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Business Development Manager - Motor Vehicle Insurance / Automotive Fleet
An experienced Business Development Manager is required to join a growing provider of solutions and services to the automotive fleet and motor insurance sectors.
The role will drive sales strategy, market expansion and relationship growth across the UK, supporting the business's long-term growth objectives.
Our ideal candidate will have extensive experience within the motor insurance or automotive fleet industries and have a proven ability to win, develop and retain strategic relationships with clients, brokers and key stakeholders.
£40,000-£60,000 basic salary DOE
Bonus scheme
Company car
Hybrid working - 2-3 days in office
Easily commutable from Bicester, Oxford, Banbury, Milton Keynes, Aylesbury, Buckingham, Brackley, Bletchley, Towcester
The Role
Develop and implement a business development strategy aligned to company objectives
Create and deliver a sales strategy to grow the client base and increase revenue
Research and review market trends to identify new business and client opportunities
Identify underserved or new markets for existing services
Attend industry events and networking opportunities to promote the company and build relationships
Collaborate with the Marketing Executive and wider business to execute campaigns and growth initiatives
Provide directors with regular reports and insight on activity, progress and performance
Monitor and analyse competitor activity and evolving industry trends
The Candidate
Minimum 5 years' experience in a business development role within motor insurance or automotive fleet
Proven track record of managing and growing relationships with clients, brokers and stakeholders
Strong negotiation and influencing skills with excellent written and verbal communication
Existing network of contacts within the motor insurance sector
Strong market analysis and commercial acumen
Confident self-starter, adaptable to a fast-paced and evolving industry
Committed to delivering excellent customer service and client satisfaction
Apply in Confidence
To apply for the Business Development Manager role, please forward your CV to Kayleigh Bradley, Senior Recruiter at Glen Callum Associates Ltd or call Kayleigh for a confidential chat on 07908 893621
JOB REF: 4270KB - Business Development Manager - Motor Insurance / Automotive Fleet ....Read more...
Type: Permanent Location: Bicester, England
Start: 01/09/2025
Salary / Rate: £40000 - £60000 per annum + + bonus scheme + company car. Hybrid
Posted: 2025-08-01 16:01:44
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Job Description:
Our client, a leading financial services firm, is currently seeking an Operations Associate to join their team on a 6-month contract in Glasgow.
In this role, you will be liaising with the investment operations and desk teams to coordinate change requests and process improvements.
Skills/Experience:
Strong stakeholder management and communication skills.
Investment operations experience beneficial.
Must be able to articulate the right level of detail based on the audience, concisely explain complex issues and possess strong written and oral executive-level communications skills
All degree disciplines considered.
Strong numerical and analytical skills are a prerequisite.
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Project, Visio required.
Computer literate with SQL, VBA, Excel, Access skills desired.
Project management experience required.
Organisation and time-management skills required.
Experience of using the AGILE change approach
Demonstration in their past work and/or academic experience of robust analytical skills and high attention to detail.
Enthusiasm for learning and a strong desire to advance personal & career development.
A self-starter with the ability to work on their own initiative as well as work across a global team.
Exposure to stock loan / collateral products is beneficial.
Strong interpersonal skills with the confidence to deal with senior internal clients.
Expertise in managing global programs and projects.
Ability to hold delivery partners in Operations and Technology accountable.
Core Responsibilities:
Coordinating technology changes between the global operations and the technology developers.
Being led by data to determine opportunities for reducing manual work and prioritising those initiatives that will deliver the biggest benefit.
Develop strong relationships with IT colleagues to design, develop and implement technology platforms to deliver solutions to these business requirements.
Track and review team projects and help to assess risk and next steps
Contribute to global management discussions for daily updates and future plans for the team.
Own the assigned projects or streams, initiate and coordinate the necessary changes until timely resolution.
Provide regular project status updates to the stakeholders and the senior change management, identify and escalate project risks.
Collect, assess and document business requirements, complete the necessary analysis of product data, recommend implementation priorities and advise clients on solution alternatives, benefits and costs.
