-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-09 18:04:24
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Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-09 16:38:38
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We are working with a nationally recognised firm looking to expand their Manchester based insurance litigation team, working with legal professionals across legal, construction, financial and property sectors on insurance disputes and professional indemnity.
As an Insurance Solicitor, you will:
Join a nationally recognised defendant professional indemnity team.
Handle complex and high-value insurance disputes.
Work predominantly on professional indemnity claims.
Engage with work referred either directly by clients or via insurers.
Manage both pre-action and litigated claims.
Collaborate with a wider national insurance disputes team.
Deliver practical, strategic legal advice to a diverse client base.
Act on behalf of a wide range of professionals, including:
Solicitors and barristers
Accountants and independent financial advisers
Insurance brokers
Construction professionals and surveyors
What they are looking for:
4-5 years' PQE with a focus on professional indemnity or insurance disputes.
Strong knowledge of litigation and pre-action protocols.
Experience at a top regional, city firm, or in-house with a global insurer or MGA.
Excellent analytical and client relationship management skills.
What's on offer:
A competitive salary and comprehensive benefits package.
Exposure to high-quality, career-defining work with leading clients.
A collaborative and inclusive workplace culture.
Ongoing support for development and progression.
If you are interested in this Manchester based Insurance solicitor role, apply today or contact Nadine Ali at Sacco Mann for further information. ....Read more...
Type: Permanent Location: Manchester, England
Salary / Rate: £65000 - £70000 per annum
Posted: 2025-05-09 11:23:26
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-08 16:07:17
-
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension).
This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
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: 2025-05-08 16:06:18
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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: 2025-05-08 10:43:15
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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: 2025-05-08 10:42:33
-
Job Description:
Do you have excellent working knowledge of fund accounting practices and standards, and seeking your next opportunity? Our client is seeking a Manager, Private Capital to join their team based in Glasgow.
In this role, you will be responsible for the set-up/on-boarding and subsequent ongoing accounting of Private Capital funds and leading a team.
Skills/Experience:
Excellent working knowledge of fund accounting practices and standards, ideally including IFRS, UK GAAP and US GAAP
A recognised accountancy qualification (e.g.
ACCA/ACA), or able to demonstrate competency through experience
Excellent working understanding of various types of PE transactions
Strong leadership and management skills and experience.
Stakeholder management skills and client management experience.
Understanding of wider Private Capital industry standards and regulations is desirable.
Previous experience in Private Capital fund accounting preparation is desirable.
Core Responsibilities:
Assist with drafting the Service Level Agreements
Assist in preparation and agreeing accounting reporting templates with client
Assist with the review of fund documentation and Business Acceptance Committee documentation pertaining to the launch of new funds and provide comments as necessary
Oversee and be actively involved in the day-to-day servicing of Private Capital fund clients and to ensure the fund is operating in line with the Service Level Agreement
Oversee the reconciliation process for cash, stock, shares/units in issued and ensure that all breaks identified are cleared on a timely basis and in accordance with agreed KPI
Involvement with external parties related to the fund including but not limited to Fund Manager, External Auditors, Transfer Agents, Tax Advisers, Custodian, Depositary, Board of Directors and other external service providers
Review drawdown and distribution calculation in accordance with the fund documentation
Liaise with internal and external auditors and manage the year end/interim audit process via a monitored timetable and audit requirement list
Management point of contact for clients, auditors, trustees, custodians and other departments within the business.
Develop internal and external client and stakeholder relationships.
Plan and manage client, audit, trustee and regulatory visits.
Oversight of team service delivery.
Responsibility for performance and KPI reporting.
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: 15981
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: 2025-05-07 17:17:15
-
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: 2025-05-07 09:06:26
-
Job Description:
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
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: 16028
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: 2025-04-28 10:45:49
-
Job Description:
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
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: 16028
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: 2025-04-28 10:44:12
-
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
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: 16028
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: 2025-04-28 10:39:00
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As Office and Estates Administrator you will be joining a family owned and run beautiful rural estate.
The estate receives more than 100,000 visitors a year and hosts a wide range programme of events including festivals, weddings, film location, corporate and private parties.
The role is full time, permanent working on site in Henley-on-Thames offering a salary of up to £32,000 and £35,000 with standard office hours Monday to Friday.
Purpose of the role:
Reporting to the General Manager, you will be responsible for all the administration function of the estate office, commercial let offices and business operations.
Managing the database and be responsible for routine financial processes.
