-
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have clients who would follow you to a new role with a highly successful and boutique investment 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 a couple of transferable clients either now or in 6 months' time.
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 UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits:
A highly competitive compensation structure including an equity plan
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: 2025-07-23 18:57:16
-
Job Description:
Do you have experience in Business Analysis, ideally from within a financial services setting (with exposure to regulatory reporting)?
Our client, a global financial services firm, based in Glasgow (hybrid working) is seeking a Project Business Analyst to join the team on initial contract to the end of 2025.
This is a fantastic opportunity for someone to build on their Business Analysis experience within a globally recognised brand.
Skills/Experience:
Business analysis background gained in the Financial Services Industry.
Experience of Regulatory reporting would be preferred.
Knowledge of Investment Banking business and related products.
Excellent organisational skills with an ability to manage to tight deadlines whilst balancing multiple priorities.
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls.
Experienced in implementing change effectively to improve existing processes.
Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
Highly numerate with an attention to detail and accuracy.
Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
Experience of Microsoft Office and project management tools such as Microsoft Teams, Excel and Visio.
Experience of investigating, summarising and presenting results in a meaningful format to clients and Senior Management.
Agile experience within a squad/Fleet (desirable).
Knowledge of traditional Project Management approaches (desirable).
Confident, adaptable, strong communicator, solid analytical skills, team worker, well organised and strong verbal and written communication skills.
Core Responsibilities:
Business analysis in support of adopting strategic data and process optimisation for Regulatory Reporting within EMEA within an Agile environment.
Liaison with Clients and IT colleagues to identify requirements, create user stories and track prioritisation and remediation.
Develop collaborative relationships with a squad working across different departments and regions.
Lead and/or contribute to key project workstreams relating to the buildout of consuming strategic data within the systems for Regulatory Reporting.
Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
Communicate and escalate to line management as appropriate.
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: 16013
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: Glasgow, Scotland
Start: ASAP
Posted: 2025-07-18 12:56:41
-
Job Description:
Do you have experience in Business Analysis, ideally from within a financial services setting (with exposure to regulatory reporting)?
Our client, a global financial services firm, based in Glasgow (hybrid working) is seeking a Project Business Analyst to join the team on initial contract to the end of 2025.
This is a fantastic opportunity for someone to build on their Business Analysis experience within a globally recognised brand.
Skills/Experience:
Business analysis background gained in the Financial Services Industry.
Experience of Regulatory reporting would be preferred.
Knowledge of Investment Banking business and related products.
Excellent organisational skills with an ability to manage to tight deadlines whilst balancing multiple priorities.
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls.
Experienced in implementing change effectively to improve existing processes.
Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
Highly numerate with an attention to detail and accuracy.
Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
Experience of Microsoft Office and project management tools such as Microsoft Teams, Excel and Visio.
Experience of investigating, summarising and presenting results in a meaningful format to clients and Senior Management.
Agile experience within a squad/Fleet (desirable).
Knowledge of traditional Project Management approaches (desirable).
Confident, adaptable, strong communicator, solid analytical skills, team worker, well organised and strong verbal and written communication skills.
Core Responsibilities:
Business analysis in support of adopting strategic data and process optimisation for Regulatory Reporting within EMEA within an Agile environment.
Liaison with Clients and IT colleagues to identify requirements, create user stories and track prioritisation and remediation.
Develop collaborative relationships with a squad working across different departments and regions.
Lead and/or contribute to key project workstreams relating to the buildout of consuming strategic data within the systems for Regulatory Reporting.
Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
Communicate and escalate to line management as appropriate.
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: 16013
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: Glasgow, Scotland
Start: ASAP
Posted: 2025-07-18 12:48:02
-
Job Description:
We are currently looking for a Project Manager who has experience within the financial services sector to join the team at leading financial services firm.
As Project Manager, you will be responsible for planning, executing, and delivering projects on time and within budget, working closely with stakeholders across business and technology teams.
Skills/Experience:
Proven experience as a Project Manager in the financial services sector (banking, insurance, fintech)
Strong understanding of project management methodologies (Agile, Waterfall, or hybrid)
Excellent stakeholder management and communication skills
Ability to manage multiple projects in a fast-paced environment
PMP, PRINCE2, or Agile certification is a plus
Core Responsibilities:
Lead end-to-end project lifecycle from initiation to closure
Define project scope, goals, and deliverables in alignment with business objectives
Manage project budgets, timelines, and resource allocation
Identify and mitigate risks and issues proactively
Communicate project status to stakeholders and senior leadership
Ensure compliance with financial regulations and internal governance
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: 16110
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-07-10 12:06:54
-
Job Description:
Do you have experience as a Business Analyst within financial services, and seeking your next career move? We are working on an excellent opportunity for a Business Analyst to join the team at a leading financial advisory firm.
