-
Job Description:
Our client, an investment management firm in Glasgow, is recruiting for a Team Leader to join their Middle Office function on a 7-month fixed-term basis.
This is an excellent opportunity for an experienced people manager with a strong background in operations, client service, and regulatory awareness.
Our client offers a hybrid working model of 3 days in the office and 2 days at home.
Skills/Experience:
IOC qualification (or progress toward it) preferred but not essential.
Previous experience managing or leading operational teams, ideally within financial services or investment management.
Strong understanding of client servicing, regulatory compliance, and service delivery metrics.
Knowledge of FCA CASS regulations or equivalent frameworks.
Effective communicator with strong relationship-building and stakeholder management skills.
Core Responsibilities:
Lead daily operations for onboarding and servicing to ensure consistent, high-quality delivery.
Manage, coach, and develop team members to drive performance and improvement.
Track and report on SLAs, KPIs, and risk metrics for internal stakeholders.
Enhance processes to improve client and user experience (CX/UX).
Collaborate across teams to align timelines, expectations, and strategy.
Ensure compliance with FCA regulations and business continuity policies.
Identify and support team training and development needs.
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: 16156
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 inScotland
INDCAS ....Read more...
Type: Contract Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-30 15:26:38
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Job Description:
We are recruiting on behalf of a leading wealth and financial planning firm for a Client Services Executive to join their team in Newcastle on a 12-month basis.
This role sits within the Financial Planning department and offers a hybrid working model of 3 days in the office and 2 days at home.
Skills/Experience:
Confident user of Microsoft Word (Advanced) and Excel (Intermediate).
Previous experience in a similar client-focused or support role within financial services is highly desirable.
CII qualifications are beneficial but not essential.
Core Responsibilities:
Proactively engage with clients to ensure information is current and compliant (MiFID II).
Support the preparation of financial advice across investments, pensions, estate, and tax planning.
Schedule and manage annual client reviews, tracking associated actions.
Collaborate with Financial Planners and Paraplanners to deliver excellent client service.
Maintain accurate client records and update internal systems.
Process new business applications and documentation efficiently.
Provide administrative support to Financial Planners and the wider team.
Offer cross-office assistance when required.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16155
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-30 11:50:46
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Job Description:
Our client, a leading financial services firm in the UK, is seeking a talented and experienced Business Analyst.
This is an exciting opportunity to join a change and transformation function that plays a critical role in driving strategic improvements across the organisation.
This role is suited to a Business Analyst with experience in regulated financial services environments, particularly within wealth or investment management.
Essential Skills/Experience:
Experience in a Business Analyst role
Experience contributing to business analysis or change communities of practice desirable
Background in wealth management or broader financial services desirable
Strong analytical and problem-solving capabilities
Excellent stakeholder management and communication skills
Skilled in process mapping, documentation, and requirements gathering
Proven experience supporting business change and transformation initiatives
Familiarity with Agile, Scrum and/or Waterfall methodologies
Business analysis certifications (e.g.
BCS, IIBA) desirable.
Core Responsibilities:
Engage with stakeholders across the business to gather, document, and validate business, functional and non-functional requirements
Analyse business processes and systems to identify improvement opportunities
Develop clear documentation including Business Requirements Documents (BRDs), process flows, use cases, and user stories
Support the full project lifecycle - from design and development through to testing, implementation, and post-deployment analysis
Facilitate workshops and meetings to extract information, validate insights, and gain stakeholder buy-in
Apply both Agile and Waterfall methodologies to support a broad portfolio of change initiatives.
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: 16150
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: 2025-06-30 11:35:05
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Job Description:
Are you a project manager with a strong track record of leading change across regulatory environments? We are working on an exciting opportunity with a reputable financial services firm based in Newcastle.
This is a broad role and you will engage with senior stakeholders, deliver meaningful outcomes, and ensure strategic change is successfully implemented.
Essential Skills/Experience:
Experience managing full project life cycles
Background in wealth management or the broader financial services industry.
Experience working with formal methodologies such as Agile, Waterfall, Scrum, or Prince2.
Project management certifications (e.g.
Prince2, PMP) desirable.
Exposure to regulatory change or business transformation projects.
Strong stakeholder engagement and influencing skills across various business levels.
Proven ability to lead cross-functional teams and manage competing priorities.
Proficient in risk management, budget control, and project reporting.
Comfortable using project management tools and the Microsoft Office suite.
