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Do you have Fund Research experience? Are you currently an investment analyst or investment manager in the Multi-Asset space?
We have a great permanent opportunity available for a VP - Investments to join a private wealth management firm in London.
The ideal candidate will have investment experience, preferably across multiple asset classes at a large established wealth manager or similar institution.
Fund research experience and client facing skills are essential in this role.
You will be passionate about investing with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes).
This role is to assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
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: 16001
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: Additional benefits
Posted: 2025-05-01 09:17:26
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Finance AssistantSalary: £22,400 pro rata (full-time equivalent £28,000) Contract: Permanent, Part-time Working hours: 30 hours a week, Monday to Friday, flexible hours, 3 days in the Oxford office Location: Oxford (The Old Music Hall, 106-108 Cowley Road, Oxford, OX4 1JE)
About Ethical Property
Founded 25 years ago, the Ethical Property Company provides affordable workspaces to charities, community groups, campaigns and social businesses working for a fairer and more sustainable society.
From humble beginnings, the company has grown steadily and now owns or manages 17 centres across the UK, providing office, retail and conference space to over 1,000 social change organisations.
Flexible leasing arrangements provide our tenants with long-term security, and working alongside like-minded organisations offers them influence-enhancing networking opportunities.
The company has some 100 staff, based in our properties in London, Oxford, Bristol, Cardiff, Edinburgh, Sheffield, Bath, Brighton and Manchester.
Our centres are managed to minimise energy use, waste, car travel and the use of harmful materials while offering tenants modern, affordable, and flexible space managed in a transparent and supportive way.
The Post
The Finance Assistant role will be responsible for the management of the accounts receivable functions for Ethical Property and The Social Justice and Human Rights Centre, and provide support for accounts payable.
The Finance Assistant will report to the Finance Manager.
Finance Responsibilities
Using accounting software, QuickBooks and Sage Intacct.Sales ledger , Ensuring sales invoices are raised for rent, management of monthly tenant recharges, raising booking invoices for meeting and conference rooms, and any ad hoc sales invoices as required., Processing the monthly direct debit collections from tenants., Ensure invoice entries for conference and meeting room bookings are uploaded to the finance system from the booking system.
, Applying tenant changes (e.g., moves in and out, downsizing/upsizing) in the finance system., Management of tenant deposits, including processing any refunds., Management of the ledger, including allocation of receipts, customer statements., Responding to customer queries and requests., Support and cover for the Credit Controller, working to resolve outstanding debt in a timely manner., Provide debtor reports to Finance Manager and relevant Centre Manager and Conference Sales Co-ordinator on a monthly basis.
, Ensure all sales ledger paperwork is scanned and filed.
Other tasks , Posting bank receipts (including direct debits) from customers.
, Support for accounts payable when needed., Assisting with tasks such as VAT return and audit., Other reasonable finance-related tasks.
Person Specification
Personal competencies and skills:, Collaborative approach with strong teamwork skills., Customer-focused approach to providing a finance service., A high level of personal organisation
Essential skills and experience:, AAT part-qualified or passed finalist., Ability to act quickly and effectively using their own initiative., Meticulous attention to detail., Good organisational skills and the ability to prioritise work, multi-task and remain flexible., Ability to work under pressure and to tight deadlines., Excellent communication skills at all levels., To be able to work alone and as part of a wider team., To be trustworthy, personable and reliable., A commitment to provide a good service to our tenants and colleagues., Excellent IT skills, including computerised accounts packages and Microsoft Office - at least to an intermediate level in Excel., A commitment to social and environmental issues.
Contractual Details The post is part-time, working 30 hours a week, Monday to Friday.
The working hours will be between 9 am - 5 pm and can be set to a pattern that suits the employee.
Two days a week can be worked remotely if preferred.
The salary will be £22,400 pro rata (£28,000 FTE) a year.
The role is based in Oxford.
Benefits include 25 days' holiday entitlement (pro-rata), in addition to all statutory public bank holidays.
