-
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: 2025-03-31 17:12:45
-
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
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: 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: 2025-03-31 16:03:10
-
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
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: 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: 2025-03-31 16:00:37
-
Job Title: Finance Assistant (Part-Time) Location: South Leeds Salary: £30,000 Pro Rata Hours: 20-25 hours per week (3-4 days) with flexible working hours
Company Overview: A well-established and dynamic Engineering Consultancy based in the South Leeds area is seeking a dedicated Finance Assistant to join their growing team on a part-time basis.
The company is committed to exceeding customer expectations by delivering high-quality engineering solutions tailored to the specific needs of their clients.
Operating across a range of industries, including chemical, pharmaceutical, food and beverage, and water treatment, this role offers the opportunity to develop skills and gain experience in diverse sectors.
Salary & Benefits:
Annual Salary: £30,000 Pro Rata
Flexible Working Hours: 3-4 Days Per Week, Between 20-25 Hours
Work-Life Balance: Flexibility to Work Hours Around Childcare Commitments
Holiday Entitlement: 25 Days Holiday + 8 Bank Holidays Pro Rata (Increasing with Years of Service)
Death in Service Protection
Pension: Workplace Pension Scheme
Role Overview (Finance Assistant): The Finance Assistant will support the Financial Director and Payroll Manager in the smooth operation of the company's financial activities.
This includes managing Sales Ledger, Purchase Ledger, and monthly payroll processing for four trading companies.
You will be involved in a variety of financial tasks and have the chance to work with multiple sectors in a collaborative and flexible environment.
Key Responsibilities of the Finance Assistant:
Assist with payroll processing, including timesheets, holiday tracking, and using Sage Payroll to process monthly payroll.
Manage purchase orders and reconcile invoices.
Support with the sales and purchase ledger, processing invoices and statements.
Assist with ad-hoc reports and project work as needed.
Handle credit control tasks.
Skills & Experience of the Finance Assistant:
Experience: Previous experience with Purchase Ledger and Payroll Processing (Sage Payroll preferred).
Software Knowledge: Proficient in Microsoft Teams, Outlook, and Sage.
Communication: Strong verbal and written communication skills.
Organisation: Highly organised with excellent attention to detail.
Flexibility: Ability to manage time effectively and adapt to varying workloads.
How to Apply: If you are looking for a flexible role with the opportunity to grow in a fast-paced, diverse sector, we encourage you to apply! Please submit your CV directly for review for the position of Finance Assistant.
....Read more...
Type: Permanent Location: Leeds, England
Start: ASAP
Salary / Rate: Up to £30000 per annum + Pension, Holidays, Flexible Hours
Posted: 2025-03-31 10:07:02
-
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: 2025-03-31 09:44:57
-
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: 2025-03-31 08:31:46
-
Job Description:
Are you a native Japanese speaker seeking your next career move within financial services? Our client, a leading investment firm, is seeking a Client Relationship Manager to join their team servicing both institutional clients and retail distributors, alongside business development.
This role is based in Edinburgh.
The Investment Management Certificate (IMC) and native Japanese language skills are essential to be considered for this role.
Skills/Experience:
Written and verbal Japanese language skills (Native level)
Written and verbal English language skills (Fluent)
Strong Interpersonal skills, this role requires a great communicator and listener.
Proactive and self-driven with strong organisational skills
Good organisation skills
Natural team player with ability to work with multiple stakeholders
In-depth understanding of Equities or Multi-Asset investing
Investment Management Certificate (IMC)
Core Responsibilities:
Proactively building and maintaining strong relationships with a portfolio of clients and distributors, ensuring they understand the company's investment approach and keeping them up to date with the firm's views.
Presenting at client meetings and ensuring high standards of communication, regular reporting, and management of client tasks.
Growing client base by understanding different market segments, identifying new opportunities, pitching for business and managing the take on of new clients.
Working closely and effectively with investment specialists, building and maintaining a high level of knowledge of the company's investment strategies.
Ensuring effective internal communication with colleagues, managing clients with similar needs and interests.
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: 16047
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-28 16:54:10
-
Job Description:
Our client, a global financial investment firm, are seeking an experienced Senior Financial Accountant to join their team in Birmingham on an initial 12-month contract.
Essential Skills/Experience:
ACA Qualified or equivalent with vast industry experience.
Excellent communication skills and the ability to present complex financial data in a clear and relevant way.
Previous experience in a fast growing, international business.
Resilient, and able to cope with high levels of change.
Strong interpersonal skills, with an ability to influence and challenge others.
