Job Description:
We are working with our client, a financial advisory firm, on an excellent opportunity for an Investment Assistant to join the team based in Dundee.
The successful candidate will play a key role in supporting to the team with focus on using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are happy to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations.
Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy - attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player - small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company's presentations
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: 16175
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.
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For further information, please refer to our full Privacy Statement available on our websit
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: Dundee, Scotland
Start: ASAP
Posted: 2025-08-06 16:41:28
We are currently recruiting a Part-Time Bookkeeper on behalf of a well-established and reputable business specialising in tailored storage solutions.
With a focus on the design, construction, and installation of high-quality storage systems, this company prides itself on craftsmanship and customer satisfaction.
This role offers 20-25 hours per week, salary £15 - £17 per hour with flexibility and potential to transition into a full-time position.
The successful candidate will work closely with the senior leadership team to maintain accurate financial records and ensure ongoing financial compliance and reporting.
Key Responsibilities:
* Maintain up-to-date and accurate financial records using Xero and Stripe
* Reconcile high volumes of transactions across internal systems and third-party platforms
* Submit quarterly VAT returns
* Manage accounts payable, including supplier payment processing
* Prepare monthly financial reports including profit and loss statements and balance sheets
* Support budgeting and forecasting activities
* Assist in year-end audits in collaboration with external auditors
* Provide occasional front-of-house support, including greeting visitors, accepting deliveries, and responding to basic customer enquiries
Essential Skills & Experience:
* Minimum of 2-3 years experience in a Bookkeeper or similar finance role
* Qualified or part-qualified in AAT, CIMA, or working towards a recognised accounting qualification
* Proficient in Xero and Microsoft Excel
* Strong understanding of general accounting principles and financial reporting
Please note: Only applicants who meet the essential skills and experience criteria will be considered, as per the clients requirements.
Benefits:
* Competitive hourly pay
* Company pension scheme
* Flexible working hours
* Employee and store discounts
* Free on-site parking
This is an exciting opportunity for a skilled Bookkeeper looking to join a supportive and growing business with the flexibility of part-time hours and the potential for growth.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Similar titles: Bookkeeper, Accounts Assistant, Finance Assistant, Assistant Accountant, Accounts Administrator, Junior Accountant
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Type: Permanent Location: Rotherham, England
Start:
Duration:
Salary / Rate: £15 - £17 Per Hour
Posted: 2025-08-06 14:50:48