We offer a 3% to 7% company contribution to a pension, life insurance, a free company bicycle scheme with bicycle maintenance costs, season ticket loans, as well as other benefits. Click ''Apply'' to be emailed information about how to complete your application. ....Read more...
Type: Permanent Location: Oxford, England
Start: ASAP
Salary / Rate: Up to £22400.00 per annum + pro rata
Posted: 2025-04-30 15:32:16
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As Management Accountant you will be leading member of a small but dynamic finance team responsible for producing accurate and timely management accounts, forecasts and insight to support the business achieve its financial targets.
The role requires a strong understanding of legislation based business models and financial modelling, challenging financial assumptions whilst building and maintaining strong internal relationships with Operations.
This is a key role in the finance team with significant responsibility and scope to develop.
This position is a full time, permanent position, working for our client on the outskirts of Stratford upon Avon.
The role is hybrid (2 days in the office) and there are lots of excellent benefits offered too.
As Management Accountant, you be responsible for:
Management Accounts
Ownership and regular updating of lead schedules to support month-end close process
Processing monthly revenue and cost journals to ensure accurate financial results are reported in line with the monthly timetable
Reconciling actual invoiced costs with operational cost models
Producing insightful financial performance reports with key revenue and cost drivers
Presenting financial performance to Operations highlighting trends and variances to support the business achieve its financial targets
Forecasts and Budgets
Working with Operations to prepare monthly forecasts and annual budgets with supporting narrative, assumptions and variances
Preparing high level forecasts and scenarios based on key metrics
Attending Operational strategy meetings and ensuring decisions are made with full understanding on financial impact
Owning and updating relevant weekly cash forecast schedules
Financial Analysis
Working with Operations to prepare monthly forecasts and annual budgets with supporting narrative, assumptions and variances
Preparing high level forecasts and scenarios based on key metrics
Attending Operational strategy meetings and ensuring decisions are made with full understanding on financial impact
Owning and updating relevant weekly cash forecast schedules
Other
Timely, accurate completion of monthly control account reconciliations and pro-active resolution of queries
Supporting Accounting Services to ensure invoices are processed accurately and timely, queries are resolved and working capital is maximised
Supporting delivery of key finance projects and providing technical advice where required
Assisting the annual year-end audit with the production of audit evidence and explanations
Periodically reviewing and updating process documents
Highlighting process improvements and working alongside Operations and Finance to implement changes
Becoming subject expert in a number of areas and sharing knowledge across the team
As Management Accountant, you must be/have:
At least 3 years' experience working in a management accounting role in a multi business unit organisation
Possess an enquiring and commercial mindset with ability to understand business models and see the big picture
Confident at operating and communicating at all levels of the Company, Division and Group
Solid understanding of all key financial and system processes i.e.
customer billing, credit control, purchase invoice processing and payment, month end accounting and reporting
Experience of using core functionality of an accounting application such as Microsoft Business Central
Experience of using excel based querying and reporting software to extract data and present insightful financial information
Confident at using advanced functionality in MS Office applications (Outlook, Teams, Excel, Powerpoint)
Strong work ethic, positive can-do attitude and pro-active problem solver
High level of professionalism and awareness of processing confidential information
Qualifications
Essential: Finalist / Qualified ACA, ACCA or CIMA
Desirable: Educated to degree level with 1st or 2:1 qualification
Full UK driving license
What's in it for you?
Salary: up to £45,000 + 15% bonus
Very flexible hybrid working
Annual discretionary bonus up to 10%
25 days holiday with option to buy sell holiday (up to 10 days annual leave)
Access to voluntary benefits including private medical insurance, cycle to work scheme, subsidised gym membership
Automatic inclusion in Life Assurance, Critical Illness and Disability Income protection schemes
Pension scheme up to 8% employer contribution
Access to reward & discount platform
Wellbeing initiatives
Volunteering day
....Read more...
