Asset Coordinator - Remote Working position - £35-38,000 per annum CBW are looking for an Asset Coordinator to join a leading Facilities Management company. The position would be remote, and would require travel for meetings once a monthh. Job Purpose Ensure that all asset and asset-management data across the national client estate is relevant, current and complete so it can be trusted for analysis and decision- making. The coordinator will also support Asset Information Management, Change Control, Capital & Operational Investment Planning, Forward Maintenance Planning, Asset Strategy Development Support, PPM Integrity & Compliance, CMMS/CAFM data-import UAT, audits and wider process management. The role sits on a clear professional-development roadmap within Asset Management, offering significant opportunities for growth and progression within a Global Account. Key Responsibilities - Maintain accurate, validated asset-management data sets to agreed standards and timelines.- Act as asset change-control gatekeeper: receive, record, quality-assure and route change data from multiple internal/external stakeholders.- Govern and improve Asset Information Management processes, ensuring rigorous adherence to data-management and change-control protocols.- Provide data and insight to enable Capital Investment Planning and Operational Investment Planning activities.- Support PPM Integrity & Compliance by aligning asset data with statutory and SFG20 requirements.- Lead or assist with CMMS/CAFM data-import User Acceptance Testing (UAT) for system changes and new integrations.- Plan and carry out periodic data-integrity and process audits; report findings and track corrective actions.- Produce scheduled and ad-hoc asset data reports, dashboards and KPIs (Excel / Power BI / VBA).- Maintain end-to-end documentation of asset-data processes and continuously seek efficiencies.- Build strong working relationships with the integrator, supply chain and PPM delivery teams to keep asset data evergreen.- Contribute subject-matter expertise to cross-functional projects and other tasks delegated by the Head of Asset Intelligence. Knowledge, Skills & Experience – Essential - Solid understanding of Facilities Management and building-services assets.- Advanced skills in MS Excel, Power BI and VBA.- Proven experience with CAFM / CMMS / EAM platforms (data structures, imports, reporting).- Ability to manipulate and interpret complex, high-volume datasets quickly and accurately.- Meticulous attention to detail; quality-driven mindset.- Excellent planning and organisational ability; able to juggle multiple priorities.- STEM qualification – Level 3 (A-level / BTEC) or higher.- Working knowledge of statutory & industry frameworks (e.g., SFG20, FM legislation).- Member of the Institute of Asset Management (or commitment to achieve membership within 12 months). If interested, please apply or send your CV directly to Abbie at CBW Staffing Solutions. ....Read more...
Job Description:
We are working on an exciting new role for a client manager to join the client governance team at a leading investment firm in Edinburgh. This is a varied position which will primarily focus on client services / overseeing third party agents and managing their service levels, but also get involved in distribution support, various project work and process improvement initiatives.
We are actively seeking applications from individuals who have demonstrable experience from an asset management firm (either in client services or overseeing transfer agents) or an asset servicing firm, with an emphasis on client services.
Skills/Experience:
Experience of the distribution and customer relationship management operation of an asset management business, covering institutional clients and wholesale distribution partnerships, across a range of product types (e.g. UCITs, OEIC, across private markets and public markets).
Ability to communicate process change and work across different functions to provide input and support to meet the objectives of Client Governance.
Committed to quality, timely outcomes, managing objectives and delivery results against specific corporate and individual goals.
A committed team player with a willingness to challenge and be challenged.
Can work with colleagues at all levels of seniority.
Ability to work independently, multi-task and meet strict deadlines.
Proficient in MS Office Suite (Co-pilot, Word, Excel and Outlook)
Demonstrable experience from an asset management or asset servicing firm, with an emphasis on client servicing skillset.
Demonstrate understanding of the component parts of the client experience of asset management/asset servicing – ‘what does good look like and how to achieve it’.
An awareness of the regulatory environment in which the firm operates, across the multiple jurisdictions in which we market products and service clients (UCITS, OEICs).
Core Responsibilities:
Oversee and manage service levels as well as performance of TA
Co-ordination of responses to client requests, either directly via email or indirectly through our distribution team and/or relationship management team.
Liaise between investor and the relevant team to resolve any queries on investor instructions and dealing related activities.
