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Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof.
They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team.
Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second.
If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch. ....Read more...
Type: Permanent Location: Chester, England
Salary / Rate: Negotiable
Posted: 2025-06-13 09:27:35
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A fast-growing, multi-utilities business is seeking a detail-oriented and organised Purchase Ledger Clerk to join their dynamic Finance Team in the Halifax area!
They are a trusted provider, delivering solutions across the UK for commercial, industrial and residential developments.
This role plays an integral part in managing accounts payable and ensuring accurate financial records for the business.
Salary and Benefits for the Purchase Ledger Clerk
Annual Salary between £27,000 - £30,000 (DOE)
28 Days Annual Leave (Inc.
Bank Holidays)
Company Pension Scheme
On-Site Parking
Days-Based Role, Monday - Friday
The Role of Purchase Ledger Clerk
The role of Purchase Ledger Clerk plays a crucial part in managing accounts payable and ensuring accurate financial records.
You will be working as a key part of the finance team working alongside the Finance Manager and the Accounts team.
Key Responsibilities of the Purchase Ledger Clerk:
Processing purchase invoices to ensure timely payment to suppliers.
Processing Purchase Orders.
Maintain accurate records of all transactions within the Purchase Ledger.
Reconcile supplier statements and resolve discrepancies as necessary.
Assist in the preparation of monthly accounts payable reports.
Stock Control - Liaising with the Store Manager to keep up to date with stock and to oversee financials over this.
Supporting the finance team with ad-hoc tasks as required.
Essential Criteria of the Purchase Ledger Clerk
Previous experience of Purchase Ledger and Accounts Payable role
Proficiency in Safe 50 Accounts or similar software
Experience of Processing Invoices and Supplier Invoices
Experience with VAT
Strong attention to details
Teamwork skills across other divisions
How to apply?
Apply for the position of Purchase Ledger Clerk by submitting your CV direct for review. ....Read more...
Type: Permanent Location: Halifax, England
Start: ASAP
Salary / Rate: £27000.00 - £30000.00 per annum + Penson, Onsite Parking
Posted: 2025-06-12 16:23:03
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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
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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: 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
-
Client-Focused, No Cold SalesUp to £35,000 + Quarterly Bonus + Hybrid
Are you a detail-driven mortgage industry professional who loves the technical elements of mortgage advisory, guiding clients through the process and providing outstanding service—but would rather leave the sales chasing to someone else?
If your strengths lie in customer service, coaching, and case progression rather than lead generation or cold sales, this could be the perfect role for you.
A growing mortgage and protection network, known for championing adviser development and supporting brokers at all stages of their journey, is seeking an experienced Mortgage Support Specialist to join their dedicated Member Support team.
Based from modern offices in Hornchurch with flexible hybrid working available, this is an opportunity to make a real impact in a rewarding, service-driven role.
Working closely with newly qualified brokers and advisers in the network, you'll act as a key point of contact—offering expert guidance, helping them place their first cases, and ensuring they have the tools and support needed to thrive.
Responsibilities include:
Delivering 1:1 support and coaching for new brokers on mortgage placement, systems, and compliance
Responding to queries across channels like Google Chat, LinkedIn, phone, and email
Supporting training academies and delivering content in specialist mortgage areas
Creating technical content and keeping product knowledge up to date via the LMS
Acting as a calming, knowledgeable voice in a fast-paced environment—problem-solving, advising, and championing bestpractice
What You'll Need:
Strong technical understanding of mortgage products and lender criteria
Hands-on experience in a mortgage advisory, case progression, or broker support role
CeMAP (or equivalent) qualified
Excellent communication and interpersonal skills—particularly when explaining complex topics
A natural coaching style and a passion for helping others succeed
Confidence working independently in a hybrid or office-based setting
What's On Offer:
Salary up to £35,000 + performance-related quarterly bonus
Flexible working—hybrid options or full-time office presence in Hornchurch
Supportive, people-first culture with a collaborative, close-knit team
Real opportunities to grow into a training, mentoring, or technical leadership role
The chance to focus on what you love: helping others, solving problems, and delivering great outcomes—without the sales pressure
This is a brilliant opportunity for a mortgage professional who takes pride in doing things right, enjoys guiding others, and wants to make a real difference in the careers of future advisers. ....Read more...
Type: Permanent Location: Hornchurch, England
Start: ASAP
Salary / Rate: Up to £35000 per annum + Quarterly Bonus + Hybrid
Posted: 2025-06-10 13:50:04
-
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 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
-
Investment Associate London £70,000 - £80,000 DOE We are working with an exciting Private Equity business with a growth-focused investment portfolio across mainly Education, Healthcare and Tech, specialising in the lower mid-market.
Their mission is to partner with exceptional entrepreneurs and SMEs to drive transformational growth.The Individual: We are looking for a highly skilled Investment Associate to join their London team.
This is an opportunity for a driven professional with 5-6 years of corporate finance experience looking to transition to the buy side within the lower mid-market, to play a pivotal role in identifying, evaluating and executing investment opportunities.Key Responsibilities:
Identify and assess investment opportunities in the LMM space, analysing market trends and competitive landscapes.Build and interpret detailed financial models to support investment decisions.Conduct due diligence, support transaction structuring, and assist with negotiations.Collaborate with portfolio companies to drive strategic initiatives, improve performance, and realise value creation plans.Develop and maintain strong relationships with entrepreneurs, SMEs, advisors, and internal stakeholders.Prepare high-quality presentation decks and investment committee materials to effectively communicate recommendations.
