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Job Description:
Do you have at least 5 years' experience dealing with executries, and seeking your next career move? Our client, a law firm based in Edinburgh, is currently seeking a Private Client Paralegal to join their team on a permanent basis.
In this role, you will administer and manage a caseload of executry files independently within a team of Executry Paralegals.
Skills/Experience:
Relevant formal qualification(s), preferably as recognised by the Law Society of Scotland Accredited Paralegal scheme
At least 5 years' previous experience dealing with executries is essential
A commercial focus in managing workload effectively and efficiently
Excellent interpersonal skills, both written and oral
Able to build professional relationships with clients and third parties
Good organisational skills and the ability to prioritise tasks
A high level of accuracy and strong attention to detail
Ability to work independently as well as part of a team, delegating to and supporting colleagues
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Administer testate and intestate executries from initial meeting to conclusion.
Proactively manage your own caseload and provide an excellent client service.
Communicate with Executors and other third parties as required.
Identify and resolve any problems experienced by our clients in a professional manner.
Demonstrate a good working knowledge of inheritance tax exemptions and reliefs and be able to produce inheritance tax calculations.
Complete HMRC inheritance tax forms.
Prepare Executry accounts.
Knowledge of legal rights including calculations and experience of the issues that can arise with such claims.
Build good relationships internally and advise colleagues with different specialisms.
Adhere to firm processes in relation to financial policies, time recording and AML compliance.
Maintain accurate records on the firm's document management system.
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: 16079
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-29 17:08:18
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Job Description:
We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh.
The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification.
Skills/Experience:
NQ - 3 years PQE
Previous experience dealing with high-net-worth individuals in a private client environment is desirable
Previous experience dealing with trusts
A commercial focus in managing workload effectively and efficiently
Mindset to exceed team and client expectations
Working towards or prepared to start STEP qualifications
Excellent interpersonal skills, both written and oral is essential
Able to build professional relationships with clients and third parties
A high level of accuracy and strong attention to detail
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Advise high net worth clients and family business clients (including entrepreneurial clients) on the protection of their assets.
Help families to decide on the most appropriate structures for owning assets (trusts, partnerships, family investment companies).
Accurately prepare and draft legal documentation and correspondence relating to family and business governance, commercial and corporate issues, asset protection, succession and tax planning, and mediation.
Help clients navigate through tax planning issues and work alongside existing tax advisors and accountants.
Assist clients to work out a succession plan alongside their Wills and estate planning.
Help family business clients to manage business continuity, conflicts or challenging family dynamics and help them to deliver their philanthropic objectives.
Proactively manage your own caseload and drive forward work for others within the team.
Identify and resolve any problems experienced by our clients in a professional manner.
Meet or exceed individual financial targets.
Have a good working knowledge of private client law and keep up to date with any developments through events/training.
Collaborate with other professionals - accountants/wealth planners/tax advisers/lawyers (as part of trusted adviser teams) to deliver solutions for clients.
Actively seek to build your professional network and promote the business to external peers.
Prepare articles and blogs for the website and press/professional publications.
Build good relationships internally, support senior colleagues and advise colleagues with different specialisms.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16078
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-29 17:07:33
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Structural Engineer
Glasgow
£50,000 - £70,000 + Progression + Training + Qualifications + Great Environment + Great package + Immediate start
Unmissable opportunity for a motivated Structural Engineer to join this rapidly growing company who is offering training to further develop your skill set, support of further qualifications and natural progression up the ladder if wanted.
If you are looking for the opportunity to create your future and take your career to the next level this is the right company for you.
This well established manufacturer is looking for a Structural Engineer to make a difference to their growing team within materials.
Be part of a team where you can learn while earning a great salary that will progress over time!
This Structural Engineer role will include:
* Structural Engineer role (materials)
* Attend site inspections and technical meetings
* Developing product specs using CAD (Materials)
* Training and progression The Successful Structural Engineer will have:
* Background as a Structural Engineer or similar
* Relevant degree - structural or civil
* Experience with CAD and developing specs
* Experience within manfuacturing / materials ideal
* Live commutable to Glasgow
Please apply to this advert or contact Georgia Daly for more information on 07458163040.
Keywords: structural engineer, design, technician, consultancy, construction, glasgow, edinburgh, paisley, falkirk
This vacancy is being advertised by Future Engineering Recruitment Ltd.
The services of Future Engineering Recruitment Ltd are that of an Employment Agency.
Future Engineering Recruitment Ltd can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom.
Potential candidates who do not have this right or permit, or are pending an application to obtain this right or permit should not apply as your details will not be processed.
We will endeavour to respond to all applicants however due to the sheer volume of response, we can only guarantee that candidates who have been shortlisted will be contacted ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Salary / Rate: £50000 - £70000 per annum + Progression + Training + Package
Posted: 2025-05-29 14:08:28
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Job Description:
Our client, a global asset management firm, is seeking an experienced Client Onboarding Analyst to join their Edinburgh team on a 12-month fixed term contract basis.
Essential Skills/Experience:
Prior experience working within asset management or asset servicing firm.
Experience reviewing investment management agreements, platform agreements, rebate agreements and/or distribution agreements.
Experience in initial and ongoing AML/KYC checks.
First-hand experience of onboarding pooled and/or segregated clients.
Core Responsibilities:
Manage all transition types for mandate clients and pooled fund clients, as well as ensuring smooth exit process when clients terminate their mandate/investment for the firm.
Key point of contact for client on-boarding activity.
Manage the investment management agreement review and amendment process.
Manage the distribution agreement, platform agreement, rebate agreement and terms of business process.
Ensure operational client on-boarding is delivered.
Conducting due diligence on clients to assess potential risk.
Ensure all client-side letters are managed in accordance with established processes.
Reviewing and verifying client identification and documentation.
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: 16108
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-29 11:57:04
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Do you have Fund Research experience? Are you currently an investment analyst or investment manager in the Multi-Asset space?
We have a great permanent opportunity available for a VP - Investments to join a private wealth management firm in London.
The ideal candidate will have investment experience, preferably across multiple asset classes at a large established wealth manager or similar institution.
Fund research experience and client facing skills are essential in this role.
You will be passionate about investing with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes).
This role is to assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Additional benefits
Posted: 2025-05-29 09:08:01