Type: Permanent Location: Stratford-upon-Avon, England
Start: 01/06/2025
Salary / Rate: Up to £45000 per annum + 15% bonus and benefits
Posted: 2025-04-30 13:15:46
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FINANCE MANAGER
WATFORD / SITE BASED
£60,000 to £70,000 BASE SALARY
THE COMPANY:
We are exclusively partnering with a thriving, entrepreneurial business in the Watford area that is experiencing rapid expansion.
As part of their growth, they are seeking an experienced and qualified Finance Manager.
This opportunity is ideal for an experienced Finance Manager or Financial Controller, that is working within a SME business with a turnover that exceeds the Audit threshold.
In this role, you will lead a small team of five, including Accounts Assistants and an Assistant Accountant, and initially you'll be tasked with review existing transactional processes, streamlining and implementing automated process systems to create efficiency and to improve reporting information for month end.
Additionally, you'll be hands-on responsibility with management accounts, budgeting, forecasting, cashflow management, VAT returns, payroll, year-end processes, external audits, process and risk control implementation, and financial reporting.
This position is perfect for an ambitious professional looking to progress towards Finance Director status as the business continues to grow.
THE FINANCE MANAGER ROLE:
As Finance Manager, you'll be leading a team of five people and be responsible for ensuring key transactional deadlines are achieved, whilst developing their skills.
Reviewing existing transactional processes, implementing efficiencies and automated processes
Leading on Month-End and the full Management Accounts process, including balance sheet reconciliation and producing the MI Pack for the board.
Aiming to significantly reduce the current process to achieve completion by WD5.
Annual Budgeting and Forecasting, recording actuals and conducting variance analysis
Responsible for Cashflow Management and Forecasting, including ensuring all funding and liquidity requirements are met
Handling Quarterly VAT Returns and other statutory submissions
Leading on Year End and External Audit
Reviewing and implementing automated processes and introducing risk controls that are scalable
THE PERSON:
CIMA, ACA or ACCA Qualified is essential
Must be operating at Finance Manager or Financial Controller level with a proven track record of implementing robust financial controls and processes
Team management experience, within a Small / Medium business operating above the audit threshold.
Experience in the Motor Trade / Car Sales / Car Dealership industry would be an advantage
Solid understanding of the Year End and External Audit process
Experience with Xero Accounting Software & Advanced MS Excel
An excellent communicator who is able to build instant relationships
Good analytical skills and a high attention to detail is essential
TO APPLY:
Please send your CV for the Finance Manager position via the advert for immediate consideration.
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Watford, England
Start: ASAP
Salary / Rate: £60000 - £70000 per annum + + Benefits
Posted: 2025-04-29 17:50:43
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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: 2025-04-29 10:08:08
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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: 2025-04-29 10:07:07
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Job Description:
We are working on an exciting new role for a client manager to join the client governance team at a leading investment firm in Edinburgh.
This is a varied position which will primarily focus on client services / overseeing third party agents and managing their service levels, but also get involved in distribution support, various project work and process improvement initiatives.
We are actively seeking applications from individuals who have demonstrable experience from an asset management firm (either in client services or overseeing transfer agents) or an asset servicing firm, with an emphasis on client services.
Skills/Experience:
Experience of the distribution and customer relationship management operation of an asset management business, covering institutional clients and wholesale distribution partnerships, across a range of product types (e.g.
UCITs, OEIC, across private markets and public markets).
Ability to communicate process change and work across different functions to provide input and support to meet the objectives of Client Governance.
Committed to quality, timely outcomes, managing objectives and delivery results against specific corporate and individual goals.
A committed team player with a willingness to challenge and be challenged.
Can work with colleagues at all levels of seniority.
Ability to work independently, multi-task and meet strict deadlines.
Proficient in MS Office Suite (Co-pilot, Word, Excel and Outlook)
Demonstrable experience from an asset management or asset servicing firm, with an emphasis on client servicing skillset.
Demonstrate understanding of the component parts of the client experience of asset management/asset servicing - ‘what does good look like and how to achieve it'.
