reputation and commitment to quality.
As Finance Manager, you will lead all financial activities, including reporting, budgeting, and forecasting, while also identifying opportunities to improve processes and contribute to key business decisions.
Long term, you'll be part of an organisation that champions high standards, supports your growth, and provides a defined route to directorship.
The role of the finance manager will involve:
*Financial Oversight & Strategy: Lead day-to-day financial operations, produce timely financial reports, and provide strategic insights to support business growth and long-term planning.
*Cash Flow & Budget Management: Develop robust cash flow forecasting and lead annual budgeting, delivering performance monitoring and actionable financial recommendations.
*Project Costing & Analysis: Collaborate with project managers to ensure accurate financial oversight of large-scale projects, conducting cost analyses to drive profitability.
*Leadership & Team Development: Build and develop the finance team as the company scales, fostering a high-performance, improvement-focused culture.
*Compliance & Industry Expertise: Ensure full compliance with financial regulations, working with external accountants, and leveraging sector-specific experience (construction/electrical) with strong ERP/software proficiency.
The successful Finance Manager will need:
*AAT Qualification, chartered or working towards being a chartered accountant
*Experience working within construction for a main contractor or subcontractor
*Commutable to the office full time
For immediate consideration please contact Emily on 0203 813 7951 and click to apply!
Keywords: FInance manager, construction, finance manager, accountant, Financial Controller, Senior Finance Professional, sutton, surrey, cheam, epsom, banstead, tadworth, ashtead, south london
This vacancy is being advertised by Future Engineering Recruitment Ltd.
The services of Future Engineering Recruitment Ltd are that of an Employment Agency.
Please visit our website at futureengineer.co.uk to view other positions we are currently handling.
Future Engineering Recruitment Ltd can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom.
Potential candidates who do not have this right or permit, or are pending an application to obtain this right or permit should not apply as your details will not be processed.
We will endeavour to respond to all applicants however due to the sheer volume of response, we can only guarantee that candidates who have been shortlisted will be contacted. ....Read more...
Type: Permanent Location: Sutton, England
Start: ASAP
Salary / Rate: £55000.00 - £65000.00 per annum + progression to director + MORE
Posted: 2025-05-09 14:20:25
-
About the Role
Enfield Council is looking for an experienced Assessment Officer to join our dynamic Financial Assessment and Income & Debt team.
This pivotal role involves delivering a high-quality, customer-focused financial assessment and collection service across the Assessment Hub.
As a member of a pooled resource team, you will be responsible for assessing income-related benefits, managing complex enquiries, engaging with vulnerable customers, and supporting process improvements and automation within the team.
This is a fantastic opportunity for someone who is adaptable, detail-oriented, and committed to delivering efficient public services.
Key Responsibilities
Accurately process income-related claims and assess financial circumstances in line with legislation and council policy
Communicate effectively with a wide range of customers and stakeholders, both verbally and in writing
Provide guidance and technical advice to residents on financial assessments and collection services
Maintain accurate records and support the delivery of service improvements
Collaborate with managers and other teams to ensure a seamless, integrated service
Contribute to projects and continuous service development within the Assessment Hub
What We're Looking For
Essential:
Proven experience in financial assessments or income collection services
Ability to work as part of a flexible, multi-skilled team
Excellent customer service skills with the ability to manage sensitive conversations
Strong IT skills and the ability to quickly learn new systems
Good written and verbal communication skills
Commitment to continuous professional development
Desirable:
Knowledge of local authority benefits systems and welfare legislation
Relevant qualification in business administration or local government services
Why Work With Us?
Be part of a team that's central to ensuring fair access to financial support across Enfield
Opportunity to influence service delivery and contribute to innovation
Gain experience in a large, forward-thinking local authority
Hybrid working options available (subject to service needs)
....Read more...
Type: Contract Location: Enfield, England
Salary / Rate: £15 - £17 per hour
Posted: 2025-05-09 11:17:55
-
Job Description:
We have a great opportunity for an Employee Benefits Administrator to join a successful financial services firm in Glasgow.
The successful candidate will join Corporate Employee Benefits team and will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products.