Develop and improve group reporting using ERP system and ensure that the impact of new systems, processes or initiatives are appropriately considered and incorporated into existing reporting and controls environment.
Experience in optimising finance processes to improve efficiency and controls.
Accountable for the financial integrity of the general and sub-ledgers, ensuring that all balance sheet controls are in place, reconciliations are performed to agreed deadlines, signed off and any opportunities or risks are highlighted.
Support the Group Accountant with the preparation of the group consolidation in the NetSuite.
Input a range of projects and continuous improvement activities, ensuring that all projects that impact the Finance team are successfully delivered and embedded in the organisation.
Experience working with an enterprise accounting software, NetSuite preferred.
Take ownership for maintaining strong financial controls within business processes, including when business changes are implemented.
Core Responsibilities:
Monitoring and ensuring all tasks to be completed in a timely manner and people are accountable for the work performed to high standards.
Provide operational support to the finance team and wider business.
Act as a key member of the Finance team, lead, motivate and inspire the junior team to reach the next level of performance.
Collaborate with the FP&A team on non-business as usual project work.
Support the Group Accountant with statutory reporting and group audit.
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: 16056
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: Birmingham, England
Start: ASAP
Posted: 2025-03-28 09:31:00
-
Full Time; Permanent
Date Posted: January 27, 2025Who we are…
The Pacific National Exhibition is an iconic institution in BC, famous for bringing generations of people together to celebrate and build memories.
This 115-year-old, non-profit organization has an annual operating budget of over $70 million dollars and generates revenue through four activity streams: the 15-day annual summer Fair which averages more than 700,000 people annually, Playland amusement park which welcomes 400,000 guests annually including Fright Nights, and a busy year-round portfolio of events including concerts, trade shows and film, cultural and community events. In total we bring over 2 million people through the site each year.
The fourth activity stream is park care and facility maintenance. The PNE is proud of the work it does at Hastings Park and has a vibrant team that is passionate about events, guest experience and delivering memorable experiences.At the PNE, we strive to create an environment that reflects our organization’s core values: Enthusiasm, Excellence and Evolution.
With a focus on these core values, we are committed to achieving our mission which is to “Deliver Memorable Experiences” for all who interact with the PNE whether it is our guests, our employees or the community.The Director, Procurement & Corporate Services will be a key member of the Finance Team, reporting directly to the Vice President, Finance & Corporate Services.
This role will lead the PNE’s procurement operations and strategy across all business streams, ensuring that contracts, purchasing, and inventory management practices align with organizational priorities and comply with relevant regulations and corporate policies.
In addition, the Director will oversee the organization’s insurance portfolio, collaborating with insurance brokers on policy selection, renewal negotiations, and claim resolution, while ensuring coverage aligns with the PNE’s risk exposure and operational needs.
By fostering strong relationships with key suppliers, vendors, and internal leaders, the Director will drive efficient, effective, and high-quality corporate services that contribute to the organization’s overall success.Why join our Team?
Exhilarating and fun-loving cultureFlexible work environmentOpportunity for free or discounted tickets to shows, events, sports games, and much moreStaff discounts for Playland, The Fair, and Fright Nights, as well as all PNE Food StandsCompetitive compensation packageOpportunity to create lasting memories and friendships!
What will you do this year?In your role as Director, procurement & Corporate Services, your primary accountabilities will be to:
Implement Procurement Strategy: Lead the PNE’s procurement strategy and policies across all operations and business units, including the Fair, Playland, Year-Round events, Park Maintenance, and corporate administration, ensuring alignment with organizational objectives.Provide Procurement Expertise: Serve as a trusted advisor on purchasing, inventory planning, and contract management while identifying cost-saving opportunities and ensuring reliable, sustainable sources of supply that meet quality and timeliness requirements.Vendor Management: Develop and manage strategic vendor partnerships, including supplier selection, evaluation, and contract negotiations.
Monitor vendor performance to ensure compliance with terms, optimize service delivery, and achieve cost savings.Oversee Insurance Portfolio: Manage all aspects of the organization’s insurance coverage, including policy selection, renewal negotiations, claim resolution, and alignment with risk exposure and operational needs.Insurance Advisory: Provide guidance to internal teams on insurance coverage, exclusions, and liabilities for events, contracts, and third-party engagements.Centralize Contracts: Manage the centralization of key contracts across the organization, ensuring proper oversight of terms, renewals, and amendments.Bid Management: Prepare, post, and evaluate bid documents to support procurement activities.Privacy Officer Duties: Serve as the primary point of contact for privacy-related inquiries, training staff on privacy responsibilities, and managing any potential privacy risks.Legal Liaison: Act as the primary point of contact with external legal counsel to coordinate on contractual, insurance, and legal matters.Manage Archives: Oversee the central archives to ensure efficient document storage and retrieval processes.Other Duties: Perform other related duties as required to support organizational goals
What else?
