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Job Description:
Core - Asset have an exciting new role for a Pension Administrator to join a leading investment firm in Edinburgh.
This is a varied position and some of the key responsibilities include carrying out and verifying all types of benefit calculations and procedures for scheme members.
This is a fantastic permanent opportunity for someone with pensions experience to join an established organisation.
Previous Defined Benefits pensions experience is essential.
Our client offers hybrid working and you can work from home 3 days a week.
Essential Skills/Experience:
Experience in using pensions administration computer software and ICT packages (Microsoft, email, word).
Knowledge and experience of LGPS Regulations and other related legislation.
Customer focused and team player.
Proven administration skills, with the ability to handle high volumes of work efficiently and with minimal error.
Strong numeracy skills are essential.
Core Responsibilities:
Carry out and verify all types of benefit calculations and procedures for scheme members, their dependents and action scheme employer requests.
Maintain confidentiality and security of pension records and ensure procedures are adhered to and kept up to date.
Provide members with clear, concise, and accurate information by telephone and written correspondence, maintaining high levels of customer service.
Check benefit calculations and associated communications completed by trainees and peers and provide day-to day technical advice and support.
Participate in service improvement projects when appropriate.
Assist with annual allowance and disclosure exercises and other ad-hoc requests.
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: 15598
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: 2024-04-17 14:30:02
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Job Description:
Our client, one the UK's leading pensions investment consultancies, is looking for an Administration Consulting Analyst to join their team.
The successful candidate will support the delivery and implementation of value-adding pensions administration projects to all of their existing and new clients.
Essential Skills/Experience:
Educated to degree level or has relevant equivalent experience.
APMI or working towards this.
Comprehensive experience working in pensions operations and administration in the UK.
Detailed and up to date knowledge of legislation relating to both DB and DC pension arrangements.
Experience of data cleanse and rectification exercises plus undertaking complex calculations.
Strong analytical skills (essential).
Intermediate or advanced Microsoft Excel skills.
Experience of managing projects to deadlines, high quality standards, scope and cost.
Strong interpersonal and communication skills demonstrated in the ability to engage with clients, colleagues and peers successfully across different functions and levels within the organisation nationally
Able to effectively present and communicate complex findings and make recommendations to scheme trustees and non-technical audiences
Core Responsibilities:
Works closely with pensions administration client teams nationally to analyse requirements, help to determine the scope of a project and assist with its successful delivery, in line with the client's expectations.
Delivers assigned pensions administration related services and projects to a portfolio of TPA client projects.
Acts as a point of reference on non-standard project cases.
Supports new business activities to acquire new project and bespoke client admin work, as appropriate
Completes all tasks in accordance with project plan timescales.
Committed to continuous improvements in the delivery of work.
Monitors time spent to ensure profitability of assignments.
Adheres and contributes to the professional standards and quality systems of the firm e.g.
peer review process, model quality and other best practice notes, advice and practice frameworks.
Adheres to the firm's Information Security standards, policies and procedures.
Responsible for drafting and reviewing project reports and presenting results and recommendations to colleagues or directly to clients.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15254
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: 2024-04-17 08:48:07
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Job Description:
A great opportunity to join a leading Pensions Consultancy as a Pensions Administrator on a permanent basis.
The successful candidate will play a key role in delivering high quality administration services and assisting members with various processes.
Essential Skills/Experience:
Qualifications, Skills, and Experience:
Professional qualification such as Associate Membership to the Pension Management Institute or relevant industry experience.
Proven experience of day-to-day pension administration and working on DB, DC, and CARE pension arrangements.
Up to date knowledge of relevant pension legislation, technical developments affecting pension administration and industry best practice.
Ability to juggle multiple tasks and plan and organise workload effectively.
Effective communicator being clear and concise to clients, members.
A collaborator, working with own team, clients, and internal stakeholders.
Experience of Pensions Administration systems e.g., UPM or similar and using the Microsoft Office application.
Experience in client care or customer services, including the ability to liaise with clients effectively and confidently over the telephone.
Core Responsibilities:
Accurately maintaining and updating member records.
Processes member events including Retirements, Deaths, Early leavers, Transfers In, Transfers Out and Illustrative quotations.
Act as a point of reference on technical issues and non-standard cases.
Escalating complex technical queries and issues to the Team Leader and technical support team members.
