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Job Description:
Our client, a reputable financial services firm, is seeking an experienced Client Experience (CX) Manager to join their team in the North East of England on a permanent basis.
You will be joining a new team and operating at senior level with key focus on supporting and managing the delivery of key CX initiatives to drive operational efficiency and improve client satisfaction and retention metrics.
Essential Skills/Experience:
Strong experience delivering CX or service transformation projects within regulated sectors such as financial services, fintech, or professional services.
Expertise in customer journey mapping, process redesign, or service blueprinting with demonstrated return on investment.
Confidence in using CX platforms and tools for analytics and performance tracking.
Experience influencing senior stakeholders and presenting insight-driven recommendations.
A collaborative mindset with the ability to work across functions and inspire change.
Core Responsibilities:
Lead Strategic CX Projects: Deliver client-centric initiatives from a well-defined roadmap, driving tangible improvements in satisfaction, retention, and commercial performance.
Translate Insight into Action: Use multi-source feedback and sentiment data to recommend and drive meaningful service improvements.
Design and Improve Client Journeys: Collaborate with UX and development teams to map, blueprint, and redesign key interactions - reducing friction and increasing loyalty.
Own CX Performance Metrics: Track, analyse, and report on key metrics such as Client Lifetime Value and Cost-to-Income Ratio to show the real business impact of your work.
Champion a CX Culture: Act as a vocal advocate for client-centricity across departments - from Product to Compliance—ensuring it's a shared goal at every level of the business.
Benefits:
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: 16152
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-07-01 14:53:26
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Job Description:
One of our client's, a leading property finance firm, has an exciting brand-new opportunity for an experienced Executive Assistant to join their team in Edinburgh.
This is a varied role and some of your key responsibilities will include providing EA/PA support for the Senior Members including diary management and travel arrangements.
The role will also include office and building management responsibilities.
This is a great opportunity to join a well-established company and make the role your own.
This would be full-time office-based position.
Skills/Experience:
3+ years in a similar role, ideally from professional services or financial services.
Advanced IT skills, with extensive practical experience
Advanced Word, Excel & PowerPoint skills & experience
Highly organised & methodical
Highly motivated, a self-starter, hardworking, with a high level of flexibility
Willing and able to take responsibility, and to handle multiple workflows simultaneously
Team player, with strong interpersonal skills
Solution focused, with excellent problem-solving skills
Discretion and confidentiality in handling very sensitive information
Core Responsibilities:
Provide EA / PA support including diary management
Ability to handle confidential information with discretion & professionalism
General office management
Assist with personal matters, including but not limited to, arranging personal travel and assisting with household expenses.
Arrange travel logistics, both domestic and international
Building management
Provide support to Finance Director including assisting with bookkeeping, processing expenses, payments and interests, and assisting with other financial transactions
Provide excellent client service and being first point of contact for clients coming into the building
Make sure meeting rooms are tidy and ready for meetings
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: 16113
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: 2025-07-01 14:29:26
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A brand-new opportunity has arisen for you to utilise your accounts administration experience in an organisation that work towards making a difference to people’s lives! In the Directs Payments Officer job you will be:
Developing, updating and maintaining documentation required to establish clients on the schemeAuditing of the service users’ quarterly financial returns, closing down of accounts and monitoring referrals and recording actions taken as part of on-going contract reviewsWorking with relevant managers to report on financial implications, budgetary impact and any other developmentsEnsuring all registers are updated and monitored for compliance purposesSupporting with training with regard to financial processes and attending team meetings and other forumsAssisting with the development and updating of all promotional documentation, including websites and helping with service improvements such as considering alternative delivery models, streamlining and modernising processes, and updating policies and communication methods
To be considered for the Directs Payments Officer job you must have:
Previous experience of working in a similar accounts administration role, dealing with purchase ledger and invoicingStrong administration, data handling and IT skills An ability to work under pressure, with good time management skills and the ability to meet deadlinesGeneral enthusiasm, commitment and drive, with a flexible and adaptable approach to work issues and changesGood analytical skills, accuracy and attention to detailExcellent communication skills – both written and spoken
This is a temporary role for a period of initially 12 weeks, working full time, 37 hours per week, Monday to Friday.The role will be office based working in Colwyn Bay and you'll be on an hourly rate of £13.05 plus any accrued holiday time whilst on the assignment.If you have a passion for people and thrive in a busy role, then we would love to speak to you today! ....Read more...
