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Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm.
In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
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: Bristol, England
Start: ASAP
Posted: 2025-06-13 16:13:40
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Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm.
In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-13 16:13:15
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Job Description:
We have a fantastic opportunity for an IT Engineer to join the team at one of our clients based in Newcastle.
This is a hands-on mid/senior-level position where the successful candidate will take ownership of various enterprise IT project deliveries.
Skills/Experience:
Proven experience (5+ years) most likely currently in a 3rd line IT Engineer role or similar, with a strong focus on enterprise-level IT systems and project delivery.
Solid experience with Microsoft technologies, particularly Windows operating systems and Office 365.
Working knowledge of creating, documenting and fulfilling IT processes, business continuity planning and operational resilience.
Working knowledge of ITiL processes including problem management, change control, incident management.
Experience with AV technology, including the setup and support of meeting rooms and conferencing solutions.
Experience with cloud infrastructure migration and management, preferably in a private cloud environment.
Strong knowledge of IT infrastructure, networking, and hardware troubleshooting.
Ability to manage multiple IT projects simultaneously, with a proven track record of delivering on time and within scope.
Excellent communication skills, with the ability to work effectively with both technical and non-technical stakeholders.
Strong analytical and problem-solving abilities.
Experience with other enterprise technologies such as Azure, VMware, or Hyper-V (desirable).
Knowledge of scripting or automation tools - e.g., PowerShell (desirable).
Self-starter with the ability to work independently and take ownership of projects.
Core Responsibilities:
Lead the implementation of Microsoft upgrades, including Windows and Office environments, ensuring seamless transitions and minimal disruption to end users.
Oversee the installation, configuration, and maintenance of meeting room AV technology, ensuring high-quality setup and troubleshooting support.
Provide high-level support across the IT Service Desk, addressing complex issues and escalations, while mentoring more junior staff members.
Troubleshoot and resolve complex IT-related problems, utilizing knowledge of enterprise-level systems, applications, and infrastructure.
Collaborate with cross-functional teams to plan and execute IT solutions for new initiatives, ensuring they align with the company's strategic goals.
Assist in the ongoing progression and skills transfer to the wider IT team, sharing knowledge and best practices to strengthen team capabilities.
Develop and maintain documentation for IT systems, processes, and solutions, ensuring knowledge sharing across teams.
Assist with system migration projects, including planning, execution, and post-migration support.
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: 16092
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-13 13:32:11
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Job Description:
Our market leading client is seeking an IT Technician to join their growing team based in Newcastle.
This 2nd line role is an excellent opportunity for someone who has IT support experience in a similar role and has experience of user support, troubleshooting issues and supporting the business at different levels.
Skills/Experience:
IT support experience in a similar role
Driver's licence
Excellent interpersonal skills and ability to communicate effectively with a wide range of customers
Strong team-worker
Flexible approach and enthusiastic attitude
Committed and self-motivated
Core Responsibilities:
User Support (Windows 10/11,MacOS,iOS, Android):
Creating/removing user accounts and managing access permissions, primarily via Active Directory, Exchange, and Microsoft 365
Troubleshooting issues for Head Office & remote colleagues at all levels, ranging from adding printers to resolving software, hardware, and wireless/network connectivity issues
Providing support to meeting room users and ensuring meeting room A/V equipment is operational
Procuring, preparing, and rebuilding laptops for use by colleagues as required
Installing job-specific programs required by some colleagues (for example: Sage, MS Visio)
Liaising with third party providers to deliver requests
Managing remote user VPN access including 2FA
BYOD app support
Server Support (Windows 2012 and up):
Active Directory
Exchange
Group Policy
Managing and maintaining the servers (with third party support) - Windows Virtual Servers (VMWARE)
Sophos Enterprise Console
PowerShell
Telephony Support (Skype for Business &8x8)
Creating user accounts
Creating and managing hunt and call groups
Managing IVR / call menus and greetings
Changing team availability / opening hours
Managing the Verba Call Recording system
Other tasks
Remote support to colleagues at other sites, with occasional alternative site visits when required
Assisting with office moves
Process & procedure documentation creation & update
SME skill set training delivery to other IT team members
Supporting I.T.
Apprentice skill development within department
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: 16091
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-13 13:30:56
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Job Description:
Our client a leading global investment management firm are looking for a Client Contracting Associate to join their team in Edinburgh.
The team is responsible for drafting and negotiating investment management agreements, investment guidelines, and other contractual arrangements between the firm and their new and existing clients.