An awareness of the regulatory environment in which the firm operates, across the multiple jurisdictions in which we market products and service clients (UCITS, OEICs).
Core Responsibilities:
Oversee and manage service levels as well as performance of TA
Co-ordination of responses to client requests, either directly via email or indirectly through our distribution team and/or relationship management team.
Liaise between investor and the relevant team to resolve any queries on investor instructions and dealing related activities.
Maintain awareness of regulatory developments in overseen markets and adjust policies and procedures in line with changes or improvements.
Takes initiative in identifying processes that may require changes to streamline/enhance team efficiency.
Communicate issues internally and document/escalate as appropriate, on behalf of our clients and their representatives.
Work with internal teams on regulatory driven projects, initiatives and deliverables (e.g.
Consumer Duty requirements and deliverables, which continue to evolve).
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: 16080
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: 2025-04-28 16:43:58
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Job Description:
Our client, a global asset management firm, is seeking a TA Oversight professional to join their team in Edinburgh on an initial 9-month contract.
Essential Skills/Experience:
Microsoft Office experience, including strong Excel knowledge
Prior asset management or audit experience helpful but not required
Proven data analytics skills
Strong collaboration skills and experience of working cross-functionally
Ability to meet deadlines, multitask and be proactive within a high-pressure environment
Intellectual curiosity and the desire to take initiative and deliver results delivering on your agreed workload
Attention to detail, strong analytical skills, and ability to prioritize the most critical business issues
Look for any opportunities to improve business processes and technology tools, with a lens on risk management and mitigation
Core Responsibilities:
Perform and review retrocessions calculations to ensure adherence with standard methodology and provide commentary for outliers to mitigate risk
Ensure 3rd party Transfer Agents setup of retrocession agreements and fee terms are in line with instructions
Research aged items and reconcile with Transfer Agent and Finance reports
Assist in providing required documentation for audits and meet all SOX controls
Ensure all auditing reconciliation processes are completed for monthly SOX controls
Review legal contracts and extract relevant criteria needed for audit, verify extracted criteria against reports for accuracy
Create a sustainable and automated process for validating Fund groupings utilizing a large data set
Assist with operational BAU retrocession activities and calculations as required
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: 16076
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: 2025-04-28 14:19:05
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Job Description:
Are you experienced in drafting and negotiating legal contracts? If so, we want to hear from you!
Our client, a global asset manager based in Edinburgh, is recruiting for a Client Contracting Associate to join the business on an initial 50-week temporary contract.
This is a full-time position and the role holder is expected to work in the office at least 4 days per week.
Skills/Experience:
Proven track record of drafting and negotiate sophisticated legal contracts
Ability to perform and deliver high quality legal contracts in a fast-paced environment
Proven skills in successfully managing competing internal and external demands within time frames
Legal qualification is preferred but not essential
Core Responsibilities:
Drive the contracting process from initial drafting through negotiation and execution
Facilitate and coordinate with stakeholders across functions involved in the contracting process
Manage client expectations throughout the negotiation process
Identify potential issues that are disseminated to potentially impacted internal stakeholders for review, discussion, negotiation and resolution
Capture and record relevant non-standard contractual clauses on an ongoing basis and maintain the contractual documentation database
Support the sales team with contractual documentation queries
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: 16060
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.
....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-04-28 14:11:30
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Job Description:
Are you a qualified accountant seeking your next opportunity within Finance Operations? If so, we'd love to hear from you.
We have an excellent opportunity for a Billing Analyst to join the team at a leading financial services firm, in their Edinburgh office, on an initial 6-month daily rate contract.
Skills/Experience:
Qualified accountant
Minimum 3 years of relevant experience ideally within investment management or a financial services environment
Strong written and verbal communication
Proficiency in financial systems and ERPs (e.g.