An undergraduate degree in business administration or an equivalent combination of education, training and experience.Professional accreditation such as Certified Professional Purchaser (C.P.P.) or completion of the educational program of the Purchasing Management Association of Canada (PMAC) is preferred.Previous experience in managing insurance portfolio is preferred.4-6 years of overall procurement experience.Demonstrated experience developing, implementing, and managing strategic sourcing programs and strategic supplier relationships.Must have experience in conducting comprehensive supplier analysis and screening, analyzing supplier proposals, and using decision-making tools/models, including financial and non-financial criteria, to support the buying team in negotiations and facilitate award recommendations.Displays integrity and transparency in interactions with others.Proficient in MS Word, Excel and PowerPoint.Excellent analytical and problem-solving skills with an orientation to details, both at strategic and tactical levels.Excellent communication skills, adept negotiator, strong relationship builder with internal and external stakeholders.Exceptional ability to lead changes and deliver results at all levels of the organization.Strong interpersonal skills and the ability to effectively multitask in a fast-paced environment.Works proactively and efficiently in our collaborative team environment.Successful candidates must undergo a Criminal Record Check.
Who are you?
OrganizedMethodicalProactiveSkillful communicatorCritical thinkerCommitted to striving for excellence
Where and when to APPLY?Applications can be submitted via the PNE website at www.pne.ca/jobs and will be accepted until the role is filled.
We look forward to hearing from you!Additional InformationThe PNE's compensation offerings are in alignment with a pay-for-performance pay philosophy that recognizes individual, and teamwork performance.
The role is a permanent, full-time position with a typical salary range of $120,000 - $135,000 per annum. The starting salary will be based on the successful candidate’s competencies, including but not limited to knowledge, skills, experience, and internal pay structures.
As a part of the PNE's total compensation package, this position may be eligible for other benefits subject to program eligibility requirements. The PNE is proud to be an equal opportunity employer, committed to creating an inclusive workforce that reflects the diverse community we proudly serve.
All applicants will receive consideration for employment without regard to race, colour, national or ethnic origin, religion, sex, sexual orientation, gender identity or expression, disability, or age.
If you require any support or accommodations throughout any stage of the recruitment process, please contact the People & Culture Department at hr@pne.ca. ....Read more...
Type: Permanent Location: 2901 Hastings St. E | Hastings Park | Vancouver, BC V5K 5J1, Vancouver, British
Salary / Rate: $120,000-135,000/annum + benefits subject to eligibility
Posted: 2025-03-28 02:45:06
-
Job Description:
We have an excellent opportunity for a German speaking Sales Associate / Business Development Support to join the team at a leading global investment management organisation based in Frankfurt.
This role requires someone who has native German skills and a strong command of English.
In this role you will provide sales and administration support to a small, collaborative distribution team which focuses on institutional and wholesale clients.
Skills/Experience:
Good knowledge of Microsoft Office Suite (e.g.
PowerPoint).
An understanding of Salesforce and Morningstar would be desirable but not essential
Strong numerical skills and ability to interpret data
Fluent German and English language skills (essential)
Strong interpersonal communication skills (written and verbal)
Ability to adapt quickly and work in a changing environment
High degree of commitment and loyalty
Ability to work both independently and as a team player
Organised with strong attention to detail (essential)
Core Responsibilities:
Pre-sales preparation through relevant research, reviewing presentations and representing the team through communications to and from prospects.
Act as a link between the team and other departments in the organisation.
Work with others to plan and host successful prospect and networking events.
Assist in completing reporting relating to various elements of activity undertaken by the team.
Assist in the RFP process, ensuring accuracy and meeting deadlines.
Participate in UK events.
Benefits:
A competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16042
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Frankfurt, Germany
Start: ASAP
Posted: 2025-03-27 14:53:22
-
Job Description:
We have an excellent opportunity for a Senior Fund Accountant to join the Fund Accounting Private Capital team at a leading bank based in Glasgow.
You will provide fund valuation and financial reporting services to private capital funds and underlying private capital fund vehicles.
Skills/Experience:
Qualified Accountant (e.g.