Essential Skills/Experience:
Legal qualification - Qualified Lawyer/Solicitor/Paralegal
OR experience working in a contract management or negotiation type role
Experience drafting and negotiating contracts is essential
Excellent attention to detail, organisation, and presentation
Knowledge of the asset management industry (fund types, client base and strategies, operational set up and products) and applicable law would be beneficial
Strong awareness of process efficiency and the need to mitigate risk through team
Exemplary analytical, communication (verbal and written) and interpersonal skills with the ability to communicate with both internal and external clients at all levels and
Proven skills in successfully managing competing internal and external demands within compressed timeframes
Core Responsibilities:
Accurate drafting, negotiation and coordination of contractual documentation for Institutional Clients
Facilitation and coordination of all internal SME stakeholders across different regions involved in the contracting process ensuring their comments flow through to the contract and requisite approvals are obtained
Partnering with various teams to ensure contractual terms and minimize risk
Ensuring that the appropriate contracting process is followed for all contract processing to mitigate risk to the firm
Negotiating client documentation within the remit of the Client Contracting team, escalating appropriate risk where necessary
Supporting the sales team with contractual documentation
Communicating any contractual documentation changes to a client mandate to applicable internal
Capturing and recording relevant non-standard contractual clauses on an ongoing basis and maintaining the contractual documentation
Participating in research initiatives or projects that are requested by the sales, product or legal
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: 16006
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-12 15:58:17
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Job Description:
Our client, a leading financial services firm based in Newcastle, is looking to recruit an Information Security Manager to join on an initial 3-month fixed term contract.
The successful candidate will lead information security for the firm, ensuring corporate and client data is protected and compliant with legal and internal standards.
Essential Skills/Experience:
Proven track record of implementing information security practices within a large and diverse organisation.
Evidence of competency in the creation and implementation of Information security solutions, procedures and practices.
Solid technical knowledge and experience on security technologies (like Endpoint protection, Mobile Security, Data Protection, Cloud Security, etc.) and on cyber security capabilities (SIEM, SOC, CERT, Vulnerability Management, Threat intelligence etc.)
Strong knowledge of main Information Security standards and framework (ISO27001, ISO22301, ISF, NIST, COBIT.)
Good background in information management, with clear understanding of the challenges of Information and IT security.
A good understanding and experience of implementing information security within cloud-based environments.
Experience and skills in the project management of corporate Information security projects.
Excellent oral and written communications skills, as well as ability to present and explain information security in a way that establishes rapport, persuades others, and gains understanding across the organisation.
Certifications on Information Security (e.g.
CISSP, CISM, ISO27001, ISO22301 etc.) beneficial.
Core Responsibilities:
Provide consultancy across the business (UK & Internationally as required) to ensure relevant and appropriate information security controls are applied to ensure both the departmental and business objectives are met.
Liaise with management and business users, to understand business goals, priorities, and information needs, and to recommend information security practices and solutions in line with business requirements.
Manage security assessments, based on leading information security standard ISO 27001:2022.
This includes oversight on physical & corporate security, in alignment with the local facility teams.
Ensure alignment of solutions to the corporate and divisional strategies by balancing the business requirements with the security constraints and risks.
Liaise with the various business units across the firm to ensure our business processes are conducted in a safe and secure manner and meet our business requirements.
Keep abreast of the current security threat landscape and provide relevant and up to date guidance on proposed information security risks to the business.
Keep abreast of developments in IT and Information security and offer guidance and consultancy to ensure both suitability and sustainability of IT and Information security strategies.
Understand and ensure compliance to relevant legislation and corporate policies in relation to information security (e.g.
GDPR, OFGEM requirements).
Provide a Risk Management approach to ensure Information security solutions and controls are commensurate to the business risks and risk appetite.
Develop and maintain an information security strategy in alignment with the firm's strategy.
Ensure the relevant policies, plans and procedures, in relation to business continuity and crisis management, based on firm requirements, are developed and applied to minimise disruption to the business in the event of an incident occurring.
Liaise with internal staff and external companies to ensure optimum solutions are chosen.
Ensure compliance & adoption of corporate and local policies and security standards.
Escalate risks and issues to the appropriate levels and ensure a timely resolution to actions raised.
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: 16123
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: 2025-06-12 11:36:51
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Job Description:
Our client, a financial planning firm in London, is recruiting for a Client Services Executive to join their team on a 12 month fixed term contract basis.
Working closely with Financial Planners, you'll coordinate workflows, maintain high standards of client communication, and support the smooth running of investment and financial planning operations.
This is a full-time position and offers hybrid working.
