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Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
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: 16028
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: London, England
Start: ASAP
Posted: 2025-03-25 15:39:39
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Job Description:.
Are you an experienced global procurement professional who is seeking a new challenge?
Our client, an Edinburgh based asset manager, is recruiting for a Sourcing and Vendor Manager to join their team on a 6-month contract basis.
This is a full-time role which covers end-to-end sourcing and requires you to work in the office at least 4 days per week.
Skills/Experience:
Demonstratable experience in strategic sourcing within consulting, accounting, or financial services.
Expertise in negotiating contracts with Big 4 firms and top consulting firms.
Expertise in category planning, competitive bidding (RFI, RFP, RFQ), vendor selection, risk due diligence, and dispute management.
Skilled in financial modelling for negotiations, cost ownership, consumption, and demand forecasting.
Contract law knowledge with experience drafting global agreements and SLAs.
Proficient in MS Office, AI tools (CoPilot), and data analytics.
Core Responsibilities:
Strategic Advisory: Provide sourcing and procurement insights to optimize processes and meet business goals.
Sourcing Strategy: Develop and execute cost-effective, socially responsible strategies, including competitive bidding, supplier consolidation, and process improvements.
Supplier Management: Build strong vendor relationships, negotiate contracts, and ensure quality service.
Market & Cost Analysis: Research trends, risks, and opportunities; drive cost-saving initiatives without compromising quality.
Risk & Compliance: Mitigate supply chain risks and ensure adherence to policies and regulations.
People & Stakeholder Management: Recruit, mentor junior staff, and collaborate with internal teams on global contract negotiations.
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: 16052
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: 2025-03-25 15:31:52
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Job Description:
Are you interested in joining a leading fin tech aligned to the transfer agency and investment sector?
Our client, an innovative financial services firm, is seeking an experienced Technical Business Analyst to join their team on a permanent basis.
The successful candidate will have expertise within the wealth, investment or asset servicing field in a Business analyst capacity, across a multitude of programmes and projects.
You will collaborate with stakeholders across different departments to collect requirements, assess business processes, and convert them into technical specifications.
Essential Skills/Experience:
Experience as a Business Analyst, with experience in the SDLC
Mandatory experience in financial services or transfer agency.
Experience with project management methodologies (e.g., Agile, Scrum).
Familiarity with database concepts and SQL.
Proficiency in business analysis tools and software (e.g., JIRA, Confluence, MS Visio).
Strong understanding of software development lifecycle (SDLC) and methodologies.
Relevant certifications (e.g., CBAP, PMP) are a plus.
Detail-oriented with strong organizational skills.
Strong communication and interpersonal skills.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Core Responsibilities:
Translate business requirements into technical specifications and functional requirements.
Conduct detailed analysis of business processes to identify areas for improvement.
Ensure that solutions are scalable, maintainable, and align with the company's technical architecture.
Assist in the planning and execution of projects, ensuring they are delivered on time and within scope.
Serve as the primary point of contact between business stakeholders and technical teams.
Work with development teams to resolve any issues identified during testing.
Coordinate with cross-functional teams to manage project dependencies and risks.
Track project progress and provide regular updates to stakeholders.
Conduct user acceptance testing (UAT) and gather feedback from end-users.
Facilitate communication and ensure that all parties have a clear understanding of project goals and requirements.
Create detailed documentation, including use cases, process flows, and data models.
Stay up to date with industry trends and emerging technologies that could benefit the organization.
Develop test plans and test cases to validate that solutions meet business requirements.
Conduct regular meetings and presentations to keep stakeholders informed of project status.
Work with development teams to design technical solutions that meet business needs.
Identify opportunities for process improvement and automation.
Collaborate with stakeholders to gather and document business requirements.
Provide recommendations for enhancing existing systems and processes.
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: 16007
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: Scotland
Start: ASAP
Posted: 2025-03-25 11:27:27
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Job Description:
Our client, a leading financial services firm, is seeking an Investment Dealer to join their team on a permanent basis.
The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards.
Essential Skills/Experience:
Experience working in a trade support role within financial services.
Understanding of investment instruments, e.g, equities, bonds, funds preferable.
Understanding of Capital Gains Tax desirable.
Strong Microsoft Excel skills.
Understanding of financial markets, including foreign exchange desirable.
Strong numerical and problem-solving skills.
Excellent communication skills.
Core Responsibilities:
Processing of daily administrative duties, such as client cash monitoring and Fund Trading reporting to all custodians.