Key Responsibilities and Accountabilities for the Office and Estates Administrator:
Being first point of contact for enquiries
Facilities management
Historic house management: liaising with architects, other advisers and conservation specialists as required
Managing the ticketing system, group bookings and corporate event bookings
Overseeing maintenance and utility agreements for the house, office and parkland
Assisting with maintenance and content for website and online ticketing website, posting content on social media channels newsletters etc
Attending exhibitions and assisting with marketing activities
Fleet management including lease agreements, MOTs, servicing etc
Support with Health & Safety
Invoicing, organising petty cash and flats for events etc
Supporting the Visitor Centre Manager with planning and executing of inhouse events, interacting with external hirers, liaising with organisers, helping with supervision of event staff and contractors
Responding to booking enquiries, taking bookings, maintain spreadsheets detailing catering requirements
Property management for the house, office and commercial offices, and residential properties in London, including rent receipt, arranging repairs
Key Skills Required for the Office and Estates Administrator:
Strong organised administration experience
Ability to work on multiple projects simultaneously
High levels of accuracy and attention to detail
Confident communicator with high levels of customer care
Ability to build positive working relationships with internal and external teams
Adaptable in a changing environment
Proficient in Microsoft Office, file management systems
Experience of ticket booking systems would be an advantage
Own transport due to remote location
What's in it for you?
Offering a salary of up to £32,000 and £35,000 standard office hours Monday to Friday, discounts on food and events.
This is a fantastic opportunity to join a friendly and collaborative team and to be part of this historic estate, working with the family to maintain this beautiful estate to be enjoyed for future generations.
....Read more...
Type: Permanent Location: Henley-On-Thames, England
Start: 01/06/2025
Duration: permanent
Salary / Rate: £32000 - £35000 per annum + benefits
Posted: 2025-04-27 23:35:03
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£40,000 OTE £50,000+ Car Allowance + BenefitsAre you an ambitious and driven salesperson ready to make your mark in the mortgage and financial services industry? An exciting and highly rewarding new opportunity to join one of the UK's most respected and progressive networks in a largely autonomous, sales focussed Relationship Manager role is now available.
As a field-based Business Relationship Manager supporting growth across the M4 corridor between London and South Wales, you'll be the face of the business, nurturing and expanding our client's network of Appointed Representative (AR) firms.
Your role will combine sales, relationship management and strategic business development, focusing on driving results and delivering exceptional service.The successful candidate will benefit from taking on an existing portfolio in a potentially financially rewarding territory.
Applicants must have the drive and determination to achieve success, coupled with the ability to connect on an individual basis with AR's across the network.Whilst transferable skills are very much desirable, specific previous experience from within the financial services or mortgage sector is not required as all relevant training can be provided.
Key Responsibilities
Identify and engage potential new network members
Support existing AR firms in recruiting and onboarding new advisers
Conduct regular 6-monthly business reviews with member firms
Drive mortgage, protection and packaging business from network members and external introducers
Actively represent our client at industry events and on platforms like LinkedIn
Maintain up-to-date market knowledge and provide consultative support to our client's brokers
Collaborate with internal teams to ensure outstanding broker care
What We're Looking For
Ideally some experience from within a territory or field sales and relationship management role
Exceptional interpersonal and communication skills
A self-starter with drive, determination and commercial awareness
Any experience in the mortgage or financial services industry is a strong advantage, but is not essential
What You'll Get
Base Salary: Circa £40,000
Car Allowance
Realistic First-Year OTE: £50,000+
Ongoing support from an innovative and supportive head office team
The opportunity to join a forward-thinking company making a real impact in the industry
If you're ready to take your career to the next level and thrive in a dynamic, high-performance environment, we want to hear from you.
Apply now to become part of our client's success story!
Applicants must live on the M4 corridor territory. ....Read more...
Type: Permanent Location: Reading, England
Start: ASAP
Salary / Rate: Up to £40000 per annum + OTE £50,000+ Car Allowance + Benefits
Posted: 2025-04-26 15:14:25
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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: 2025-04-25 09:21:02
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Sacco Mann is working with a globally recognised international law firm to recruit a Professional Indemnity Solicitor, to join its expert Leeds based team.
The successful team has a long-established reputation for successfully defending negligence claims against professionals.
They offer specialist advice in the defence of a varied client base of professionals and their insurers, to include other solicitors, architects, bankers, financial advisers and surveyors, to name a few.
As a Professional Indemnity Solicitor in this Leeds based team, you will be responsible for conducting complex investigations and litigation.
This role will involve handling a wide range of professional liability claims in areas such as corporate finance, tax, commercial and residential property and commercial contracts.
The team is led by two expert Partners who are supported by a number of Solicitors and Paralegals at varying levels of qualification - there is a lot of scope for learning and development within this role.
This role will suit a Solicitor from NQ - 3 years PQE.
Experience in Professional Indemnity (either claimant or defendant) is ideal but the team is also happy to consider individuals with experience in other areas of litigation, including commercial disputes or other areas of insurance litigation.
