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Product Support Analyst - Wealth Management - London / Hybrid
(Key skills: Product Support, Application Support, SQL, Client Management, Wealth Management, Investment Management, Troubleshooting, Stakeholder Engagement, Technical Analysis, Communication, Testing, Agile)
Are you a curious, analytical problem-solver who thrives at the intersection of technology and client service? This could be the ideal opportunity to grow your career in a fast-paced, high-impact environment.
Our client is a rapidly growing investment software provider, working with some of the UK's most respected wealth management firms.
As a Product Support Analyst, you will play a vital role in ensuring clients can confidently navigate and maximise the value of complex software systems.
This role blends technical troubleshooting, stakeholder engagement and product insight — offering meaningful variety and the chance to develop real expertise in financial technology.
This is far more than a ticket-based support role.
You'll work directly with end users, internal technical teams and product specialists to resolve queries, deliver solutions and help drive long-term improvements across the platform.
You'll be trained to deeply understand how the product works, why it matters to clients, and where improvements can be made to ensure continuous service excellence.
The successful candidate will be naturally inquisitive, with a methodical approach to solving problems and strong communication skills.
You'll enjoy working with people, understanding their pain points, and guiding them through solutions.
While exposure to SQL, investment systems or agile methodologies would be advantageous, it's not a prerequisite — what matters more is your mindset, work ethic and desire to learn.
A strong academic background and genuine interest in financial services or technology will set you apart, particularly if you're a graduate looking to kick-start a career in product, support or technical analysis.
You'll receive full on-the-job training from experienced product professionals, along with a clear development pathway into areas such as QA, client success or product management.
This is a highly collaborative environment that values attitude over credentials and encourages continual learning through hands-on experience and team mentorship.
The role offers flexible working hours, including rotating shifts between 7am and 9pm, as well as a hybrid setup based out of a central London office.
It's a great opportunity for someone looking to build a long-term career in financial technology, while working in a supportive and engaging environment where your contributions will make a tangible impact.
Location: London, UK / Hybrid working
Salary: £30,000 - £37,0000 + Benefits
Applicants must have the right to work in the UK.
Hybrid working supported.
NOIRUKTECHREC
NOIRUKREC
....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Salary / Rate: £30000 - £37000 per annum + Bonus + Benefits + Pension
Posted: 2025-09-15 02:01:47
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Client Engagement & Support Manager - Financial Technology - London / Hybrid
(Key skills: Client Engagement, Application Support, IT Operations, SLA Management, Stakeholder Management, Escalation Handling, Service Delivery, Relationship Management, JIRA, Wealth Management Technology, Digital Marketing Support, Team Leadership)
Are you a client-focused leader who thrives on building trusted relationships, ensuring service excellence, and leading high-performing teams? Do you want to work at the heart of a business serving some of the most respected names in the investment and wealth management sector? This role offers the perfect balance of operational leadership, client-facing engagement, and technical oversight.
Our client, a rapidly expanding financial technology provider, is seeking a Client Engagement & Support Manager to lead their Application Support Analysts and IT Operations team.
This is a pivotal role responsible for maintaining exceptional service levels, overseeing client communications, and ensuring smooth delivery of both support and operational functions.
In this role, you'll act as the key liaison between clients and internal teams, managing escalations, providing regular service updates, and ensuring SLAs are consistently met.
You will oversee ticket management and resolution workflows, lead service performance reviews, and champion client needs within the organisation.
With a strong understanding of the platform's features, architecture, and core use cases, you'll be able to translate technical details into clear, client-friendly updates, enabling clients to effectively communicate with their own stakeholders.
Your remit will also include managing IT operational responsibilities such as system upgrades, patching schedules, uptime monitoring, database management, and performance optimisation.
You'll ensure high availability and reliability for all client environments, while also driving improvements to operational processes, runbooks, and service documentation.
The role will see you leading both UK-based and international teams, managing resources across time zones, and facilitating effective communication between support, development, QA, and IT.
You'll use tools like JIRA to produce and present analytics on service performance, ticket trends, and SLA compliance—helping identify opportunities for improvement and future product enhancements.
To succeed, you will bring 7-10 years of experience, including at least three years in a client-facing leadership role and two or more years managing application support or technical support teams.