ACCA/ACA)
Experience within the financial services industry with knowledge of fund accounts preparation ideally private capital funds experience
Understanding of wider Private Capital industry standards and regulations
Understanding of Luxembourg GAAP requirements is preferred
Experience of working to tight deadlines and working independently
Core Responsibilities:
Prepare, review and analyse the monthly, quarterly, bi-annual and annual Financial Statements with supporting documentation under various accounting standards (i.e.
IFRS, UK GAAP & US GAAP)
Prepare monthly valuations, reconciliations of fund draw downs and distributions, accruals, expenses etc
Assist in the cash reconciliation and management for the Funds
Prepare drawdown, equalisation and distribution calculations in accordance with the Fund documentation
Prepare Fund investor capital statements as required
Attend client and audit meetings as required in relation to the provision of Financial Statements to investors
Liaise with internal and external auditors and assist with the yearend/interim audit process via a monitored timetable and audit requirement list
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: 16054
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-03-27 09:07:45
-
Job Description:
We have an excellent opportunity for a Senior Fund Accountant to join the Fund Accounting Private Capital team at a leading bank based in Glasgow.
You will provide fund valuation and financial reporting services to private capital funds and underlying private capital fund vehicles.
Skills/Experience:
Qualified Accountant (e.g.
ACCA/ACA).
Experience within the financial services industry with knowledge of fund accounts preparation ideally private capital funds experience.
Understanding of wider Private Capital industry standards and regulations.
Understanding of Luxembourg GAAP requirements is preferred.
Experience of working to tight deadlines and working independently.
Core Responsibilities:
Prepare, review and analyse the monthly, quarterly, bi-annual and annual Financial Statements with supporting documentation under various accounting standards (i.e.
IFRS, UK GAAP & US GAAP).
Prepare monthly valuations, reconciliations of fund draw downs and distributions, accruals, expenses etc.
Assist in the cash reconciliation and management for the Funds.
Prepare drawdown, equalisation and distribution calculations in accordance with the Fund documentation.
Prepare Fund investor capital statements as required.
Attend client and audit meetings as required in relation to the provision of Financial Statements to investors.
Liaise with internal and external auditors and assist with the yearend/interim audit process via a monitored timetable and audit requirement list.
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: 16054
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: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-03-27 08:50:41
-
The Company
Our client is an industry leader in the private credit space, offering a range of listed and unlisted products providing investors with access to private markets.
Due to growth are looking to add to their high performing marketing team in the form of a Graphic Designer / Designer to assist in the growth of the business.
The Role
The Graphic Designer / Designer is responsible for the design and production of marketing collateral for the business.
This is a full time, permanent opportunity based in Sydney with 4 days a week in the office.
Ideally the successful candidate will come from a financial services background and have experience operating across a regulated space, exposure to the financial services landscape, operating within strict brand guidelines.
Key Accountabilities
Lead the design and production of marketing collateral, including brochures, presentations, fact sheets, investment reports and client communications.
Develop visual assets for social media, websites, email campaigns, and digital ads.
Lead the creation of infographics, charts, and data visualisations for financial content.
Maintain consistent branding across all marketing materials and touchpoints, ensuring to adhere to the firm's brand guidelines
Video production tasks such as editing, graphic overlays, and animation using video editors such as Adobe Premier Pro and Adobe After Effects
To be successful you will have
Strong attention to detail, organisational skills and ability to handle multiple tasks at once
Experience within financial services or a highly regulated environment working within strict brand guidelines essential
Experience working across design software such as Adobe Creative Cloud (Photoshop, Illustrator, InDesign)
Ability to use Video editing software platforms like Adobe Premiere Pro and Adobe After Effects or similar.
Why Apply?
Great opportunity to join a reputable and growing business
Play a key role for the business
Strong culture
Your next steps
If you want to work for a recognised global brand with strong culture values and the ability to grow your career this will be the opportunity for you.
For a confidential discussion, please contact Ai on 0451 193 774.
Alternatively, click APPLY.
Parity Consulting recognise the First Nations People as the Traditional Custodians of this land and celebrate their connection and love for the country.
We only partner with clients who embrace diversity and are committed to cultivating the individuality of each and every employee.
We encourage people with different beliefs, abilities, backgrounds and life experiences to apply.
....Read more...
Type: Permanent Location: Sydney CBD, Sydney, Australia
Posted: 2025-03-27 03:04:55
-
Investor Relations Manager - Hospitality London £60,000 - £70,000 + Commission We are seeking a dynamic and results-driven Investor Relations Manager to play a key role in attracting and retaining high-value investors.
Working closely with the Head of Investor Relations, you will oversee investor engagement, ensuring strong relationships through effective communication and strategic marketing.