Coordinate sign off on requirements
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: 16176
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: Contract Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-07-23 17:11:53
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Job Description:
Our client, a leading financial services firm, is currently seeking an Operations Associate to join their team on a 6-month contract in Glasgow.
In this role, you will be liaising with the investment operations and desk teams to coordinate change requests and process improvements.
Skills/Experience:
Strong stakeholder management and communication skills.
Investment operations experience beneficial.
Must be able to articulate the right level of detail based on the audience, concisely explain complex issues and possess strong written and oral executive-level communications skills
All degree disciplines considered.
Strong numerical and analytical skills are a prerequisite.
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Project, Visio required.
Computer literate with SQL, VBA, Excel, Access skills desired.
Project management experience required.
Organisation and time-management skills required.
Experience of using the AGILE change approach
Demonstration in their past work and/or academic experience of robust analytical skills and high attention to detail.
Enthusiasm for learning and a strong desire to advance personal & career development.
A self-starter with the ability to work on their own initiative as well as work across a global team.
Exposure to stock loan / collateral products is beneficial.
Strong interpersonal skills with the confidence to deal with senior internal clients.
Expertise in managing global programs and projects.
Ability to hold delivery partners in Operations and Technology accountable.
Core Responsibilities:
Coordinating technology changes between the global operations and the technology developers.
Being led by data to determine opportunities for reducing manual work and prioritising those initiatives that will deliver the biggest benefit.
Develop strong relationships with IT colleagues to design, develop and implement technology platforms to deliver solutions to these business requirements.
Track and review team projects and help to assess risk and next steps
Contribute to global management discussions for daily updates and future plans for the team.
Own the assigned projects or streams, initiate and coordinate the necessary changes until timely resolution.
Provide regular project status updates to the stakeholders and the senior change management, identify and escalate project risks.
Collect, assess and document business requirements, complete the necessary analysis of product data, recommend implementation priorities and advise clients on solution alternatives, benefits and costs.
Coordinate sign off on requirements
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: 16176
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: 2025-07-23 17:10:25
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Job Description:
We are working on an exciting opportunity for a Head of Account Management to join the team at a leading global business.
Based in their Edinburgh team, you will be a senior level individual to lead, shape and drive the service proposition to strategic clients, managing a high performing team and oversee the client experience from implementation through to future growth.
Skills/Experience:
Create and lead a team that is capable and focussed on delivering, consistently an industry-recognised, best in class account management proposition to ensure high levels of client satisfaction.
Manage relationships with Executive-level client contacts and other stakeholders and work closely across internal teams including marketing, sales and to ensure market messaging is understood, and that client feedback and strategic priorities are embedded in the coverage model.
Be accountable for the overall client experience, retention, and satisfaction for assigned client base and ensuring engagement with assigned client base at C-suite and board level on needs and capabilities specific to client strategy, new regulation, product development and other solutions to establish an early adopter advantage.
Support the client executive team with the creation and delivery of the strategic level client plan and ensures adherence to client governance and oversight model for assigned client base, including client due diligence, service reviews, change, etc.
Oversee execution of service delivery to clients including service improvement and remediation plans, as applicable, as well as Product delivery and Change management.
Core Responsibilities:
Senior level experience in managing fund administration/investment operations, senior strategic level change or client management.
Experience in business development beneficial
Client relationship and management expertise with excellent communication and presentation skills, including an ability to lead and manage executive-level meetings, influence strategic priorities and to successfully effect change
Strong proven people management experience
Fully proficient in understanding the regulations that drive the industry and in particular those that govern client management, in addition to a sound understanding of controls, risk management (product and market) and mitigation techniques
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: 16171
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: 2025-07-23 09:45:49
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Job Description:
One of our clients, 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: 2025-07-22 09:33:51
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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: 2025-07-22 09:32:12
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Are you a Solicitor or Chartered Legal Executive in the Cumbria region considering a legal career move, or simply interested in a discussion about the market, salaries, benefits or your individual career options? Cumbria & the Lake District is generally a buoyant legal region and one we have enjoyed focusing on for a number of years now.