Maintain awareness of regulatory developments in overseen markets and adjust policies and procedures in line with changes or improvements.
Takes initiative in identifying processes that may require changes to streamline/enhance team efficiency.
Communicate issues internally and document/escalate as appropriate, on behalf of our clients and their representatives.
Work with internal teams on regulatory driven projects, initiatives and deliverables (e.g. Consumer Duty requirements and deliverables, which continue to evolve).
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: 16080
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...
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?
Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background. Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients. You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.
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: 16000
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a global asset management firm, is seeking a TA Oversight professional to join their team in Edinburgh on an initial 9-month contract.
Essential Skills/Experience:
Microsoft Office experience, including strong Excel knowledge
Prior asset management or audit experience helpful but not required
Proven data analytics skills
Strong collaboration skills and experience of working cross-functionally
Ability to meet deadlines, multitask and be proactive within a high-pressure environment
Intellectual curiosity and the desire to take initiative and deliver results delivering on your agreed workload
Attention to detail, strong analytical skills, and ability to prioritize the most critical business issues
Look for any opportunities to improve business processes and technology tools, with a lens on risk management and mitigation
Core Responsibilities:
Perform and review retrocessions calculations to ensure adherence with standard methodology and provide commentary for outliers to mitigate risk
Ensure 3rd party Transfer Agents setup of retrocession agreements and fee terms are in line with instructions
Research aged items and reconcile with Transfer Agent and Finance reports
Assist in providing required documentation for audits and meet all SOX controls
Ensure all auditing reconciliation processes are completed for monthly SOX controls
Review legal contracts and extract relevant criteria needed for audit, verify extracted criteria against reports for accuracy
Create a sustainable and automated process for validating Fund groupings utilizing a large data set
Assist with operational BAU retrocession activities and calculations 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: 16076
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...
Summary Climate17 are working alongside a fully integrated energy infrastructure company which owns, installs, and manages carbon reduction assets, including battery energy storage systems. They are actively searching for a BESS O&M Engineer to be responsible for overseeing the O&M services provided by third-party contractors and BESS suppliers on our client’s grid scale battery storage projects. Responsibilities Monitor and analyse the performance of BESS assets to ensure they meet operational and performance targetsIdentify and implement measures to optimise the efficiency and reliability of energy storage systemsConduct regular performance reviews and generate detailed reports on asset performance.Manage external O&M contractors to ensure compliance with service agreements and performance standardsSchedule and coordinate maintenance schedules and ensure timely resolution of any operational issues and alignment with trading activitiesConduct regular audits and inspections to verify the quality of work performed by contractors.Interface with BESS supplier service teams and facilitate communication between internal teams and suppliers to address technical issues and implement improvements.Ensure that supplier services are aligned with the company's operational standards.Troubleshoot and resolve technical and operational issues related to BESS assetsUtilise asset management software to track and manage BESS assetsMaintain accurate records of asset performance, maintenance and operational status.Generate and analyse reports from asset management software to identify trends and areas for improvement.Set up alerts and notifications within the software to monitor asset conditions and pre-emptively address potential issues.Ensure data integrity and accuracy within the asset management system by regularly updating and validating asset information. Requirements Experience in an Asset Management and/or operations role for utility, energy networks and/or renewables.Knowledge of Asset Strategies, operational delivery and/or renewable technologies.Experience of Asset Operational Data Analysis and ReportingEngineering and Technical knowledge and experience with awareness of operational contract constraints and understanding of business and technical risks.H&S qualification IOSH or NEBOSH & SMSTS.EHS relevant experience, like RAMS, COSHH etc.A full driver’s license is required for this role Location: Nationwide – work from home plus occasional office and site travel. About Us Climate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application Process Climate17 is committed to creating a diverse, inclusive and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world. We welcome applications from all qualified candidates, regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, or whether or not they have a disability. If you require additional support, equipment or resources in order to participate in the job application or interview process, please let us know.....Read more...
Job Description:.
Are you an experienced global procurement professional who is seeking a new challenge?
Our client, an Edinburgh based asset manager, is recruiting for a Sourcing and Vendor Manager to join their team on a 6-month contract basis. This is a full-time role which covers end-to-end sourcing and requires you to work in the office at least 4 days per week.
