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Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?
Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background.
Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients.
You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2025-04-29 10:08:08
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Job Description:
We have an excellent opportunity for a German speaking Sales Associate / Business Development Support to join the team at a leading global investment management organisation based in Frankfurt.
This role requires someone who has native German skills and a strong command of English.
In this role you will provide sales and administration support to a small, collaborative distribution team which focuses on institutional and wholesale clients.
Skills/Experience:
Good knowledge of Microsoft Office Suite (e.g.
PowerPoint).
An understanding of Salesforce and Morningstar would be desirable but not essential
Strong numerical skills and ability to interpret data
Fluent German and English language skills (essential)
Strong interpersonal communication skills (written and verbal)
Ability to adapt quickly and work in a changing environment
High degree of commitment and loyalty
Ability to work both independently and as a team player
Organised with strong attention to detail (essential)
Core Responsibilities:
Pre-sales preparation through relevant research, reviewing presentations and representing the team through communications to and from prospects.
Act as a link between the team and other departments in the organisation.
Work with others to plan and host successful prospect and networking events.
Assist in completing reporting relating to various elements of activity undertaken by the team.
Assist in the RFP process, ensuring accuracy and meeting deadlines.
Participate in UK events.
Benefits:
A competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16042
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Frankfurt, Germany
Start: ASAP
Posted: 2025-04-29 10:07:07
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Job Description:
We are working on an exciting new role for a client manager to join the client governance team at a leading investment firm in Edinburgh.
This is a varied position which will primarily focus on client services / overseeing third party agents and managing their service levels, but also get involved in distribution support, various project work and process improvement initiatives.
We are actively seeking applications from individuals who have demonstrable experience from an asset management firm (either in client services or overseeing transfer agents) or an asset servicing firm, with an emphasis on client services.
Skills/Experience:
Experience of the distribution and customer relationship management operation of an asset management business, covering institutional clients and wholesale distribution partnerships, across a range of product types (e.g.
UCITs, OEIC, across private markets and public markets).
Ability to communicate process change and work across different functions to provide input and support to meet the objectives of Client Governance.
Committed to quality, timely outcomes, managing objectives and delivery results against specific corporate and individual goals.
A committed team player with a willingness to challenge and be challenged.
Can work with colleagues at all levels of seniority.
Ability to work independently, multi-task and meet strict deadlines.
Proficient in MS Office Suite (Co-pilot, Word, Excel and Outlook)
Demonstrable experience from an asset management or asset servicing firm, with an emphasis on client servicing skillset.
Demonstrate understanding of the component parts of the client experience of asset management/asset servicing - ‘what does good look like and how to achieve it'.
An awareness of the regulatory environment in which the firm operates, across the multiple jurisdictions in which we market products and service clients (UCITS, OEICs).
Core Responsibilities:
Oversee and manage service levels as well as performance of TA
Co-ordination of responses to client requests, either directly via email or indirectly through our distribution team and/or relationship management team.
Liaise between investor and the relevant team to resolve any queries on investor instructions and dealing related activities.
Maintain awareness of regulatory developments in overseen markets and adjust policies and procedures in line with changes or improvements.
Takes initiative in identifying processes that may require changes to streamline/enhance team efficiency.
Communicate issues internally and document/escalate as appropriate, on behalf of our clients and their representatives.
Work with internal teams on regulatory driven projects, initiatives and deliverables (e.g.
Consumer Duty requirements and deliverables, which continue to evolve).
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16080
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-04-28 16:43:58
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Job Description:
Our client, a global asset management firm, is seeking a TA Oversight professional to join their team in Edinburgh on an initial 9-month contract.
Essential Skills/Experience:
Microsoft Office experience, including strong Excel knowledge
Prior asset management or audit experience helpful but not required
Proven data analytics skills
Strong collaboration skills and experience of working cross-functionally
Ability to meet deadlines, multitask and be proactive within a high-pressure environment
Intellectual curiosity and the desire to take initiative and deliver results delivering on your agreed workload
Attention to detail, strong analytical skills, and ability to prioritize the most critical business issues
Look for any opportunities to improve business processes and technology tools, with a lens on risk management and mitigation
Core Responsibilities:
Perform and review retrocessions calculations to ensure adherence with standard methodology and provide commentary for outliers to mitigate risk
Ensure 3rd party Transfer Agents setup of retrocession agreements and fee terms are in line with instructions
Research aged items and reconcile with Transfer Agent and Finance reports
Assist in providing required documentation for audits and meet all SOX controls
Ensure all auditing reconciliation processes are completed for monthly SOX controls
Review legal contracts and extract relevant criteria needed for audit, verify extracted criteria against reports for accuracy
Create a sustainable and automated process for validating Fund groupings utilizing a large data set
Assist with operational BAU retrocession activities and calculations as required
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16076
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-04-28 14:19:05
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Job Description:
Are you experienced in drafting and negotiating legal contracts? If so, we want to hear from you!
Our client, a global asset manager based in Edinburgh, is recruiting for a Client Contracting Associate to join the business on an initial 50-week temporary contract.
This is a full-time position and the role holder is expected to work in the office at least 4 days per week.
Skills/Experience:
Proven track record of drafting and negotiate sophisticated legal contracts
Ability to perform and deliver high quality legal contracts in a fast-paced environment
Proven skills in successfully managing competing internal and external demands within time frames
Legal qualification is preferred but not essential
Core Responsibilities:
Drive the contracting process from initial drafting through negotiation and execution
Facilitate and coordinate with stakeholders across functions involved in the contracting process
Manage client expectations throughout the negotiation process
Identify potential issues that are disseminated to potentially impacted internal stakeholders for review, discussion, negotiation and resolution
Capture and record relevant non-standard contractual clauses on an ongoing basis and maintain the contractual documentation database
Support the sales team with contractual documentation queries
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16060
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-04-28 14:11:30
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Job Description:
Are you a qualified accountant seeking your next opportunity within Finance Operations? If so, we'd love to hear from you.
We have an excellent opportunity for a Billing Analyst to join the team at a leading financial services firm, in their Edinburgh office, on an initial 6-month daily rate contract.
Skills/Experience:
Qualified accountant
Minimum 3 years of relevant experience ideally within investment management or a financial services environment
Strong written and verbal communication
Proficiency in financial systems and ERPs (e.g.
Oracle)
Advanced Excel skills, with the ability to handle large data sets and complex models
Self-driven, ambitious, willing to challenge the status quo and wants to make a real difference
Ability to build relationships with stakeholders and clients
Strives for quality with attention to detail and accuracy
Core Responsibilities:
Oversight of third-party billing processes such as invoice sample checking, controls testing and journal approvals
Revenue related analytics, analytical review, and general ledger reconciliations
Assist with audit requests and answer audit queries
Manage key stakeholders by building and maintaining key stakeholder relationships such as Client Management Team
Assist with projects and strategic initiatives as required
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16081
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-04-28 11:48:18
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Job Description:
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-04-28 10:44:12
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Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-04-28 10:39:00