In this role you will work closely with stakeholders to gather requirements, analyse data, and support the delivery of innovative financial products and services.
Skills/Experience:
Proven experience as a Business Analyst in the financial services sector (banking, insurance, fintech)
Strong analytical and problem-solving skills
Proficiency in tools such as Excel, SQL, and business intelligence platforms
Excellent communication and stakeholder management abilities
Knowledge of regulatory frameworks (e.g., MiFID II, Basel III, GDPR) is a plus
Experience with Agile or Waterfall methodologies
Core Responsibilities:
Collaborate with stakeholders to elicit, document, and validate business requirements
Analyse and interpret complex data to support business decisions
Develop process models, workflows, and use cases
Support project delivery teams with clear and actionable insights
Ensure solutions align with regulatory requirements and business goals
Facilitate workshops, meetings, and presentations
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: 16111
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-07-10 12:03:22
-
Finance Officer | September 2025
Location: Kensington
Full time, 5 days per week
Salary: Inner London: £31,716 - £32,700
Teach Plus are currently working with a warm and inclusive Catholic primary school in Kensington, this school blends strong values with high academic standards.
With dedicated staff, engaging lessons, and caring support, it nurtures confident, well-rounded learners ready for the next stage.
They are seeking a Finance Officer; the ideal candidate will have good experience and knowledge of finance (and ideally school finance) and be able to provide support in all matters relating to finance.
It may be necessary for duties and responsibilities other than those outlined and specified to be undertaken at times under the direction of the Executive Headteacher, Head of School or Financial Strategic Lead.
As a Finance Officer, you will be expected to:
To be responsible for the effective management of financial administration procedures, including responsibility for compliance with financial regulations.
Assist the Executive Headteacher with income generation, sponsorship and funding, and build relationships
Identify the need for, select and manage the ordering of supplies and equipment for the school including the issuing of invoices and ensuring settlement of accounts.
Ensure that the school is fully prepared to meet OFSTED financial criteria and School Financial Value Standard (SFVS) and the Local Authority's Internal Audit requirements.
To be responsible for the collection and banking of all monies and the chasing of any outstanding debts.
To manage and reports providing an annual report to governors
Preparation and maintenance of such reports, records and accounts as are required in conjunction with the School's computerised accounting systems.
The ideal candidate for the Finance Officer role will have:
Recent experience as a school Finance Officer.
Experience of FMS is essential, and experience of education management information systems such as SIMS/Arbor and other software (MS Excel, MSWord, and MS Outlook) is highly desirable.
Excellent interpersonal and communication skills, both oral and written.
A strong work ethic who is willing to commit until the end of the academic year.
An ability to analyse data and present conclusions and recommendations to senior leaders and governors.
Awareness of data management issues including data protection and Confidentiality.
Enhanced DBS Certificate with the Update Service.
Right to work in the UK.
Next steps:
If this Finance Officer position sounds of interest, or you would like to find out more information, please contact Mary at Teach Plus.
Alternatively, please click ‘apply' and we will get back to you as soon as possible.
Teach Plus is a 5 star, Google rated, London based education recruitment agency.
Our passion is to provide candidates with an excellent service in helping them find a new role, our candidate journey is what makes us stand out above the rest.
We prioritise ongoing assistance and support to help with your career in education.
With over 17 years' experience working in education, we have strong, long-lasting relationships with primary schools across London.
We are able to offer a range of opportunities including short term, long term and permanent positions within education as well as a high volume of daily supply work. ....Read more...
Type: Contract Location: Kensington and Chelsea, England
Start: 03/09/2025
Salary / Rate: £31716 - £32700 per annum
Posted: 2025-07-09 14:57:56
-
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have transferable clients who would follow you to a new role with a highly successful and established private client 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 a couple of transferable clients either now or in 6 months' time.
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 UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits:
A highly competitive compensation structure including an equity plan
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: 2025-07-09 10:10:59
-
An opportunity has arisen for a Finance Manager with 2 years' experience to join a family-run automotive business offering vehicle sales, servicing, MOTs, and fuel retail across multiple locations.
As a Finance Manager, you will be leading finance operations and supporting strategic business decisions across a multi-site operation.
This full-time role offers a salary range of £40,000 - £50,000 and benefits.
You will be responsible for:
* Overseeing day-to-day finance operations including accounts payable and receivable, payroll, VAT returns, and bank reconciliations
* Producing monthly management accounts, cashflow forecasts, and financial reporting packs
* Leading and mentoring a small team of finance staff, providing direction and development support
* Supporting senior management through budgeting, forecasting, and variance analysis
* Ensuring compliance with current accounting standards and all HMRC requirements
* Liaising with external auditors, banking contacts, and financial advisers
* Identifying opportunities to enhance financial processes and drive efficiency across systems
What we are looking for:
* Previously worked as a Financial Accounting Manager, Finance Manager, Financial Manager, Accounting Manager, Management Accountant, Finance Business Partner or in a similar role.