Skills/Experience:
Demonstratable experience in strategic sourcing within consulting, accounting, or financial services.
Expertise in negotiating contracts with Big 4 firms and top consulting firms.
Expertise in category planning, competitive bidding (RFI, RFP, RFQ), vendor selection, risk due diligence, and dispute management.
Skilled in financial modelling for negotiations, cost ownership, consumption, and demand forecasting.
Contract law knowledge with experience drafting global agreements and SLAs.
Proficient in MS Office, AI tools (CoPilot), and data analytics.
Core Responsibilities:
Strategic Advisory: Provide sourcing and procurement insights to optimize processes and meet business goals.
Sourcing Strategy: Develop and execute cost-effective, socially responsible strategies, including competitive bidding, supplier consolidation, and process improvements.
Supplier Management: Build strong vendor relationships, negotiate contracts, and ensure quality service.
Market & Cost Analysis: Research trends, risks, and opportunities; drive cost-saving initiatives without compromising quality.
Risk & Compliance: Mitigate supply chain risks and ensure adherence to policies and regulations.
People & Stakeholder Management: Recruit, mentor junior staff, and collaborate with internal teams on global contract negotiations.
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: 16052
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...
Do you have Fund Research experience? Are you currently an investment analyst or investment manager in the Multi-Asset space?
We have a great permanent opportunity available for a VP - Investments to join a private wealth management firm in London. The ideal candidate will have investment experience, preferably across multiple asset classes at a large established wealth manager or similar institution. Fund research experience and client facing skills are essential in this role.
You will be passionate about investing with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes).
This role is to assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have a background in accounting with a solid understanding of the production of statutory accounts? Our client, a leading financial services firm, is seeking an experienced Financial Reporting Senior Accountant to join their Glasgow team on an initial 6 month fixed-term contract.
In this broad role, the successful candidate will be responsible for conducting prompt and precise reviews of year-end and half-year financial statements, coordinating with auditors and various operational teams, and reviewing monthly board reports (management accounts) for Investment Trust clients.
Essential Skills/Experience:
Accounting experience and/or Accounting qualification or studying towards an accounting qualification
IOC or equivalent professional qualification – if not already completed would be expected to study towards
Sound technical experience in preparation and review of statutory accounts
Solid understanding of statutory and regulatory reporting requirements
Experience working in the Financial Services Sector
Advanced numerical skills and accounting knowledge
Proficient with Microsoft Excel
Knowledge of UK/Lux GAAP, IFRS, and SORP for Authorised Funds desirable
Core Responsibilities:
Review of IFRS10 reporting, actual distribution rates, closed funds balance sheets, revenue forecasts, performance and management fees
Review of year end and half year financial accounts
Review of net asset values reported to Association of Investment Companies (AIC) and Stock Exchange
Meet client KPI’s and service delivery commitments
Review of returns to HM Revenue & Customs and Office for National Statistics (e.g. quarterly VAT, National Statistics returns)
Review of monthly board papers (management accounts)
Timely completion of internal team management information
Oversight of receipts and payments and maintenance of accounting records
Assess team processes to improve efficiency, control and to reduce risk
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: 16043
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...
Job Description:
Our client a leading global investment management firm are looking for a Client Contracting Associate to join their team in Edinburgh.
The team is responsible for drafting and negotiating investment management agreements, investment guidelines, and other contractual arrangements between the firm and their new and existing clients.
Essential Skills/Experience:
Legal qualification - Qualified Lawyer/Solicitor/Paralegal
OR experience working in a contract management or negotiation type role
Experience drafting and negotiating contracts is essential
Excellent attention to detail, organisation, and presentation
Knowledge of the asset management industry (fund types, client base and strategies, operational set up and products) and applicable law would be beneficial
Strong awareness of process efficiency and the need to mitigate risk through team
Exemplary analytical, communication (verbal and written) and interpersonal skills with the ability to communicate with both internal and external clients at all levels and
Proven skills in successfully managing competing internal and external demands within compressed timeframes
Core Responsibilities:
Accurate drafting, negotiation and coordination of contractual documentation for Institutional Clients
Facilitation and coordination of all internal SME stakeholders across different regions involved in the contracting process ensuring their comments flow through to the contract and requisite approvals are obtained
Partnering with various teams to ensure contractual terms and minimize risk
Ensuring that the appropriate contracting process is followed for all contract processing to mitigate risk to the firm
Negotiating client documentation within the remit of the Client Contracting team, escalating appropriate risk where necessary
Supporting the sales team with contractual documentation
Communicating any contractual documentation changes to a client mandate to applicable internal
Capturing and recording relevant non-standard contractual clauses on an ongoing basis and maintaining the contractual documentation
Participating in research initiatives or projects that are requested by the sales, product or legal
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: 16006
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...