Oracle)
Advanced Excel skills, with the ability to handle large data sets and complex models
Self-driven, ambitious, willing to challenge the status quo and wants to make a real difference
Ability to build relationships with stakeholders and clients
Strives for quality with attention to detail and accuracy
Core Responsibilities:
Oversight of third-party billing processes such as invoice sample checking, controls testing and journal approvals
Revenue related analytics, analytical review, and general ledger reconciliations
Assist with audit requests and answer audit queries
Manage key stakeholders by building and maintaining key stakeholder relationships such as Client Management Team
Assist with projects and strategic initiatives as required
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: 16081
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: 2025-04-28 11:48:18
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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:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
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: 2025-04-28 10:44:12
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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:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
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: 2025-04-28 10:39:00
-
An exciting opportunity has arisen for a Accounts Semi Senior / Practice Accountant with 3 years' experience to join a well-established accountancy firm.
This role offers a salary range of £23,000 - £30,000 and benefits.
As a Accounts Semi Senior / Practice Accountant, you will be responsible for preparing year-end accounts for a range of clients, including sole traders, partnerships, and limited companies.
You will be responsible for:
* Completing VAT returns, self-assessment tax returns, and corporation tax returns.
* Producing management accounts and monthly bookkeeping tasks.
* Handling capital gains calculations and related matters.
What we are looking for:
* Previously worked as Accounts Semi Senior, Semi Senior Accountant, Practice Accountant, assistant Accountant, accounts assistant or in a similar role.
* At least 3 years of experience in accountancy practice with 1 year in accounting.
* AAT or equivalent qualification.
* Background in cloud-based accounting softwares.
* Excellent problem solving and communication skills.
What's on offer:
* Competitive salary
* Bonus scheme
Apply now for this exceptional Accounts Semi Senior opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Teignmouth, England
Start:
Duration:
Salary / Rate: £23000 - £30000 Per Annum
Posted: 2025-04-25 15:11:38
-
An exciting opportunity has arisen for a Accounts Semi Senior / Practice Accountant with 3 years' experience to join a well-established accountancy firm.
This role offers a salary range of £23,000 - £30,000 and benefits.
As a Accounts Semi Senior / Practice Accountant, you will be responsible for preparing year-end accounts for a range of clients, including sole traders, partnerships, and limited companies.
You will be responsible for:
* Completing VAT returns, self-assessment tax returns, and corporation tax returns.
* Producing management accounts and monthly bookkeeping tasks.
* Handling capital gains calculations and related matters.
What we are looking for:
* Previously worked as Accounts Semi Senior, Semi Senior Accountant, Practice Accountant, assistant Accountant, accounts assistant or in a similar role.
* At least 3 years of experience in accountancy practice with 1 year in accounting.
* Background in cloud-based accounting softwares.
* Excellent problem solving and communication skills.
What's on offer:
* Competitive salary
* Bonus scheme
Apply now for this exceptional Accounts Semi Senior opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Teignmouth, England
Start:
Duration:
Salary / Rate: £23000 - £30000 Per Annum
Posted: 2025-04-24 17:15:12
-
Financial Controller required for a reputable manufacturer of a one-of-a-kind, globally exported product, made in-house for the past 40 years.The successful Financial Controller will be easily able to commute to LEEDS from surrounding towns & cities, including Bradford, Roundhay, Garforth, Headingley, Alwoodley, Wakefield and Normanton.Key Responsibilities of the Financial Controller will include:
Manage the finance department and all accounting transactions
Prepare budget forecasts and timely financial statements
Prepare management accounts for internal and external parties
Report and advise on the company's financial health and liquidity
Audit company expenditure and strategise cost saving exercises
Compute taxes and prepare tax returns
For the role of Financial Controller, we are keen to receive CV's from candidates who possess:
Professional Accountant qualifications such as CIMA, ACA, ACCA or qualified by experience
Microsoft Dynamics 365 Business Central experience
Ability to work autonomously
Attention to detail and the ability to meet tight deadlines
Experience within a manufacturing environment
Leadership experience
Salary & Benefits:
£55,000 - £60,000
Flexible working hours
8am - 4:30pm working hours
8% Combined pension
Attractive workplace culture
30 Days Annual leave
To apply for the Financial Controller role, please click “Apply Now” and attach an updated copy of your CV.