Requirements:
A minimum of 5-6 years of Corporate Finance experience, with a strong foundation in financial modelling, 3+ years’ experience in M&A, and presentation development.Exposure to a deal team with experience in management team meetingsExceptional quantitative and analytical abilities, with a proven track record of evaluating complex business cases.Strong interpersonal skills and the ability to build trust and rapport with entrepreneurs and SME leadership teams.A genuine enthusiasm for transitioning to the buy side and contributing to the growth of LMM businesses.
If this position is of interest to you and you fit the requirements of the role then please apply with an updated copy of your CV.Please note due to volume of applications it is only possible to respond to successful applications. ....Read more...
Type: Permanent Location: London, Greater London, England
Start: ASAP
Duration: PERM
Salary / Rate: £70k - 80k per year + .
Posted: 2025-06-09 11:08:25
-
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
-
My client is a fast growing, highly profitable international bank with a strong internal audit function operating out of their City of London offices.
Due to an internal promotion, we are seeking someone to join this team as an experienced Senior IT Audit Manager (VP Grade) to assist in the delivery of the IT internal audit plan.
As a VP Audit Manager you will be responsible for delivering end to end IT audits and will manage a small team whilst delivering each audit.
Stakeholder engagement will be an important part of the role and we seek someone who has extensive experience in this area.
Specific responsibilities will include:
Running and leading a portfolio of audits across the applications and infrastructure space
Managing a team of up to 4 audit professionals whilst delivering the audits.
Managing and developing senior stakeholder relationships across the business.
Embedding a strong risk management and control culture across the corporation.
The audits can be in technically complex and highly regulated areas, large assignments, including theme audits across more than one business.
These are scheduled so that some will overlap so that two assignments may be open at the same time, closing one and planning another, and as VP Audit Manager you will be able to manage both successfully.
We seek a technical IT audit professional who is either CISA or CISSP qualified ideally from a banking background.
You will have technical expertise and demonstrable knowledge of Cyber Risks and a clear understanding of the risk and internal control environment relevant to the information technology being audited which may include:
Firewalls (Check Point, Palo Alto, Cisco)
Networks (Cisco)
Windows including Azure
Office 365
Unix/Linux
Database Management Systems (Oracle, SQL Server)
IBM Websphere
This is a global and well-established bank that has interests in many different areas.
My client is entering an aggressive growth phase and so applicants from existing VPs who are seeking an environment with internal promotion opportunities are welcomed.
We are interested in talking to applicants from a commercial/investment banking internal audit (or second line) background.
Strong interpersonal and communication skills and the ability to work on your own and lead a team are essential.
Opportunities for career progression within Audit, Controls or the wider banking group are excellent and can be achieved rapidly.
This is the reason the role is open.
£six figure base plus benefits and strong bonus potential.
The bonus pays twice a year and is above average.
Please note that applicants must have UK right to work as this client will not offer sponsorship either now or in the future. ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Permanent
Salary / Rate: £100000 - £120000 per annum + Excellent benefits package
Posted: 2025-06-05 15:04:22
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My client are a global financial services firm with hubs scattered across the USA and EMEA.
Due to a planned expansion and internal promotion, we are seeking to appoint a Senior Internal Auditor to join the London team.
Key responsibilities will include:
Participating in internal audits designed to evaluate the adequacy of controls for the business and key business processes.
This is an end to end internal audit role.
Included in this responsibility are:
Completing audit test procedures.
Communicating audit findings noted from the review to the Senior Internal Audit Manager.
Assisting the Senior Internal Audit Manager in the development of an audit approach and testing strategy for assigned audit projects to ensure all key business risks and controls are evaluated.
Making, or assisting in making oral and written presentations to management throughout and at the conclusion of the examination by discussing process and control deficiencies, recommending corrective actions and other suggestions for improvements in operations and/or reductions in costs.
Applicants will be able to deliver an end to end internal audit but this can be whilst under supervision from the Senior Internal Audit Manager.
The company culture for this client is extremely dynamic and ambitious candidates are well looked after.
75% of the current leadership team have been internally promoted into the role and other senior operational Line Managers also originated from within internal audit.
It has an excellent reputation for getting strong candidates noticed and then poached into group operational roles.
Applicants will ideally be qualified or studying towards one of the following: ACA/ACCA/CIIA/CIA or equivalent.
Communication skills and particularly the ability to articulate risks and controls are essential for this role.
A good work/life balance exists and the team operate a “grown up approach” to time keeping with core hours being 9.30-5.30pm.
The team work in a hybrid manner with 2 days a week in the office and the rest from home.
Applications are welcome from internal auditors seeking a move or external auditors who have been working on a financial services portfolio seeking to make their first move into industry.
These candidates must be able to identify and articulate risk.
For more information, please click to apply. ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Permanent
Salary / Rate: £62000 - £65000 per annum + Strong benefits package
Posted: 2025-06-05 14:20:49
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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.
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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