Providing a consistent and efficient service to all internal and external client/members and in line with agreed services levels.
Support the Principal Administrator and Team Leader to improve operational efficiencies.
Assist with annual and periodic scheme events.
Proactively seek opportunities to develop career.
Adhere to the firm's Information Security standards, professionalism requirements, policies, procedures and compliance requirements.
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: 15460
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: 2024-04-17 08:46:34
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Job Description:
We are currently assisting our financial services client with a key permanent Data Governance role.
They are looking for someone with strong experience in governance, data protection, records management etc.
This will be a challenging and rewarding role for someone to help the business look at best practise.
Essential Skills/Experience:
Experience in:
Governance, data protection and data management.
Demonstratable knowledge around data protection disciplines, data policies, specifically data strategy, data retention, record keeping and information security.
Qualification in a relevant subject.
Leading or playing a significant role in successfully delivering data management solutions or significant cultural change.
Delivering effective data quality management solutions that have provided realised benefit.
Understanding data lifecycles across internal technology.
Policy and standards writing, and enforcement.
Actively leading through change.
Taking ownership for creating and delivering against a roadmap.
Effective communication with all levels of the organisation to influence change.
Desirable Skills/Experience:
Team work
Collaboration
Proactive
Core Responsibilities:
Lead on analysis of current practices, policies and procedures against maturity model and identify gaps and areas for improvement.
Develop improvement plans with the business and monitor progress.
Lead on implementation of data governance strategy and frameworks across new acquisitions.
Leading on completion of an information audit.
Identify areas for improved data quality and implement within Data Quality Framework.
Point of contact for the business on GDPR regs.
Providing data governance support and advice to those internal users with defined data roles (Data Owners and Data Stewards).
Monitoring of data related governance activity.
Leading on data framework communications and associated plans.
Working with internal audit, second line defence and vendors to ensure controls are sufficient and action plan deadlines are implemented successfully.
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: 15669
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: 2024-04-16 15:10:35
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Job Description:
Our client, an asset management firm in Dublin, is recruiting for a Product Specialist to join their team on a 12 month fixed term contract basis.
The role would suit someone with an investment writer, RFP, or content creation background and who is looking for a new challenge.
Skills/Experience:
Excellent and demonstrable skills in writing and editing
Storyteller - ability to build an investment story and deliver engaging and impactful content, adjusting technical knowledge according to the audience
Analytical skills, strong attention to detail and accuracy
Spanish language highly desirable but not mandatory
Core Responsibilities:
Write investment content with a compelling story
Take co-ownership of MedRadar, a quarterly retail publication
Support the project management of Fund Commentaries
Liaise with Marketing to maximise reach and impact of new content
Focus on simplifying language and engage constructively with Portfolio Managers to improve received content
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: 15667
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: Dublin, Republic of Ireland
Start: ASAP
Duration: 12 Months
Posted: 2024-04-16 14:59:01
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Job Description:
Are you experienced in drafting and negotiating legal contracts? If so, we want to hear from you!
Our client, a global asset management business based in Edinburgh, is recruiting for a Contracting Officer to join the business on a 12-month contract.
Our client have asked for initial CVs by Friday 19th April and therefore early application is advised!
Skills/Experience:
· Proven track record of drafting and negotiate sophisticated legal contracts
· Ability to perform and deliver high quality legal contracts in a fast-paced environment
· Proven skills in successfully managing competing internal and external demands within timeframes
Core Responsibilities:
· Drive the contracting process from initial drafting through negotiation and execution
· Facilitate and coordinate with stakeholders across functions involved in the contracting process
· Manage client expectations throughout the negotiation process
· Ensure that the appropriate contracting process is followed to mitigate risk
· Identify potential issues that are disseminated to potentially impacted internal stakeholders for review, discussion, negotiation and resolution
· Capture and record relevant non-standard contractual clauses on an ongoing basis and maintain the contractual documentation database
· Support the sales team with contractual documentation 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: 15670
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
Duration: 12 Months
Posted: 2024-04-16 11:09:50
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Job Description:
A leading Pensions and Investment firm is actively looking to speak to Actuarial Consultants who want to join their team on a permanent basis.
As a corporate Actuarial Consultant you will provide an efficient, high-quality service to clients in the field of actuarial and wider benefit consulting in relation to clients' employee benefits schemes.
The primary focus is on Sponsoring Employers of UK defined benefit pension schemes.