This role requires exceptional multitasking abilities and outstanding communication skills to align investor relations with the company’s long-term growth objectives.The individual: We are looking for a self-motivating individual with experience working in a similar role.
You will have a sales-driven mindset with strong attention to detail.
This is an autonomous role and will require you to manage your own diary and workload with support from team members globally.Key Responsibilities:
Enhance shareholder value by effectively presenting the company’s business strategy, growth objectives, and financial products to potential investors.Identify and engage with prospective investors to drive future investment opportunities.Build and maintain strong relationships with investors by understanding their needs, providing timely responses, and delivering exceptional service.Collaborate with the Head of Investor Relations and internal teams to align efforts with fundraising goals and overall business strategies.Manage all aspects of investor engagement, from due diligence to deal closure.Prepare and distribute updates on investment programs and fundraising initiatives.Organize and facilitate meetings with prospective and existing shareholders as needed.Perform additional duties as assigned by the Head of Investor Relations to support company objectives.
Requirements:
Bachelor’s degree in business, Finance, or similar is preferredExperience in fundraising, investment banking, private banking, private equity, or venture capital is advantageous.Strong attention to detail, highly organised, and self-motivated.Excellent written and verbal communication skills.Ability to handle multiple projects and maintain accountability in a fast-paced environment.Comfortable working in a global, cross-cultural, and dynamic setting.Sales-driven mindset with a proactive approachFlexible hours and travel occasionally required.
....Read more...
Type: Permanent Location: London, Greater London, England
Start: ASAP
Duration: PERM FULL TIME
Salary / Rate: £60k - 70k per year + Commission
Posted: 2025-03-26 15:44:30
-
Job Description:
Our client, a global financial services firm, is seeking a dynamic Loan Solutions Analyst to join their team in Glasgow on a permanent basis.
In this broad role, you will serve as the primary point of contact for a portfolio of Loan Solutions clients based in the UK, with a focus on Loan Administration.
Essential Skills/Experience:
Prior experience of loan administration and basic understanding of the loans market, and in particular bi-lateral loans, syndicated loans, loan funds including direct-lending.
Experience in Loan Closing preferred.
Understanding of loan trade documentation, transfer certificates, pricing letters etc desirable.
Good problem solving and analytical skills.
Strong team player.
Core Responsibilities:
Support senior colleagues as required in the provision of Collateral Administration services, client change, onboarding/offboarding activity and other general matters relating to the good functioning of the Department as required.
Act as a main contact for Client relationships on the Loan Solutions UK service delivery across the Loan Administrations platform.
Manage any client queries or escalations ensuring appropriate actions are taken to resolve any service issues in a timely manner.
Oversee the service delivery completed in Loan Solutions Portugal, ensuring the service is of a high standard and on time, monitoring in accordance with SLA and prevailing governance.
Monitor the overall service provision and ensure that monthly MIS complete in Portugal is accurate and a true reflection of the service delivery.
Accountable for delivering personal targets and objectives to support the performance of the team under general guidance from more experienced colleagues.
Create initial reports/analyses based on existing templates for review by more experienced colleagues.
Support the function by actively seeking opportunities to develop knowledge and expertise and to improve their understanding of the organisation both within the UK and more widely.
Maintain a full appreciation of the Loan Solutions service provided by LDO UK, understanding its impact and relevance and contributing to process improvement by future proofing issues.
Apply existing policies and procedures and provide advice on their interpretation to clients.
Display ownership in attempting to resolve more complex and technical issues in a timely manner, validating the response and/or answer with more senior colleagues, to ensure clients receive the appropriate level of support and service.
Support with training of new members of staff.
Producing and maintaining localised Policies and Procedures.
Completion and/or oversight checks of Loan Solutions service delivery.
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: 16046
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-03-26 15:03:58
-
We are seeking a proactive and detail-oriented Finance Administrator to provide essential administrative support to the Finance team.
This role is ideal for someone looking to develop their career in a finance function, with a varied workload across finance administration and front-of-house duties.
Ideally the Finance Administrator will have an AAT level 3 in Finance and Accountating.
Finance Administrator:-
Accurately post supplier invoices relating to purchase orders onto weekly, minimising posting errors and queries.
Maintain and update accounts payable and accounts receivable ledgers.
Check, match, and post supplier invoices onto the company MIS.
Liaise with the Purchasing team to resolve invoice discrepancies.
Reconcile supplier statements against company MIS.
File supplier invoices and statements systematically.
Post monthly general ledger and expense journals.
Set up new supplier and customer accounts.