Job Description:
Are you a qualified accountant seeking your next opportunity within Finance Operations? If so, we’d love to hear from you.
We have an excellent opportunity for a Billing Analyst to join the team at a leading financial services firm, in their Edinburgh office, on an initial 6-month daily rate contract.
Skills/Experience:
Qualified accountant
Minimum 3 years of relevant experience ideally within investment management or a financial services environment
Strong written and verbal communication
Proficiency in financial systems and ERPs (e.g. Oracle)
Advanced Excel skills, with the ability to handle large data sets and complex models
Self-driven, ambitious, willing to challenge the status quo and wants to make a real difference
Ability to build relationships with stakeholders and clients
Strives for quality with attention to detail and accuracy
Core Responsibilities:
Oversight of third-party billing processes such as invoice sample checking, controls testing and journal approvals
Revenue related analytics, analytical review, and general ledger reconciliations
Assist with audit requests and answer audit queries
Manage key stakeholders by building and maintaining key stakeholder relationships such as Client Management Team
Assist with projects and strategic initiatives 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: 16081
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...
Job Description:
Do you have excellent working knowledge of fund accounting practices and standards, and seeking your next opportunity? Our client is seeking a Manager, Private Capital to join their team based in Glasgow. In this role, you will be responsible for the set-up/on-boarding and subsequent ongoing accounting of Private Capital funds and leading a team.
Skills/Experience:
Excellent working knowledge of fund accounting practices and standards, ideally including IFRS, UK GAAP and US GAAP
A recognised accountancy qualification (e.g. ACCA/ACA), or able to demonstrate competency through experience
Excellent working understanding of various types of PE transactions
Strong leadership and management skills and experience.
Stakeholder management skills and client management experience.
Understanding of wider Private Capital industry standards and regulations is desirable.
Previous experience in Private Capital fund accounting preparation is desirable.
Core Responsibilities:
Assist with drafting the Service Level Agreements
Assist in preparation and agreeing accounting reporting templates with client
Assist with the review of fund documentation and Business Acceptance Committee documentation pertaining to the launch of new funds and provide comments as necessary
Oversee and be actively involved in the day-to-day servicing of Private Capital fund clients and to ensure the fund is operating in line with the Service Level Agreement
Oversee the reconciliation process for cash, stock, shares/units in issued and ensure that all breaks identified are cleared on a timely basis and in accordance with agreed KPI
Involvement with external parties related to the fund including but not limited to Fund Manager, External Auditors, Transfer Agents, Tax Advisers, Custodian, Depositary, Board of Directors and other external service providers
Review drawdown and distribution calculation in accordance with the fund documentation
Liaise with internal and external auditors and manage the year end/interim audit process via a monitored timetable and audit requirement list
Management point of contact for clients, auditors, trustees, custodians and other departments within the business.
Develop internal and external client and stakeholder relationships.
Plan and manage client, audit, trustee and regulatory visits.
Oversight of team service delivery.
Responsibility for performance and KPI reporting.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15981
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have an excellent opportunity for an Investment Research and Strategy professional to join a global asset management firm in London on an initial 12-month day rate contract.
The successful candidate will be responsible for pulling together internal and external perspectives across private markets with the aim of creating and curating thoughtful content that can be delivered across the organisation and to clients. There will also be scope for the individual to shape the strategy for the team.
Skills/Experience:
Experience in asset management or financial services.
Knowledge of Financial Markets with ability to discuss macroeconomic trends at a high level.
Private markets experience beneficial.