Core Responsibilities:
Lead the end-to-end delivery of projects within agreed time, cost and quality constraints.
Apply appropriate delivery methodologies (e.g.
Agile, Waterfall, Prince2).
Develop robust business cases in collaboration with subject matter experts and business owners.
Drive stakeholder engagement and build strong relationships across departments.
Manage project risks and issues proactively, ensuring escalation and resolution where necessary.
Facilitate governance and reporting processes to support oversight and informed decision-making.
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: 16149
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: 2025-06-30 11:18:47
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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: 2025-06-27 17:56:45
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Job Description:
Core-Asset Consulting is delighted to be partnering with a highly respected financial service firm to recruit a Data Engineer for a permanent position based in Newcastle.
This is a fantastic opportunity to join an organisation with a clear commitment to innovation and insight-led decision-making.
As a Data Engineer, you will play a critical role in transforming complex operational data into meaningful insights.
Working across analytics, data science, and development teams, you will design and implement robust data pipelines, optimise data models, and ensure high-quality, reliable outputs that drive strategic business decisions.
Essential Skills/Experience:
Strong proficiency in T-SQL and experience developing complex queries and procedures.
Expertise in Spark and PySpark for scalable data processing.
Solid understanding of OLTP and OLAP architectures and data modelling principles.
Experience with Microsoft Azure, including Fabric, Azure Data Factory, Data Lake, Data Warehouse, and Blob Storage.
Sound knowledge of ETL/ELT best practices.
Strong analytical and problem-solving skills with a focus on data accuracy and reliability.
Excellent collaboration and communication skills, with the ability to translate business requirements into technical solutions.
Comfortable working in dynamic environments and committed to continuous improvement.
Core Responsibilities:
Translate complex transactional data into optimised analytical models (facts and dimensions) to support reporting and insights.
Design, build, and enhance data pipelines within Microsoft Fabric to improve performance, scalability, and data quality.
Engineer new integrations from internal and external data sources using best-practice ETL/ELT methodologies.
Monitor and optimise SQL-based workflows to ensure accuracy and efficiency in daily data processing.
Lead efforts to migrate legacy reporting datasets to modern platforms, ensuring minimal disruption.
Collaborate with analytics teams to develop custom data models and engineered datasets tailored to business requirements.
Partner with data science colleagues to create summary and aggregated datasets for advanced analytics and predictive modelling.
Respond efficiently to ad hoc data requests, ensuring outputs are timely, accurate, and aligned to stakeholder needs.
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: 16151
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: 2025-06-27 15:12:21
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About True Potential
True Potential LLP is an award-winning financial services and technology company, shaping the future of the industry with innovative digital solutions.
We work with nearly 20% of UK financial advisers, providing cutting-edge platforms that enhance efficiency and client engagement.
Our collaborative and fast-paced environment offers exciting opportunities for talented individuals looking to drive innovation in fintech.
About the Role
We are looking for a Front-End Developer to join our dynamic development team.
This is a fantastic opportunity to take ownership of projects and shape the future of front-end development at True Potential.
You'll work closely with our in-house design and development teams to build, maintain, and enhance the front-end of various internal sites.
Collaboration is key, and you'll be part of a supportive environment that values innovation and technical excellence, with multiple opportunities for professional growth.
Responsibilities
Develop, maintain, and update front-end elements for in-house web applications.
Work closely with designers and stakeholders to translate concepts into functional, high-quality web experiences.
Take ownership of the Content Delivery Network (CDN), ensuring styles and content are kept up to date.
Ensure responsive and accessible design across multiple platforms and devices.
Write clean, modular, and efficient code while following best practices.
Use version control tools to manage code changes effectively.
About You (Skills & Experience)
We're looking for a developer with:
5+ years of experience in front-end development.
Proficiency in HTML5, CSS, SASS, JavaScript, and jQuery.
Experience with Bootstrap and other front-end frameworks.
Strong understanding of responsive web design principles.
Experience working with Content Delivery Networks (CDNs).
Knowledge of .NET MVC, Razor, Telerik charts, and SendGrid email templates (desirable).
Strong analytical and problem-solving skills.
Excellent communication and organisational skills.
Ability to work both independently and collaboratively in a fast-paced environment.
Why Apply?
You'll join a supportive, long-established team with access to professional training, career progression, and regular social events, and will be supported in your career development while working on exciting projects in a fast-moving technology-led business.