Liaising daily with counterparties and third-party venders to expedite timely settlement of trades.
Maintain up-to-date client data required to review portfolios, such as stock restrictions and ISA requirements.
Calculate and review Capital Gains Tax data.
Execute all instructed client and fund trades in international bonds, equities and collectives in line with market and third-party deadlines.
Suggest improvements to enhance overall process efficiency and ways of working.
Prepare dealing plans for new and existing portfolios.
Assist in the Investment Managers with the review of client portfolios.
Perform ad-hoc tasks and contribute to project work as required.
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: 15998
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: Haddington, Scotland
Start: ASAP
Posted: 2025-03-25 11:21:37
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Job Description:
Our client, a leading financial services firm, are seeking an Investment Dealer to join their team on a permanent basis.
The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards.
Essential Skills/Experience:
Experience working in a trade support role within financial services.
Understanding of investment instruments, e.g, equities, bonds, funds preferable.
Understanding of Capital Gains Tax desirable.
Strong Microsoft Excel skills.
Understanding of financial markets, including foreign exchange desirable.
Strong numerical and problem-solving skills.
Excellent communication skills.
Core Responsibilities:
Processing of daily administrative duties, such as client cash monitoring and Fund Trading reporting to all custodians.
Liaising daily with counterparties and third-party venders to expedite timely settlement of trades.
Maintain up-to-date client data required to review portfolios, such as stock restrictions and ISA requirements.
Calculate and review Capital Gains Tax data.
Execute all instructed client and fund trades in international bonds, equities and collectives in line with market and third-party deadlines.
Suggest improvements to enhance overall process efficiency and ways of working.
Prepare dealing plans for new and existing portfolios.
Assist in the Investment Managers with the review of client portfolios.
Perform ad-hoc tasks and contribute to project work as required.
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: 15998
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: Haddington, Scotland
Start: ASAP
Posted: 2025-03-25 11:19:52
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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: 2025-03-25 11:18:31
-
Job Description:
We are working on an excellent opportunity for an Audit Analyst/Advisor to join the team at a leading accountancy firm on a permanent basis.
In this role you will assist in the delivery of audit and accounting services.
This role is based in Glasgow.
Skills/Experience:
Experience working in an audit role
A professional accountancy qualification - ACCA/ICAS or equivalent
Newly qualified or part qualified considered
Strong written and verbal communication skills
Excellent attention to detail
Experience in Xero/Sage/Quickbooks is desirable
Team player who deals effectively with colleagues and clients
Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met
Strong organisational skills
Core Responsibilities:
Assisting the senior management team to deliver audit and accounting services.
Responsible for the planning implementation and completion of a variety of audit clients and will be required to support other members of the audit team.
Visiting client sites to oversee the Audit including supporting junior team members and being responsible for complex file areas.
Plan and complete audit assignments and ensure that all audits have the appropriate and sufficient documentation to support the opinion and to document all conclusions reached
Preparation of statutory financial statements from client data.
Assist with the development of more junior members within the team.
Manage and develop client relationships.
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: 15982
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: 2025-03-25 10:54:17
-
Job Description:
We are working on an exciting opportunity for a Senior Fund Administrator to join the Private Capital Fund Administration team at a global financial services firm in their Glasgow office.
The successful candidate will work with their team to provide Private Capital fund administration, corporate services and investor services to private equity funds and underlying private equity fund vehicles ensuring that they are fully compliant with fund documentation, legal and regulatory requirements to which they are subject.
Skills/Experience:
Studying towards an accounting (e.g.
ACCA) or a similar qualification.
Good understanding of the Private Capital industry is desirable
Experience of Private Capital and fund administration is desirable
Good understanding of fund structures and fund cash flows
Experience in the preparation of distribution/capital call notices
Experience in the preparation and execution of client payments i.e.
invoice, investment, distribution and bridge facility repayment packs is desirable
Strong attention to detail
Core Responsibilities:
Prepare fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors.
Prepare payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments.
Assist with the preparation and compilation of board packs.
Assist in execution of documents and other ad hoc administrative client and investor requests.
Assist the Corporate Services team with the preparation of agendas, board minutes and board packs as required for all scheduled and ad hoc board meeting.
Day to day production contact with investor relations & other departments within the company to ensure that funds comply with statutory and regulatory requirements.
Liaise with various external and internal parties in the day-to-day administration of the Fund and other custom reporting and projects for specific investor needs.
Liaise with internal and external auditors and assist with the year-end/interim audit process via a monitored timetable and audit requirement list.
Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria.
Ensure compliance with all relevant internal processes, procedures and controls when discharging Fund Administration duties, using the appropriate system or platform in order to do so.
Support management in ensuring all checklists utilised in review and sign off clearly document controls and are kept up to date.
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: 16040
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: 2025-03-25 08:41:59
-
Job Description:
Our client, a leading asset management firm, have an exciting opportunity for a Corporate Actions Associate to join their Edinburgh team on an initial 12-month contract.
This is an exciting opportunity for an experienced corporate actions professional to join a global business.
Core Responsibilities:
Ensure that all corporate action events across all markets and asset types (are correctly processed, reviewed and reconciled.
Investigate reconciliation discrepancies daily, ensuring all discrepancies are resolved and cleared at the earliest opportunity.
Ensure the appropriate restriction status of entitlements is maintained.
Ensure all necessary corporate action instructions are issued and acknowledged by custodians and counterparties
Essential Skills/Experience:
Previous experience working in a corporate actions' environment.
Strong client and partner service orientation
Strong risk mitigation mentality
Excellent communication skills
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: 16048
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: 2025-03-24 17:22:25
-
Job Description:
We have an excellent opportunity for a German speaking Sales Associate / Business Development Support to join the team at a leading global investment management organisation based in Frankfurt.
This role requires someone who has native German skills and a strong command of English.
In this role you will provide sales and administration support to a small, collaborative distribution team which focuses on institutional and wholesale clients.
Skills/Experience:
Good knowledge of Microsoft Office Suite (e.g.
PowerPoint).
An understanding of Salesforce and Morningstar would be desirable but not essential
Strong numerical skills and ability to interpret data
Fluent German and English language skills (essential)
Strong interpersonal communication skills (written and verbal)
Ability to adapt quickly and work in a changing environment
High degree of commitment and loyalty
Ability to work both independently and as a team player
Organised with strong attention to detail (essential)
Core Responsibilities:
Pre-sales preparation through relevant research, reviewing presentations and representing the team through communications to and from prospects.
Act as a link between the team and other departments in the organisation.
Work with others to plan and host successful prospect and networking events.
Assist in completing reporting relating to various elements of activity undertaken by the team.
Assist in the RFP process, ensuring accuracy and meeting deadlines.
Participate in UK events.
Benefits:
A 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: 16042
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: Frankfurt, Germany
Start: ASAP
Posted: 2025-03-21 17:29:47
-
My client is a highly respected law firm with offices across the North and deep roots in Lancashire.
Known for genuine advice and exceptional outcomes, this firm offers a collaborative and supportive environment where people thrive.
Recognized as a Legal 500 Top Tier Firm, a Chambers & Partners Leading Firm, and awarded UK Employer of the Year: Silver (250+) at the Investors in People Awards 2024, theyre committed to professional growth and teamwork.
If youre looking for a firm that values authenticity, excellence, and unity, this is an opportunity you dont want to miss.
Lets talk about how you can be part of their success.
The Role
Paralegal Insurance (Motor Claims)
My client is looking for a Paralegal to join our Insurance (Motor Claims) team at their Manchester office.
This is a fantastic opportunity for a Legal Assistant/Paralegal looking for a new challenge to join their award-winning Insurance team, to progress their career and bring their skills and knowledge to a collaborative and professional team.
Whilst the role will be working to the fast-paced, customer focused and high standards of a law firm, the role will also provide a sustainable work-life balance and relate to the regional area in which it is based.
The successful person for this role will deal with their own case load of defendant insurance motor claims varying from small claims and fast track RTAs.
As a key member of the team, you will be responsible for achieving successful outcomes such as:
- Provide effective and efficient support to Advisors through chargeable (legal based) work that contributes to the delivery and completion of services for clients (e.g.
obtaining and reviewing evidence and statements, taking witness statements, preparing for court, collation of legal bundles).
- Ensure timely and efficient day-to-day progress of matters, prioritising work, monitoring deadlines and actions needed and keeping clients informed.
- Drafting and preparing legal documents that require further knowledge, consideration and input based on analysis and understanding of information gathered.
- Providing legal advice, under the supervision of a qualified advisor, that resolves queries and advances clients instructions and cases.
- Assessing and understanding client queries and file notes to identify actions and advice required and manage and guide the progression of a client file.
- Attend external meetings and events including but not limited to hearings, court appearances, client meetings and networking events.
- Maintain, monitor and update the appropriate systems and documents with client and case information, data and file notes.