This role can be based in London, Birmingham, Edinburgh, or Glasgow.
This role can be done from any of the office locations, however there would be an expectation for you to travel to clients mainly in England from time to time.
Essential Skills/Experience:
Associate or Fellow of the Institute and Faculty of Actuaries (or equivalent recognised actuarial qualification) or currently studying towards this with relevant pensions experience.
Scheme Actuary certificate not required.
Experience of working with Sponsoring Employers with their UK defined benefit pension schemes
Have a good understanding of the legislative and regulatory framework for UK pension schemes
Be able to undertake the actuarial calculations required
Have some broader experience in areas such as valuation support, endgame planning, corporate accounting, corporate transactions, risk transfer and member options exercises.
Have an understanding of related employee benefits issues in order to advise clients on strategy and liaise effectively with other disciplines within the Firm.
Core Responsibilities:
Ensuring that work prepared by the team meets a high-quality standard of service for clients.
Work collaboratively as part of the team in the preparation of advice including reviewing/checking calculations undertaken by more junior team members, and peer review of client work for other colleagues.
Signing out work in your own name where applicable
Inputting and reviewing strategic advice for corporate clients.
Areas of work include (but not limited to) scheme funding support, corporate transactions, endgame planning, company accounting work, corporate governance or benefit design.
Building strong relationships with your client at all levels as appropriate.
Consulting with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Encouraging effective communication within client teams to support the delivery of work and understanding of client commercials.
Understanding client needs to provide solutions and develop client accounts.
Undertaking project work or acting as champion for new service initiatives.
Prospecting for new opportunities and pitching for new business within corporate proposition
Developing market-facing material and content
Participating in the management, mentoring and training of more junior staff.
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: 15644
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: 2024-04-15 19:07:50
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Job Description:
A leading Pensions and Investment firm is seeking an Actuarial Analyst to join their team on a permanent basis.
This is a great opportunity for someone who enjoys actuarial work and would like to focus on more technical aspects.
You will be responsible for completing actuarial calculations and communicating results to team members and members of the client teams.
Typical work might include actuarial valuation calculations, funding updates, transfer values, accounting disclosures, risk transfer calculations and GMP equalisation.
This role can be based in Glasgow, Edinburgh, or London.
Essential Skills/Experience:
Educated to at least a Scottish Higher Grade / A level or equivalent in Math
An understanding of the legislative framework and structure of defined benefit pension schemes
Proven defined benefit actuarial experience.
This role would also be an option for actuarial students who might be looking to move away from a consultancy role and focus on more technical aspects.
Support for those sitting the IFoA examinations is available for those who wish to continue sitting these exams.
Good/advance knowledge of Microsoft Excel
An understanding of the legislative framework and structure of defined benefit pension schemes, commensurate with the level of experience in pensions actuarial work
Active team player who can communicate effectively
Keenness to enhance and refine processes where necessary
Accurate and organised
Ability to monitor, prioritise and deliver own workload
Strong written and verbal communication skills
The ability to support and train more junior members of the team
Core Responsibilities:
Perform all necessary data processing, including validation and manipulation at a scheme level.
This will involve occasional coding work using in-house data manipulation system.
Calculating and checking individual member liabilities.
Review scheme information, i.e., benefit summary, benefit changes and discuss anomalies with client teams.
Use Firm's bespoke valuation systems to perform actuarial valuations.
Performing individual and scheme level checks on the output.
Work with the other members of the technical team and people in the wider business on ad-hoc projects to improve efficiency and develop processes.
Carrying out self-checks on all work.
Take responsibility for maintaining knowledge on relevant industry changes which impact on day-to-day work.
Take ownership and responsibility of workload and effectively communicate progress with colleagues.
Flexibility to travel to other offices on an occasional basis.
Adhering to the firm's Information Security standards, policies, and procedures
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: 15534
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: 2024-04-14 16:12:28
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Job Description:
Do you have experience working within Financial Services, ideally on the financial reporting of funds? If this sounds like you, we have a great opportunity for you!
Our client, a global financial services business based in Glasgow, is recruiting for a Financial Reporting Senior Accountant to join the business on a permanent basis.
Essential Skills/Experience:
Experience in preparation of statutory accounts, within the Financial Services Sector.
Solid understanding of statutory and regulatory reporting requirements.