Interested candidates should send their CV to Core-Asset Consulting at truepotential@core-asset.co.uk, or call +44 131 718 4600 for a confidential discussion.
Core-Asset Consulting is exclusively retained to manage this role.
Any speculative CVs or direct applications will be forwarded to Core-Asset Consulting.
No agency fees will be payable, and all CVs submitted for this role will be handled exclusively by Core-Asset Consulting.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15992
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-27 09:32:07
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Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Edinburgh or Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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: 2025-06-26 09:34:44
-
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Edinburgh or Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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: 2025-06-26 09:34:05
-
Job Description:
We have an exciting opportunity for a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract.
The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.
Skills/Experience:
Experience working in a similar role in Financial Services managing end-to-end administration processes.
Knowledge of regulatory environment.
Understanding of the products and services.
Experience managing administrative staff (desirable).
Client Facing Experience (desirable).
Core Responsibilities:
Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g.
end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Manage the client lifecycle administration process to ensure a timely and efficient client experience.
Take ownership and accountability for all client administration tasks.
Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g.
ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
Work closely with the team and wider administration functions to develop and share best practice.
Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries.
This includes attending client meetings and leading discussions regarding client administration matters.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16148
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-06-25 14:45:33
-
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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: 2025-06-25 14:16:11
-
Job Description:
Our client, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland.
This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional.
The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player - collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
Benefits:
A 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: 16119
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: 2025-06-25 08:53:13
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The Company
Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors.
Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market.
Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients.
The Opportunity
Are you someone who thrives at the intersection of marketing, data, and technology? We're excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights.
This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.
What You'll Be Doing
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals
Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data
Supporting platform analytics and maintaining rebate databases to support product decision-making
Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities
What We're Looking For
A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics
Experience in the financial services industry (fund or wealth management) would be advantageous
Experience using Wordpress and Mailchimp is an advantage
A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges
Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed
Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean
Why Apply?
Join a dynamic team at the heart of data, marketing, and product
Help shape operational efficiency and drive smarter commercial outcomes through insight
Work across a diverse set of tools and platforms in a role that offers variety and ownership
Be part of an organisation that values proactive thinkers and data-led decision-making
Enjoy flexible working options and a culture that celebrates curiosity and creativity
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.
....Read more...
Type: Permanent Location: Sydney CBD, Sydney, Australia
Posted: 2025-06-25 02:57:08
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Job Description:
Are you passionate about technology risk and governance? Core-Asset Consulting is partnering with a leading UK-based financial services organisation to recruit an experienced IT Risk Analyst.
This is an exciting opportunity to join a highly collaborative risk and compliance team, playing a key role in embedding effective risk management practices across a growing and dynamic business.
Essential Skills/Experience:
Prior experience working in a risk-based role within financial services
Understanding of IT risk frameworks and control environments
Knowledge of risk methodologies such as RCSA, KRI/KCI design and incident/root cause analysis
Solid grasp of cyber/information security concepts and controls
Familiarity with frameworks such as ISO 27001, NIST, or similar
Strong stakeholder engagement and communication skills, including the ability to explain technical risk concepts to non-technical audiences
Proficiency with Microsoft Office tools (Excel, Word, PowerPoint)
Working knowledge of UK regulatory standards (e.g., FCA, GDPR, Consumer Duty)
Experience supporting or engaging with internal audit functions
Certifications such as CompTIA Security+, CISA, CISSP, CISM or CRISC (or studying towards)
Exposure to technology change risk assessments and remediation planning
Core Responsibilities:
Facilitate IT and business risk assessments and control testing exercises
Maintain and update risk and control registers
Support the design and tracking of key risk indicators (KRIs) and key control indicators (KCIs)
Assist in the review and validation of root cause analysis from risk events and incidents
Monitor and report on remediation plans and internal loss events
Support IT risk dashboards, reporting packs, and regulatory insights for senior stakeholders
Contribute to the development of a strong risk culture across the organisation
Collaborate with internal teams to oversee the risk impact of technology change programmes
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: 16145
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: 2025-06-24 13:00:34
-
Job Description:
We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh.
The successful candidate will look after all elements of managing client portfolios for the business, including client relationships, portfolio construction, investment research and business development.
Skills/Experience:
CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods and investment risk
Excellent communication skills with the ability to summarise complex issues clearly and succinctly.
