-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-09 18:04:24
-
Job Description:
Our client, a wealth and investment company, is seeking a Front of House & Events Manager to join their team based in London.
In this great and varied role, you will be working in partnership with the wider Property & Facilities management team.
You will be responsible for ensuring the delivery of consistent and high-quality Front of House and Events services for assigned office(s), which includes the provision of face-to-face client visits, colleague queries, events support, and coordination and room booking processing across the Group.
Skills/Experience:
Experience of managing a team, and strong team and people leadership skills.
Excellent interpersonal skills to build strong stakeholder relationships.
High level of attention to detail & planning, and organisational skills.
Good communication skills, both written and verbal communication.
Experience of using MS Office.
Passionate, high energy, self-starting team player who achieves goals and strives for continuous improvement.
Experience within the Hospitality sector.
Wealth management industry exposure (desirable).
Core Responsibilities:
Work in partnership with the wider Property & Facilities management team to effectively delivery on the services, providing a united and aligned approach.
Manage the Group room booking system and processes liaising with the relevant internal stakeholders, as and when necessary.
Manage and lead the Front of House (FOH) team in assigned office(s) so that they effectively carry out their duties, training and coaching them in all aspects of the role.
Work with the People Function to lead on any recruitment, induction and training of new FOH colleagues.
Review FOH procedures on an ongoing basis making suggestions for improvement where appropriate and ensuring procedures are documented and up to date.
Manage the client hospitality (including, catering and event requests booking processes); ensuring the FOH team liaise closely with the catering team/catering providers, as well as wider Facilities team and IT colleagues, as required; ensuring that all catering, beverage and event bookings are fulfilled effectively.
Contribute to the regular Group FOH meetings, progressing any action points and cascading information to the FOH team as appropriate.
Ensure the FOH infrastructure is working correctly, liaising with IT and colleagues across the wider Facilities team as required, and escalating where necessary.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15901
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-05-09 18:03:11
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-09 16:38:38
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-08 16:07:17
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-08 16:06:18
-
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-07 17:19:05
-
Job Description:
Do you have excellent working knowledge of fund accounting practices and standards, and seeking your next opportunity? Our client is seeking a Manager, Private Capital to join their team based in Glasgow.
In this role, you will be responsible for the set-up/on-boarding and subsequent ongoing accounting of Private Capital funds and leading a team.
Skills/Experience:
Excellent working knowledge of fund accounting practices and standards, ideally including IFRS, UK GAAP and US GAAP
A recognised accountancy qualification (e.g.
ACCA/ACA), or able to demonstrate competency through experience
Excellent working understanding of various types of PE transactions
Strong leadership and management skills and experience.
Stakeholder management skills and client management experience.
Understanding of wider Private Capital industry standards and regulations is desirable.
Previous experience in Private Capital fund accounting preparation is desirable.
Core Responsibilities:
Assist with drafting the Service Level Agreements
Assist in preparation and agreeing accounting reporting templates with client
Assist with the review of fund documentation and Business Acceptance Committee documentation pertaining to the launch of new funds and provide comments as necessary
Oversee and be actively involved in the day-to-day servicing of Private Capital fund clients and to ensure the fund is operating in line with the Service Level Agreement
Oversee the reconciliation process for cash, stock, shares/units in issued and ensure that all breaks identified are cleared on a timely basis and in accordance with agreed KPI
Involvement with external parties related to the fund including but not limited to Fund Manager, External Auditors, Transfer Agents, Tax Advisers, Custodian, Depositary, Board of Directors and other external service providers
Review drawdown and distribution calculation in accordance with the fund documentation
Liaise with internal and external auditors and manage the year end/interim audit process via a monitored timetable and audit requirement list
Management point of contact for clients, auditors, trustees, custodians and other departments within the business.
Develop internal and external client and stakeholder relationships.
Plan and manage client, audit, trustee and regulatory visits.
Oversight of team service delivery.
Responsibility for performance and KPI reporting.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15981
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-05-07 17:17:15
-
Job Description:
Our client, a global financial services firm, is looking for an Account Manager - TAX to join their team in Glasgow on a permanent basis.
This is a fantastic chance to expand your skills in a collaborative and fast-paced environment!