Type: Contract Location: LL29 7LD, Colwyn Bay, Conwy, Wales
Start: 01 July 2025
Salary / Rate: £12.21 - 13.05 per hour
Posted: 2025-07-01 13:50:47
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Job Description:
Are you a Chartered Accountant seeking your next career move? We are working on a fantastic opportunity for a Fund Research, Associate - Alternatives to join the team at a leading global financial services firm.
You will be responsible for performing operational due diligence reviews for investments into hedge funds and other private market funds.
Skills/Experience:
A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
Strong working knowledge related to Global Markets or Asset Management space and their financial instruments.
Specific involvement with hedge funds, private equity funds would be desirable.
Experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers.
Highly analytical.
Excellent organisation skills.
Core Responsibilities:
Conduct operational due diligence of external investment / fund managers as part of the company's investment process.
Document due diligence meetings and present findings to the various committees and stakeholders.
Perform regulatory research and reviews of investment & wealth managers.
Analyse underlying manager financial statements.
Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
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: 16093
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-07-01 11:50:05
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Job Description:
We have a fantastic opportunity for an Indirect Tax Assistant Manager to join the team at a leading financial services firm on a permanent basis.
In this role, you will manage the indirect tax compliance function across the offices, managing and allocating work to the team as necessary.
This role can be based in Edinburgh or Glasgow.
Skills/Experience:
Indirect tax experience working within professional services.
Experience of technical compliance and advisory work.
Strong technical skills and keen to develop further.
Ability to build strong client relationships.
Experience in leading teams and coordinating delivery of services.
Core Responsibilities:
Manage the indirect tax compliance function across the offices; managing and allocating work to junior members of the team as necessary.
Manage and support the team in all aspects of client work, liaising with the client engagement team ensuring all client deadlines and demands are met.
Take ownership of client portfolio, developing relationships with clients to ensure satisfaction with services provided and identifying opportunities to support clients.
Manage all indirect tax correspondence related to clients and ensure client queries are dealt with in a timely basis, with minimal guidance.
Undertake review of indirect tax compliance work, highlighting areas where additional support required.
Coach junior members of the team and develop their technical knowledge.
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: 16100
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: 2025-07-01 11:48:16
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Job Description:
Our client, an investment management firm in Glasgow, is recruiting for a Team Leader to join their Middle Office function on a 7-month fixed-term basis.
This is an excellent opportunity for an experienced people manager with a strong background in operations, client service, and regulatory awareness.
Our client offers a hybrid working model of 3 days in the office and 2 days at home.
Skills/Experience:
IOC qualification (or progress toward it) preferred but not essential.
Previous experience managing or leading operational teams, ideally within financial services or investment management.
Strong understanding of client servicing, regulatory compliance, and service delivery metrics.
Knowledge of FCA CASS regulations or equivalent frameworks.
Effective communicator with strong relationship-building and stakeholder management skills.
Core Responsibilities:
Lead daily operations for onboarding and servicing to ensure consistent, high-quality delivery.
Manage, coach, and develop team members to drive performance and improvement.
Track and report on SLAs, KPIs, and risk metrics for internal stakeholders.
Enhance processes to improve client and user experience (CX/UX).
Collaborate across teams to align timelines, expectations, and strategy.
Ensure compliance with FCA regulations and business continuity policies.
Identify and support team training and development needs.
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: 16156
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 inScotland
INDCAS ....Read more...
Type: Contract Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-30 15:26:38
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Job Description:
We are recruiting on behalf of a leading wealth and financial planning firm for a Client Services Executive to join their team in Newcastle on a 12-month basis.
This role sits within the Financial Planning department and offers a hybrid working model of 3 days in the office and 2 days at home.
Skills/Experience:
Confident user of Microsoft Word (Advanced) and Excel (Intermediate).