Essential Skills/Experience:
Ideally have several years' experience in a Corporate Benefits support or administration role, either Pensions or Group Risk, but ideally both
Ability to assimilate information quickly and effectively prioritise a client support workload
Collaborative and a strong team player
The ability to manage time effectively
A work ethic that ensures the delivery of promises made to clients
A desire to learn and continually improve
Strong communication and personal organisational skills
Core Responsibilities:
To ensure the effective administration of group risk and group pension arrangements
To assist advisers in providing compliant advice and consultancy services
To assist advisers to deliver advisory and administrative services in a profitable manner making effective use of technology solutions
To assist advisers maintain and strengthen relationships with existing clients
To assist advisers in securing and building advisory relationships with new clients
To identify any service issues which require to be managed by advisers
Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance, and key legislative and regulatory changes
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16085
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-05-08 10:43:15
-
Job Description:
We have a great opportunity for an Employee Benefits Administrator to join a successful financial services firm in Glasgow.
The successful candidate will join Corporate Employee Benefits team and will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products.
Essential Skills/Experience:
Ideally have several years' experience in a Corporate Benefits support or administration role, either Pensions or Group Risk, but ideally both
Ability to assimilate information quickly and effectively prioritise a client support workload
Collaborative and a strong team player
The ability to manage time effectively
A work ethic that ensures the delivery of promises made to clients
A desire to learn and continually improve
Strong communication and personal organisational skills
Core Responsibilities:
To ensure the effective administration of group risk and group pension arrangements
To assist advisers in providing compliant advice and consultancy services
To assist advisers to deliver advisory and administrative services in a profitable manner making effective use of technology solutions
To assist advisers maintain and strengthen relationships with existing clients
To assist advisers in securing and building advisory relationships with new clients
To identify any service issues which require to be managed by advisers
Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance, and key legislative and regulatory changes
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16085
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-05-08 10:42:33
-
Job Description:
Do you have experience working in global payroll, managing payroll across multiple countries and regions? Our client is seeking a Global Payroll Lead to join the team at a leading financial services firm.
In this role, you will play a strategic, hands-on role in ensuring the successful planning, execution, and delivery of global payroll.
Experience in global payroll (US & APAC) is essential for this role.
This role can be based in Edinburgh or London.
Skills/Experience:
Proven experience in global payroll, managing payroll across multiple countries and regions, APAC & US is essential
Experience working in a global organisation, with financial services experience preferred.
Expertise with HR tools and technology such as Workday and HR analytics tools.
Proven experience with Workday Payroll, particularly for UK payroll operations.
Strong analytical and problem-solving abilities, with high attention to detail.
Excellent communication skills and the ability to engage with diverse stakeholders at all levels.
Core Responsibilities:
Ensure business-as-usual payroll operations, meeting regional pay dates for colleagues.
Engage with stakeholders across geographies to ensure processes, governance, and designs are effective and fit for purpose.
Monitor payroll data standards, KPIs, and SLAs, driving improvements globally and locally.
Contribute to developing and enhancing the controls and risk management framework for global payroll processes.
Ensure compliance with payroll laws and reporting requirements in each deployment country.
Identify and mitigate risks related to payroll deployments, escalating issues when necessary.
Develop and maintain payroll metrics and analytics to provide insights on performance, costs, and trends.
Authorise payroll-related payments and balance sheet funding movements as per approval matrices.
Operate in line with service governance requirements, ensuring adequate documentation for continuous payroll delivery.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16017
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-07 17:21:06
-
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-07 17:19:05
-
Job Description:
Do you have excellent working knowledge of fund accounting practices and standards, and seeking your next opportunity? Our client is seeking a Manager, Private Capital to join their team based in Glasgow.
In this role, you will be responsible for the set-up/on-boarding and subsequent ongoing accounting of Private Capital funds and leading a team.
Skills/Experience:
Excellent working knowledge of fund accounting practices and standards, ideally including IFRS, UK GAAP and US GAAP
A recognised accountancy qualification (e.g.
ACCA/ACA), or able to demonstrate competency through experience
Excellent working understanding of various types of PE transactions
Strong leadership and management skills and experience.