Core Responsibilities:
Responsible for the construction, implementation and monitoring of suitable client portfolios.
Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm's processes.
Ensure first class standard of client service to build significant and long-lasting client relationships.
Playing an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).
Develop the business by marketing the firm to potential new clients.
Work closely with the Financial Planners to provide a full service to a growing number of clients.
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: 16144
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: 2025-06-23 15:00:34
-
Job Description:
Our client, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland.
This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional.
The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player - collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
Benefits:
A 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: 16119
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: Dundee, Scotland
Start: ASAP
Posted: 2025-06-20 12:53:03
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Graduate Internal Auditor - Internal Audit Management & Consultancy - Cannock
A great opportunity has become available for a graduate in Internal Audit Management & Consultancy.
You will be joining a growing Internal Auditing business in Cannock, a company with a successful track record of developing junior Internal Auditors into more senior positions with more responsibility, which will help develop your career.
To begin with, you will need to be in the office daily, but once you have been fully trained, the role will become hybrid, meaning you will only need to be in the office a couple of days a week.
Specifically, we are looking for you to hold an MSc in Internal Audit Management & Consultancy.
We are open to candidates who have recently graduated or individuals who have moved into a role but have perhaps not been offered the development they expected in an Internal Auditor role.
If you are a recent graduate, any placements during your education would be advantageous.
The company will develop your career, primarily focusing on Internal Auditing for local government, charity, and public services organisations.
Previous individuals who have joined the business have gone on to develop into more senior roles.
In addition, you will be rewarded with an excellent starting salary, the ability to work from home (once trained), and a benefits package.
You will be given a career track that will include obtaining industry qualifications that will help advance your career in the future.
I anticipate significant interest in this role, so I suggest you make an application now or miss out.
For more information, please feel free to call Andrew Welsh, Director of Medical Devices recruitment and Scientific recruitment specialists at Newton Colmore, on +44 121 268 2240, or make an application, and one of our team members at Newton Colmore will contact you.
Newton Colmore Consulting is a specialist recruitment company within the Medical Devices, Scientific Engineering, Data Science, Machine Learning, Scientific Software, Robotics, Science, Electronics Design, New Product Design, Human Factors, Regulatory Affairs, Quality Assurance, and Field Service Engineering sectors.
....Read more...
Type: Permanent Location: Cannock, England
Salary / Rate: Negotiable
Posted: 2025-06-20 10:10:35
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Job Title: Senior Service Architect
Location:- Hampshire + Remote
Salary:- £70-90k + Bens
Overview:
We're seeking a Principal Service Architect to lead the design and evolution of best-in-class managed services across Voice, Room Technologies, and Digital Signage.
This role requires a unique blend of deep technical knowledge and commercial insight to shape scalable, innovative, and cost-effective service offerings.
Acting as a strategic bridge between engineering, delivery, and sales, you'll drive service development, support key client engagements, and influence internal roadmaps.
Key Responsibilities:
Service Design & Strategy
, Design and define managed services for UC, AV/VC, and digital signage.
, Translate customer and market needs into scalable service models (SLAs, processes, HLDs, SOWs).
, Ensure alignment with ITIL and operational best practices.
Commercial & Client Engagement
, Support sales with solution design, proposals, and financial models.
, Drive commercial competitiveness through pricing, margin analysis, and TCO/ROI assessments.
, Present strategies to stakeholders, including C-level clients.
Consulting & Delivery
, Lead client workshops, audits, and transformation roadmaps.
, Collaborate across product, delivery, and engineering teams to ensure successful implementation.
, Mentor internal teams and contribute to enablement and knowledge sharing.
Skills & Experience Required:
, Strong expertise in UC, AV/VC, digital signage (e.g., Microsoft Teams, Zoom, Cisco, Crestron, Appspace, Utelogy).
, Deep understanding of managed services models, ITIL frameworks, and hybrid/cloud environments.
, 10+ years in service/technical architecture, with 5+ in UC/AV/Managed Services.
, Proven consulting experience and ability to influence technical and business stakeholders.
Preferred Qualifications:
, Degree in Engineering, Networking, or related field.
, Certifications: ITIL, CTS, Microsoft 365, Cisco
, Experience supporting global clients and services.
@mecscomms: uniting opportunity with ambition in Telecoms | Media | Technology
@mecscomms is the brand name of MECS Communications Ltd who provide permanent & contract recruitment consultancy service as an Employment Agency & Employment Business.