Accounting experience and / or Accounting qualification or studying towards an accounting qualification.
Excellent communication skills.
Advanced numerical skills and accounting knowledge.
Proficient with Microsoft Excel.
Being responsible, reliable and accountable.
Core Responsibilities:
Preparation of the interim and year-end financial statements, managing the end to end financial reporting process from planning to signing and also the audit at year end.
Preparation of monthly board papers (management accounts) and other reporting tasks including administration of the Property funds general ledger, actual distribution rates for the UK funds, closed funds, revenue forecasts and periodic IFRS10 reporting.
Working closely with Fund Accounting and Middle Office teams in ensuring integrity of fund data and managing responses to Clients, Auditors, Trustees, Custodians and other departments the company for those funds assigned responsibility for.
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: 15663
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: 2024-04-12 17:05:06
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Job Description:
Our client, an asset management firm in Dublin, is recruiting for a Product Specialist to join their team on a 12 month fixed term contract basis.
The role would suit someone with an investment writer, RFP, or content creation background and who is looking for a new challenge.
Skills/Experience:
Excellent and demonstrable skills in writing and editing
Storyteller - ability to build an investment story and deliver engaging and impactful content, adjusting technical knowledge according to the audience
Analytical skills, strong attention to detail and accuracy
Spanish language highly desirable but not mandatory
Core Responsibilities:
Write investment content with a compelling story
Take co-ownership of MedRadar, a quarterly retail publication
Support the project management of Fund Commentaries
Liaise with Marketing to maximise reach and impact of new content
Focus on simplifying language and engage constructively with Portfolio Managers to improve received content
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: 15667
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: Dublin, Republic of Ireland
Start: ASAP
Duration: 12 Months
Posted: 2024-04-11 10:42:29
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Job Description:
Our client has an exciting new role for an experienced Bids Analyst to join their team on a permanent basis in Edinburgh.
This role will work with the wider business and is responsible for the completion of RFPs and DDQs.
Fantastic opportunity to join a renowned firm in a varied role.
Essential Skills/Experience:
1-3 years of experience in a related role within an investment firm is desireable.
Evidence of financial and investment understanding and knowledge e.g.
understanding of products and strategies, client service experience or investment consultancy.
Degree educated or significant experience within investment industry, or appetite to study.
Strong written English skills and ability to interpret and tailor text appropriately.
Possess the skill and technical knowledge to interpret data and requirements.
Strong project management skills and ability to multi-task.
Excel, Word and PowerPoint - advanced proficiency.
Core Responsibilities:
Assist the team with the accurate and effective production of RFPs, consultant databases and related documents.
Assist with the creation of RFPs and other questionnaires that create a favourable first impression with clients, consultants and prospects.
Assist with responses to questionnaires on all topics related to sustainability.
Have a working knowledge of approach to sustainability to enable effective responses to related questionnaires.
Gather data, collate supporting material, edit text, all within required deadlines.
Communicate effectively with all areas of the firm.
Review data to ensure accuracy.
Assist with the maintenance of master text and in the appropriate and efficient distribution of that text, quarterly.
Ensure that procedures are followed and met in regard to approvals and audit requirements.
Undertake project work as required.
Record related activities on Salesforce
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: 15662
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: 2024-04-09 16:34:07
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Job Description:
Our client has an exciting new role for an experienced Bids Analyst to join their team on a permanent basis in Edinburgh.
This role will work with the wider business and is responsible for the completion of RFPs and DDQs.
Fantastic opportunity to join a renowned firm in a varied role.
Essential Skills/Experience:
1-3 years of experience in a related role within an investment firm is desireable.
Evidence of financial and investment understanding and knowledge e.g.
understanding of products and strategies, client service experience or investment consultancy.
Degree educated or significant experience within investment industry, or appetite to study.
Strong written English skills and ability to interpret and tailor text appropriately.
Possess the skill and technical knowledge to interpret data and requirements.
Strong project management skills and ability to multi-task.
Excel, Word and PowerPoint - advanced proficiency.
Core Responsibilities:
Assist the team with the accurate and effective production of RFPs, consultant databases and related documents.
Assist with the creation of RFPs and other questionnaires that create a favourable first impression with clients, consultants and prospects.
Assist with responses to questionnaires on all topics related to sustainability.
Have a working knowledge of approach to sustainability to enable effective responses to related questionnaires.