Skills/Experience:
Previous experience in a client services or financial planning support role
Strong organisational and time management skills, with the ability to manage multiple priorities
Excellent written and verbal communication
Knowledge of financial services administration; DFM knowledge is a plus
Understanding of regulatory standards and a client-first mindset
CII qualifications are advantageous but not essential
Core Responsibilities:
Proactively engage with clients on behalf of Financial Planners to progress ongoing work
Assist with the preparation of financial advice related to investments, pensions, and estate planning
Coordinate and schedule annual client reviews and maintain service continuity
Support new business applications, ensuring accuracy and timeliness
Maintain CRM systems and ensure all client records meet compliance standards
Communicate with internal teams and external providers to deliver seamless client service
Provide general administrative and project support to the Financial Planning team
Adhere to all compliance requirements, including AML, MiFID II, and complaints handling
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: 16126
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: 2025-06-11 16:24:53
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Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g.
APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-06-11 10:16:39
-
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g.
APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-11 10:15:40
-
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g.
APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-11 10:15:08
-
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g.
APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
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: Birmingham, England
Start: ASAP
Posted: 2025-06-11 10:13:57
-
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary
Ideally, a professional qualification (or part-qualification) in pensions (e.g.
APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
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: Birmingham, England
Start: ASAP
Posted: 2025-06-11 10:12:50
-
Job Description:.
Our client, a pensions provider, is recruiting for a Contact Centre Projects Manager to join their team on a 9 month fixed term contract basis (hybrid working model).
The successful candidate will drive the optimisation of contact centre systems and processes, with a particular focus on telephony and customer contact technologies.
Skills/Experience:
Proven experience in a contact centre management or telephony projects role.
Strong understanding of contact centre systems and networking technologies.
A proactive and analytical approach to improving service and technology use.
Strong communication skills, with the ability to engage across technical and non-technical teams.
Experience managing supplier relationships and delivering cost-effective solutions.
Core Responsibilities:
Managing the contact centre's telephony systems (including IVR, call recording, call routing).
Leading the review and implementation of best practice in contact and call management processes.
Collaborating with vendors and internal stakeholders on upgrades and enhancements.
Monitoring system usage and operational performance metrics.
Delivering training and supporting staff on system usage and optimisation.
Managing costs and identifying efficiency savings in telephony operations.
Staying up to date with trends in contact centre technologies and innovations.
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: 16125
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: 2025-06-10 16:54:04
-
Job Description:
Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.
Essential Skills/Experience:
Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
Self-motivated with the ability to recognise when to escalate issues appropriately.
Must be able to work collaboratively within a team and take on additional responsibilities as needed.
Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues.
Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
Capable of meeting deadlines and working independently on client projects and queries.
Passionate - feel personal ownership for their work and an aspiration to be better.
Brave - are happiest outside of the comfort zone.
Experimental - like to innovate and self-develop.
Curious - like to learn new things and outsmart the problem.
Open - value and respect input from others.
Core Responsibilities:
Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
Understanding our clients' needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
Working closely with senior team members in achieving seamless client service for their strategic clients.
Occasionally required to lead on projects representing the client and the team.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16114
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: 2025-06-10 16:46:46
-
Job Description:
Our client, a leading investment company in Dublin, is seeking someone with corporate governance experience to join its well-established governance team.
This is an excellent opportunity to join a growing team to play a vital role in supporting corporate governance activities across the business.
You'll be responsible for delivering high-quality Board and Committee support, developing strong working relationships with senior stakeholders, and ensuring regulatory and statutory obligations are met.
Skills/Experience:
Proven experience in a corporate governance or administrative support role within financial services
Fund governance knowledge is essential
Exceptional organisational skills and attention to detail, with the ability to manage competing priorities
Strong written and verbal communication skills
Experience preparing Board documentation
Proven ability to develop and maintain strong working relationships at all levels, including with Board Directors
Comfortable working in a fast-paced environment and adapting to change
Experience with Blueprint software is desirable
A genuine interest in financial services, investment markets, or fund governance is a plus
Core Responsibilities:
Support corporate governance across the business entities, ensuring compliance with best practices and regulatory standards
Coordinate and manage Board and Committee meetings, including preparing agendas, Board packs, and taking accurate minutes
Maintain and update company records using internal systems and governance software
Assist with the planning and administration of shareholder meetings
Work closely with Chairpersons and Directors to provide governance support and advice
Monitor Board delegations, policies, and ensure governance frameworks remain robust and up to date
Provide governance input to business units and help shape process improvements in response to regulatory developments
Contribute to the ongoing review and update of terms of reference and governance procedures
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: 16115
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: Dublin, Republic of Ireland
Start: ASAP
Posted: 2025-06-10 16:41:20
-
Job Description:
Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.