Essential Skills/Experience:
Experience of the process involved and documentation necessary for Tax reclaims and Relief at Source.
Practical knowledge of UK and / or Global markets demonstrated by experience of how market specific transactions operate.
Technical expertise including sound working knowledge of policies, procedures, regulations and legislation within client delivery.
Attention to detail
Innovation and continuous improvement - Use own initiative and ability to work under volume pressure.
Core Responsibilities:
Manual processing for all aspects of Tax.
Tax reclaim and Relief at Source tasks covering all markets and clients.
Tax reporting involvement.
Processing and completion of tasks are in line with procedures.
Ensuring all key controls and assigned tasks are completed in a timely manner.
Query management - ensuring these are answered in an accurate and timely manner.
Ensure key controls are updated and maintained.
Liaising with clients and internal parties to resolve any issues pertaining to custody activity.
Ensuring daily reconciliation and clearance of cash breaks.
Ensures that ROME Lite and all other Risk Framework is regularly updated to cover all
Adopting a pro-active approach to improve the current processing of work.
Build strong relationships with all parties and work together effectively.
Assists in building KPI / Metrics to monitor the risk and control framework.
Responsible for updating and maintaining procedures and proposes changes / improvements when appropriate.
Ad-hoc projects 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: 16045
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-05-07 17:15:29
-
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: The Program Manager provides daily management support to the National Account Contractor Program, RoofTec, and other programs.
This role works closely with management to manage all aspects of the included programs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manage all aspects of launching and maintaining these programs.
Work with management to ensure timely delivery and remain within budget for the program components.
Maintain communication between management, program group members, outside sales, and contractors.
Be knowledgeable in all aspects of the existing program details, including the program's goals, as well as the roles and responsibilities of current group members and leaders. Participate in meetings and groups that tie directly or indirectly to the programs.
Additional duties as directed by the manager. OTHER SKILLS AND ABILITIES
Bachelor's in Business Administration or Marketing.Excellent verbal and written communication skills, including facilitating professional presentations.
Able to work and communicate with all levels of management.
Computer proficient in Microsoft Office Suite - Excel, Word, PowerPoint, and Visio- Adobe, Smartsheet, SAP, etc.
(Experience with SAP Accounting is preferred.) Must have proficient organizational and problem-solving skills, multi-tasking, and be adaptable to change.
Must be able to work effectively independently or in a team environment.
Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-05-07 15:11:14
-
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: The Program Manager provides daily management support to the National Account Contractor Program, RoofTec, and other programs.
This role works closely with management to manage all aspects of the included programs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Manage all aspects of launching and maintaining these programs.
Work with management to ensure timely delivery and remain within budget for the program components.
Maintain communication between management, program group members, outside sales, and contractors.
Be knowledgeable in all aspects of the existing program details, including the program's goals, as well as the roles and responsibilities of current group members and leaders. Participate in meetings and groups that tie directly or indirectly to the programs.
Additional duties as directed by the manager. OTHER SKILLS AND ABILITIES
Bachelor's in Business Administration or Marketing.Excellent verbal and written communication skills, including facilitating professional presentations.
Able to work and communicate with all levels of management.
Computer proficient in Microsoft Office Suite - Excel, Word, PowerPoint, and Visio- Adobe, Smartsheet, SAP, etc.
(Experience with SAP Accounting is preferred.) Must have proficient organizational and problem-solving skills, multi-tasking, and be adaptable to change.
Must be able to work effectively independently or in a team environment.
Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-05-07 15:10:46
-
Job Description:.
Our client, a global asset manager, is recruiting for a Marketing Automation Manager to join their team on an initial 6-month contract and hybrid basis.
The role involves leading the transition to Salesforce Marketing Cloud, optimising journeys, and boosting lead generation with creative, targeted communications.
Please note our initial deadline of Friday 9th May at 9am.
Skills/Experience:
Salesforce Marketing Cloud experience (essential)
Highly competent use of HTML and CSS languages in email design (essential)
Extensive working knowledge of current email marketing
Familiar with web analytics reporting systems such as Google Analytics
Core Responsibilities:
Lead the Marketing Automation strategy across UK & EMEA
Be the technical lead on our Salesforce Marketing Cloud migration
Design and execute targeted email journeys and workflows
Collaborate with regional teams to boost campaign performance
Build and manage responsive HTML email templates
Drive lead capture, segmentation, and nurture strategies
Ensure best-in-class data quality, compliance, and governance
Provide training and support to drive platform adoption
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16084
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-07 11:06:19
-
An opportunity has arisen for a Payroll Administrator / Accounts Assistant to join a charitable organisation.