Previous experience in a similar client-focused or support role within financial services is highly desirable.
CII qualifications are beneficial but not essential.
Core Responsibilities:
Proactively engage with clients to ensure information is current and compliant (MiFID II).
Support the preparation of financial advice across investments, pensions, estate, and tax planning.
Schedule and manage annual client reviews, tracking associated actions.
Collaborate with Financial Planners and Paraplanners to deliver excellent client service.
Maintain accurate client records and update internal systems.
Process new business applications and documentation efficiently.
Provide administrative support to Financial Planners and the wider team.
Offer cross-office assistance when 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: 16155
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: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-30 11:50:46
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Job Description:
Our client, a leading financial services firm in the UK, is seeking a talented and experienced Business Analyst.
This is an exciting opportunity to join a change and transformation function that plays a critical role in driving strategic improvements across the organisation.
This role is suited to a Business Analyst with experience in regulated financial services environments, particularly within wealth or investment management.
Essential Skills/Experience:
Experience in a Business Analyst role
Experience contributing to business analysis or change communities of practice desirable
Background in wealth management or broader financial services desirable
Strong analytical and problem-solving capabilities
Excellent stakeholder management and communication skills
Skilled in process mapping, documentation, and requirements gathering
Proven experience supporting business change and transformation initiatives
Familiarity with Agile, Scrum and/or Waterfall methodologies
Business analysis certifications (e.g.
BCS, IIBA) desirable.
Core Responsibilities:
Engage with stakeholders across the business to gather, document, and validate business, functional and non-functional requirements
Analyse business processes and systems to identify improvement opportunities
Develop clear documentation including Business Requirements Documents (BRDs), process flows, use cases, and user stories
Support the full project lifecycle - from design and development through to testing, implementation, and post-deployment analysis
Facilitate workshops and meetings to extract information, validate insights, and gain stakeholder buy-in
Apply both Agile and Waterfall methodologies to support a broad portfolio of change initiatives.
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: 16150
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: 2025-06-30 11:35:05
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Job Description:
Are you a project manager with a strong track record of leading change across regulatory environments? We are working on an exciting opportunity with a reputable financial services firm based in Newcastle.
This is a broad role and you will engage with senior stakeholders, deliver meaningful outcomes, and ensure strategic change is successfully implemented.
Essential Skills/Experience:
Experience managing full project life cycles
Background in wealth management or the broader financial services industry.
Experience working with formal methodologies such as Agile, Waterfall, Scrum, or Prince2.
Project management certifications (e.g.
Prince2, PMP) desirable.
Exposure to regulatory change or business transformation projects.
Strong stakeholder engagement and influencing skills across various business levels.
Proven ability to lead cross-functional teams and manage competing priorities.
Proficient in risk management, budget control, and project reporting.
Comfortable using project management tools and the Microsoft Office suite.
Core Responsibilities:
Lead the end-to-end delivery of projects within agreed time, cost and quality constraints.
Apply appropriate delivery methodologies (e.g.
Agile, Waterfall, Prince2).
Develop robust business cases in collaboration with subject matter experts and business owners.
Drive stakeholder engagement and build strong relationships across departments.
Manage project risks and issues proactively, ensuring escalation and resolution where necessary.
Facilitate governance and reporting processes to support oversight and informed decision-making.
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: 16149
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: 2025-06-30 11:18:47
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Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have transferable clients who would follow you to a new role with a highly successful and established private client management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background.
Please note it is essential that you have a strong network you can leverage for this role as well as a few transferable clients either now or in 6 months' time.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients.
You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits:
A highly competitive compensation structure including an equity plan
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2025-06-27 17:56:45
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Job Description:
Core-Asset Consulting is delighted to be partnering with a highly respected financial service firm to recruit a Data Engineer for a permanent position based in Newcastle.
This is a fantastic opportunity to join an organisation with a clear commitment to innovation and insight-led decision-making.
As a Data Engineer, you will play a critical role in transforming complex operational data into meaningful insights.
Working across analytics, data science, and development teams, you will design and implement robust data pipelines, optimise data models, and ensure high-quality, reliable outputs that drive strategic business decisions.