Gather data, collate supporting material, edit text, all within required deadlines.
Communicate effectively with all areas of the firm.
Review data to ensure accuracy.
Assist with the maintenance of master text and in the appropriate and efficient distribution of that text, quarterly.
Ensure that procedures are followed and met in regard to approvals and audit requirements.
Undertake project work as required.
Record related activities on Salesforce
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: 15662
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: 2024-04-08 16:54:10
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Job Description:
Our client, a global asset manager, is recruiting for a HR Regulation Manager on an initial 3 month contract basis.
The role can be based in Edinburgh or London and our client operates a hybrid office/remote working model.
Start date is ASAP and therefore early application is advised!
Essential Skills/Experience:
Material Risk Taker knowledge and experience
SMCR knowledge and experience
Core Responsibilities:
Certification and MRT Identification SME - provide advice and ensure regulatory requirements are met and maintained
Manage regulatory and business requirements including oversight of population identification and maintenance, initial and ongoing Certification/fitness & propriety reviews, regulated references and FCA Directory
Manage governance for MRT approval including CompCo and RemCo papers
Manage Knowledge and Competence (K&C) and Continuous Professional Development requirements for all Certified colleagues and MiFID Information Givers
Develop and maintain Certification, MRT and K&C governance/policy framework and continuous improvement activities
Manage engagement with Function leads on population maintenance, including regular training/awareness
Monitor regulatory developments, liaising with Risk staff and external advisors
Co-ordinate Fitness & Propriety Panel agenda, meeting inputs and actions/minutes
Provide input to the Conduct Advisory Group, leading on F&P recommendations, and inputs to the F&P Panel/CPO as required
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15661
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
Duration: 3 Months
Posted: 2024-04-05 14:51:48
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Job Description:
We are currently on an exciting new role for a Senior Insurance Consultant to join a leading financial services firm.
The successful candidate will have experience in a similar role and will be working on a project basis across several areas (e.g.
Solvency II model validation etc.)
You will get involved in a diverse range of projects, including Solvency UK reforms, investment risk management, illiquid assets and Matching Adjustment optimisation.,
Dependent on experience, but candidates are likely to be qualified UK actuaries with proven, relevant post-qualification experience, or hold another professional investment or quantitative risk qualification.
Essential Skills/Experience:
Significant experience in investment and ALM work, Solvency II/Solvency UK work for insurers, either ‘in-house' at an insurer or asset manager or, in consulting
Experience of planning projects and track record of delivering quality work on schedule
Excellent consulting skills and proven record of achievement and delivery
Flexible in approach and comfortable with working in a changing environment
Proven ability to manage multiple and sometimes conflicting demands
Strong personal values, including a commitment to professional and ethical behaviour
Collegiate worker with high emotional intelligence, able to quickly establish good working relationships with new colleagues
Ability to develop a strong network of contacts in the life insurance industry
Ability to both generate proposition ideas and successfully bring solutions to the current client base
Ability to mentor and coach others
Willing and able to travel where necessary
Core Responsibilities:
Providing high quality support and advice to our insurance and reinsurance clients both in the UK and globally
Developing and maintaining strong relationships with clients, building a strong network of contacts in the life insurance industry
Identifying and developing further consultancy opportunities with new and existing clients
Delivering to clients as a subject matter expert in the key areas of your experience
Collaborating across the business, particularly with the investment and risk transfer specialists in the firm, to deliver on cross-practice projects
Helping to promote insurance offerings to a wider audience, which includes conference speaking and writing articles
Developing and shaping new investment propositions to take to clients and prospects.
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: 15569
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: 2024-04-05 09:41:24
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Job Description:
We are currently on an exciting new role for a Senior Insurance Consultant to join a leading Investment and Pensions firm.
The successful candidate will have experience in a similar role and will be working on a project basis across several areas.
The role will focus on supporting clients in risk and capital management and understanding and managing their assets.
You will get involved in a diverse range of projects, including Solvency UK reforms, investment risk management, illiquid assets and Matching Adjustment optimisation.,
The candidate must have sound grounding in actuarial techniques and strong IT skills.
Dependent on experience, but candidates are likely to be qualified UK actuaries with proven, relevant post-qualification experience, or hold another professional investment or quantitative risk qualification.
