-
Up to £30,000 + Great Benefits
An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes.
This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service.
This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.
Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g.
Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner - ability to learn how to use new systems and processes.
Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients.
Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily.
Apply now! ....Read more...
Type: Permanent Location: Woking, England
Start: ASAP
Salary / Rate: £29000.00 - £30000.00 per annum + Great Benefits
Posted: 2025-06-03 23:35:02
-
Job Description:
We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh.
The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification.
Skills/Experience:
NQ - 3 years PQE
Previous experience dealing with high-net-worth individuals in a private client environment is desirable
Previous experience dealing with trusts
A commercial focus in managing workload effectively and efficiently
Mindset to exceed team and client expectations
Working towards or prepared to start STEP qualifications
Excellent interpersonal skills, both written and oral is essential
Able to build professional relationships with clients and third parties
A high level of accuracy and strong attention to detail
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Advise high net worth clients and family business clients (including entrepreneurial clients) on the protection of their assets.
Help families to decide on the most appropriate structures for owning assets (trusts, partnerships, family investment companies).
Accurately prepare and draft legal documentation and correspondence relating to family and business governance, commercial and corporate issues, asset protection, succession and tax planning, and mediation.
Help clients navigate through tax planning issues and work alongside existing tax advisors and accountants.
Assist clients to work out a succession plan alongside their Wills and estate planning.
Help family business clients to manage business continuity, conflicts or challenging family dynamics and help them to deliver their philanthropic objectives.
Proactively manage your own caseload and drive forward work for others within the team.
Identify and resolve any problems experienced by our clients in a professional manner.
Meet or exceed individual financial targets.
Have a good working knowledge of private client law and keep up to date with any developments through events/training.
Collaborate with other professionals - accountants/wealth planners/tax advisers/lawyers (as part of trusted adviser teams) to deliver solutions for clients.
Actively seek to build your professional network and promote the business to external peers.
Prepare articles and blogs for the website and press/professional publications.
Build good relationships internally, support senior colleagues and advise colleagues with different specialisms.
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: 16078
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: 2025-05-29 17:07:33
-
About True Potential
True Potential LLP is an industry leader in financial services technology, delivering award-winning software solutions to nearly 20% of UK financial advisers.
The company has grown from scratch to c.£400m annual sales and over 600 head office staff, servicing over £30bn of assets under management, and we are on the next stage of our journey.
Our technology team is at the forefront of innovation, developing secure, high-performance applications that drive the future of financial services.
If you're passionate about building robust applications in a dynamic, fast-paced environment, True Potential is the place for you.
About the Role
We are looking for a C# .NET Developer to join our growing team.
You'll report to the Head of Development, and will play a key role in designing, developing, and maintaining high-quality applications that support both our internal teams and external customers.
You'll have the opportunity to work on both B2B and B2C applications, using the latest .NET technologies.
As True Potential continues to grow, you'll be part of an ambitious, high-performing team where your contributions will make a real impact.
Responsibilities
Develop and maintain custom web applications using C#, .NET Core, ASP.NET, and SQL Server.
Design, develop, and test applications using .NET and front-end technologies.
Contribute to software architecture and coding best practices.
Work closely with internal teams to identify opportunities for automation and process improvement.
Stay up to date with emerging technologies and industry trends.
About You (Skills & Experience)
We're looking for a developer with:
3+ years of experience in C# .NET development.
Proficiency in C#, ASP.NET, .NET Core, and VB.NET.
Familiarity with web technologies (ASP, HTML, JavaScript, VBScript).
Knowledge of software design principles.
Experience with Git, Continuous Integration, and unit testing.
Understanding of Microsoft Azure, front-end frameworks (Telerik/Kendo), and SQL Server (desirable).
Strong problem-solving skills and attention to detail.
Why Apply?
This is a great opportunity to work in a forward-thinking, technology-led business where your skills will be valued and developed.
You'll be part of an innovative team, working on exciting projects that make an impact, with opportunities to collaborate, grow and develop.
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: 15931
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: 2025-05-29 16:18:01
-
The Company
Our client is a long-standing financial services provider operating in Australia and New Zealand, offering solutions in banking, retirement, and wealth management.
With a strong focus on supporting customers through every stage of life, they leverage a leading digital platform to assist financial advisers in delivering personalised advice.
Backed by over a century of experience and a commitment to social impact through their philanthropic initiatives, our client is dedicated to driving positive outcomes for customers, employees, and the broader community.