Alternatively, please contact Alex Feather at E3 Recruitment for more information. ....Read more...
Type: Permanent Location: Leeds, England
Start: ASAP
Salary / Rate: £55000.00 - £60000.00 per annum
Posted: 2025-04-23 11:06:24
-
Holt Executive are looking for a proactive and detail-oriented Finance Assistant to join a dynamic Finance Team.
As a Finance Assistant, you will play a crucial role in supporting the day-to-day financial transactions, month-end activities, and assisting in the migration to a new financial system.
You will work in a fast-paced environment, ensuring accurate and timely financial information while meeting tight deadlines.
This is a fantastic opportunity for someone who is actively studying towards a recognised Accountancy qualification and is eager to further develop their skills while contributing to a high-performing team.
Key Responsibilities:
- Utilize your strong Excel skills to manipulate data and support various financial tasks.
- Assist Accounts Payable as needed, ensuring smooth transactions and accurate records.
- Support the Finance Team Lead with the production of Accounts and other financial reports.
- Help manage banking activities, including processing payments and conducting reconciliations.
- Assist with Accruals and Prepayments, including collation and posting to the accounting system (Sage).
- Assist in maintaining and updating the Fixed Asset Register.
- Provide ad-hoc financial information and support as required.
- Ensure adherence to company procedures, policies, and goals.
- Follow health and safety regulations and guidelines at all times.
- Maintain accurate and up-to-date documentation in line with BS EN9001 and the Quality Manual.
- Handle telephone calls and emails in a professional and courteous manner when required.
Skills & Experience: Essential:
- Solid working knowledge of Accounts packages and Excel, with at least 1 year of experience in an Accounts environment.
- Confidence in using new systems and adapting to changing technology.
- Actively studying towards a recognised Accountancy qualification.
- Strong attention to detail, with the ability to deliver accurate and timely results.
- Proven ability to adapt to changing priorities and work effectively in a fast-paced environment.
- Strong interpersonal skills and the ability to build relationships across teams to achieve desired results.
Personal Attributes:
- Highly organised, with excellent attention to detail and time management skills.
- Self-motivated, adaptable, and able to thrive in a changing work environment.
- A team player who demonstrates the company values of Teamwork, Integrity, Excellence, and Courage.
Work-Life Balance:
- Lunchtime finishes on Fridays.
- Hybrid/flexible working arrangements.
- 28 days annual leave, plus Christmas closure.
- Holiday purchasing scheme.
Benefits:
- Study support for your Accountancy qualification.
- Group pension plan with matched contributions up to 5%.
- Income protection scheme and Employee Assistance Programme (including remote GP service, second opinions, mental health support, and physiotherapy consultations).
- Life assurance policy, including bereavement counselling and probate helpline.
- Company share incentive plan and save-as-you-earn scheme.
- Electric vehicle salary sacrifice scheme.
- Wellbeing initiatives, including access to a wellbeing app and mental health support for all employees.
- Regular sports and social activities.
- Gym membership discounts.
- Reward platform with high street discounts and employee benefits.
- Recruitment referral bonus scheme.
- Excellent learning and development opportunities.
- A great working environment with free, onsite car parking at all locations.
This role offers the perfect blend of professional development, work-life balance, and the chance to contribute to a thriving finance team.
If you're studying towards an Accountancy qualification and looking for the next step in your career, we would love to hear from you! ....Read more...
Type: Permanent Location: Horsham,England
Start: 23/04/2025
Salary / Rate: £25000 - £28000 per annum
Posted: 2025-04-23 10:02:10
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With over 35 years of experience, our client has established itself as a market leader in their industry.
They take pride in being a family-owned organisation that has expanded its operations to over 20 countries, delivering innovative solutions wherever needed.