Essential Skills/Experience:
Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
Self-motivated with the ability to recognise when to escalate issues appropriately.
Must be able to work collaboratively within a team and take on additional responsibilities as needed.
Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues.
Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
Capable of meeting deadlines and working independently on client projects and queries.
Passionate - feel personal ownership for their work and an aspiration to be better.
Brave - are happiest outside of the comfort zone.
Experimental - like to innovate and self-develop.
Curious - like to learn new things and outsmart the problem.
Open - value and respect input from others.
Core Responsibilities:
Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
Understanding our clients' needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
Working closely with senior team members in achieving seamless client service for their strategic clients.
Occasionally required to lead on projects representing the client and the team.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16114
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: 2025-06-10 12:45:46
-
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have transferable clients who would follow you to a new role with a highly successful and established private client management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background.
Please note it is essential that you have a strong network you can leverage for this role as well as a few transferable clients either now or in 6 months' time.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients.
You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits:
A highly competitive compensation structure including an equity plan
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2025-06-10 10:00:51
-
Job Description:
Our client, a leading investment company in Dublin, is seeking someone with corporate governance experience to join its well-established governance team.
This is an excellent opportunity to join a growing team to play a vital role in supporting corporate governance activities across the business.
You'll be responsible for delivering high-quality Board and Committee support, developing strong working relationships with senior stakeholders, and ensuring regulatory and statutory obligations are met.
Skills/Experience:
Proven experience in a corporate governance or administrative support role within financial services
Fund governance knowledge is essential
Exceptional organisational skills and attention to detail, with the ability to manage competing priorities
Strong written and verbal communication skills
Experience preparing Board documentation
Proven ability to develop and maintain strong working relationships at all levels, including with Board Directors
Comfortable working in a fast-paced environment and adapting to change
Experience with Blueprint software is desirable
A genuine interest in financial services, investment markets, or fund governance is a plus
Core Responsibilities:
Support corporate governance across the business entities, ensuring compliance with best practices and regulatory standards
Coordinate and manage Board and Committee meetings, including preparing agendas, Board packs, and taking accurate minutes
Maintain and update company records using internal systems and governance software
Assist with the planning and administration of shareholder meetings
Work closely with Chairpersons and Directors to provide governance support and advice
Monitor Board delegations, policies, and ensure governance frameworks remain robust and up to date
Provide governance input to business units and help shape process improvements in response to regulatory developments
Contribute to the ongoing review and update of terms of reference and governance procedures
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: 16044
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: Dublin, Republic of Ireland
Start: ASAP
Posted: 2025-06-10 09:57:18
-
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact.
Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc.
Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Additional benefits
Posted: 2025-06-09 18:41:22
-
Job Description:
Our client, a wealth management firm in Edinburgh's city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you'd be required to be in the office 5 days per week.
Skills/Experience:
Previous experience in an IFA or financial services administration role
Strong understanding of financial products, platforms, and the advice process
Excellent communication and organisational skills
Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial products
Maintain accurate client records using our back-office system (e.g.
Intelligent Office or similar)
Liaise with product providers and clients to obtain necessary information and updates
Support the production of client review packs and documentation ahead of meetings
Ensure compliance and regulatory requirements are met throughout all administrative processes
Monitor and follow up on outstanding documentation and pipeline business
Assist in managing the advisers' diaries and meeting arrangements
Provide general office and client support as 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: 16124
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Duration: 3-6 months
Posted: 2025-06-09 16:07:48
-
Job Description:.
We're working with our client, a financial services firm in Edinburgh, who is looking for an experienced Finance Assistant to join their team on an initial 3 month temporary basis.
This is a great opportunity to step into a busy finance function and provide crucial support across the accounts payable process.
Skills/Experience:
Solid understanding of double-entry bookkeeping and accounts payable processes
Comfortable working with financial documents (invoices, credit notes)
Experience with accounting software - ideally InforSUN or SAP Concur
Strong Excel skills (e.g.
VLOOKUPs, formulas)
Excellent attention to detail and data entry accuracy
Organised, with the ability to manage time and priorities effectively
Core Responsibilities:
Accurately process invoices, including posting to finance systems and managing approval workflows
Respond to supplier queries in a timely and professional manner
Complete daily reconciliations and assist with periodic financial reporting
Support the wider finance team with ad hoc administrative and accounting tasks
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: 16121
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
Duration: 3 months
Posted: 2025-06-06 14:12:35
-
Job Description:
Our client, a global financial services firm, is looking for an Account Manager - TAX to join their team in Glasgow on a permanent basis.
This is a fantastic chance to expand your skills in a collaborative and fast-paced environment!