For more information or a list of current vacancies, please see our web site at mecscomms.co.uk ....Read more...
Type: Permanent Location: Hampshire, England
Salary / Rate: £70000 - £90000 per annum + + Bens
Posted: 2025-06-19 17:45:29
-
Job Description:
Are you an experienced finance professional, with a proven ability to manage the workload of junior colleagues, building strong working relationships? If this sounds like you, we'd love to hear from you.
Our client, a global financial services firm based in Glasgow, has an exciting opportunity for a contractor to join their Liquidity Reporting team, initially to the end of December 2025 on a hybrid working setup.
Skills/Experience:
Relevant degree and/or equivalent work experience.
Experience of managing people, delegating tasks, providing career guidance and developmental feedback.
Talent and responsibility - you take pride in the quality of your work and your contribution to the team.
Collaboration - you enjoy working within a team to achieve common goals.
Communication - you are able to communicate and build relationships with a diverse range of people with varying levels of knowledge and experience.
Experience using MS Office (Excel, PowerPoint, and Word) beneficial.
The ability to work independently in a self-directed way in a collaborative, team-oriented environment.
Prior experience of working in the financial services industry or the Finance department of an organisation.
Core Responsibilities:
Review sections of the daily and monthly liquidity reporting for the Firm.
Manage individuals' workload and offering professional support.
Develop collaborative working relationships with a range of stakeholders including Corporate Treasury and Technology, across different departments and regions.
Undertake analysis of liquidity reporting data to validate, understand and provide commentary on key business drivers.
Participate in improvement efforts including department level work streams and IT automation initiatives.
Ensure liquidity reporting adheres to the defined control framework and is consistent with other reporting produced across the wider 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: 16140
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: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-19 16:01:43
-
JOB DESCRIPTION
BUILD YOUR FUTURE WHILE YOU HELP BUILD A BETTER WORLD!
Tremco Construction Products Group brings together Roofing & Building Maintenance, Commercial Sealants, Waterproofing divisions, Tremco Barrier Solutions Inc., Dryvit, Nudura and Willseal brands, Prebuck LLC, Weatherproofing Technologies, Inc., Weatherproofing Technologies Canada and PureAir Control Services, Inc.
Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
If you're looking for a place to build a career and a life, with great benefits, advancement opportunity, technology, people and a commitment to a sustainable future, you've found it with us.
PROJECT ADMINISTRATOR
This is a 100% remote position that will support the Pacific Northwest and Pacific Southwest Regions of our Western Division.
Preferred candidate will reside in the Mountain or Pacific time zone.
GENERAL PURPOSE OF THE JOB:
Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases.
Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types.
This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services.
Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required.
Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software.
Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital.
The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders.
This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products.
Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes.
Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness.
Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation.
Project Administrators also facilitate and manage compliance submissions as needed.
This role includes dispatching service orders to WTI Technicians, tailored to the specific project type.
For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting.
Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights.
Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations.
Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days.
This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements.
Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services.
They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval.
The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end.
This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur
Hours to Day Conversions
Calculating Market Price
Weekly backlog meetings
Review and resolve customer disputes
Manage tech service expenses
Assist with travel and hotel arrangements for maintenance and repair routes
Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation
Coordinate material orders
Review and process Readsoft workflow items
Monitor daily, weekly and monthly reports
Customer/Vendor Billing Portals
Bi-weekly Project Review Meetings
Payment Reconciliation
Report low margin jobs
Facilitate effective communication
Process Implementation Reviews
Assist in the preparation of project presentations, reports, and other project-related materials
Problem Solving
Conflict Management
Escalation of concerns and issues
Archive Project files as necessary
Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE:
4-7 years related experience and/or training
Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently.
Keeping records, documents, and project files organized and easily accessible.
Excellent written and verbal communication skills to interact with team members, stakeholders, and clients.
Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint).
Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed.
Ability to think critically and adapt to changing project conditions.
Understanding of project budgets, cost tracking, and financial reporting.
Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports.
Strong time management skills to handle project deadlines and ensure timely task completion.
Ability to manage time effectively in a fast-paced environment.
Ability to work well with a diverse group of people, from team members to external vendors.
Skill in fostering a collaborative, respectful work environment.
Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress.
Ability to resolve conflicts and keep the team working toward common goals.
Handling disputes diplomatically and maintaining positive relationships among project team members.