Request missing supplier invoices where required.
Manage petty cash and foreign currency processing monthly.
Coordinate the GRN function with the Purchasing department.
Review and submit employee expenses on the company MIS.
Provide GL code analysis as directed by the Finance Controller.
Assist with preparation and execution of supplier payment runs.
Reception & Office Support
Maintain a tidy and welcoming reception area.
Greet and log external visitors professionally.
Answer and direct incoming calls via the company switchboard.
Distribute incoming mail and manage outgoing post.
Maintain refreshment facilities and office supplies daily.
Ensure health and safety PPE compliance for visitors entering the shop floor.
General
Provide reception cover for holidays, sickness, or meetings.
Support other administrative duties as required.
Adhere to company policies and procedures at all times.
Promote and uphold equality, teamwork, and health & safety standards across the business.
Salary Banding: £28K - £32K
Bonus Scheme: 4% on achievement of both personal performance and company performance (For example we paid out at 50% % this year due to the business only achieving 50% of target)
Death in Service:1 x Annual Salary
Employer Pension: 5% Salary Sacrifice with minimum 4% from employee
Access to Westfield Health Cash PlanWe have flexible working requirements with core business hours Monday - Thursday.
#e3r #e3jobs #e3recruitment #accounts #financejobs
....Read more...
Type: Permanent Location: Huddersfield, England
Start: ASAP
Salary / Rate: £28000.00 - £32000.00 per annum + package
Posted: 2025-03-26 13:10:28
-
Job Description:
Are you passionate about digital technologies and eager to develop your skillset?
Our client, an esteemed wealth management firm, are seeking an experienced Front End Developer to join their Newcastle team on a permanent basis.
Essential Skills/Experience:
Experience of working with a content delivery network (CDN)
Ability to learn and understand new technologies
Analytical skills
Good organisational skills and attention to detail
Ability to work in a team or autonomously
Professional attitude
Good verbal and written communication skills
Skilled in the following platforms:
HTML5, CSS, SASS
JavaScript, jQuery
Modular JavaScript
Responsive web development
Bootstrap and other frameworks
Version Control
Knowledge of the .NET MVC pattern desirable
Experience using .NET Razor beneficial
Experience using Telerik charts desirable
Experience with SendGrid email templates beneficial
Core Responsibilities:
Working closely with the in-house design team, you will be responsible for developing, maintaining and updating the frontend side of a variety of the firm's in-house sites
Take ownership the CDN which is used, by keeping the styles and content up to date
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15992
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-03-26 10:26:16
-
Job title: Finance Manager
Location: Bucharest, Romania
Who are we recruiting for?
Our client is a leading renewable energy company specializing in the development and management of clean energy projects across Europe.
With a strong commitment to sustainability, they focus on optimizing financial operations and investment strategies to support the growth of their wind, solar, and renewable energy assets.
What will you be doing?
Leading corporate finance and management matters, ensuring strong financial planning and business support.
Preparing financial reports, budgets, and control analysis to aid decision-making.
Reviewing funding needs and forecasting cash and liquidity necessities in coordination with corporate treasury teams.
Supporting the preparation of financial statements and tax compliance in collaboration with accounting service providers.
Managing tax procedures and ensuring full compliance with Romanian tax obligations.
Coordinating with service providers on financial and tax due diligence to support key transactions.
Engaging in regular meetings with the Country Manager and corporate team to present financial results and strategic recommendations.
Are you the ideal candidate?
Bachelor's degree in Accounting, Finance, Economics, or a related field.
5-7 years of experience in an accounting firm or a similar financial position.
Strong technical and accounting expertise, with advanced Excel skills.
Familiarity with ERP finance modules (SAP, PeopleSoft) is a plus.
Strong numeracy skills and the ability to identify financial issues and implement solutions.
Advanced English proficiency (C1) with excellent communication and stakeholder management abilities.
Ability to manage multiple tasks, prioritize workload, and meet deadlines in a fast-paced environment.
What's in it for you?
Work for a pioneering renewable energy company with a strong sustainability mission.
Exposure to high-impact renewable energy projects across Europe.
Career growth opportunities within a dynamic and fast-growing sector.
A collaborative and innovative work environment dedicated to financial and operational excellence.
Who are we?
Executive Integrity is a global executive search and recruitment consultancy for a more sustainable world with a focus on talent within the Maritime and Renewable Energy sectors.
We give a proportion of all our profits to Renewable World, a charity that develops affordable and innovative renewable energy solutions to poverty-stricken communities.
....Read more...