The firm operates a hybrid working model so you could expect to split your time between home and the office.
If this Professional Indemnity Solicitor role in Leeds sounds like something of interest, please contact Sophie Linley at Sacco Mann on 0113 236 6711.
....Read more...
Type: Permanent Location: Leeds, England
Posted: 2025-04-16 11:33:56
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Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof.
They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team.
Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second.
If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch. ....Read more...
Type: Permanent Location: Chester, England
Salary / Rate: Negotiable
Posted: 2025-04-15 16:14:25
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About True Potential
True Potential LLP is an industry leader in financial services technology, delivering award-winning software solutions to nearly 20% of UK financial advisers.
The company has grown from scratch to c.£400m annual sales and over 600 head office staff, servicing over £30bn of assets under management, and we are on the next stage of our journey.
Our technology team is at the forefront of innovation, developing secure, high-performance applications that drive the future of financial services.
If you're passionate about building robust applications in a dynamic, fast-paced environment, True Potential is the place for you.
About the Role
We are looking for a C# .NET Developer to join our growing team.
You'll report to the Head of Development, and will play a key role in designing, developing, and maintaining high-quality applications that support both our internal teams and external customers.
You'll have the opportunity to work on both B2B and B2C applications, using the latest .NET technologies.
As True Potential continues to grow, you'll be part of an ambitious, high-performing team where your contributions will make a real impact.
Responsibilities
Develop and maintain custom web applications using C#, .NET Core, ASP.NET, and SQL Server.
Design, develop, and test applications using .NET and front-end technologies.
Contribute to software architecture and coding best practices.
Work closely with internal teams to identify opportunities for automation and process improvement.
Stay up to date with emerging technologies and industry trends.
About You (Skills & Experience)
We're looking for a developer with:
3+ years of experience in C# .NET development.
Proficiency in C#, ASP.NET, .NET Core, and VB.NET.
Familiarity with web technologies (ASP, HTML, JavaScript, VBScript).
Knowledge of software design principles.
Experience with Git, Continuous Integration, and unit testing.
Understanding of Microsoft Azure, front-end frameworks (Telerik/Kendo), and SQL Server (desirable).
Strong problem-solving skills and attention to detail.
Why Apply?
This is a great opportunity to work in a forward-thinking, technology-led business where your skills will be valued and developed.
You'll be part of an innovative team, working on exciting projects that make an impact, with opportunities to collaborate, grow and develop.
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: 15931
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: 2025-04-15 09:39:42
-
About True Potential
True Potential LLP is a technology-driven financial services company, revolutionising the industry with innovative platforms and cloud solutions.
We are a highly profitable and ambitious fintech company that has grown from scratch to c.£400m annual sales, servicing over £30bn of assets under management.
We work with nearly 20% of UK financial advisers, ensuring they have secure, scalable, and high-performance technology.
Our fast-growing DevOps team plays a crucial role in optimising infrastructure, automating workflows, and enhancing system reliability.
About the Role
We are looking for a DevOps Engineer to support and enhance our Microsoft Azure infrastructure.
You'll be part of a growing team, responsible for ensuring system reliability, automating processes, and supporting infrastructure migration.
For this role, we are looking for a candidate who can bridge the gap between development and infrastructure.
The ideal candidate will have some development experience (.NET, source control, deployment pipelines, CI/CD, Azure DevOps, Microsoft) as well as a focus on infrastructure, including working with Azure services, application gateways, storage, and SQL databases.
This is an excellent opportunity to take ownership of projects, improve efficiency, and collaborate with security and development teams.
You'll gain hands-on experience with Azure, automation, and cloud security in a rapidly evolving environment.
We value continuous learning, professional development, and a truly collaborative environment where you can grow and progress, with opportunities to work across wider teams.
Responsibilities
Maintain and enhance Azure Log Analytics dashboards to monitor system health.
Act as a primary bridge between key development and infrastructure life cycle tasks
Manage and troubleshoot Azure and VMware virtual machines.
Collaborate with SecOps to implement security best practices.
Automate processes using PowerShell and Azure CLI.
Optimise Azure infrastructure for performance and cost efficiency.
Maintain clear documentation of infrastructure, deployments, and troubleshooting.
Support Windows Server administration and networking configurations.
About You (Skills & Experience)
We're looking for a professional with:
3+ years of experience in DevOps, systems administration, or 3rd line support.
Strong scripting skills in PowerShell and Azure CLI.
Experience managing Microsoft Azure services.
Solid knowledge of Windows Server administration and VMware vSphere.
Understanding of networking concepts and protocols.
Strong problem-solving skills and attention to detail.
Excellent communication and collaboration skills.
Experience with Microsoft/.NET development (desirable).
Why Apply?