Essential Skills/Experience:
Strong proficiency in T-SQL and experience developing complex queries and procedures.
Expertise in Spark and PySpark for scalable data processing.
Solid understanding of OLTP and OLAP architectures and data modelling principles.
Experience with Microsoft Azure, including Fabric, Azure Data Factory, Data Lake, Data Warehouse, and Blob Storage.
Sound knowledge of ETL/ELT best practices.
Strong analytical and problem-solving skills with a focus on data accuracy and reliability.
Excellent collaboration and communication skills, with the ability to translate business requirements into technical solutions.
Comfortable working in dynamic environments and committed to continuous improvement.
Core Responsibilities:
Translate complex transactional data into optimised analytical models (facts and dimensions) to support reporting and insights.
Design, build, and enhance data pipelines within Microsoft Fabric to improve performance, scalability, and data quality.
Engineer new integrations from internal and external data sources using best-practice ETL/ELT methodologies.
Monitor and optimise SQL-based workflows to ensure accuracy and efficiency in daily data processing.
Lead efforts to migrate legacy reporting datasets to modern platforms, ensuring minimal disruption.
Collaborate with analytics teams to develop custom data models and engineered datasets tailored to business requirements.
Partner with data science colleagues to create summary and aggregated datasets for advanced analytics and predictive modelling.
Respond efficiently to ad hoc data requests, ensuring outputs are timely, accurate, and aligned to stakeholder needs.
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: 16151
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: 2025-06-27 15:12:21
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Investment Partner London £150,000 We are delighted to be working with an impact investment firm , focused on asset and wealth management that drives social and environmental progress. They support early-stage tech ventures through innovative financial solutions, including venture debt and equity.
As a growing business, they are looking for an investment partner in their new life science and healthcare fund.The Individual We are looking for an experienced Investment Director looking for a step into a Partner position, or a current Partner, either with extensive experience in life science and healthcare investments.
You will have experience working with early-stage businesses and feel comfortable leading a new fund.Requirements:
Minimum of 8–10 years of experience in private equity, venture capital, or investment banking, with a strong focus on healthcare and life sciences sectors.Ability to develop and implement investment strategies aligned with the fund's objectives.Experience in guiding portfolio companies through growth phases, including scaling operations and preparing for exits.Capability to serve on boards, providing strategic oversight and governance to portfolio companies.Excellent interpersonal and communication skills, with the ability to build and maintain relationships with entrepreneurs, co-investors, and industry partners.Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.
If you are keen to discuss the details further, please apply today or send your cv to Emma Stillwell at emma@corecruitment.com ....Read more...
Type: Permanent Location: London, Greater London, England
Start: ASAP
Duration: PERM
Salary / Rate: £150k per year + Carry
Posted: 2025-06-27 14:47:34
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About True Potential
True Potential LLP is an award-winning financial services and technology company, shaping the future of the industry with innovative digital solutions.
We work with nearly 20% of UK financial advisers, providing cutting-edge platforms that enhance efficiency and client engagement.
Our collaborative and fast-paced environment offers exciting opportunities for talented individuals looking to drive innovation in fintech.
About the Role
We are looking for a Front-End Developer to join our dynamic development team.
This is a fantastic opportunity to take ownership of projects and shape the future of front-end development at True Potential.
You'll work closely with our in-house design and development teams to build, maintain, and enhance the front-end of various internal sites.
Collaboration is key, and you'll be part of a supportive environment that values innovation and technical excellence, with multiple opportunities for professional growth.
Responsibilities
Develop, maintain, and update front-end elements for in-house web applications.
Work closely with designers and stakeholders to translate concepts into functional, high-quality web experiences.
Take ownership of the Content Delivery Network (CDN), ensuring styles and content are kept up to date.
Ensure responsive and accessible design across multiple platforms and devices.
Write clean, modular, and efficient code while following best practices.
Use version control tools to manage code changes effectively.
About You (Skills & Experience)
We're looking for a developer with:
5+ years of experience in front-end development.
Proficiency in HTML5, CSS, SASS, JavaScript, and jQuery.
Experience with Bootstrap and other front-end frameworks.