- Carry out and deliver accurate and up-to-date legal research.
- Write original high-quality articles and reports for internal and external publication.
- Manage regular and up-to-date communications with clients and stakeholders, answering queries, managing expectations (including costs), providing updates and effectively chasing responses required and escalating appropriately.
The Person
We will be progressing applicants to the next stage based on their demonstrated knowledge, experience, and skills in:
- hold CILEX qualification/Law Degree (or equivalent);
- hold the LPC/SQE (desirable but not essential);
- previous paralegal experience is essential;
- previous experience within motor claims, small claims/fast track RTA claims is essential;
- previous experience of defending insurance claims is desirable;
- aligns with the Firms values;
- have excellent attention to detail and organisational skills;
- have the ability to work as part of a team;
- have strong commercial awareness;
- have proven competence in their IT skills (Outlook, Word, and other systems experience);
- have good communication skills, both written and verbal;
- have an interest in long term development/progression in the department.
The Benefits
They are dedicated to supporting our people and offer a range of benefits, including:
- 33 days annual leave, including bank holidays
- Annual leave purchase scheme (Subject to T&Cs)
- Celebration leave
- Ongoing professional development
- Progression opportunities
- Company pension
- Profit share scheme
- Long service awards
- Subsidised tuck shops
- Health care benefits (Health Cash Back Plan and Mental Health Counselling Services)
- BUPA (Solicitor positions only, for self, not dependants)
- Retailer and gym membership discounts
- Recruitment and legal department referrals (Subject to T&Cs)
- Annual Events
This is a full-time role working 36.25 hours per week, Monday- Friday, 9am until 5pm.
Please send your updated CV to c.orrell@clayton-legal.co.uk or call Chris on 0161 914 7357 ....Read more...
Type: Permanent Location: Manchester,England
Start: 21/03/2025
Salary / Rate: £22000 - £25000 per annum
Posted: 2025-03-21 15:25:09
-
Assurance Officer - Police & Crime Commissioner's Office
Service Care Solutions is currently recruiting for an Assurance Officer to support the Office of the Police and Crime Commissioner (OPCC) in ensuring independent scrutiny and governance of policing services.
This role is crucial in managing oversight panels and contributing to performance and risk management.
Location: Leicestershire Police Headquarters Rate: £23.67 per hour Contract: Full-time, 37 hours per week
Key Responsibilities:
Manage and lead independent scrutiny functions, including the Independent Custody Visiting Scheme and scrutiny panels
Develop and maintain policies and procedures related to governance and accountability
Recruit, train, and manage volunteers and panel members for independent oversight functions
Set annual objectives and performance targets, reporting to senior management and ethics panels
Support the Chief Finance Officer in risk management, including maintaining risk registers and drafting policies
Liaise with policing, government, and partner agencies to promote transparency and accountability
Prepare briefing notes, reports, and public-facing documents to communicate scrutiny outcomes
Ensure scrutiny work is widely publicised, including updates on the PCC's website and social media
Requirements:
Degree in a relevant field or equivalent experience in assurance, governance, or research
Strong report writing and analytical skills, with the ability to interpret policies and data
Excellent communication and stakeholder management skills
Experience in policy development, risk management, or scrutiny functions
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)
SC Clearance or ability to obtain NPPV2 (Full) vetting
This is a fantastic opportunity to play a key role in policing governance and accountability.
If you have relevant experience and are looking for your next challenge, apply now.
For more information, contact Lewis Ashcroft at lewis.ashcroft@servicecare.org.uk. ....Read more...
Type: Contract Location: Leicestershire, England
Salary / Rate: £21 - £23.67 per hour
Posted: 2025-03-21 11:06:35
-
Job Description:
We are working on an excellent opportunity for an experienced Company Secretary to join the team at a global asset manager based in Dublin.
The successful candidate will work closely with the internal asset management teams and business partners to ensure communications between the Boards, Board Committees and the business operate effectively and to the highest standards.
The role holder will need to have funds experience, Irish regulatory knowledge, strong minute taking, and senior stakeholder engagement.
Skills/Experience:
Ideally Qualified Company Secretary.
Qualified or near qualified Corporate Governance professional.
Professional with banking experience is preferred but is not a pre-requisite.
Experience and knowledge of the Irish regulatory environment.
Experience and knowledge of Irish Fund Management Companies and the supervisory framework CP86 and the operations of high PRISM rating firms.
Experience and knowledge of the role of the Designated Persons.
Excellent minute taking ability.