Stakeholder management skills and client management experience.
Understanding of wider Private Capital industry standards and regulations is desirable.
Previous experience in Private Capital fund accounting preparation is desirable.
Core Responsibilities:
Assist with drafting the Service Level Agreements
Assist in preparation and agreeing accounting reporting templates with client
Assist with the review of fund documentation and Business Acceptance Committee documentation pertaining to the launch of new funds and provide comments as necessary
Oversee and be actively involved in the day-to-day servicing of Private Capital fund clients and to ensure the fund is operating in line with the Service Level Agreement
Oversee the reconciliation process for cash, stock, shares/units in issued and ensure that all breaks identified are cleared on a timely basis and in accordance with agreed KPI
Involvement with external parties related to the fund including but not limited to Fund Manager, External Auditors, Transfer Agents, Tax Advisers, Custodian, Depositary, Board of Directors and other external service providers
Review drawdown and distribution calculation in accordance with the fund documentation
Liaise with internal and external auditors and manage the year end/interim audit process via a monitored timetable and audit requirement list
Management point of contact for clients, auditors, trustees, custodians and other departments within the business.
Develop internal and external client and stakeholder relationships.
Plan and manage client, audit, trustee and regulatory visits.
Oversight of team service delivery.
Responsibility for performance and KPI reporting.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15981
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-05-07 17:17:15
-
Job Description:.
Our client, a global asset manager, is recruiting for a Marketing Automation Manager to join their team on an initial 6-month contract and hybrid basis.
The role involves leading the transition to Salesforce Marketing Cloud, optimising journeys, and boosting lead generation with creative, targeted communications.
Please note our initial deadline of Friday 9th May at 9am.
Skills/Experience:
Salesforce Marketing Cloud experience (essential)
Highly competent use of HTML and CSS languages in email design (essential)
Extensive working knowledge of current email marketing
Familiar with web analytics reporting systems such as Google Analytics
Core Responsibilities:
Lead the Marketing Automation strategy across UK & EMEA
Be the technical lead on our Salesforce Marketing Cloud migration
Design and execute targeted email journeys and workflows
Collaborate with regional teams to boost campaign performance
Build and manage responsive HTML email templates
Drive lead capture, segmentation, and nurture strategies
Ensure best-in-class data quality, compliance, and governance
Provide training and support to drive platform adoption
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16084
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-07 11:06:19
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Job Description:
Do you have a background in accounting / bookkeeping coupled with a commitment to providing outstanding customer service? If so, we'd love to hear from you.
We are working on an exciting opportunity for a Support Accountant to join the team at an Edinburgh based software provider on a permanent basis.
You will be responsible for providing front line accounting support to users via email, phone and web chat.
Skills/Experience:
Qualified to AAT level or be a qualified bookkeeper, or relevant experience within an accountancy / finance role
A good understanding of payroll, VAT and Self-Assessment is essential.
Highly computer-literate and web-savvy, understanding how crucial online engagement is to the success of any business.
Have experience of working with small businesses, a clear understanding of their issues, and a keen interest in how the right financial software can help them.
Have an advanced understanding of the accounting requirements of customers with the ability to explain complex reporting and accounting concepts to users in plain English, together with an advanced understanding and knowledge of the product and all functionalities.
Able to train other members of the team on an ongoing basis in relation to accounting and product.
Have experience of using a variety of bookkeeping and accounting software packages.
Possess excellent spoken and written communication skills; in particular, be able to explain accounting concepts to both our customers and to the technical team in clear, plain English.
Core Responsibilities:
Provide front-line support to our users - mainly by live chat and phone, and take responsibility for consistently responding accurately, promptly and fully in relation to both content and grammar.
Provide training to customers by way of outbound calls, both to people who are currently at free trial stage and to subscribers who request further training.
Help people who are interested in the product but who need more information to decide if it's the right product for them.
Assist with product planning and with testing of new features or upgrades to existing functionality.
Have the skills and confidence to deliver webinars and seminars to customers.
Follow and influence processes and policies and suggest improvements by questioning existing ones and encouraging other team members to do the same.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15970
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-07 09:24:44