Strong analytical and problem-solving ability – able to grasp concepts quickly, analyse relevant information.
A high-energy, self-motivated individual who is comfortable working in a fast-paced environment as part of a lean team.
Excellent communication skills, both written and verbal.
Naturally curious and comfortable challenging the status quo.
Effective teammate, comfortable working across multiple functions, geographies and partners.
Eagerness to learn and understand all aspects of the business as well as setting and delivering on strategic and tactical objectives.
Keen attention to detail and ability to efficiently multi-task.
Core Responsibilities:
Conduct qualitative and quantitative research into investment and market trends across private markets (private equity, real estate, private credit, infrastructure).
The individual needs to enjoy building relationships with peers, internal investors and data providers, analysing data and contributing to building a narrative.
Partner with data providers on generating data driven insights around the private markets performance and the investment opportunity set.
Update regular marketing materials (e.g. Investment Research Client Narrative) and chart pack of private markets slides.
Support the team by developing talking points and custom materials for external engagements (client meetings, webcasts, conferences), and roadshows globally.
Conduct ad-hoc analysis on topical events with the aim of producing a summary of impact and perspectives (e.g. 2023 regional banking volatility).
Coordinate and support internal investment forums and meetings.
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: 16069
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...
Job Description:.
Our client, a global asset manager in London, is recruiting for a Campus Recruiter to join their team on a 6-month contract.
This is a full-time position which requires you to be in the office 4 days per week.
Skills/Experience:
Proven experience in university or early career talent acquisition.
Strong interpersonal and relationship-building skills with candidates, stakeholders, and educational institutions.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Passion for early talent and a commitment to promoting diversity and inclusion.
Excellent organizational and project management skills.
Proficiency in applicant tracking systems (e.g., Workday) and Microsoft Office Suite.
Core Responsibilities:
Own full-cycle recruitment for intern and analyst roles across multiple business groups, including sourcing, interviewing, offer negotiation, and onboarding.
Build and maintain relationships with key university partners, faculty, student organizations, and career services to promote the business as an employer of choice.
Provide an exceptional candidate experience throughout the recruitment process, acting as a brand ambassador.
Plan and execute on-campus and virtual events including information sessions, career fairs, case competitions, and diversity-focused programs.
Partner with the D&I team to implement inclusive hiring practices and build diverse talent pipelines.
Analyze recruiting metrics and provide insights to enhance the effectiveness of recruitment strategies.
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: 16077
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...
Job Description:
Our client, a global financial services firm, is seeking an experienced Investment Director - Infrastructrure Debt to join their team in London on a permanent basis. In this role you will originate and execute infrastructure debt investments, including fund raising. Extensive experience in infrastructure debt lending/investing including fund origination and execution in various sectors is essential for this role. Excellent stakeholder management skills is a must.
Essential Skills/Experience:
Strong experience of leading investment due diligence, modelling and credit assessment, including handling material post-trade waivers/consents
Experience of investment grade and/or non-investment grade Infrastructure Debt lending/investing including Fund origination and execution in various sectors
Excellent stakeholder management skills and experience dealing with varied and complex stakeholder groups across multiple geographies
Up-to-date knowledge of global Infrastructure Debt markets including the Institutional investor landscape and other drivers that effect investment decisions is essential
Extremely well organised and takes a pragmatic approach to dealing with demands on your time and managing tasks with conflicting priorities
Excellent communication skills
Core Responsibilities:
Support fundraising activities through the development of compelling client presentations and marketing collateral with particular emphasis on Direct Lending strategies
Originate and execute appropriate investment grade and non-investment grade Infrastructure Debt investments, this includes fund raising
Play a leading role in Infrastructure Debt fundraising activities and product development responding to prospective client RFPs and due diligence questionnaires, and providing input on new product strategy, Infrastructure Debt market conditions and product documentation
Collaborate with various internal teams including Product Development, Legal, Risk and Investment Teams to support the development and launch of new Direct Lending products and initiatives
Maintain and develop a strong origination network with banks, advisors, sponsors, borrowers, other investors and with banking affiliates
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: 16073
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...