Ability to draft clear and precise reports for submission to the Boards and Committees.
Excellent communication skills with the ability to build relationships across the business, operations and suppliers at all levels of management up to and including Board of Director level.
Ability to make presentations to the boards either in person or by conference phone - speaks clearly and with confidence.
Familiarity and experience with Blueprint Software.
Familiarity with Diligent.
Work autonomously on own tasks, whilst working in a team environment.
Work under pressure with flexibility to adapt to shifting time expectations.
Strong organisational skills with the ability to manage multiple tasks and prioritise accordingly and with excellent personal time management.
Attention to detail essential and proofing skills.
Core Responsibilities:
Working as part of a team, to ensure the highest level of corporate governance within all companies and Committees.
Maintain a high degree of discretion and professionalism.
Manage the business of a range of corporate entities/committees through the setting of agendas, review and distribution of Board packs, completion of matters arising and minutes and the monitoring and control of Board delegation policies.
Building and maintaining excellent relationships with the Chairpersons and Directors of each entity for which you are responsible.
Building and maintaining excellent relationships with senior team members including the CEO/COO/CCO/CRO and Designated Persons.
Collaborate with Compliance team to compile and submit information and document requests from Central Bank of Ireland.
Ensure company secretarial matters are properly managed.
Management of shareholder meetings where appropriate.
Work with staff to ensure that submissions are of a high standard and are suitable to lay before the Board and its Committees- proactively ensuring that they address issues of importance to the Boards and Committees
Assist in monitoring and updating Board and Committee diaries.
Updating company records (both internal and Blueprint) and preparing templates.
Reviewing and drafting documents and procedures.
Preparation of minutes and matters arising for the Boards or Committees.
Assist in ensuring that all Board and Committee terms of references are reviewed and updated (if required) on a regular basis.
Assist in advising on managing, mitigating and monitoring corporate governance risks.
Support the strong governance and control framework in place by adherence to the processes and procedures in place to meet all regulatory and statutory obligations.
Proactively work to develop and enhance Board and Committee processes and controls in response to regulatory and industry changes, and as directed by the Boards and the business.
Providing input and advice to the business and directors with regard to Board governance matters.
Report to the Boards and Committees on matters such as delegated authorities, board policies and procedures and corporate governance matters generally.
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: 16044
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: 2025-03-20 11:57:36
-
Job Description:
We are working on an excellent opportunity for a Board Management & Governance Vice President to join the team at a global asset manager based in Dublin.
The successful candidate will work closely with the internal asset management teams and business partners to ensure communications between the Boards, Board Committees and the business operate effectively and to the highest standards.
The role holder will need to have funds experience, Irish regulatory knowledge, strong minute taking, and senior stakeholder engagement.
Skills/Experience:
Ideally Qualified Company Secretary.
Qualified or near qualified Corporate Governance professional.
Professional with banking experience is preferred but is not a pre-requisite.
Experience and knowledge of the Irish regulatory environment.
Experience and knowledge of Irish Fund Management Companies and the supervisory framework CP86 and the operations of high PRISM rating firms.
Experience and knowledge of the role of the Designated Persons.
Excellent minute taking ability.
Ability to draft clear and precise reports for submission to the Boards and Committees.
Excellent communication skills with the ability to build relationships across the business, operations and suppliers at all levels of management up to and including Board of Director level.
Ability to make presentations to the boards either in person or by conference phone - speaks clearly and with confidence.
Familiarity and experience with Blueprint Software.
Familiarity with Diligent.
Work autonomously on own tasks, whilst working in a team environment.
Work under pressure with flexibility to adapt to shifting time expectations.
Strong organisational skills with the ability to manage multiple tasks and prioritise accordingly and with excellent personal time management.
Attention to detail essential and proofing skills.
Core Responsibilities:
Working as part of a team, to ensure the highest level of corporate governance within all companies and Committees.
Maintain a high degree of discretion and professionalism.
Manage the business of a range of corporate entities/committees through the setting of agendas, review and distribution of Board packs, completion of matters arising and minutes and the monitoring and control of Board delegation policies.
Building and maintaining excellent relationships with the Chairpersons and Directors of each entity for which you are responsible.
Building and maintaining excellent relationships with senior team members including the CEO/COO/CCO/CRO and Designated Persons.
Collaborate with Compliance team to compile and submit information and document requests from Central Bank of Ireland.
Ensure company secretarial matters are properly managed.
Management of shareholder meetings where appropriate.