The Opportunity
As the business continues to grow and evolve, there is an increasing emphasis on leveraging data to deliver more personalised experiences, improve operational efficiency, and support strategic decision-making.
In this newly created role, the Senior Data Strategy Manager/Analyst will lead the development and delivery of the platform's data strategy.
You'll be instrumental in ensuring data is structured, governed, and utilised effectively across the business.
This role is ideal for a strategic thinker with strong technical expertise and a passion for using data to create value.
This is a 6-month contract opportunity for an immediately available, Sydney or Melbourne based candidate.
Key Accountabilities
Lead the Data Strategy: Partner with senior leaders to shape a long-term data vision and translate business goals into actionable data initiatives.
Design Fit-for-Purpose Data Solutions: Build scalable and compliant data environments that support both analytical and operational use cases.
Enable Insight-Driven Decisions: Establish best practices for data analysis and reporting that empower teams to make evidence-based decisions.
Implement Data Governance Frameworks: Create and embed policies that uphold data accuracy, privacy, and security in line with regulatory standards.
Engage with Key Stakeholders: Work collaboratively across functions to align data practices with business needs and drive support for strategic data initiatives.
Ideal Experience
Formal qualifications in Data Science, Analytics, Information Management, or a related discipline.
Significant experience in a senior data-focused role, with a track record of delivering data strategies in complex business environments.
Experience in the financial services industry
Strong technical expertise in data architecture, data management platforms, and analytics tools.
Proven ability to turn complex business requirements into scalable, data-driven solutions.
Excellent communication skills with the ability to influence stakeholders at all levels.
A detail-oriented mindset with a strategic outlook and strong problem-solving capabilities.
Why Apply
Work in a collaborative environment that values diverse perspectives
Opportunity to influence strategy through data-driven insights
Flexible working arrangements with hybrid work options
If you're passionate about using data to drive strategic outcomes and want to contribute to improving retirement outcomes for Australians, we'd love to hear from you.
Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....Read more...
Type: Contract Location: Sydney, Australia
Posted: 2025-05-28 07:35:39
-
An exciting opportunity has arisen for a Mortgage Advisor with 2 years' experience to join a well-established award-winning financial services firm recognised for its success within the Bristol property sector.
This full-time role offers a salary of £30,000 Basic, OTE £65,000 - £85,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be conducting detailed client consultations to assess financial goals and borrowing requirements.
You will be responsible for:
* Offering expert advice on residential, buy-to-let, and (where appropriate) specialist lending including bridging and development finance.
* Researching and recommending appropriate mortgage solutions from a wide lender panel.
* Managing cases from initial enquiry to completion, ensuring accuracy and FCA compliance throughout.
* Maintaining regular contact with clients, lenders, estate agents, and professional partners.
* Advising on relevant protection products to support a complete financial solution.
* Keeping up to date with market movements, lender criteria, and regulatory guidance.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* At least 2 years' experience advising on mortgages within the UK market.
* Fully CeMAP qualified (or equivalent) and hold a Competent Advisor Status (CAS).
* Understanding of the UK mortgage market and lender criteria.
* Skilled in using sourcing systems, CRM platforms, and other mortgage tools.
What's on offer:
* Competitive salary
* 22 days holiday plus bank holidays
* Casual dress
* Company events
* Company pension
* Free parking
* Health & wellbeing programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Portbury, England
Start:
Duration:
Salary / Rate: £30000 - £30000 Per Annum
Posted: 2025-05-23 09:55:31
-
About True Potential
True Potential LLP is a technology-driven financial services company, revolutionising the industry with innovative platforms and cloud solutions.
We are a highly profitable and ambitious fintech company that has grown from scratch to c.£400m annual sales, servicing over £30bn of assets under management.
We work with nearly 20% of UK financial advisers, ensuring they have secure, scalable, and high-performance technology.
Our fast-growing DevOps team plays a crucial role in optimising infrastructure, automating workflows, and enhancing system reliability.
About the Role
We are looking for a DevOps Engineer to support and enhance our Microsoft Azure infrastructure.
You'll be part of a growing team, responsible for ensuring system reliability, automating processes, and supporting infrastructure migration.
For this role, we are looking for a candidate who can bridge the gap between development and infrastructure.
This is an excellent opportunity to take ownership of projects, improve efficiency, and collaborate with security and development teams.
You'll gain hands-on experience with Azure, automation, and cloud security in a rapidly evolving environment.
We value continuous learning, professional development, and a truly collaborative environment where you can grow and progress, with opportunities to work across wider teams.