Role Climate17 are working alongside a leading renewable energy consultancy, specialising in low carbon infrastructure (Solar PV, EV, Energy storage etc.) within the built environment. They are actively searching for an Assistant Commercial Asset Manager to oversee their PV and EV portfolios, to deliver high-quality commercial asset management services, maintain client relationships and drive excellence in renewable asset management. Responsibilities Being accountable for the commercial management and client reporting of their client’s portfolio of assets in the built environment.Act as the commercial interface between the Asset Management team and the wider business, making sure that all systems are set-up correctlyActing as the main point of contact for client enquiries relating to quarterly reporting.Support on the onboarding of systems delivered and built by the client, sale of assets and the generation of new business proposals.To act as a key, day-to-day client interface, ensuring that client objectives are met and that the systems under management meets the performance criteriaAccountable for securing competitive PPA’s on behalf of our clients. Responsible for the tracking of PPA’s throughout the portfolio and renewing when required.Review of monthly statement from providers vs. export data; managing where requiredFiT Licensee and Ownership transfer managementDevelop, manage and own commercial AM Risk Management tracker and report monthlyManaging commercial risk and client negotiationsResponsible for generating proposals to new clients for our onboarding servicesSupporting the Senior Management Team in the identification of new business opportunities, either with new or existing clients. Requirements Degree qualifiedPassion for renewable energy/sustainabilityStrong commercial acumenExperience in European marketsAbility to utilise software solutions for the management of large data setsBe pro-active, hard-working and ‘solutions’ driven with a ‘can-do’ attitudeAbility to work effectively with clients (and/or stakeholders) to continually deliver high levels of satisfaction, provide effective solutions and resolve issues.Ability to work on own initiative, with support as required from the wider teamBe a strong and professional communicator in both formal and informal environments, articulate in presentation and written communication.EV asset management experience – desirableAbility to speak European language(s) – desirable Location: London – Hybrid working About Us Climate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application Process Climate17 is committed to creating a diverse, inclusive and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world. We welcome applications from all qualified candidates, regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, or whether or not they have a disability. If you require additional support, equipment or resources in order to participate in the job application or interview process, please let us know.....Read more...
Job Description:
Are you passionate about digital technologies and eager to develop your skillset?
Our client, an esteemed wealth management firm, are seeking an experienced Front End Developer to join their Newcastle team on a permanent basis.
Essential Skills/Experience:
Experience of working with a content delivery network (CDN)
Ability to learn and understand new technologies
Analytical skills
Good organisational skills and attention to detail
Ability to work in a team or autonomously
Professional attitude
Good verbal and written communication skills
Skilled in the following platforms:
HTML5, CSS, SASS
JavaScript, jQuery
Modular JavaScript
Responsive web development
Bootstrap and other frameworks
Version Control
Knowledge of the .NET MVC pattern desirable
Experience using .NET Razor beneficial
Experience using Telerik charts desirable
Experience with SendGrid email templates beneficial
Core Responsibilities:
Working closely with the in-house design team, you will be responsible for developing, maintaining and updating the frontend side of a variety of the firm’s in-house sites
Take ownership the CDN which is used, by keeping the styles and content up to date
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: 15992
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have an excellent opportunity for a German speaking Sales Associate / Business Development Support to join the team at a leading global investment management organisation based in Frankfurt. This role requires someone who has native German skills and a strong command of English.
In this role you will provide sales and administration support to a small, collaborative distribution team which focuses on institutional and wholesale clients.
Skills/Experience:
Good knowledge of Microsoft Office Suite (e.g. PowerPoint).
An understanding of Salesforce and Morningstar would be desirable but not essential
Strong numerical skills and ability to interpret data
Fluent German and English language skills (essential)
Strong interpersonal communication skills (written and verbal)
Ability to adapt quickly and work in a changing environment
High degree of commitment and loyalty
Ability to work both independently and as a team player
Organised with strong attention to detail (essential)
Core Responsibilities:
Pre-sales preparation through relevant research, reviewing presentations and representing the team through communications to and from prospects.
Act as a link between the team and other departments in the organisation.
Work with others to plan and host successful prospect and networking events.
Assist in completing reporting relating to various elements of activity undertaken by the team.
Assist in the RFP process, ensuring accuracy and meeting deadlines.
Participate in UK events.
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: 16042
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...