Type: Permanent Location: Bucharest, Romania
Start: ASAP
Salary / Rate: €55000 - €65000 per annum
Posted: 2025-03-26 08:49:03
-
Job Description:
Do you have a background in accounting / bookkeeping coupled with a commitment to providing outstanding customer service? If so, we'd love to hear from you.
We are working on an exciting opportunity for a Support Accountant to join the team at an Edinburgh based software provider on a permanent basis.
You will be responsible for providing front line accounting support to users via email, phone and web chat.
Skills/Experience:
Qualified to AAT level or be a qualified bookkeeper, or relevant experience within an accountancy / finance role
A good understanding of payroll, VAT and Self-Assessment is essential.
Highly computer-literate and web-savvy, understanding how crucial online engagement is to the success of any business.
Have experience of working with small businesses, a clear understanding of their issues, and a keen interest in how the right financial software can help them.
Have an advanced understanding of the accounting requirements of customers with the ability to explain complex reporting and accounting concepts to users in plain English, together with an advanced understanding and knowledge of the product and all functionalities.
Able to train other members of the team on an ongoing basis in relation to accounting and product.
Have experience of using a variety of bookkeeping and accounting software packages.
Possess excellent spoken and written communication skills; in particular, be able to explain accounting concepts to both our customers and to the technical team in clear, plain English.
Core Responsibilities:
Provide front-line support to our users - mainly by live chat and phone, and take responsibility for consistently responding accurately, promptly and fully in relation to both content and grammar.
Provide training to customers by way of outbound calls, both to people who are currently at free trial stage and to subscribers who request further training.
Help people who are interested in the product but who need more information to decide if it's the right product for them.
Assist with product planning and with testing of new features or upgrades to existing functionality.
Have the skills and confidence to deliver webinars and seminars to customers.
Follow and influence processes and policies and suggest improvements by questioning existing ones and encouraging other team members to do the same.
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: 15970
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-25 16:34:38
-
Job Description:.
Our client, a financial services client in London, is recruiting for an Administration Assistant to join their Investment Management team on a 6-month fixed term contract basis.
Skills/Experience:
Previous experience in a similar role in Financial Services, the Investment or Wealth Management industry
Understanding of the regulatory environment
Strong communications skills and proactivity
Core Responsibilities:
Handle incoming telephone calls, take clear messages, and maintain a positive and professional image of the business.
Provide flexible administrative support, including covering reception duties when required, such as answering calls, welcoming guests, and preparing meeting rooms.
Ensure all client correspondence and records are accurately maintained and filed in a timely and organised manner.
Open client accounts in compliance with AML regulations.
Process and monitoring amendments to client account information.
Support portfolio transfers both in and out of the organisation.
Obtain and review Capital Gains Tax (CGT) information.
Facilitate internal transfers of holdings between accounts.
Process and monitor account closures.
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: 16033
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-03-25 15:41:35
-
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-03-25 15:39:39
-
Job Description:.
Are you an experienced global procurement professional who is seeking a new challenge?
Our client, an Edinburgh based asset manager, is recruiting for a Sourcing and Vendor Manager to join their team on a 6-month contract basis.
This is a full-time role which covers end-to-end sourcing and requires you to work in the office at least 4 days per week.
Skills/Experience:
Demonstratable experience in strategic sourcing within consulting, accounting, or financial services.
Expertise in negotiating contracts with Big 4 firms and top consulting firms.
Expertise in category planning, competitive bidding (RFI, RFP, RFQ), vendor selection, risk due diligence, and dispute management.
Skilled in financial modelling for negotiations, cost ownership, consumption, and demand forecasting.
Contract law knowledge with experience drafting global agreements and SLAs.
Proficient in MS Office, AI tools (CoPilot), and data analytics.
Core Responsibilities:
Strategic Advisory: Provide sourcing and procurement insights to optimize processes and meet business goals.
Sourcing Strategy: Develop and execute cost-effective, socially responsible strategies, including competitive bidding, supplier consolidation, and process improvements.
Supplier Management: Build strong vendor relationships, negotiate contracts, and ensure quality service.
Market & Cost Analysis: Research trends, risks, and opportunities; drive cost-saving initiatives without compromising quality.
Risk & Compliance: Mitigate supply chain risks and ensure adherence to policies and regulations.
People & Stakeholder Management: Recruit, mentor junior staff, and collaborate with internal teams on global contract negotiations.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16052
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-03-25 15:31:52
-
Job Description:
Are you interested in joining a leading fin tech aligned to the transfer agency and investment sector?