Responsibilities
Maintain and enhance Azure Log Analytics dashboards to monitor system health.
Act as a primary bridge between key development and infrastructure life cycle tasks
Manage and troubleshoot Azure and VMware virtual machines.
Collaborate with SecOps to implement security best practices.
Automate processes using PowerShell and Azure CLI.
Optimise Azure infrastructure for performance and cost efficiency.
Maintain clear documentation of infrastructure, deployments, and troubleshooting.
Support Windows Server administration and networking configurations.
About You (Skills & Experience)
We're looking for a professional with:
Experience in DevOps, systems administration, or 3rd line support.
Strong scripting skills in PowerShell and Azure CLI.
Experience managing Microsoft Azure services.
Solid knowledge of Windows Server administration and VMware vSphere.
Understanding of networking concepts and protocols.
Strong problem-solving skills and attention to detail.
Excellent communication and collaboration skills.
Experience with Microsoft/.NET development (desirable).
Why Apply?
This is a fantastic opportunity to take a key role in shaping the future of DevOps at True Potential.
You'll take ownership, implement best practices, and be part of a team that values continuous learning and improvement.
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: 15962
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: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-05-22 17:25:20
-
An exciting opportunity has arisen for a Mortgage Advisor with 2 years experience to join a well-established firm of mortgage brokers.
This full-time role offers a salary up to £30,000 basic + Commission, OTE £75,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be supporting clients from enquiry to completion, offering bespoke mortgage and finance advice.
You will be responsible for:
* Advising on a range of property finance products, including Buy to Let, portfolio mortgages, bridging loans, and development finance.
* Tailoring solutions to each client's specific needs and financial goals.
* Maintaining compliance with regulatory requirements and internal processes.
* Following a structured sales process to ensure quality advice is consistently delivered.
* Actively contributing to business development and lead conversion.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* At least 2 years of experience in a mortgage advisory role within the UK.
* CeMAP qualification.
* Background in specialist lending, such as Buy to Let, commercial, and bridging finance.
* Strong understanding of financial regulations and compliance procedures.
What's on offer:
* Competitive salary
* Company pension
* Employee mentoring programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Neath, Wales
Start:
Duration:
Salary / Rate: £30000 - £30000 Per Annum
Posted: 2025-05-22 14:10:21
-
An exciting opportunity has arisen for a Mortgage Advisor with 2 years experience to join a well-established firm of mortgage brokers.
This full-time role offers a salary range of £23,800 - £75,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be supporting clients from enquiry to completion, offering bespoke mortgage and finance advice.
You will be responsible for:
* Advising on a range of property finance products, including Buy to Let, portfolio mortgages, bridging loans, and development finance.
* Tailoring solutions to each client's specific needs and financial goals.
* Maintaining compliance with regulatory requirements and internal processes.
* Following a structured sales process to ensure quality advice is consistently delivered.
* Actively contributing to business development and lead conversion.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* At least 2 years of experience in a mortgage advisory role within the UK.
* CeMAP qualification.
* Background in specialist lending, such as Buy to Let, commercial, and bridging finance.
* Strong understanding of financial regulations and compliance procedures.
What's on offer:
* Competitive salary
* Company pension
* Employee mentoring programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Neath, Wales
Start:
Duration:
Salary / Rate: £23800 - £75000 Per Annum
Posted: 2025-05-22 13:30:19
-
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: 2025-05-22 10:26:47
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-20 10:51:52
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-20 10:51:26
-
Job Description:
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-05-16 16:26:35
-
Key Responsibilities
Finance Business PartneringLead the preparation of annual budgets and reforecasts in collaboration with divisional MDs and commercial teams
Partner with project teams throughout the lifecycle to assess budgets, produce cashflows, monitor performance, and deliver post-project reviews
Contribute to UK-wide cashflow forecasting, highlighting working capital milestones (e.g., invoicing schedules on major projects)
Deliver timely financial analysis and performance reporting to senior leadership
Support monthly and quarterly financial statement preparation
Promote financial best practices and compliance across departments
Conduct capital expenditure reviews and analysis
Finance Delivery & ControlsAssist the Senior Finance Business Partner in developing and implementing international accounting policies
Maintain accurate financial records; ensure compliance with risk and regulatory requirements
Apply knowledge of UK GAAP and IFRS standards in reporting
Support external audit processes to ensure timely completion
Liaise with tax advisers regarding VAT, Corporation Tax, IR35, and other legislation
Help implement and monitor internal reporting policies and key controls
Process Improvement & SupportEnsure transactional finance complies with legal and internal requirements
Contribute to continuous improvement initiatives across finance and operations
Undertake other duties as directed by the Senior Finance Business Partner
Knowledge & Experience
Strong understanding of accounting principles, UK GAAP, and IFRS
Experience with financial reporting, budgeting, forecasting, and cashflow management
Prior exposure to project-based financial oversight (e.g., construction, engineering, infrastructure)
Experience supporting audits and ensuring regulatory compliance
Familiarity with capital expenditure reviews and reporting metrics
Experience liaising with external tax advisers
Skills & CompetenciesExcellent analytical and commercial insight
Strong stakeholder engagement and communication abilities
Confident using Microsoft SharePoint, Teams, Excel, Word, and PowerPoint
Skilled in accounting/ERP software; experience with Navision or BuildSmart is a plus
Full UK Driving Licence required
Qualifications
Fully qualified accountant (ACCA, CIMA, or ACA)
Minimum 3 years' experience in a finance business partnering or similar role ....Read more...