Essential Skills/Experience:
Significant experience in investment and ALM work, Solvency II/Solvency UK work for insurers, either ‘in-house' at an insurer or asset manager or, in consulting
Experience of planning projects and track record of delivering quality work on schedule
Excellent consulting skills and proven record of achievement and delivery
Flexible in approach and comfortable with working in a changing environment
Proven ability to manage multiple and sometimes conflicting demands
Strong personal values, including a commitment to professional and ethical behaviour
Collegiate worker with high emotional intelligence, able to quickly establish good working relationships with new colleagues
Ability to develop a strong network of contacts in the life insurance industry
Ability to both generate proposition ideas and successfully bring solutions to the current client base
Ability to mentor and coach others
Willing and able to travel where necessary
Core Responsibilities:
Providing high quality support and advice to our insurance and reinsurance clients both in the UK and globally
Developing and maintaining strong relationships with clients, building a strong network of contacts in the life insurance industry
Identifying and developing further consultancy opportunities with new and existing clients
Delivering to clients as a subject matter expert in the key areas of your experience
Collaborating across the business, particularly with the investment and risk transfer specialists in the firm, to deliver on cross-practice projects
Helping to promote insurance offerings to a wider audience, which includes conference speaking and writing articles
Developing and shaping new investment propositions to take to clients and prospects.
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: 15569
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: 2024-03-29 10:32:22
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Job Description:
Do you have a passion for customer service and financial services? If so, we'd love to hear from you.
Our client, based in Edinburgh's city centre, is recruiting for a Customer Service Administrator on an initial 6-month temporary basis.
Whilst existing financial services experience is desired, this could also act as a perfect first step into the industry if you have a strong background in customer service.
Our client offer a hybrid working model.
Essential Skills/Experience:
Excellent customer service skills
Excellent communication skills
Ability to work in a fast-paced environment
Financial services sector experience (desirable)
Core Responsibilities:
Handle shareholder queries via phone, email, letter, and webchat
Place telephone trades
Investigate errors and escalate when appropriate
General administration
Maintain knowledge and awareness of the market
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: 15657
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
Duration: 6 Months
Posted: 2024-03-28 13:57:56
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Job Description:
Our client, a professional advisory firm, is looking for a Paraplanner to join their growing team.
As a Paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
This is an exciting opportunity to join a renowned firm in a time of expansion.
Essential Skills/Experience:
CII Diploma in Financial Planning / Regulated Financial Planning as a minimum with an interest in working toward Chartered Status.
Proven experience in a paraplanning role gained within an advisory practice.
Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
A good understanding of technical calculations and be confident to work on these independently e.g.
bond chargeable gains, pension carry forward etc.
Understand and apply FCA suitability requirements.
Strong report writing skills with a clear understanding of styles, grammar, punctuation, avoidance of jargon and an understanding of the audience.
Ability to understand and interpret a cash flow forecast and summarise the key points.
An effective team player, willing to aid in the development of less experienced members of the team by sharing knowledge.
Core Responsibilities:
Support the Financial Planners in research and analysis to meet client needs and objectives.
Prepare client financial plans and suitability reports/letters for Financial Planners - including annual review, new business or ad hoc advice reports.
Prepare documentation to be held on file or included within reports, as applicable, to support the recommendation and justify the provider and product recommended.
Manage the presentation of technical data to the Financial Planners.
Compile cashflow models when required as part of the advice process.
Attend client meetings with Financial Planners as required, present cashflow to clients as required.
Provide the client with a positive professional experience, offering qualified knowledge and ongoing assistance.
Maintain up to date product and technical knowledge.
Develop and maintain internal relationships within all parts of the business.
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: 15553
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: 2024-03-26 17:05:18
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Job Description:
Are you seeking your next Fund Accountant role within the financial services sector? If this sounds like you, we have a great opportunity for you!
Our client, a global financial services business based in Glasgow, is recruiting for a Fund Accountant to join their team.
You will ideally be a Qualified/ Part Qualified accountant or qualified by experience.
Skills/Experience:
Qualified/ Part Qualified ACCA/CIMA/CA accountant or qualified by experience
Experience gained in financial services and/or practice
Strong communication skills, both written and verbal
High degree of accuracy, ability to multitask
Ability to work to tight deadlines
Core Responsibilities:
Calculation of daily Net Asset Values (NAV's) - this involves P&L analysis, review position and cash reconciliations, reporting any trading issues to our clients
Review monthly capital movements
Analyse performance and review income/expense journals for validity
Reviewing and finalise month end P&L and balance sheet in preparation for client sign off
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: 15652
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: 2024-03-26 16:53:07
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Job Description:
We are working on an exciting opportunity for a fixed income focused Investment Analyst to join a leading Financial Services firm in Edinburgh.