You will have exceptional stakeholder management skills, experience with service delivery in a technology environment, and the confidence to present in client service reviews.
Knowledge of the investment or wealth management sector will be highly beneficial.
This is an excellent opportunity to join a forward-thinking technology business where your leadership will directly influence client satisfaction, operational performance, and product success.
Location: London, UK / Hybrid working
Salary: £60,000 - £70,000 + Bonus + Benefits
Applicants must have the right to work in the UK.
NOIRUKTECHREC
NOIRUKREC ....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Salary / Rate: £60000 - £70000 per annum + + Bonus + Benefits + Pension
Posted: 2025-09-15 02:01:07
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Job Description:
Are you a part-qualified accountant, ideally with some experience working within a financial services setting? Core-Asset Consulting is partnering with a leading global asset management firm to recruit a Global Revenues Analyst for their Edinburgh office.
This is an exciting opportunity to join a highly respected firm with an international presence, working at the heart of their finance function.
The successful candidate will play a key role in revenue reporting, financial controls, and supporting strategic business initiatives.
Skills/Experience:
Part-qualified CA/ACA/ACCA/CIMA preferred.
Previous experience within financial services, ideally investment management.
Strong analytical and problem-solving skills, with the ability to summarise complex information.
Highly organised, detail-focused, and comfortable working to tight deadlines.
Excellent communication skills, both written and verbal, with confidence engaging across all levels of the business.
Proactive and adaptable, with the initiative to identify and deliver process improvements.
Core Responsibilities:
Ensure strong financial controls and procedures are maintained across the general ledger.
Review and record revenue, accruals, and related expenses in accordance with US GAAP.
Perform monthly reconciliations of invoices and balance sheet accounts.
Analyse monthly revenue figures and accruals, providing insightful commentary on revenue and debtors.
Support ad hoc projects including updates to operational policies and procedures.
Provide timely responses to internal and external stakeholders on finance-related queries.
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: 16221
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: 2025-09-10 08:44:44
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Job Description:
Our client, a reputable financial services firm, is seeking a Fund Oversight Analyst to join their function in Glasgow on a 12 month fixed term contract basis.
This is a fantastic opportunity to join a high-performing oversight team where you will play a critical role in safeguarding investors' interests and ensuring compliance with the UK regulatory environment.
This role is ideal for someone with strong operational experience who is ready to expand their technical expertise, work on a wide range of fund oversight activities, and contribute to continuous improvements across processes and controls.
Essential Skills/Experience:
Previous experience in operational oversight within a financial services institution
Good understanding of the regulatory environment and its impact on fund oversight
Working knowledge of Microsoft Office (basic Word, intermediate Excel)
Core Responsibilities:
Monitor investment and borrowing powers, ensuring issues are identified, investigated, and resolved appropriately
Assess asset eligibility for different investment products in line with UK regulation
Provide technical advice to colleagues, supporting issue resolution and knowledge sharing
Work closely with both internal and external stakeholders, building strong, trusted relationships
Support change management initiatives, contributing to the enhancement of operational processes and systems
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: 16207
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: 2025-09-05 08:50:53
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Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact.
Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc.
Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Additional benefits
Posted: 2025-09-01 08:34:38
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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: 2025-08-28 22:34:16
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An opportunity has arisen for a Marketing Automation Specialist to join a respected investment firm specialising in sustainable and impact-focused investing, targeting sectors such as renewable energy, water management, and waste solutions.
As a Marketing Automation Specialist, you will be instrumental in advancing and automating marketing operations while supporting high-quality client reporting across global markets.
This role offers benefits, hybrid working options and a competitive salary.
You will be responsible for:
* Managing, enhancing, and innovating the marketing automation platform to improve workflows and marketing output.
* Developing and refining SQL queries, PowerQueries, and exploring API integrations to enable efficient content delivery.
* Keeping up to date with emerging automation tools and features, applying relevant advancements to improve processes.
* Providing technical guidance and training to the wider production team on automation best practices.
* Maintaining and evolving the client reporting system to ensure accuracy, compliance, and timely delivery.
* Overseeing updates to marketing and reporting materials, including presentations, strategy documents, fund updates, and video content.