Type: Permanent Location: St Ives, England
Start: ASAP
Salary / Rate: £50000 - £55000 per annum
Posted: 2025-05-16 11:00:11
-
Our client is seeking a driven and personable Mortgage Advisor to become part of there dynamic and fast-paced Financial Services team in Epsom with an attractive starting salary of £30,000.
You'll have the opportunity to increase your earnings based on performance with on-target earnings (OTE) of £60,000.
As a Mortgage Advisor, you will provide expert advice on mortgage and protection solutions, working with a consistent flow of high-quality leads provided by the company.
They offer comprehensive training and ongoing support to ensure you thrive in your role and reach your full potential.
What we are looking for:
* Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
* Ideally have experience in mortgage brokerage or a similar advisory role.
* Hold a CEMAP qualification.
* Excellent communication skills and ability to build client relationships.
What's on offer:
* Pay increase based on performance and target achievement
* A competitive bonus scheme
* Pension scheme for long-term financial security
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Epsom, England
Start:
Duration:
Salary / Rate: £30000 - £30000 Per Annum
Posted: 2025-05-15 12:57:08
-
Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof.
They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team.
Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second.
If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch. ....Read more...
Type: Permanent Location: Chester, England
Salary / Rate: Negotiable
Posted: 2025-05-15 09:48:58
-
Our client - an international consultancy - is looking for a Senior SAP FICO Managing Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years' experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly - I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Germany
Start: ASAP
Salary / Rate: Remote
Posted: 2025-05-13 16:08:36
-
Our client - an international consultancy - is looking for a Senior SAP FICO Consultant to join their team on a permanent basis.
The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure.
Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client's processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years' experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly - I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience.
All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Type: Permanent Location: Polska
Start: ASAP
Salary / Rate: Remote
Posted: 2025-05-13 15:31:07
-
Our Client based in Birmingham is looking for 18+ Leaving Care Personal Advisor to join their team
The main purpose of the role is
To provide a statutory social work service for children in care and care leavers age 18-25 years, ensuring that all legislative requirements are met.
The work with eligible, relevant, former relevant and qualifying care leavers will be done on a case management basis.
This will involve the co-ordination, preparation and completion of pathway plans and supporting young people preparing for leaving independently into adulthood.
Your primary responsibilities will include
To act as a full member of the staff team of the Service and to contribute to the development of the Service within the Directorate.
To fully contribute to the work of the Service and to manage an individual caseload, work with individual and groups of young people and to participate in the duty work, responding to need as it arises
To participate in the provision of appropriate programmes for individual service users of the Service, in conjunction with other Directorate staff and other agencies within this field; that will most effectively assist the young people to achieve the transition to adulthood, with particular emphasis upon their transition from being in care, to living independently in the community
Within the role of aftercare adviser, to implement and adhere to all relevant Directorate and Service procedures.
Requirements
You must have an enhanced DBS
You must also have
Substantial experience of working with children and young people up to the age of 21 and 25 if they are in higher education in a voluntary or Professional setting.
Experience of interagency work with young people who are vulnerable, at risk, homeless or have been in care.
Experience of being responsible for directly assisting young people (caseload responsibility)
Have worked successfully in achieving outcomes for Young People under supervision.
To be literate and able to write emails, reports, case records and other documents using electronic case recording systems and software such as word.
Ability to advise young people around budgeting, and to be financially accountable where appropriate.
Ability to seek and secure education, training and employment opportunities for care leavers.