This is a part-time role working 4 days a week with 12-month FTC offering a salary of £26,825 plus a 5% performance bonus.
As a Payroll Administrator / Accounts Assistant, you will be supporting payroll and finance operations in a varied and hands-on position.
This is a hybrid role with 2 days office and 2 days remote.
You will be responsible for:
* Supporting the Finance Payroll Manager with end-to-end payroll processing across multiple payrolls
* Preparing and managing pension data and maintaining accurate records
* Administering and reconciling petty cash and corporate credit card returns
* Conducting monthly control account reconciliations and resolving any discrepancies
* Posting journals and managing related documentation in line with deadlines
* Assisting other teams within the finance function including sales ledger, credit control, and management accounts as required
* Contributing to year-end audit preparation and related reconciliations
What we are looking for:
* Previously worked as a Payroll Administrator, Payroll Assistant, Payroll clerk, Payroll executive, Accounts Assistant or in a similar role.
* Experience running in-house payroll systems including statutory returns, pension submissions, and deductions
* A solid grasp of accounting ledgers and reconciliation processes
* Knowledge of Payrite payroll software desirable
* Practical exposure to finance departments or accountancy environments
* Skilled in Microsoft Office, especially Excel
What's on offer:
* Competitive salary
* 27 days annual leave (pro-rated)
* Generous, non-contributory pension scheme
* Performance-related pay scheme (up to 5%)
* Access to a modern, well-connected workspace in North London
* Inclusion in a supportive and collaborative team environment
This is a great opportunity to join a progressive organisation and build on your payroll and finance expertise.
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: London, England
Start:
Duration:
Salary / Rate: £26800 - £26800 Per Annum
Posted: 2025-05-06 17:28:24
-
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases.
Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types.
This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software.
Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital.
The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products.
Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes.
Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness.
Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation.
Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type.
For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting.
Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations.
Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements.
Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services.
They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end.
This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCA
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-05-05 23:10:01
-
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases.
Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types.
This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services. Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required. Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software.
Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital.
The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders. This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products.
Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes.
Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness.
Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation.
Project Administrators also facilitate and manage compliance submissions as needed. This role includes dispatching service orders to WTI Technicians, tailored to the specific project type.
For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting.
Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights. Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations.
Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days. This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements.
Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services.
They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval. The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end.
This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur Hours to Day Conversions Calculating Market Price Weekly backlog meetings Review and resolve customer disputes Manage tech service expenses Assist with travel and hotel arrangements for maintenance and repair routes Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation Coordinate material orders Review and process Readsoft workflow items Monitor daily, weekly and monthly reports Customer/Vendor Billing Portals Bi-weekly Project Review Meetings Payment Reconciliation Report low margin jobs Facilitate effective communication Process Implementation Reviews Assist in the preparation of project presentations, reports, and other project-related materials Problem Solving Conflict Management Escalation of concerns and issues Archive Project files as necessary Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE: 4-7 years related experience and/or training Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently. Keeping records, documents, and project files organized and easily accessible. Excellent written and verbal communication skills to interact with team members, stakeholders, and clients. Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint). Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed. Ability to think critically and adapt to changing project conditions. Understanding of project budgets, cost tracking, and financial reporting. Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports. Strong time management skills to handle project deadlines and ensure timely task completion. Ability to manage time effectively in a fast-paced environment. Ability to work well with a diverse group of people, from team members to external vendors. Skill in fostering a collaborative, respectful work environment. Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress. Ability to resolve conflicts and keep the team working toward common goals. Handling disputes diplomatically and maintaining positive relationships among project team members. Knowledge of State prevailing wage, DB and SCA
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-05-05 23:09:39
-
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?
Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background.
Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients.
You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2025-05-01 09:20:44
-
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
-
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
-
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
-
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 10:09:27
-
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
-
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
-
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
-
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 10:45:49
-
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
-
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