Work with staff to ensure that submissions are of a high standard and are suitable to lay before the Board and its Committees- proactively ensuring that they address issues of importance to the Boards and Committees
Assist in monitoring and updating Board and Committee diaries.
Updating company records (both internal and Blueprint) and preparing templates.
Reviewing and drafting documents and procedures.
Preparation of minutes and matters arising for the Boards or Committees.
Assist in ensuring that all Board and Committee terms of references are reviewed and updated (if required) on a regular basis.
Assist in advising on managing, mitigating and monitoring corporate governance risks.
Support the strong governance and control framework in place by adherence to the processes and procedures in place to meet all regulatory and statutory obligations.
Proactively work to develop and enhance Board and Committee processes and controls in response to regulatory and industry changes, and as directed by the Boards and the business.
Providing input and advice to the business and directors with regard to Board governance matters.
Report to the Boards and Committees on matters such as delegated authorities, board policies and procedures and corporate governance matters generally.
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: 16044
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: 2025-03-20 11:54:23
-
Job Description:
Our client, an esteemed wealth management firm, is seeking an Operational Risk Management Analyst to join their Newcastle team on a permanent basis.
The successful candidate will play a key role in supporting the operational risk management framework by reviewing, analysing, and contributing to operational risk activities across the business.
This is a great opportunity to take on a varied role in a growing firm.
Essential Skills/Experience:
Experience with operational risk, business continuity management or a related discipline.
Knowledge of risk and control self-assessment.
Experience with risk monitoring and reporting dashboards.
Demonstrated experience in conflict resolution and in a role where differing points of view are common, including between yourself and more senior members of the organization.
Proven record of strong analytical skills.
Strong communication skills, both verbal and written.
Experience in use of GRC tool or other risk tools is a plus.
Core Responsibilities:
Maintain and update operational risk procedural manuals, job aides, and tools.
Review, analyse, and report on the organisation's quality, service, and controls, to improve operational efficiency and effectiveness.
Monitor the risk and control environment and challenge stakeholders when needed to ensure exposures are kept at acceptable levels.
Gather and synthesise risk data; present conclusions and offer risk mitigation, remediation and process improvement solutions to management.
Coordinate and support business continuity and recovery exercises performed by the business lines with a particular focus on operational resilience.
Identify potential business risks, operational and regulatory process deficiencies and improvement opportunities and escalate operational risk events when appropriate.
Work closely with and develop relationships across the organisation including those at the highest seniority levels.
Assist Business Units in the mitigation of operational risks and advise on potential remediation's and regulatory vulnerabilities.
Ask probing questions and provide an effective challenge to organisational decision-makers.
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: 15989
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: 2025-03-20 11:31:59
-
Job Description:
Our client, an esteemed wealth management firm, are seeking an Operational Risk Management Analyst to join their Newcastle team on a permanent basis.
The successful candidate will play a key role in supporting the operational risk management framework by reviewing, analysing, and contributing to operational risk activities across the business.
This is a great opportunity to take on a varied role in a growing firm.
Essential Skills/Experience:
Experience with operational risk, business continuity management or a related discipline.
Knowledge of risk and control self-assessment.
Experience with risk monitoring and reporting dashboards.
Demonstrated experience in conflict resolution and in a role where differing points of view are common, including between yourself and more senior members of the organization.
Proven record of strong analytical skills.
Strong communication skills, both verbal and written.
Experience in use of GRC tool or other risk tools is a plus.
Core Responsibilities:
Maintain and update operational risk procedural manuals, job aides, and tools.
Review, analyse, and report on the organisation's quality, service, and controls, to improve operational efficiency and effectiveness.
Monitor the risk and control environment and challenge stakeholders when needed to ensure exposures are kept at acceptable levels.
Gather and synthesise risk data; present conclusions and offer risk mitigation, remediation and process improvement solutions to management.
Coordinate and support business continuity and recovery exercises performed by the business lines with a particular focus on operational resilience.
Identify potential business risks, operational and regulatory process deficiencies and improvement opportunities and escalate operational risk events when appropriate.
Work closely with and develop relationships across the organisation including those at the highest seniority levels.
Assist Business Units in the mitigation of operational risks and advise on potential remediation's and regulatory vulnerabilities.
Ask probing questions and provide an effective challenge to organisational decision-makers.
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: 15989
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: 2025-03-20 11:30:40
-
Job Description:
Do you have experience working in a compliance or assurance function within financial services, and designing and completing monitoring plans? Our client, a financial services firm, has a fantastic opportunity for Head of Compliance Monitoring to join the team on a permanent basis in Newcastle.