* ACCA / CIMA qualified or part-qualified (study support available)
* At least 2 years of experience in financial management, ideally within an SME setting
* Proven ability to lead, guide and support junior finance staff
* Strong technical understanding of VAT, payroll, and HMRC requirements
* Skilled in using financial systems and accounting software
* Comfortable engaging with stakeholders and representing the finance function
What's on offer:
* Competitive salary
* Company pension scheme
* 30 days annual leave (including bank holidays) with additional days for long service
* Generous employee discounts across products and services
* Regular salary reviews and clear pathways for career progression
* A supportive work environment with a strong team culture
* Fuel and retail discounts exclusive to staff
This is a fantastic opportunity to step into a leadership role and shape the future of a growing finance function.
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: Evesham, England
Start:
Duration:
Salary / Rate: £40000 - £50000 Per Annum
Posted: 2025-07-03 10:15:20
-
An opportunity has arisen for an Finance Manager (International Tax & Import / Export) to join an established global trading firm recognised for delivering high-value goods across multiple continents through a carefully managed procurement and logistics network.
As an Finance Manager, you will be overseeing financial operations and administrative coordination to support efficient global trade activity.
This is an office-based role offering a salary range of £45,000 - £50,000 and benefits.
They do not offer sponsorship and part qualified candidates will not be considered.
You will be responsible for:
* Managing the complete accounting function including accounts payable, receivable, general ledger and monthly closing
* Handling foreign currency reconciliations and cross-border banking transactions
* Preparing management accounts, forecasts, budgets, and statutory financial reports
* Monitoring cash flow, working capital, and international trade finance activities
* Ensuring accurate completion and storage of import/export documentation
* Liaising with freight forwarders, shipping agents, and customs representatives
* Managing VAT submissions, HMRC compliance and other statutory returns
* Overseeing trade insurance, contractual documentation, and regulatory filings
What we are looking for:
* Previously worked as an Accountant, Finance Manager, Management Accountant, Financial Accountant, Financial Controller, Group Accountant, Company Accountant, Business Accountant or in a similar role.
* Must be qualified accountant (MAAT, CIMA, ACCA, or equivalent)
* At least 5 years of UK experience.
* Background in international trade ideally within supply chain sectors
* Hands-on knowledge of multi-currency transactions and foreign exchange processes
* Strong technical skills using accounting software, ERP platforms, and Microsoft Office tools
This is a great opportunity to step into a vital finance role within a respected global business.
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 are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Edgware, England
Start:
Duration:
Salary / Rate: £45000 - £50000 Per Annum
Posted: 2025-06-30 10:40:55
-
An opportunity has arisen for an Accountant (International Tax & Import / Export) to join an established global trading firm recognised for delivering high-value goods across multiple continents through a carefully managed procurement and logistics network.
As an Accountant, you will be overseeing financial operations and administrative coordination to support efficient global trade activity.
This is an office-based role offering a salary range of £45,000 - £50,000 and benefits.
They do not offer sponsorship and part qualified candidates will not be considered.
You will be responsible for:
* Managing the complete accounting function including accounts payable, receivable, general ledger and monthly closing
* Handling foreign currency reconciliations and cross-border banking transactions
* Preparing management accounts, forecasts, budgets, and statutory financial reports
* Monitoring cash flow, working capital, and international trade finance activities
* Ensuring accurate completion and storage of import/export documentation
* Liaising with freight forwarders, shipping agents, and customs representatives
* Managing VAT submissions, HMRC compliance and other statutory returns
* Overseeing trade insurance, contractual documentation, and regulatory filings
What we are looking for:
* Previously worked as a Accountant, Finance Manager, Management Accountant, Financial Accountant, Financial Controller, Group Accountant, Company Accountant, Business Accountant or in a similar role.
* Must be qualified accountant (MAAT, CIMA, ACCA, or equivalent)
* At least 5 years of UK experience.
* Background in international trade ideally within supply chain sectors
* Hands-on knowledge of multi-currency transactions and foreign exchange processes
* Strong technical skills using accounting software, ERP platforms, and Microsoft Office tools
This is a great opportunity to step into a vital finance role within a respected global business.
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 are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Edgware, England
Start:
Duration:
Salary / Rate: £45000 - £50000 Per Annum
Posted: 2025-06-30 10:37:47
-
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have transferable clients who would follow you to a new role with a highly successful and established private client 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 a few transferable clients either now or in 6 months' time.
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 UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits:
A highly competitive compensation structure including an equity plan
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: 2025-06-27 17:56:45