Essential Skills/Experience:
Experience of the process involved and documentation necessary for Tax reclaims and Relief at Source.
Practical knowledge of UK and / or Global markets demonstrated by experience of how market specific transactions operate.
Technical expertise including sound working knowledge of policies, procedures, regulations and legislation within client delivery.
Attention to detail
Innovation and continuous improvement - Use own initiative and ability to work under volume pressure.
Core Responsibilities:
Manual processing for all aspects of Tax.
Tax reclaim and Relief at Source tasks covering all markets and clients.
Tax reporting involvement.
Processing and completion of tasks are in line with procedures.
Ensuring all key controls and assigned tasks are completed in a timely manner.
Query management - ensuring these are answered in an accurate and timely manner.
Ensure key controls are updated and maintained.
Liaising with clients and internal parties to resolve any issues pertaining to custody activity.
Ensuring daily reconciliation and clearance of cash breaks.
Ensures that ROME Lite and all other Risk Framework is regularly updated to cover all
Adopting a pro-active approach to improve the current processing of work.
Build strong relationships with all parties and work together effectively.
Assists in building KPI / Metrics to monitor the risk and control framework.
Responsible for updating and maintaining procedures and proposes changes / improvements when appropriate.
Ad-hoc projects as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16045
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-06 13:46:54
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Our client, a successful investment management firm, has a great opportunity for a Client Service Executive based in their Manchester office.
This is a permanent opportunity to play a key role in supporting the client relationship management process and ensuring the highest standards of service delivery.
As a Client Service Executive, you will act as the primary contact for client enquiries and take full responsibility for client life-cycle processes.
You will work closely with investment managers, operations, and other internal stakeholders to deliver seamless and efficient service to clients.
Essential Skills/Experience:
Experience in a client-facing or client-support role within the financial services sector.
Strong knowledge of the regulatory environment and investment products/services.
Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
Experience in managing or mentoring administrative staff is desirable.
Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
Minimum of GCSEs (A-C) or equivalent in English and Maths.
Core Responsibilities:
Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
Manage all aspects of the client life-cycle, including on-boarding, account maintenance, and periodic reviews.
Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.
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: 16116
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: Manchester, England
Start: ASAP
Posted: 2025-06-05 08:55:11
-
Our client, a successful investment management firm, has a great opportunity for a Client Service Executive based in their Manchester office.
This is a permanent opportunity to play a key role in supporting the client relationship management process and ensuring the highest standards of service delivery.
As a Client Service Executive, you will act as the primary contact for client enquiries and take full responsibility for client lifecycle processes.
You will work closely with investment managers, operations, and other internal stakeholders to deliver seamless and efficient service to clients.
Essential Skills/Experience:
Experience in a client-facing or client-support role within the financial services sector.
Strong knowledge of the regulatory environment and investment products/services.
Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
Experience in managing or mentoring administrative staff is desirable.
Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
Minimum of GCSEs (A-C) or equivalent in English and Maths.
Core Responsibilities:
Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
Manage all aspects of the client lifecycle, including onboarding, account maintenance, and periodic reviews.
Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.
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: 16116
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: Manchester, England
Start: ASAP
Posted: 2025-06-05 08:29:34
-
Job Description:
Our client, a global investment management firm based in Edinburgh, is looking for a Controls Assurance Manager to join on an initial 6-month day rate contract.
The successful candidate will have a track record of successfully leading teams and projects, to establish a centralised control testing function.
Essential Skills/Experience:
Internal control framework - experience of testing internal controls, in particular design effectiveness and operating effectiveness, control quality, and high-quality evidencing standards
Global approach - although the primary focus will be UK, many processes and controls operate across the global business and therefore experience of operating across a global business is desirable.
Interpersonal skills - deliver with quality and impact in a proactive and collaborative manner
Impact and influence - operates with intellectual curiosity to understand and surface insights that helps strengthen the design and operation of the internal control framework
Collaboration - outcome focussed with ability to facilitate collaborative working within and across teams
Communication - ability to communicate effectively with the team, and within stakeholder meetings
Attention to detail - works with precision to deliver requirements
Core Responsibilities:
Reviewing testing of the design and operating effectiveness of controls; and managing reporting of results with key stakeholders into the business.
Overseeing a team of control testers to deliver high-quality testing across the company control environment.
Working collegiately with the wider assurance team, providing training and best practice guidance, supporting overall team activities, supporting deliverables, and assisting with other risk and control related activities as required.
Where controls are identified as ineffective or require improvement, work collaboratively with business leads to agree testing results.
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: 16117
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
Duration: 6 Months
Posted: 2025-06-04 17:11:26