* Leading and contributing to both tactical and strategic marketing projects in partnership with senior leadership.
What we are looking for:
* Previously worked as a Marketing Automation Specialist, Marketing Automation Manager, Marketing Operations Analyst, Marketing Manger, Marketing Technology Specialist, Marketing Operations Specialist, CRM Manager or in a similar role.
* Demonstrated expertise with Seismic or similar marketing automation platforms.
* Advanced PowerPoint and Excel capabilities with strong data presentation skills.
* Experience in financial services, ideally within asset management.
* Degree-level education or equivalent is advantageous.
* Relevant professional qualifications in finance or marketing are desirable.
This is an exceptional opportunity to join a forward-thinking organisation and play a key role in shaping their marketing and reporting capabilities.
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: London, England
Start:
Duration:
Salary / Rate: £40000 - £70000 Per Annum
Posted: 2025-08-15 17:29:52
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Job Description:
We are working on an excellent opportunity for a Business Analyst to join the team at a leading investment firm based in Edinburgh on an initial 6-month FTC.
The successful candidate will produce high-quality documentation to support operational readiness and change delivery for a fund launch.
Skills/Experience:
Experience in business analysis, change delivery or related roles
Proficiency in Microsoft Visio for creating process flows and business diagrams
Experience in investment management or fund operations
Excellent attention to detail and documentation standards
Clear and confident communication, both written and verbal
Strong stakeholder engagement skills across varied teams and seniority
Organisational skills and the ability to manage multiple priorities effectively
A proactive and flexible approach to work
Familiarity with fund lifecycle and regulatory frameworks (preferable)
Knowledge of investment instruments including equities, bonds, and collectives (preferable)
Experience working with third-party providers (e.g.
custodians, administrators) (preferable)
Proficient in Microsoft Excel and documentation tools (preferable)
Qualification or certification in Change Management or Lean Six Sigma (preferable)#
Core Responsibilities:
Support documentation and process analysis across existing fund structures to inform internal discussions around the future operating model.
Facilitate small workshops to confirm requirements and support collaborative problem-solving
Contribute to wider operational improvement initiatives and provide business analysis support across internal projects
Produce high-quality documentation including business requirements, process flows, procedural guides and supporting rationale
Map and analyse current and future state processes using Microsoft Visio to inform improvement and clarity
Present structured options to support decision-making, clearly outlining risks, benefits and practical implications
Provide ad-hoc support for key projects and support the Head of Operations with delivery of internal initiatives as priorities evolve.
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: 16183
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: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-08-11 14:39:50
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Job Description:
Do you have experience in Business Analysis, ideally from within a financial services setting (with exposure to regulatory reporting)?
Our client, a global financial services firm, based in Glasgow (hybrid working) is seeking a Project Business Analyst to join the team on initial contract to the end of 2025.
This is a fantastic opportunity for someone to build on their Business Analysis experience within a globally recognised brand.
Skills/Experience:
Business analysis background gained in the Financial Services Industry.
Experience of Regulatory reporting would be preferred.
Knowledge of Investment Banking business and related products.
Excellent organisational skills with an ability to manage to tight deadlines whilst balancing multiple priorities.
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls.
Experienced in implementing change effectively to improve existing processes.
Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
Highly numerate with an attention to detail and accuracy.
Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
Experience of Microsoft Office and project management tools such as Microsoft Teams, Excel and Visio.
Experience of investigating, summarising and presenting results in a meaningful format to clients and Senior Management.
Agile experience within a squad/Fleet (desirable).
Knowledge of traditional Project Management approaches (desirable).
Confident, adaptable, strong communicator, solid analytical skills, team worker, well organised and strong verbal and written communication skills.
Core Responsibilities:
Business analysis in support of adopting strategic data and process optimisation for Regulatory Reporting within EMEA within an Agile environment.
Liaison with Clients and IT colleagues to identify requirements, create user stories and track prioritisation and remediation.
Develop collaborative relationships with a squad working across different departments and regions.
Lead and/or contribute to key project workstreams relating to the buildout of consuming strategic data within the systems for Regulatory Reporting.
Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
Communicate and escalate to line management as appropriate.
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: 16013
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: 2025-08-11 14:10:14