Job Description:
We are looking for an Investment Governance Manager to join the team at a boutique financial services firm. The successful candidate will focus on managing client relationships, and the selection and oversight of suitable investment consultants and fiduciary managers.
This is a great opportunity for an experienced candidate with strong investment knowledge and client relationship experience.
This role is hybrid 2-3 days in the office, and is flexible on location (Edinburgh, London, Manchester, Bristol), and will involve travel to London if based elsewhere.
Skills/Experience:
Pension scheme and investment experience with seven to ten years’ experience.
Proactive, self-starter with the ability to focus on the tactical implementation of that strategy for the firm.
Ability to communicate effectively, strong relationship and presentation skills, good written skills, appropriate MS and data tool skills and emotionally intelligent.
Ideally working towards or already qualified in IMC/CFA for example
Ability to interpret investment data, performance metrics, and fee structures.
Experience of conducting in-depth assessments of fiduciary managers and investment consultants would be beneficial
Strong communication and interpersonal skills to deliver tailored advice and recommendations.
Solid understanding of investment markets, fiduciary management, and defined benefit/contribution pension schemes.
Competence in drafting clear, concise, and insightful research and oversight reports.
Comfortable working with colleagues across levels to support analysis and client deliverables.
Accuracy in data handling, report creation, and compliance with internal processes.
Ability to manage multiple projects and deadlines efficiently.
Staying informed on developments in the UK pension and investment industry.
Awareness of and adherence to relevant regulatory and internal compliance frameworks.
Core Responsibilities:
Provide advice to clients on the selection and oversight of fiduciary managers and investment consultants.
Support due diligence research on fiduciary management and investment advisory firms.
Analyse fee structures and investment data related to these firms.
Maintain up-to-date knowledge of market trends, new products, and developments in the UK DB and DC pension space.
Attend industry conferences as needed.
Contribute to the drafting and writing of research reports.
Collaborate with associates to analyse performance data and prepare client oversight reports.
Ensure compliance with the firm's regulations 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: 16066
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...
Job Description:
Are you an investment operations professional skilled in trade matching and reconciliations? Our client, a financial services firm based in Glasow, is looking for a Senior Administrator to join their team on an initial18-month fixed-term contract.
Essential Skills/Experience:
Strong working knowledge of policies/procedures and regulations within client delivery and company side
Professional qualification (or equivalent level of expertise in relevant technical area)
Accuracy and meticulous attention to detail
Involvement in change initiatives with ability to adapt to an ever-changing environment
Product knowledge
Familiar with financial markets
Strong risk management awareness
Ability to coach and support colleagues in development
Computer literacy with ability to use enhanced, specialist applications
Core Responsibilities:
Ensure adherence to core standard operating models through the application of existing policies and procedures
Take responsibility for ensuring procedures are reviewed and updated on a regular basis, passing to senior colleagues for review
Trade capture across Securities, Collateral, FX and Money Market products
Trade matching via electronic platform and manual confirmations
Trade settlement
Cash and Stock Reconciliation
Client, Broker and Custodian Reporting
Ensure a high-quality client service is delivered to all clients, referring complex/technical issues to senior colleagues as appropriate
Build strong, professional relationships with clients and be an ambassador for the organisation
Ensure the service level provided by the team adheres to the Client Service Delivery agreements
Develop internal stakeholder relationships with the wider team as well as general business support, co-ordinating activities to ensure smooth delivery of operational processes in accordance with agreed processes and procedures
Ensure adherence to the risk and control framework, including team and departmental procedures, managing risk effectively and efficiently within the team
Ownership of allocating daily workload within the team, providing supervision and technical support to the team administrators
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: 16067
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...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
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: 16029
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...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
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: 16029
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...
Job Description:
Do you have at least 5 years’ experience dealing with executries, and seeking your next career move? Our client, a law firm based in Edinburgh, is currently seeking a Private Client Paralegal to join their team on a permanent basis. In this role, you will administer and manage a caseload of executry files independently within a team of Executry Paralegals.