This is a fantastic opportunity to take a key role in shaping the future of DevOps at True Potential.
You'll take ownership, implement best practices, and be part of a team that values continuous learning and improvement.
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: 15962
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: 2025-04-15 09:29:15
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An exciting opportunity has arisen for a Paraplanner with 3 years' experience to join a thriving and forward-thinking accountancy firm.
This full-time, permanent role offers excellent benefits and a salary range of £35,000 - £45,000.
As a Paraplanner, you will be supporting Wealth Managers and Accountants by providing expert guidance on mortgages, pensions, and investments, utilising the Quilter Platform.
What we are looking for:
* Previously worked as a Paraplanner, Financial administrator, Financial Planning Assistant, Financial Planning Administrator, Wealth Management Administrator or in a similar role.
* At least 3 years' experience in a similar role supporting Independent Financial Advisers (IFAs).
* Commitment to completing STEP exams within 6 months to provide advice on Wills and Trusts.
* Hold Para-Planning qualification.
* Strong IT and communication abilities.
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Belfast, Northern Ireland
Start:
Duration:
Salary / Rate: £35000 - £45000 Per Annum
Posted: 2025-04-03 17:19:27
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Job Description:
Our client, a global asset management firm, is seeking an experienced Compliance Analyst to join their Edinburgh team on a permanent basis.
This is a great opportunity to join a successful business and take on a varied role.
You will be responsible for assisting the North American Compliance Managers with the execution of the annual North American Compliance program.
Candidates must have strong knowledge of North America's regulatory environment.
Essential Skills/Experience:
Significant experience at a senior compliance analyst level or equivalent in an advisory role
Strong knowledge of the US and / or Canadian regulatory jurisdictional requirements for Investment Advisers
Excellent communication and interpersonal skills and the ability to interact at all levels within the firm
A proactive approach to problem solving and keen attention to detail
Ability to work independently and as part of a team
Strong organisational and project management skills
AQ / IMC / CISI Compliance Diploma or equivalent North American Compliance qualifications (preferred)
Core Responsibilities:
Knowledge Development: Support the development and core understanding of junior colleagues in North American Compliance matters
Compliance Framework: Support the successful delivery of organisation's North American Compliance frameworks, encouraging innovations, continuous improvements and ensuring processes are future proof
Compliance RADAR: Monitor North American regulatory developments through the Compliance RADAR process and provide subject matter expertise in supporting junior colleagues on this process
Perform analysis on North American regulatory development items identified through the Compliance RADAR process and identify and highlight potential or actual impacts with senior compliance and business leaders
Assurance Reporting: Lead on the completion of scheduled North American Compliance assurance reporting for Board / Group / Committee and Investment Vehicles, demonstrating judgment on information and content to be provided
Project Leadership: Lead North American regulatory project initiatives, demonstrating confidence and judgment in identifying solutions and working with the business through and beyond regulatory implementation as required
Policy Reviews: Support on technical reviews of annual and ad-hoc reviews of Group and North American Compliance policies, framework documentation, and process notes
Regulatory Advice: Deliver subject matter expertise through the provision of regulatory advice and assistance to stakeholders, including senior management, on North American compliance matters
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: 16061
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: 2025-04-03 13:51:57
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Job Description:
Our client is looking for someone with excellent communication skills to work as a Training and Competence Supervisor on a permanent basis.
This role would suit someone who is currently working in a T&C focused role, or perhaps in a people-focused position with relevant qualifications, looking for a development opportunity.
Skills/Experience:
Ideally from a financial services training and competence background.
Level 4 Diploma qualified, preferably with AF6 or working towards this or an equivalent qualification.
A sound product and technical knowledge across all aspects of financial services with particular knowledge and experience of all types of pensions and investments.
Ideally some Training and Competence experience
Strong organisational skills.
Ability to work on multiple tasks and projects.
Excellent communication skills.
Flexible approach.
Committed and self-motivated
Willing and able to develop wide skills and knowledge, including keeping abreast of regulatory updates and recommending amendments to current standards and procedures as appropriate.
Core Responsibilities:
Providing support to advisors on all aspects of training, competency and compliance
Provide ongoing supervision to advisors in line with supervisory standards set within the function.
Managing induction and supervision of new entrants.
Provision of technical, supervisory and compliance support to new and existing advisers.
Completion of annual and additional risk based one to ones with advisers.
Collating data and recording results on the system, identification, and reporting of trends by adviser or firm level.
Providing appropriate feedback both written and verbal to individual advisers.
Performing and recording further reviews on an ongoing basis.
Liaison with colleagues within the firm across the training and administration functions where necessary
The individual will be expected to learn other aspects of compliance with a view to providing cover whenever needed.
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: 15917
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: 2025-04-02 10:14:15
