-
Job Description:
Core-Asset Consulting is supporting a leading financial services organisation in the appointment of a Director of Assessment of Value.
The successful candidate will operate at a senior level, providing independent oversight and challenge across investment performance and fund governance.
The role involves close engagement with executive leadership, Boards and independent directors, alongside responsibility for leading and developing a specialist AoV team.
Essential Skills/Experience:
Significant experience within the funds industry or wider financial services sector
Strong understanding of FCA regulatory requirements, including Assessment of Value and Consumer Duty
Deep knowledge of investment analysis, performance monitoring and risk assessment
Proven ability to provide independent, evidence-based challenge to senior stakeholders
Experience working with Boards and independent non-executive directors
Demonstrated leadership experience, with the ability to manage and develop high-performing teams
Excellent analytical, communication and presentation skills
Strong organisational skills with the ability to manage competing priorities
Proficiency in Excel and investment analytics tools (e.g.
Bloomberg, Morningstar)
Relevant professional qualification (e.g.
CFA) desirable
Core Responsibilities:
Lead the AoV framework, ensuring robust, consistent and compliant delivery across all funds
Monitor fund performance against benchmarks and peer groups, alongside broader investment oversight activities
Conduct detailed portfolio analysis, including risk, allocation, style and portfolio construction
Produce clear, evidence-based AoV reports, including annual fund reviews for external publication
Present findings, recommendations and insights to senior stakeholders, including Boards and independent directors
Contribute to governance forums, committees and working groups, including preparation of materials and documentation
Maintain strong oversight of regulatory compliance, ensuring adherence to FCA requirements including Consumer Duty
Identify, assess and escalate material risks, ensuring appropriate mitigation and controls
Lead, develop and manage the AoV team, fostering a culture of analytical rigour and independent challenge
Build and maintain effective relationships with internal stakeholders, investment managers and external parties
Support strategic initiatives, including product development and business change projects
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: (16464)
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: 2026-04-27 11:35:11
-
Job Description:
Our client, a successful investment firm, is seeking a Product Governance Director to lead and evolve its product governance framework.
Acting as the senior point of accountability, you will lead regulatory interpretation, ensure alignment with evolving regulatory expectations (including Consumer Duty), and provide oversight across governance processes.
You will also chair the Product Governance Committee and work closely with senior stakeholders to ensure governance standards are embedded, evidenced and continuously improved.
Essential Skills/Experience:
Extensive experience within product governance, fund governance or investment management
Strong knowledge of UK regulatory frameworks, including PROD, COLL, COBS and Consumer Duty
Proven experience operating at a senior level within a regulated environment
Demonstrated ability to interpret complex regulatory requirements and apply them in practice
Experience across product lifecycle management, regulatory change and governance frameworks
Strong stakeholder management skills, with the ability to influence at senior levels
Excellent analytical, communication and leadership capabilities
Experience working within the Senior Managers & Certification Regime (SMCR) preferred
Core Responsibilities:
Lead and develop the Product Governance Framework, ensuring robust standards across product approval, change and oversight
Provide senior oversight of fund launches, product changes and lifecycle events
Chair the Product Governance Committee, ensuring effective governance and decision-making
Interpret and implement regulatory developments impacting products
Oversee product monitoring activities, including value assessments, target market reviews and risk assessments
Ensure high-quality governance reporting, management information and regulatory submissions
Support and oversee product-related regulatory change initiatives
Work closely with stakeholders to ensure product initiatives are operationally deliverable and effectively embedded
Contribute to product strategy and support commercial decision-making
Lead and develop teams, promoting a strong culture of governance and accountability
Act as a senior point of contact for internal and external stakeholders, including regulators and advisers
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: (16457)
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: 2026-04-27 10:43:23
-
Job Description:
Our client, a successful investment firm, is seeking a Product Governance Director to lead and evolve its product governance framework.
Acting as the senior point of accountability, you will lead regulatory interpretation, ensure alignment with evolving regulatory expectations (including Consumer Duty), and provide oversight across governance processes.
You will also chair the Product Governance Committee and work closely with senior stakeholders to ensure governance standards are embedded, evidenced and continuously improved.
Essential Skills/Experience:
Extensive experience within product governance, fund governance or investment management
Strong knowledge of UK regulatory frameworks, including PROD, COLL, COBS and Consumer Duty
Proven experience operating at a senior level within a regulated environment
Demonstrated ability to interpret complex regulatory requirements and apply them in practice
Experience across product lifecycle management, regulatory change and governance frameworks
Strong stakeholder management skills, with the ability to influence at senior levels
Excellent analytical, communication and leadership capabilities
Experience working within the Senior Managers & Certification Regime (SMCR) preferred
Core Responsibilities:
Lead and develop the Product Governance Framework, ensuring robust standards across product approval, change and oversight
Provide senior oversight of fund launches, product changes and lifecycle events
Chair the Product Governance Committee, ensuring effective governance and decision-making
Interpret and implement regulatory developments impacting products
Oversee product monitoring activities, including value assessments, target market reviews and risk assessments
Ensure high-quality governance reporting, management information and regulatory submissions
Support and oversee product-related regulatory change initiatives
Work closely with stakeholders to ensure product initiatives are operationally deliverable and effectively embedded
Contribute to product strategy and support commercial decision-making
Lead and develop teams, promoting a strong culture of governance and accountability
Act as a senior point of contact for internal and external stakeholders, including regulators and advisers
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: (16457)
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: Chichester, England
Start: ASAP
Posted: 2026-04-27 10:41:32
-
Job Description:
We are working with our client, a leading financial services firm, on an excellent opportunity for a Senior Specialist - Pension Drawdown to join the team in Newcastle.
You will be responsible for overseeing the end-to-end pension technical process and timely delivery of complex tasks.
Skills/Experience:
Extensive technical experience within pension/platform administration gained preferably in a pension/platform/financial services environment.
Extensive knowledge of pension regulations
Strong understanding of pension/platform operations, processes and procedures
Experience with relevant software and systems (e.g.
Origo, SIPP Pro)
Experience in managing and leading teams
Excellent communication and problem-solving skills
Ability to work effectively under pressure and meet deadlines.
Strong analytical and project management skills.
Core Responsibilities:
Servicing as a subject matter expert on pensions and platform related issues, particularly within DC, Money Purchase Personal Pension / SIPPs /SSASs
Pension flexibilities, auto enrolment pension, taxation and Pension Drawdown experience
Understanding pension legislation, regulations and scheme-specific rules
Ability to identify and resolve technical issues, often involving complex and detailed calculations, regulatory/legal interpretations.
Death Benefit Payments, Divorce & Disputes Management
Ensuring all platform & pension processes comply with legal and regulatory requirements.
Handling complaints and escalated issues related to pension schemes.
Ensuring adherence to relevant pension legislation and regulations.
Complaint/Internal Dispute resolution Procedures (IDRP) processes with the Compliance and Risk Support.
Oversee the end-to-end pension technical process, ensuring accuracy, compliance, and timely delivery of complex tasks.
Monitor key performance indicators (KPIs) related to pensions technical operations and implement process improvements.
Managing breach reporting, Death Benefit Management, Pension Discretions, Overpayments.
Lead and supervise the pensions technical team, ensuring colleagues performing their roles effectively and efficiently.
Identify areas for improvement within platform/pension operations and implement solutions to enhance efficiency and accuracy.
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: 16194
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: 2026-04-24 08:23:36