Strong understanding of responsive web design principles.
Experience working with Content Delivery Networks (CDNs).
Knowledge of .NET MVC, Razor, Telerik charts, and SendGrid email templates (desirable).
Strong analytical and problem-solving skills.
Excellent communication and organisational skills.
Ability to work both independently and collaboratively in a fast-paced environment.
Why Apply?
You'll join a supportive, long-established team with access to professional training, career progression, and regular social events, and will be supported in your career development while working on exciting projects in a fast-moving technology-led business.
Interested candidates should send their CV to Core-Asset Consulting at truepotential@core-asset.co.uk, or call +44 131 718 4600 for a confidential discussion.
Core-Asset Consulting is exclusively retained to manage this role.
Any speculative CVs or direct applications will be forwarded to Core-Asset Consulting.
No agency fees will be payable, and all CVs submitted for this role will be handled exclusively by Core-Asset Consulting.
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: 2025-06-27 09:32:07
-
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Edinburgh or Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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: 2025-06-26 09:34:44
-
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Edinburgh or Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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: 2025-06-26 09:34:05
-
Job Description:
We have an exciting opportunity for a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract.
The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.
Skills/Experience:
Experience working in a similar role in Financial Services managing end-to-end administration processes.
Knowledge of regulatory environment.
Understanding of the products and services.
Experience managing administrative staff (desirable).
Client Facing Experience (desirable).
Core Responsibilities:
Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g.
end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Manage the client lifecycle administration process to ensure a timely and efficient client experience.
Take ownership and accountability for all client administration tasks.
Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g.
ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
Work closely with the team and wider administration functions to develop and share best practice.
Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries.
This includes attending client meetings and leading discussions regarding client administration matters.
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: 16148
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: 2025-06-25 14:45:33
-
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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: 2025-06-25 14:16:11
-
Job Description:
Our client, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland.
This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional.
The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player - collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
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: 16119
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: 2025-06-25 08:53:13
-
Finance Consultant
Salary: £32,000 - £45,000 per annum (DOE)
Location: Home/Field Based - Servicing clients situated across North Kent and Surrey.
Hours: Monday to Friday 9am - 5.30pm (37hpw)
KHR are currently working with a specialist financial service provider who, due to continued growth, are looking to hire a number of Finance Consultants with a variety of levels of experience to cover their client base across North Kent and Surrey.
As the Finance Consultant, you will work with schools and multi-academy trusts in your allocated territory, providing cover, advising on best practices, delivering training and completing any work required as part of the project.
This is a field-based role, covering areas including Sutton and Dartford.
Although your home will act as a base, you will be required to visit the Kent-based office monthly and attend training and planned meetings.
Roles and Responsibilities
As a Finance Consultant, you'll support with various finance-related services including;
- Delivering training to school finance staff
- Providing interim cover for senior finance roles (Finance Controller / CFO level)
- Producing management accounts, budgets, and forecasts
- Supporting clients through year-end processes and audits
- Advising on best practices in line with the Academies Financial Handbook
- Leading on client relationships and acting as a trusted advisor
- Mentoring junior team members and contributing to team development
- You'll also be involved in internal projects, client scheduling, CPD, sector engagement, and promoting the business through networking and social platforms.
Candidate Profile
- ACA or ACCA Qualified preferred (or working towards)
- Solid financial knowledge and skills
- Experience working within the education sector
- Comfortable working independently and managing your diary
- A confident communicator who can build relationships and deliver training
- Passionate about providing high-quality support and helping clients improve
- Experience with budgeting, reporting, and statutory compliance
- A proactive and collaborative mindset
- Hold a full UK driving licence and have access to your vehicle
What's on offer:
- Salary between £32,000 - £45,000 depending on experience
- Generous mileage reimbursement (HMRC rate)
- Flexible, home-based working
- Increasing holiday allowance with the option to buy and sell holiday
- Pension Scheme
- Private Healthcare Plan
- Team socials and charity events
- Study support (where relevant)
- Ongoing training and career development opportunities
- Supportive, upbeat, and collaborative team culture
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit.
If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page.
This does not need to be formatted in the same manner.
In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word.
Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy.
KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Type: Permanent Location: Orpington, England
Start: 23/07/2025
Salary / Rate: £32000 - £45000 per annum + Benefits
Posted: 2025-06-24 16:56:21
-
Job Description:
Are you passionate about technology risk and governance? Core-Asset Consulting is partnering with a leading UK-based financial services organisation to recruit an experienced IT Risk Analyst.
This is an exciting opportunity to join a highly collaborative risk and compliance team, playing a key role in embedding effective risk management practices across a growing and dynamic business.
Essential Skills/Experience:
Prior experience working in a risk-based role within financial services
Understanding of IT risk frameworks and control environments
Knowledge of risk methodologies such as RCSA, KRI/KCI design and incident/root cause analysis
Solid grasp of cyber/information security concepts and controls
Familiarity with frameworks such as ISO 27001, NIST, or similar
Strong stakeholder engagement and communication skills, including the ability to explain technical risk concepts to non-technical audiences
Proficiency with Microsoft Office tools (Excel, Word, PowerPoint)
Working knowledge of UK regulatory standards (e.g., FCA, GDPR, Consumer Duty)
Experience supporting or engaging with internal audit functions
Certifications such as CompTIA Security+, CISA, CISSP, CISM or CRISC (or studying towards)
Exposure to technology change risk assessments and remediation planning
Core Responsibilities:
Facilitate IT and business risk assessments and control testing exercises
Maintain and update risk and control registers
Support the design and tracking of key risk indicators (KRIs) and key control indicators (KCIs)
Assist in the review and validation of root cause analysis from risk events and incidents
Monitor and report on remediation plans and internal loss events
Support IT risk dashboards, reporting packs, and regulatory insights for senior stakeholders
Contribute to the development of a strong risk culture across the organisation
Collaborate with internal teams to oversee the risk impact of technology change programmes
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: 16145
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: 2025-06-24 13:00:34
-
Job Description:
We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh.
The successful candidate will look after all elements of managing client portfolios for the business, including client relationships, portfolio construction, investment research and business development.
Skills/Experience:
CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods and investment risk
Excellent communication skills with the ability to summarise complex issues clearly and succinctly.
Core Responsibilities:
Responsible for the construction, implementation and monitoring of suitable client portfolios.
Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm's processes.
Ensure first class standard of client service to build significant and long-lasting client relationships.
Playing an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).
Develop the business by marketing the firm to potential new clients.
Work closely with the Financial Planners to provide a full service to a growing number of clients.
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: 16144
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: 2025-06-23 15:00:34
-
Hybrid, Employed or Self Employed Options AvailableOTE £35,000 to £85,000 + Warm Leads + Central Marketing Support
Our client is an award-winning mortgage business, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers.
As a result of continued commercial expansion, and in order to continue delivering an industry renowned service, they are now looking to significantly increase their team of trusted, professional, Mortgage & Protection Advisors to join either the team.
Working on a self-employed or employed basis, the successful applicants will benefit from operating under an award winning, industry recognised network.
If required, substantial marketing and business development support is available plus a rich stream of regular, warm leads from the firms existing business.
Roles exist for those with substantial advisory experience in both regulated mortgages and non-regulated loans such as Buy to Let, Commercial and Development Finance.
There are also some opportunities for less experienced advisers to join the team.
Key Responsibilities
Provide high quality mortgage and protection advice to the company's clients
Secure and build relationships with the company's introducers to maximise business opportunities for all
Develop own knowledge and skills to expand capabilities, for example into specialist areas
Provide advice within regulator standards and keep accurate records
Skills & Experience
Hold the CeMap or an equivalent mortgage qualification
Advising experience and CAS an advantage but not essential
Demonstratable success in a mortgage environment
Strong analytical and organisational skills together with good computer literacy
Ability to build relationships and communicate effectively
Benefits
Self-employed or employed roles with hybrid working options availbale
Multiple opportunities for support from the right firm
Market leading commissions with high earners achieving to £100,000 OTE including enhanced payments for own referrals or lead sources.
Protection Provider panel with access to market leading providers
Training programmes to build and develop knowledge and skills.