Knowledge of State prevailing wage, DB and SCAThe salary range for applicants in this position generally ranges between $53,000 and $66,000.
This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-06-19 15:10:26
-
JOB DESCRIPTION
BUILD YOUR FUTURE WHILE YOU HELP BUILD A BETTER WORLD!
Tremco Construction Products Group brings together Roofing & Building Maintenance, Commercial Sealants, Waterproofing divisions, Tremco Barrier Solutions Inc., Dryvit, Nudura and Willseal brands, Prebuck LLC, Weatherproofing Technologies, Inc., Weatherproofing Technologies Canada and PureAir Control Services, Inc.
Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
If you're looking for a place to build a career and a life, with great benefits, advancement opportunity, technology, people and a commitment to a sustainable future, you've found it with us.
PROJECT ADMINISTRATOR
This is a 100% remote position that will support the Pacific Northwest and Pacific Southwest Regions of our Western Division.
Preferred candidate will reside in the Mountain or Pacific time zone.
GENERAL PURPOSE OF THE JOB:
Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases.
Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types.
This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services.
Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required.
Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software.
Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital.
The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders.
This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products.
Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes.
Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness.
Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation.
Project Administrators also facilitate and manage compliance submissions as needed.
This role includes dispatching service orders to WTI Technicians, tailored to the specific project type.
For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting.
Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights.
Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations.
Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days.
This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements.
Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services.
They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval.
The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end.
This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur
Hours to Day Conversions
Calculating Market Price
Weekly backlog meetings
Review and resolve customer disputes
Manage tech service expenses
Assist with travel and hotel arrangements for maintenance and repair routes
Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation
Coordinate material orders
Review and process Readsoft workflow items
Monitor daily, weekly and monthly reports
Customer/Vendor Billing Portals
Bi-weekly Project Review Meetings
Payment Reconciliation
Report low margin jobs
Facilitate effective communication
Process Implementation Reviews
Assist in the preparation of project presentations, reports, and other project-related materials
Problem Solving
Conflict Management
Escalation of concerns and issues
Archive Project files as necessary
Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE:
4-7 years related experience and/or training
Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently.
Keeping records, documents, and project files organized and easily accessible.
Excellent written and verbal communication skills to interact with team members, stakeholders, and clients.
Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint).
Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed.
Ability to think critically and adapt to changing project conditions.
Understanding of project budgets, cost tracking, and financial reporting.
Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports.
Strong time management skills to handle project deadlines and ensure timely task completion.
Ability to manage time effectively in a fast-paced environment.
Ability to work well with a diverse group of people, from team members to external vendors.
Skill in fostering a collaborative, respectful work environment.
Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress.
Ability to resolve conflicts and keep the team working toward common goals.
Handling disputes diplomatically and maintaining positive relationships among project team members.
Knowledge of State prevailing wage, DB and SCAThe salary range for applicants in this position generally ranges between $53,000 and $66,000.
This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-06-19 15:09:43
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Job Description:
Our client, a leading wealth management firm, is seeking a dynamic and strategic Internal Communications Manager to join their team in Newcastle.
As the driving force for all internal communications, the ideal candidate will develop and implement effective communication strategies for the business.
This is a great opportunity to join a growing firm and take on a broad role.
Skills/Experience:
Degree in Communications, Public Relations, Marketing, Journalism, or a related field is desirable.
Proven experience (5+ years) in internal communications, corporate communications, or a similar role.
Exceptional writing, editing, and storytelling skills with attention to detail.
Strong project management and organisational skills, with the ability to balance multiple priorities.
Experience with digital communication tools, intranet platforms, and internal social media.
Ability to work cross-functionally and build relationships across diverse teams.
Analytical mindset with experience using data to measure communication effectiveness.
Adaptability in a fast-paced environment and a passion for fostering employee engagement.
Core Responsibilities:
Develop and execute internal communication plans to support company objectives, culture and key initiatives.
Create and manage compelling content for various internal channels, including newsletters, emails, intranet updates, town halls, and leadership messages.
Collaborate with senior leadership and business stakeholders to craft clear and engaging messaging that enhances company-wide transparency.
Drive employee engagement by developing creative internal communication campaigns, surveys and feedback mechanisms.
Oversee the management of internal events such as all-hands meetings, leadership Q&A sessions, and recognition programs.
Ensure consistency in messaging and branding across all internal communication touchpoints.
Act as an internal consultant, advising departments on best practices for effective employee communication.