Ability to talk to, listen to, and develop good working relationships with young people, including those who may be difficult to engage or are challenging.
Ability to develop working relationships with family, carers, professionals & partner agencies.
(Education, training, employment, accommodation, police, probation, prison, DWP, health, etc).
To be aspirational for young people.
A friendly, sympathetic, understanding and realistic approach, to the needs of young people.
Good verbal presentation skills.
Ability to manage time and work to deadlines.
Ability to respond flexibility to changing situations.
Effective communication skills.
A commitment to anti oppressive and anti-discriminative practice.
Ability to work as part of and contribute to team working.
Must have had experience working with Birmingham City Council
Pay
£18 P/H
Shift Pattern
08:45AM to 5:15PM
If interested please apply below
....Read more...
Type: Contract Location: Birmingham, England
Salary / Rate: Up to £18 per hour
Posted: 2025-05-12 16:03:47
-
Our Client based in Birmingham is looking for 18+ Leaving Care Personal Advisor to join their team
The main purpose of the role is
To provide a statutory social work service for children in care and care leavers age 18-25 years, ensuring that all legislative requirements are met.
The work with eligible, relevant, former relevant and qualifying care leavers will be done on a case management basis.
This will involve the co-ordination, preparation and completion of pathway plans and supporting young people preparing for leaving independently into adulthood.
Your primary responsibilities will include
To act as a full member of the staff team of the Service and to contribute to the development of the Service within the Directorate.
To fully contribute to the work of the Service and to manage an individual caseload, work with individual and groups of young people and to participate in the duty work, responding to need as it arises
To participate in the provision of appropriate programmes for individual service users of the Service, in conjunction with other Directorate staff and other agencies within this field; that will most effectively assist the young people to achieve the transition to adulthood, with particular emphasis upon their transition from being in care, to living independently in the community
Within the role of aftercare adviser, to implement and adhere to all relevant Directorate and Service procedures.
Requirements
You must have an enhanced DBS
You must also have
Substantial experience of working with children and young people up to the age of 21 and 25 if they are in higher education in a voluntary or Professional setting.
Experience of interagency work with young people who are vulnerable, at risk, homeless or have been in care.
Experience of being responsible for directly assisting young people (caseload responsibility)
Have worked successfully in achieving outcomes for Young People under supervision.
To be literate and able to write emails, reports, case records and other documents using electronic case recording systems and software such as word.
Ability to advise young people around budgeting, and to be financially accountable where appropriate.
Ability to seek and secure education, training and employment opportunities for care leavers.
Ability to talk to, listen to, and develop good working relationships with young people, including those who may be difficult to engage or are challenging.
Ability to develop working relationships with family, carers, professionals & partner agencies.
(Education, training, employment, accommodation, police, probation, prison, DWP, health, etc).
To be aspirational for young people.
A friendly, sympathetic, understanding and realistic approach, to the needs of young people.
Good verbal presentation skills.
Ability to manage time and work to deadlines.
Ability to respond flexibility to changing situations.
Effective communication skills.
A commitment to anti oppressive and anti-discriminative practice.
Ability to work as part of and contribute to team working.
Pay
£18 P/H
Shift Pattern
08:45AM to 5:15PM
If interested please apply below
....Read more...
Type: Contract Location: Birmingham, England
Salary / Rate: Up to £18 per hour
Posted: 2025-05-12 12:39:47
-
We are working with a nationally recognised firm looking to expand their Manchester based insurance litigation team, working with legal professionals across legal, construction, financial and property sectors on insurance disputes and professional indemnity.
As an Insurance Solicitor, you will:
Join a nationally recognised defendant professional indemnity team.
Handle complex and high-value insurance disputes.
Work predominantly on professional indemnity claims.
Engage with work referred either directly by clients or via insurers.
Manage both pre-action and litigated claims.
Collaborate with a wider national insurance disputes team.
Deliver practical, strategic legal advice to a diverse client base.
Act on behalf of a wide range of professionals, including:
Solicitors and barristers
Accountants and independent financial advisers
Insurance brokers
Construction professionals and surveyors
What they are looking for:
4-5 years' PQE with a focus on professional indemnity or insurance disputes.
Strong knowledge of litigation and pre-action protocols.
Experience at a top regional, city firm, or in-house with a global insurer or MGA.
Excellent analytical and client relationship management skills.
What's on offer:
A competitive salary and comprehensive benefits package.
Exposure to high-quality, career-defining work with leading clients.