Ideally you will have experience of working as an investment analyst with fixed income exposure, fund research experience with exposure to debt/fixed income funds, or you will be a credit analyst looking to move into an investment team.
Essential Skills/Experience
A minimum of 2 years' experience in an investment analyst, fund analyst, credit analyst, or closely related role.
CFA Level 1 desirable; or waiting to sit Level 1 exam.
Self-starter with strong written and oral communication and analytical skills.
Strong academic record.
Core Responsibilities:
Carry out investment research to support the investment team.
The team currently monitors existing assets, their cash flows and their performance, and provide data and analysis to assist investment decision-makers on asset selection.
Carry out research on existing and potential investments (individual assets managed internally as well as externally managed funds).
Examine underlying drivers of future returns for assets, this includes ESG considerations, to be able to make investment recommendations to PMs or Investment Committees and other senior stakeholders.
Stay current on the latest financial trends and regulations.
Benefits:
A competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15591
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
Salary / Rate: Additional benefits
Posted: 2024-03-26 15:45:34
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Job Description:
We have an exciting opportunity for an experienced Accountant to join a leading financial services firm on a permanent basis in their Edinburgh offices.
The successful candidate will provide technical accounting oversight to their UK private asset book, involving direct and indirect real estate and infrastructure equity asset classes.
You will have responsibility for a team.
People management experience is a must.
Essential Skills/Experience:
Qualified or QBE Accountant to understand the preparation of statutory financial statements, management accounts, regulatory and VAT/CIS reports, etc.
Experience of working directly with clients in on/offline situations
Knowledge of Commercial Real Estate/infrastructure equity experience would be a big benefit
Working knowledge of Yardi and/or Investran
People management experience
Core Responsibilities:
Provide expertise to accounting requirements across the asset class, fund structure and fund jurisdictions
Assist with new technology repercussions of integrating these asset classes into the operating model
Develop and maintain a good working relationship with client contacts and third parties such as audit firms, external technology providers and other third-party service providers
Continually re-assess the operational risks inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology
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: 15368
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: 2024-03-26 14:31:19
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Job Description:
Are you seeking your next Accountancy role within the financial services sector? If this sounds like you, we have a great opportunity for you!
Our client, a financial services business based in Edinburgh, is recruiting for an Assistant Accountant.
You will be a part qualified accountant and have gained experience in preparation of management accounts, statutory accounts and dealing with third parties.
This role is 5 days a week in the office.
Skills/Experience:
Part qualified accountant ideally with experience in financial services and/or practice
Experience in preparation of management accounts including dealing with third parties
Experience in fund accounting, statutory accounts for limited companies and partnerships is desirable
Experience in Investran and Sage Line 50
Core Responsibilities:
Delivery of management accounts and other financial reporting
Preparation of quarterly management accounts and forecasting for clients
Liaising with fund managers in relation to investor capital calls and drawdowns
Preparing fund drawdown, equalisation and distributions calculations
Preparation and submission of VAT returns and compliance with relevant regulations and deadlines
Review of monthly bank reconciliations, client invoices, expense reports and payment authorisation
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: 15654
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: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2024-03-26 14:20:52
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Job Description:
Our client, a financial services company in Edinburgh, is recruiting for a HR Services Adviser to join their team on an initial temporary basis until December.
They are based in Edinburgh's city centre and offer a hybrid working model.
Early application is advised as our client hope to begin interviewing w/b 1st April!
Essential Skills/Experience:
Previous HR experience
Excellent communication skills
Strong organisation skills
Core Responsibilities:
Act as a point of contact for all colleagues and managers with regard to HR processes, policies, systems and people related issues
Log and track resolutions for all contact queries
Manage and maintain information on the HR systems
Track and report on key issues and cases or themes
Provide administrative support across the full spectrum of HR administration
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: 15653
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
Duration: 9 Months
Posted: 2024-03-26 11:43:04
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Job Description:
We have a brand new permanent role available for a nearly or recently qualified Actuary to join our client, a UK leading investment and pensions consultancy, providing high quality actuarial and consulting services to Sponsoring Employers of UK defined benefit pension schemes.