Skills/Experience:
Experience of working in a compliance or assurance function within financial services.
Experience designing and completing monitoring plans.
Strong knowledge of the FCA handbook and the financial services regulatory framework
Strong communication and stakeholder management skills
Positive and self-motivated with a can-do attitude to problem solving.
Degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Core Responsibilities:
Lead and manage the Compliance Monitoring team to ensure effective oversight of all compliance activities.
Design the annual compliance monitoring plan and oversee agreed monitoring activities, including scoping, fieldwork, documentation and reporting.
Prepare and present detailed reports on compliance activities and findings to the Board and Committees.
Assist in the gathering of internal information in response to regulatory returns and requests.
Completion of due diligence on third parties.
Contribute to robust and effective compliance controls within the firm.
Collaborate with other departments to create a culture of compliance.
Support the Head of Compliance and Deputy Head of Compliance with project work as required.
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: 15942
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: 2025-03-20 11:29:22
-
Job Description:
Our client, a successful financial services firm, is currently looking for a Compliance Advisory Officer to join the team on a full-time and permanent basis.
In this broad role, you will be responsible for interpreting FCA regulations, guidance and publications.
The ideal candidate will have at least 2 years' experience in a compliance or audit role within financial services, and strong knowledge of the FCA handbook.
Skills/Experience:
At least 2 years of experience in a compliance or audit role within financial services.
Strong knowledge of the FCA handbook and the ability to interpret and apply its guidance.
Excellent communication skills - you will need to explain regulatory requirements clearly and influence people at all levels.
Ideally degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Positive and self-motivated with a can-do attitude to problem solving.
Core Responsibilities:
Interpreting and communication FCA regulations, guidance and publications.
Responding to compliance queries, flagging and reporting compliance issues.
Review and approval of financial promotions created by our Marketing and Investment Management teams.
Acting as a key stakeholder in projects, offering advice on governance and regulatory matters.
Contributing to the development of a positive compliance culture, ensuring our values and customer-first approach are consistently delivered.
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: 15940
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: 2025-03-20 11:28:29
-
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: 2025-03-20 11:25:38
-
Job Description:
Our client, a leading financial services firm, has a fantastic opportunity for an experienced Data Scientist to join the team on a permanent basis.
In this role you will be supporting the wider business in developing and deploying sophisticated models and analytical workflow, building upon the existing data engineering infrastructure to deliver reliable, high-performance analytics at scale.
With strong communication skills you will work across a number of key internal stakeholders and provide effective solutions to meet emerging business needs.
Skills/Experience:
Experienced gained within a professional or financial services firm with proven skills in data science and machine learning methodologies (e.g., regression, classification, clustering, time-series analysis).
Strong coding skills with expertise in Python, R and strong SQL
Experience working with Microsoft Fabric or Databricks or equivalent
Excellent written and verbal communication skills, able to translate complex analytical findings into actionable insights for both technical and non-technical stakeholders.
Experience working in cross-functional teams, gathering requirements from business units, and explaining technical concepts effectively.
Demonstrates creativity in applying new techniques or technologies to improve model accuracy, scalability, and maintainability.
Embraces feedback loops to iterate on models, incorporating new data sources or refinements to maintain relevance and performance.
Committed to ethical data use, respecting privacy, security, and compliance regulations.
Familiarity with governance frameworks and best practices to ensure models meet organisational and legal standards.
Core Responsibilities:
Develop and deploy sophisticated models and analytical workflows within Microsoft Fabric, building upon the existing data engineering infrastructure to deliver reliable, high-performance analytics at scale.
Provide clear, data-driven recommendations and predictive models that inform strategic decisions for end client services, external client engagement, optimisations, and operational efficiencies.
Identify and quantify opportunities to reduce costs, streamline processes, or increase revenue, using advanced analytics to demonstrate tangible ROI and operational enhancements.
Partner closely with product owners, data engineers, and business stakeholders to refine analytical goals, ensuring that insights are integrated into day-to-day operations and product roadmaps.
Implement best practices for code management, versioning, and documentation, enabling continuous improvement and easier onboarding for future team members.
Advocate for analytics and data-informed decision-making throughout the organisation, promoting the value of advanced models and ensuring that insights lead to meaningful business actions.
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: 15961
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: 2025-03-19 11:15:38
-
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: 2025-03-18 16:41:56
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Job Description:
We are working on an exciting new opportunity for a Payroll Manager to join the team at a leading Finance Services company based in Edinburgh, on a 6-month fixed-term basis.