Full administration support including DIP and APP submission and case progression.
Market leading technology for research and client management
This is a fantastic opportunity for ambitious Mortgage and Protection Advisors to join a flourishing, friendly, and progressive growing company offering a wealth of company support designed to achieve mutual goals.
Apply now! ....Read more...
Type: Permanent Location: Burnham, England
Start: ASAP
Salary / Rate: £35000 - £80000 per annum + Commission + Benefits
Posted: 2025-06-23 00:14:27
-
Position Summary
We are seeking a Workday Consultant with a primary focus on Workday HCM, especially in the Talent & Performance and Compensation modules, to join our HR Operations and HR Analytics teams.
This team delivers global services across Recruitment, Employee Life Cycle Management, Talent Development, Compensation and Benefits administration, and people data analytics for the HR function.
Primary Responsibilities
Key responsibilities include, but are not limited to:
- Proactively develop and optimize Workday HCM modules, with a focus on Talent & Performance and Compensation
- Lead and support HR- and business-driven development projects
- Collaborate closely with HR stakeholders and IT to ensure system alignment with business goals
- Monitor and research Workday releases to identify relevant new features and improvements
- Gather and analyze business requirements, translating them into effective Workday solutions
- Build and maintain complex custom reports (advanced, matrix, composite, trending) and dashboards
- Support HR Business Partners, Compensation, and Talent Development teams during key HR cycles
- Partner with external support providers to ensure efficient resolution of issues
- Advise internal stakeholders on Workday best practices, with an emphasis on clean configuration and process streamlining in Talent & Performance and Compensation
- Provide end-user support, training, and guidance across supported modules
Key Requirements / Qualifications
The ideal candidate will demonstrate:
- Minimum of 4 years of hands-on experience in Workday, with strong expertise in Workday HCM modules, particularly Talent & Performance (essential) and Compensation (essential)
- Experience administering and configuring Workday solutions
- Proven ability to drive process improvements and deliver high-quality system enhancements
- Excellent communication skills in English (written and spoken)
- Proficiency in Microsoft Office tools, especially Excel
- Ability to thrive in a dynamic, global, and virtual work environment
- High attention to detail and a strong analytical mindset
- Business-oriented, proactive, and results-driven approach
- Solid understanding of core HR processes and policies
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines ....Read more...
Type: Permanent Location: Poland,Poland
Start: 20/06/2025
Salary / Rate: Competitive
Posted: 2025-06-20 15:57:11
-
Job Description:
Our client, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland.
This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional.
The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player - collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
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: 16119
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: Dundee, Scotland
Start: ASAP
Posted: 2025-06-20 12:53:03
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Job Description:
Are you an experienced finance professional, with a proven ability to manage the workload of junior colleagues, building strong working relationships? If this sounds like you, we'd love to hear from you.
Our client, a global financial services firm based in Glasgow, has an exciting opportunity for a contractor to join their Liquidity Reporting team, initially to the end of December 2025 on a hybrid working setup.
Skills/Experience:
Relevant degree and/or equivalent work experience.
Experience of managing people, delegating tasks, providing career guidance and developmental feedback.
Talent and responsibility - you take pride in the quality of your work and your contribution to the team.
Collaboration - you enjoy working within a team to achieve common goals.
Communication - you are able to communicate and build relationships with a diverse range of people with varying levels of knowledge and experience.
Experience using MS Office (Excel, PowerPoint, and Word) beneficial.
The ability to work independently in a self-directed way in a collaborative, team-oriented environment.
Prior experience of working in the financial services industry or the Finance department of an organisation.
Core Responsibilities:
Review sections of the daily and monthly liquidity reporting for the Firm.
Manage individuals' workload and offering professional support.
Develop collaborative working relationships with a range of stakeholders including Corporate Treasury and Technology, across different departments and regions.
Undertake analysis of liquidity reporting data to validate, understand and provide commentary on key business drivers.
Participate in improvement efforts including department level work streams and IT automation initiatives.
Ensure liquidity reporting adheres to the defined control framework and is consistent with other reporting produced across the wider team.
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: 16140
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-19 16:01:43