This role can be based in London, Birmingham, Glasgow, or Edinburgh.
Essential Skills/Experience:
First class interpersonal and client relationship management skills.
First class organisational and communication abilities.
Proven ability to manage multiple and sometimes conflicting demands.
Able to co-ordinate activity, and delegate effectively, amongst individual client teams and effectively manage upwards.
Driven and motivated to develop actuarial career in a client focused consultancy.
Able to demonstrate a proactive approach in developing consultancy and management skills.
Associate or Fellow of the Institute and Faculty of Actuaries (or equivalent recognised actuarial qualification) or currently studying towards this with relevant pensions experience.
Relevant pensions experience and an understanding of the legislative framework for UK pension schemes, commensurate with the level of experience in pensions actuarial work.
Experience of working with Sponsoring Employers with their UK defined benefit pension schemes
A sound grounding in actuarial and computer techniques.
Core Responsibilities:
Managing the delivery of multiple projects across a portfolio of clients and responsibilities, sometimes with demanding timescales, ensuring that work is done on time, within budget, and to a high standard.
Taking on a wide-ranging portfolio of work while developing client exposure and essential business skills.
Developing and maintaining a good working relationship with your clients and third parties.
Preparing strategic advice for clients, including presentations and reports and attending meetings with clients.
Areas of work include (but not limited to) scheme funding support, endgame planning, corporate transactions, company accounting work, corporate governance or benefit design.
Developing experience in new business activities to grow the corporate business.
This may also include exposure to new business opportunities in other service areas.
Reviewing or checking actuarial calculations.
There may also be opportunities to support clients and projects in other areas of the business (for example risk transfer, member options and governance, proposition development).
Mentoring and supporting the development of less experienced members of the team.
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: 15645
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2024-03-22 19:38:44
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Job Description:
A leading Pensions and Investment firm is seeking an enthusiastic individual to look after their Excel models within their UK defined benefit pension scheme practice.
This is a a great opportunity if you are looking to build and lead a team of people to create new Excel models as well as developing and maintaining existing ones.
The role will focus on providing high-quality service using your actuarial and Excel skills to enable high quality delivery of projects.
This role can be based in London, Birmingham, Glasgow, or Edinburgh.
Essential Skills/Experience:
Relevant pensions experience.
We are seeking applicatns who are either taking exams as well as those who have decide not to take exams.
Have a good understanding of valuing UK pension scheme defined benefits.
Strong technical actuarial skills and a preference to work on technical actuarial matters.
Excellent Excel and VBA skills.
R coding experience.
Working knowledge of the legislative framework for UK pension schemes.
Knowledge of Technical Actuarial Standards as it pertains to actuarial models.
Aptitude in working with detailed actuarial calculation models.
Core Responsibilities:
Leading the delivery of modelling projects to help meet a high-quality standard of service for clients.
Regularly review and validate existing models to ensure accuracy and relevance.
Providing technical specialist expertise working collaboratively alongside client and technical teams.
Work collaboratively in the preparation of models including checking work undertaken by more junior team members.
Ability to work independently to proactively resolve complex modelling cases relating to pension scheme specific features.
Ability to explain and resolve technical matters for the client and technical teams.
Develop internal networks and work across teams.
Provide leadership, role modelling and mentoring to members of the technical team.
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: 15646
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Competitive
Posted: 2024-03-22 19:30:32
-
Job Description:
A boutique and highly respected firm in Edinburgh city centre is seeking an experienced paraplanner.
You will ideally be level 4 qualified or working towards this.
You will be involved in supporting financial advisors in providing a full end to end paraplanning service, ensuring regulatory and service standards are met.
Essential Skills/Experience:
Suitability report production in an IFA environment
Level 4 qualified, or working towards this
Core Responsibilities:
Attending client meetings with the advisor, ensuring client needs are appropriately documented,
Understanding client needs, preparing research and recommendation in line with expectations, prepare illustrations and use of analytical tools for client reviews
Cashflow modelling
Completing suitability and confirmation letters
Preparation of regulatory documentation
Adhering to highest standards of compliance and client standards
Build strong relationships with product providers
Preparing relevant suitability/confirmation
Responsible for initiating annual review meetings for portfolio of clients
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15520
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: 2024-03-19 12:05:54