We have been involved with and witnessed a whole array of local moves (many that happen under the radar on a strategic basis, rather than as a result of a vacancy being advertised)
As a legal recruitment agency, we have also noticed new talent moving into the area from the larger cities in order to take advantage of the quality of life which this region offers.
If you are contemplating a move, a sensible first step would be for us to have a confidential conversation to assess the sort of options that would be available for your specific requirements.
We generally see a willingness of law firms and partners to look at an individual solicitors' talents, interests and requirements on a bespoke basis.
We have established relationships with law firms varying in size and reach across Cumbria, including Kendal, Cockermouth, Carlisle, Penrith and Windermere, to name a few locations.
We are proud to have become a trusted advisor to many law firms in the region, which ensures that we understand their plans and requirements and so are able to provide active and tentative candidates alike, with highly effective introductions that bring out the best career options.
The law firms we collaborate with currently have live vacancies in areas such as:
Commercial Property
Private Client
Residential Conveyancing
Private Client & Contentious Probate
Family Law
Employment Law
Construction
Commercial Litigation
Corporate & Commercial Law
Irrespective of whether you are Partner, Senior Associate or Solicitor level or perhaps approaching qualification and looking to assess your options, I would be happy to provide career, salary or progression planning advice.
If you are interested in a discussion about Solicitor, Senior Associate or Partner level legal positions in the Cumbria or Lake District region, get in touch with Leona Taylor, our specialist Cumbria recruiter, to discuss further.
You can reach us at leona.taylor@saccomann.com or on 0161 831 6890 to have a chat about the Cumbria market.
To hear about any other opportunities that we have available across the North West, then please visit our website.
Alternatively, if you know of anyone who would benefit from a bespoke conversation to discuss their personal career goals, please let them or us know as we offer a reward for successful referrals.
For full terms, please visit our website. ....Read more...
Type: Permanent Location: Cumbria, England
Salary / Rate: £40000 - £115000 per annum
Posted: 2025-07-16 11:03:59
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Position: Marketing Executive
Job ID: 187/175
Location: Southampton
Rate/Salary: £27,000
Type: Permanent
HSB Technical Ltd is a specialist recruiter within the Power & Propulsion, Shipbuilding, Maritime Shipping, Energy and Subsea sectors – visit: www.hsbtechnical.com for a list of our vacancies.
We have a number of permanent and contract vacancies for multiple businesses across the UK and overseas.
The below job description will outline this position of: Marketing Executive
Typically, this person will Support the marketing team in executing campaigns, events, and daily activities to promote our client and their services
HSB Technical’s client is an established and well-regarded business entity.
Duties and responsibilities of the Marketing Executive:
Assist in planning and executing multi-channel marketing campaigns, creating SEO-optimised content across digital and print platforms, including blogs, newsletters, emails, social media, and website updates.
Write engaging, brand-aligned copy and support content production by coordinating with photographers, videographers, and designers; capture high-quality in-house content for key events like yacht launches
Support website updates, SEO efforts, and social media campaigns, while tracking digital performance and providing insights for improvement.
Help plan and deliver marketing for events such as boat shows, owner gatherings, and brand collaborations, including logistics, branded materials, and on-site support.
Create and manage CRM email campaigns, maintain accurate customer data, and track engagement for ongoing optimisation.
Manage marketing calendars, campaign timelines, and purchase orders; support with competitor research, reporting, supplier coordination, and general team organisation.
Qualifications and requirements for the Marketing Executive:
Creative, proactive, and a collaborative team player with strong interpersonal skills and is able to manage multiple projects simultaneously.
Adaptable, eager to learn, and passionate about marketing, with a genuine interest in yachting, sailing, and the luxury lifestyle space.
Proficient in social media and CRM platforms, with a basic understanding of digital marketing tools like Google Analytics, Sprout, or Hubspot; familiarity with Canva or Adobe Creative Suite is a plus.
Strong written and verbal communication skills with the ability to create engaging, on-brand content.
Degree or equivalent qualification in marketing, communications, or a related field.