A collaborative and inclusive workplace culture.
Ongoing support for development and progression.
If you are interested in this Manchester based Insurance solicitor role, apply today or contact Nadine Ali at Sacco Mann for further information. ....Read more...
Type: Permanent Location: Manchester, England
Salary / Rate: £65000 - £70000 per annum
Posted: 2025-05-09 11:23:26
-
Job Description:
We have a great opportunity for an Employee Benefits Administrator to join a successful financial services firm in Glasgow.
The successful candidate will join Corporate Employee Benefits team and will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products.
Essential Skills/Experience:
Ideally have several years' experience in a Corporate Benefits support or administration role, either Pensions or Group Risk, but ideally both
Ability to assimilate information quickly and effectively prioritise a client support workload
Collaborative and a strong team player
The ability to manage time effectively
A work ethic that ensures the delivery of promises made to clients
A desire to learn and continually improve
Strong communication and personal organisational skills
Core Responsibilities:
To ensure the effective administration of group risk and group pension arrangements
To assist advisers in providing compliant advice and consultancy services
To assist advisers to deliver advisory and administrative services in a profitable manner making effective use of technology solutions
To assist advisers maintain and strengthen relationships with existing clients
To assist advisers in securing and building advisory relationships with new clients
To identify any service issues which require to be managed by advisers
Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance, and key legislative and regulatory changes
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: 16085
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: 2025-05-08 10:43:15
-
Job Description:
We have a great opportunity for an Employee Benefits Administrator to join a successful financial services firm in Glasgow.
The successful candidate will join Corporate Employee Benefits team and will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products.
Essential Skills/Experience:
Ideally have several years' experience in a Corporate Benefits support or administration role, either Pensions or Group Risk, but ideally both
Ability to assimilate information quickly and effectively prioritise a client support workload
Collaborative and a strong team player
The ability to manage time effectively
A work ethic that ensures the delivery of promises made to clients
A desire to learn and continually improve
Strong communication and personal organisational skills
Core Responsibilities:
To ensure the effective administration of group risk and group pension arrangements
To assist advisers in providing compliant advice and consultancy services
To assist advisers to deliver advisory and administrative services in a profitable manner making effective use of technology solutions
To assist advisers maintain and strengthen relationships with existing clients
To assist advisers in securing and building advisory relationships with new clients
To identify any service issues which require to be managed by advisers
Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance, and key legislative and regulatory changes
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: 16085
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: 2025-05-08 10:42:33
-
Job Description:
Do you have excellent working knowledge of fund accounting practices and standards, and seeking your next opportunity? Our client is seeking a Manager, Private Capital to join their team based in Glasgow.
In this role, you will be responsible for the set-up/on-boarding and subsequent ongoing accounting of Private Capital funds and leading a team.
Skills/Experience:
Excellent working knowledge of fund accounting practices and standards, ideally including IFRS, UK GAAP and US GAAP
A recognised accountancy qualification (e.g.
ACCA/ACA), or able to demonstrate competency through experience
Excellent working understanding of various types of PE transactions
Strong leadership and management skills and experience.
Stakeholder management skills and client management experience.
Understanding of wider Private Capital industry standards and regulations is desirable.
Previous experience in Private Capital fund accounting preparation is desirable.
Core Responsibilities:
Assist with drafting the Service Level Agreements
Assist in preparation and agreeing accounting reporting templates with client
Assist with the review of fund documentation and Business Acceptance Committee documentation pertaining to the launch of new funds and provide comments as necessary
Oversee and be actively involved in the day-to-day servicing of Private Capital fund clients and to ensure the fund is operating in line with the Service Level Agreement
Oversee the reconciliation process for cash, stock, shares/units in issued and ensure that all breaks identified are cleared on a timely basis and in accordance with agreed KPI
Involvement with external parties related to the fund including but not limited to Fund Manager, External Auditors, Transfer Agents, Tax Advisers, Custodian, Depositary, Board of Directors and other external service providers
Review drawdown and distribution calculation in accordance with the fund documentation
Liaise with internal and external auditors and manage the year end/interim audit process via a monitored timetable and audit requirement list
Management point of contact for clients, auditors, trustees, custodians and other departments within the business.
Develop internal and external client and stakeholder relationships.
Plan and manage client, audit, trustee and regulatory visits.
Oversight of team service delivery.
Responsibility for performance and KPI reporting.
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: 15981
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: 2025-05-07 17:17:15
-
Job Description:
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-04-28 10:44:12
-
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-04-28 10:39:00