The company is committed to providing high-quality, value-added products.
As a Management Accountant, you will play a crucial role in managing financial operations, ensuring accuracy and compliance.
This position involves overseeing accounts receivable, liaising with various departments, managing payroll, and assisting with financial reporting and analysis.
Your expertise will contribute to the smooth running of financial processes and support informed decision-making.
Requirements:
Fully qualified accountant (ACA, ACCA, CIMA, or equivalent)
Proven experience in a similar management accounting role
Strong knowledge of accounting principles, financial reporting, and tax compliance
Excellent analytical and problem-solving skills
Proficiency in accounting software and Microsoft Office, particularly Excel
Ability to work collaboratively with various departments and stakeholders
Benefits:
Competitive salary package, including bonus scheme
Early finish on a Friday
Generous holiday allowance of 25 days per year
Pension scheme with employer contributions
Hybrid working arrangement, offering flexibility and work-life balance
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit.
If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page.
This does not need to be formatted in the same manner.
In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word.
Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy.
KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Type: Permanent Location: Aylesford, England
Start: 27/05/2025
Salary / Rate: £45000 - £50000 per annum + + Bonus + Benefits
Posted: 2025-04-22 15:31:54
-
FINANCE MANAGER
WATFORD / SITE BASED
£60,000 to £70,000 BASE SALARY
THE COMPANY:
We are exclusively partnering with a thriving, entrepreneurial business in the Watford area that is experiencing rapid expansion.
As part of their growth, they are seeking an experienced and qualified Finance Manager.
This opportunity is ideal for an experienced Finance Manager or Financial Controller, that is working within a SME business with a turnover that exceeds the Audit threshold.
In this role, you will lead a small team of five, including Accounts Assistants and an Assistant Accountant, and initially you'll be tasked with review existing transactional processes, streamlining and implementing automated process systems to create efficiency and to improve reporting information for month end.
Additionally, you'll be hands-on responsibility with management accounts, budgeting, forecasting, cashflow management, VAT returns, payroll, year-end processes, external audits, process and risk control implementation, and financial reporting.
This position is perfect for an ambitious professional looking to progress towards Finance Director status as the business continues to grow.
THE FINANCE MANAGER ROLE:
As Finance Manager, you'll be leading a team of five people and be responsible for ensuring key transactional deadlines are achieved, whilst developing their skills.
Reviewing existing transactional processes, implementing efficiencies and automated processes
Leading on Month-End and the full Management Accounts process, including balance sheet reconciliation and producing the MI Pack for the board.
Aiming to significantly reduce the current process to achieve completion by WD5.
Annual Budgeting and Forecasting, recording actuals and conducting variance analysis
Responsible for Cashflow Management and Forecasting, including ensuring all funding and liquidity requirements are met
Handling Quarterly VAT Returns and other statutory submissions
Leading on Year End and External Audit
Reviewing and implementing automated processes and introducing risk controls that are scalable
Responsible for Stock Forecasting and Reporting, and ensuring funding is in place to secure the appropriate stock levels to fuel growth
Providing Finance Business Partnering support o the SLT, implementing KPIs, Flash Reporting, Analytical Insights and Recommendations.
THE PERSON:
CIMA, ACA or ACCA Qualified is essential
Must be operating at Finance Manager or Financial Controller level with experience of Stock Management and People Leadership, within a Small / Medium business operating above the audit threshold.
Experience in the Motor Trade / Car Sales / Car Dealership industry would be an advantage
Solid understanding of the Year End and External Audit process
Experience with Xero Accounting Software & Advanced MS Excel
An excellent communicator who is able to build instant relationships
Good analytical skills and a high attention to detail is essential
TO APPLY:
Please send your CV for the Finance Manager position via the advert for immediate consideration.
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Watford, England
Start: ASAP
Salary / Rate: £60000 - £70000 per annum + + Benefits
Posted: 2025-04-22 11:41:30