Analyse communication metrics and feedback to continuously refine strategies for improved engagement.
Partner with HR, IT and the wider Marketing team to align internal communication efforts with broader company goals.
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: 16094
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: 2025-06-19 12:17:59
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Job Description:
We have a great opportunity for an Employee Benefits Administrator to join a successful financial services firm in Glasgow.
The successful candidate will join Corporate Employee Benefits team and will be responsible for supporting service delivery to a portfolio of corporate clients and assisting a team of advisers who provide advice across a range of products.
Essential Skills/Experience:
Ideally have several years' experience in a Corporate Benefits support or administration role, either Pensions or Group Risk, but ideally both
Ability to assimilate information quickly and effectively prioritise a client support workload
Collaborative and a strong team player
The ability to manage time effectively
A work ethic that ensures the delivery of promises made to clients
A desire to learn and continually improve
Strong communication and personal organisational skills
Core Responsibilities:
To ensure the effective administration of group risk and group pension arrangements
To assist advisers in providing compliant advice and consultancy services
To assist advisers to deliver advisory and administrative services in a profitable manner making effective use of technology solutions
To assist advisers maintain and strengthen relationships with existing clients
To assist advisers in securing and building advisory relationships with new clients
To identify any service issues which require to be managed by advisers
Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance, and key legislative and regulatory changes
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16085
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-19 12:15:14
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Job Description:
We are working on a fantastic opportunity for a Financial Reporting Assistant Manager to join a leading investment management firm on a fixed-term contract running to the end of the year.
This is a fully remote opportunity.
The successful candidate will be responsible for the financial statements for a range of UK funds.
Skills/Experience:
Accounting and reporting knowledge of UK Funds (UCITS) is a must
Ability to organise themselves and tasks
Attention to detail
Strong creative and analytical thinking
Strong interpersonal skills
Diversity of thought, complementary skills and capabilities
Ability to work to tight deadlines
Ability to work collaboratively with internal and external stakeholders
Core Responsibilities:
Assist with the management of the preparation and completion of all statutory financial statements and regulatory filings.
Assist with the development and training of the Fund Financial Reporting team
Assistance with the preparation and filing of corporation tax returns for funds
Management of the audit process including signing of financial statements, letters of representation etc
Assist in supporting for the implementation of technical accounting, taxation and regulatory changes impacting fund accounting
Assist in supporting corporate events on funds such as liquidations, launches and mergers from an accounting and taxation perspective
Manage production of Key Performance Indicators (KPIs) and Management Information (MI) for Fund Financial Reporting and Taxation
Manage year end adjustments and ongoing adjustments for financial statements and any associated NAV impact
Manage offshore funds and Excess Reportable Income (ERI) adjustments and manage relationship with ERI data provider including accumulation dividend adjustment process
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: 16137
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: Scotland
Start: ASAP
Posted: 2025-06-18 17:32:08
-
Job Description:
We are working on a fantastic opportunity for a Financial Reporting Assistant Manager to join a leading investment management firm on a fixed-term contract running to the end of the year.
This is a fully remote opportunity.
The successful candidate will be responsible for the financial statements for a range of UK funds.
Skills/Experience:
Accounting and reporting knowledge of UK Funds (UCITS) is a must
Ability to organise themselves and tasks
Attention to detail
Strong creative and analytical thinking
Strong interpersonal skills
Diversity of thought, complementary skills and capabilities
Ability to work to tight deadlines
Ability to work collaboratively with internal and external stakeholders
Core Responsibilities:
Assist with the management of the preparation and completion of all statutory financial statements and regulatory filings.
Assist with the development and training of the Fund Financial Reporting team
Assistance with the preparation and filing of corporation tax returns for funds
Management of the audit process including signing of financial statements, letters of representation etc
Assist in supporting for the implementation of technical accounting, taxation and regulatory changes impacting fund accounting
Assist in supporting corporate events on funds such as liquidations, launches and mergers from an accounting and taxation perspective
Manage production of Key Performance Indicators (KPIs) and Management Information (MI) for Fund Financial Reporting and Taxation
Manage year end adjustments and ongoing adjustments for financial statements and any associated NAV impact
Manage offshore funds and Excess Reportable Income (ERI) adjustments and manage relationship with ERI data provider including accumulation dividend adjustment process
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: 16137
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: England
Start: ASAP
Posted: 2025-06-18 17:31:30