Our client, an innovative financial services firm, is seeking an experienced Technical Business Analyst to join their team on a permanent basis.
The successful candidate will have expertise within the wealth, investment or asset servicing field in a Business analyst capacity, across a multitude of programmes and projects.
You will collaborate with stakeholders across different departments to collect requirements, assess business processes, and convert them into technical specifications.
Essential Skills/Experience:
Experience as a Business Analyst, with experience in the SDLC
Mandatory experience in financial services or transfer agency.
Experience with project management methodologies (e.g., Agile, Scrum).
Familiarity with database concepts and SQL.
Proficiency in business analysis tools and software (e.g., JIRA, Confluence, MS Visio).
Strong understanding of software development lifecycle (SDLC) and methodologies.
Relevant certifications (e.g., CBAP, PMP) are a plus.
Detail-oriented with strong organizational skills.
Strong communication and interpersonal skills.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Core Responsibilities:
Translate business requirements into technical specifications and functional requirements.
Conduct detailed analysis of business processes to identify areas for improvement.
Ensure that solutions are scalable, maintainable, and align with the company's technical architecture.
Assist in the planning and execution of projects, ensuring they are delivered on time and within scope.
Serve as the primary point of contact between business stakeholders and technical teams.
Work with development teams to resolve any issues identified during testing.
Coordinate with cross-functional teams to manage project dependencies and risks.
Track project progress and provide regular updates to stakeholders.
Conduct user acceptance testing (UAT) and gather feedback from end-users.
Facilitate communication and ensure that all parties have a clear understanding of project goals and requirements.
Create detailed documentation, including use cases, process flows, and data models.
Stay up to date with industry trends and emerging technologies that could benefit the organization.
Develop test plans and test cases to validate that solutions meet business requirements.
Conduct regular meetings and presentations to keep stakeholders informed of project status.
Work with development teams to design technical solutions that meet business needs.
Identify opportunities for process improvement and automation.
Collaborate with stakeholders to gather and document business requirements.
Provide recommendations for enhancing existing systems and processes.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16007
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Scotland
Start: ASAP
Posted: 2025-03-25 11:27:27
-
Job Description:
Our client, a leading financial services firm, is seeking an Investment Dealer to join their team on a permanent basis.
The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards.
Essential Skills/Experience:
Experience working in a trade support role within financial services.
Understanding of investment instruments, e.g, equities, bonds, funds preferable.
Understanding of Capital Gains Tax desirable.
Strong Microsoft Excel skills.
Understanding of financial markets, including foreign exchange desirable.
Strong numerical and problem-solving skills.
Excellent communication skills.
Core Responsibilities:
Processing of daily administrative duties, such as client cash monitoring and Fund Trading reporting to all custodians.
Liaising daily with counterparties and third-party venders to expedite timely settlement of trades.
Maintain up-to-date client data required to review portfolios, such as stock restrictions and ISA requirements.
Calculate and review Capital Gains Tax data.
Execute all instructed client and fund trades in international bonds, equities and collectives in line with market and third-party deadlines.
Suggest improvements to enhance overall process efficiency and ways of working.
Prepare dealing plans for new and existing portfolios.
Assist in the Investment Managers with the review of client portfolios.
Perform ad-hoc tasks and contribute to project work as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15998
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Haddington, Scotland
Start: ASAP
Posted: 2025-03-25 11:21:37
-
Job Description:
Our client, a leading financial services firm, are seeking an Investment Dealer to join their team on a permanent basis.
The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards.
Essential Skills/Experience:
Experience working in a trade support role within financial services.
Understanding of investment instruments, e.g, equities, bonds, funds preferable.
Understanding of Capital Gains Tax desirable.
Strong Microsoft Excel skills.
Understanding of financial markets, including foreign exchange desirable.
Strong numerical and problem-solving skills.
Excellent communication skills.
Core Responsibilities:
Processing of daily administrative duties, such as client cash monitoring and Fund Trading reporting to all custodians.
Liaising daily with counterparties and third-party venders to expedite timely settlement of trades.
Maintain up-to-date client data required to review portfolios, such as stock restrictions and ISA requirements.
Calculate and review Capital Gains Tax data.
Execute all instructed client and fund trades in international bonds, equities and collectives in line with market and third-party deadlines.
Suggest improvements to enhance overall process efficiency and ways of working.
Prepare dealing plans for new and existing portfolios.
Assist in the Investment Managers with the review of client portfolios.
Perform ad-hoc tasks and contribute to project work as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15998
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Haddington, Scotland
Start: ASAP
Posted: 2025-03-25 11:19:52