Skills/Experience:
Relevant formal qualification(s), preferably as recognised by the Law Society of Scotland Accredited Paralegal scheme
At least 5 years’ previous experience dealing with executries is essential
A commercial focus in managing workload effectively and efficiently
Excellent interpersonal skills, both written and oral
Able to build professional relationships with clients and third parties
Good organisational skills and the ability to prioritise tasks
A high level of accuracy and strong attention to detail
Ability to work independently as well as part of a team, delegating to and supporting colleagues
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Administer testate and intestate executries from initial meeting to conclusion.
Proactively manage your own caseload and provide an excellent client service.
Communicate with Executors and other third parties as required.
Identify and resolve any problems experienced by our clients in a professional manner.
Demonstrate a good working knowledge of inheritance tax exemptions and reliefs and be able to produce inheritance tax calculations.
Complete HMRC inheritance tax forms.
Prepare Executry accounts.
Knowledge of legal rights including calculations and experience of the issues that can arise with such claims.
Build good relationships internally and advise colleagues with different specialisms.
Adhere to firm processes in relation to financial policies, time recording and AML compliance.
Maintain accurate records on the firm’s document management system.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16079
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a global financial services firm, is looking for an Account Manager – TAX to join their team in Glasgow on a permanent basis.
This is a fantastic chance to expand your skills in a collaborative and fast-paced environment!
Essential Skills/Experience:
Experience of the process involved and documentation necessary for Tax reclaims and Relief at Source.
Practical knowledge of UK and / or Global markets demonstrated by experience of how market specific transactions operate.
Technical expertise including sound working knowledge of policies, procedures, regulations and legislation within client delivery.
Attention to detail
Innovation and continuous improvement – Use own initiative and ability to work under volume pressure.
Core Responsibilities:
Manual processing for all aspects of Tax.
Tax reclaim and Relief at Source tasks covering all markets and clients.
Tax reporting involvement.
Processing and completion of tasks are in line with procedures.
Ensuring all key controls and assigned tasks are completed in a timely manner.
Query management - ensuring these are answered in an accurate and timely manner.
Ensure key controls are updated and maintained.
Liaising with clients and internal parties to resolve any issues pertaining to custody activity.
Ensuring daily reconciliation and clearance of cash breaks.
Ensures that ROME Lite and all other Risk Framework is regularly updated to cover all
Adopting a pro-active approach to improve the current processing of work.
Build strong relationships with all parties and work together effectively.
Assists in building KPI / Metrics to monitor the risk and control framework.
Responsible for updating and maintaining procedures and proposes changes / improvements when appropriate.
Ad-hoc projects as required.
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: 16045
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...
Job Description:.
Our client, a global asset manager, is recruiting for a Marketing Automation Manager to join their team on an initial 6-month contract and hybrid basis. The role involves leading the transition to Salesforce Marketing Cloud, optimising journeys, and boosting lead generation with creative, targeted communications.
Please note our initial deadline of Friday 9th May at 9am.
Skills/Experience:
Salesforce Marketing Cloud experience (essential)
Highly competent use of HTML and CSS languages in email design (essential)
Extensive working knowledge of current email marketing
Familiar with web analytics reporting systems such as Google Analytics
Core Responsibilities:
Lead the Marketing Automation strategy across UK & EMEA
Be the technical lead on our Salesforce Marketing Cloud migration
Design and execute targeted email journeys and workflows
Collaborate with regional teams to boost campaign performance
Build and manage responsive HTML email templates
Drive lead capture, segmentation, and nurture strategies
Ensure best-in-class data quality, compliance, and governance
Provide training and support to drive platform adoption
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: 16084
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...
Job Description:.
Are you an experienced Technical Recruiter seeking a new challenge?
Our client, a financial services business in Edinburgh, is recruiting for a Technical Recruiter to focus on filling roles in Edinburgh and across EMEA. This will be hired on an initial 6-month contract basis, with a hybrid working model of a minimum of 4 days per week in the office.
Skills/Experience:
Proven experience in technical recruitment (in-house preferred), ideally gained within financial services
Strong knowledge of sourcing tools & techniques
Ability to thrive in a fast-paced, international environment
Core Responsibilities:
Source, engage, and hire top tech talent
Partner with hiring managers to shape recruitment strategies
Manage the full-cycle recruitment process, ensuring an excellent candidate experience
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: 16018
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...