This vacancy is being advertised by HSB Technical Ltd who have been appointed to act as a recruitment partner for this role. ....Read more...
Type: Permanent Location: Southampton, England
Start:
Duration:
Salary / Rate: £27000 - £27000 Per Annum
Posted: 2025-07-09 23:35:02
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Job Description:
Our client, a successful financial services company, has an exciting permanent opportunity for a Communications Executive based in their office in Newcastle.
In this varied role you will be responsible for developing and delivering clear, effective and consistent communications to existing community of financial advisers.
Working across direct channels you will help drive adviser understanding, confidence and satisfaction.
This is a strategic and hands-on role requiring close collaboration with various internal teams.
Skills/Experience:
Significant experience in communications, B2B marketing or engagement role
Ideally financial services or professional services experience
Outstanding written communication skills
Experience working with internal stakeholders to coordinate communications and meet business needs
Highly organised, with strong planning skills and attention to detail
Knowledge of the UK financial advice sector or experience working with financial advisers.
Familiarity with email marketing and CRM tools (e.g.
HubSpot, Salesforce).
Experience supporting corporate events or adviser seminars, including logistics and content support.
Understanding of compliance and data protection considerations in communications.
Core Responsibilities:
Develop and lead a comprehensive communications plan to keep advisers informed of business updates, product enhancements, regulatory changes, and support resources.
Tailor messaging to different adviser audiences and delivery channels to maximise clarity, engagement and relevance.
Write and coordinate clear, accurate and timely content for adviser communications across email campaigns, newsletters, adviser portal updates, and internal documents.
Translate technical or operational updates into accessible and adviser-friendly formats.
Maintain a central communications calendar and ensure alignment of all outbound messaging
Work with the events and campaigns teams to deliver communications that promote and support adviser engagement
Serve as the communications lead for internal teams wishing to update advisers, ensuring messaging is accurate, consistent, and well-timed.
Maintain strong relationships with key stakeholders to stay informed of upcoming initiatives and updates requiring adviser communications.
Track engagement metrics to evaluate the effectiveness of communications.
Ensure all communications meet regulatory, compliance and brand guidelines.
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: 16161
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: 2025-07-09 15:51:59
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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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Position: Sales Executive
Job ID: 1668/1
Location: Fareham, Hampshire
Rate/Salary: £28,000 plus very achievable 50k OTE
Benefits: Extensive Benefits and Fantastic work life balance
Type: Permanent, Full Time
HSB Technical Ltd is a specialist recruiter within the Power & Propulsion, Shipbuilding, Maritime Shipping, Energy and Subsea sectors – visit: www.hsbtechnical.com for a list of our vacancies.
We have a number of permanent and contract vacancies for multiple businesses across the UK and overseas.
The below job description will outline this position of: Sales Executive
Typically, this person will work from the office with an ultimate aim of speaking to both potential new clients and existing clients, selling advertising space, e-campaigns, sponsorship's or floor space for national and international conferences/expo's in all industries.
HSB Technical’s client is an established and well-regarded business entity.
Duties and responsibilities of the Sales Executive:
New Business Development - You will hunt for businesses who might want to advertise online or within industry specific publications, purchase floor space within an expo or purchase advertising opportunities.
Upsell / Account Manage to existing clients keeping the relationships open, clear and personable
Create Marketing literature to assist with your sales
Provide consultative solutions
Maintain regular contact with prospective, previous, and existing customers via calls and social media.
Work to deadlines across multiple projects simultaneously.
Qualifications and requirements for the Sales Executive:
Passport (International Travel will be part of the role) - Not Frequent or for long periods of time
Driving Licence - Beneficial but not essential as public transport routes are available
Ability to work to targets
Work to deadlines across multiple projects simultaneously.
This vacancy is being advertised by HSB Technical Ltd who have been appointed to act as a recruitment partner for this role. ....Read more...
Type: Permanent Location: Fareham, England
Start:
Duration:
Salary / Rate: £25000 - £28000 Per Annum + very achievable £50k OTE
Posted: 2025-06-26 15:42:41
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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