This is a hands-on role and is ideal for someone with experience of working in payroll processes and being the point of escalation where required.
Skills/Experience:
Experience of working in payroll processes
Comprehensive knowledge of UK payroll (ideally with some international payroll knowledge)
Experience of using Workday or ADP would be an added bonus.
Core Responsibilities:
Go to support for day-to-day escalations e.g.
tax queries, advice and guidance
Co-ordination of benefits handover between Payroll and Reward team
Monthly payroll reporting and analytics
Project work in conjunction with the wider HR function
Continuous improvement to build strong links between payroll and HR Services team.
Identifying and putting in place solutions to reduce manual effort and increase accuracy of payroll data for UK
Approvals and sign offs for payroll payments
Coordination of any additional unplanned initiatives with downstream impact on payroll
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: 15995
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: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-17 12:16:50
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Job Description:
Our client has an exciting opportunity for a Product Analyst to join the team on a permanent basis.
You will be responsible for managing fund designs in line with the product governance standards and conduct risk framework.
Skills/Experience:
Experience of investment fund product management, operations or compliance
Experience of working with legal agreements/technical documents
Excellent organisation skills and time management
Strong numeracy skills
Good verbal and written communication skills, including report writing
Proficient in Microsoft Office applications
Core Responsibilities:
Maintain product governance and management standards with oversight by the Product Governance Committee.
Manage new and existing fund designs in line with the product governance standards and conduct risk framework.
Monitor and report on agreed KPIs throughout the year to support Assessment of Value and Consumer Duty reporting.
Manage regulatory applications for new funds and product changes, working with internal and external stakeholders on legal documents and investor communications.
Manage fund regulatory documents, including fund prospectus and Fund factsheets.
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: 15922
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: 2025-03-17 11:14:24
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Accounts Payable Administrator
Kings Hill, Kent
Monday to Friday 9.00 am - 5.00 pm
Temp to Perm
KHR is pleased to partner with one of the fastest-growing businesses in the Southeast, who at present have a great opportunity for an Accounts Payable Administrator to join the business on a full-time ongoing temporary basis with permanent potential for the right person.
Duties of the Accounts Payable Administrator will include but are not limited to:
- Process and generate accurate invoices, credit memos, and other billing documents promptly
- Prepare and send invoices to clients, ensuring accuracy in pricing and discounts
- Investigate and resolve billing discrepancies or disputes, collaborating with relevant stakeholders and clients
- Maintain regular communication with clients regarding billing inquiries, payment status, and outstanding balances
- Record and process client payments, ensuring transactions are correctly applied to appropriate invoices and accounts
- Maintain organised and up-to-date billing records, documentation, and reports for easy reference and audit purposes
Candidate Profile
- Proven experience in a similar invoicing/billings role
- Proficiency in computer applications, particularly Excel and Sage
- Highly organised and efficient with excellent attention to detail
- Strong customer service and communication skills
- Relevant academic qualification (AAT / Degree) is desirable
KH Recruitment Ltd is acting as an Employment Business in relation to this vacancy. ....Read more...
Type: Contract Location: Kings Hill, England
Start: 23/03/2025
Salary / Rate: £25000 - £27000 per annum + + Benefits
Posted: 2025-03-17 10:24:50
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Data Entry Administrator
Kings Hill, Kent
Monday to Friday 9.00am - 5.00pm
Temporary role for circa 6-10 weeks
KHR is pleased to partner with one of the fastest-growing businesses in the South East, who at present have a great opportunity for a Data Entry Administrator to join the business on a full-time ongoing temporary basis.
Duties of the will Data Entry Administrator include but are not limited to:
- Process and generate invoices, credit memos and other billing-related documents.
- Prepare and send invoices to clients
- Investigate and resolve billing discrepancies
- Maintain regular communication with clients regarding billing inquiries, payment status, and any outstanding balances
-Record and process client payments
- Maintain organised and up-to-date billing records, documentation, and reports
- Generate reports on billing activities
Candidate Profile
- Strong communication skills
- Previous customer service/call handling experience
- Understanding of the billings/invoicing process
- Have a keen eye for detail
- The ability to multitask efficiently
KH Recruitment Ltd is acting as an Employment Business in relation to this vacancy. ....Read more...
Type: Contract Location: Kings Hill, England
Start: 23/03/2025
Salary / Rate: £24000 - £26000 per annum + + Benefits
Posted: 2025-03-14 16:03:34
