About True Potential
True Potential LLP is an industry leader in financial services technology, delivering award-winning software solutions to nearly 20% of UK financial advisers. The company has grown from scratch to c.£400m annual sales and over 600 head office staff, servicing over £30bn of assets under management, and we are on the next stage of our journey. Our technology team is at the forefront of innovation, developing secure, high-performance applications that drive the future of financial services. If you're passionate about building robust applications in a dynamic, fast-paced environment, True Potential is the place for you.
About the Role
We are looking for a C# .NET Developer to join our growing team. You’ll report to the Head of Development, and will play a key role in designing, developing, and maintaining high-quality applications that support both our internal teams and external customers. You’ll have the opportunity to work on both B2B and B2C applications, using the latest .NET technologies. As True Potential continues to grow, you’ll be part of an ambitious, high-performing team where your contributions will make a real impact.
Responsibilities
Develop and maintain custom web applications using C#, .NET Core, ASP.NET, and SQL Server.
Design, develop, and test applications using .NET and front-end technologies.
Contribute to software architecture and coding best practices.
Work closely with internal teams to identify opportunities for automation and process improvement.
Stay up to date with emerging technologies and industry trends.
About You (Skills & Experience)
We’re looking for a developer with:
3+ years of experience in C# .NET development.
Proficiency in C#, ASP.NET, .NET Core, and VB.NET.
Familiarity with web technologies (ASP, HTML, JavaScript, VBScript).
Knowledge of software design principles.
Experience with Git, Continuous Integration, and unit testing.
Understanding of Microsoft Azure, front-end frameworks (Telerik/Kendo), and SQL Server (desirable).
Strong problem-solving skills and attention to detail.
Why Apply?
This is a great opportunity to work in a forward-thinking, technology-led business where your skills will be valued and developed. You’ll be part of an innovative team, working on exciting projects that make an impact, with opportunities to collaborate, grow and develop.
Interested candidates should send their CV to Core-Asset Consulting at truepotential@core-asset.co.uk, or call +44 131 718 4600 for a confidential discussion. Core-Asset Consulting is exclusively retained to manage this role. Any speculative CVs or direct applications will be forwarded to Core-Asset Consulting. No agency fees will be payable, and all CVs submitted for this role will be handled exclusively by Core-Asset Consulting.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15931
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We’re hiring!
We are recruiting for a Marketing & Communications Manager to lead the development and execution of Core-Asset Consulting’s marketing, branding, and internal communication initiatives. This is a pivotal role that supports our growth, strengthens our brand positioning, and enables meaningful engagement across clients, candidates, and internal teams.
This will be hired on an initial 6-month contract basis.
Skills/Experience:
Proven experience in a marketing and communications leadership role, ideally within professional services, recruitment, or financial services.
Exceptional writing, editing, and visual communication skills.
Strong understanding of digital marketing tools, platforms, and analytics.
Skilled at managing cross-functional projects and balancing multiple deadlines.
Core Responsibilities:
Lead PR, brand, and marketing integration projects.
Manage internal communications to support change and cultural alignment.
Create client-facing materials with consultants (e.g., case studies, white papers).
Produce strategic content (blogs, reports, graphics) aligned to business goals.
Maintain a content calendar aligned to hiring cycles and market trends.
Own the Salary Checker tool, ensuring accuracy and relevance in campaigns.
Lead production of the annual Salary Guide, from data gathering to publication.
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: 16136
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...
About the Role
We are partnering with a growing ServiceNow Partner to recruit an experienced ServiceNow Process Consultant to join their consulting practice in Johannesburg. This role is ideal for someone who excels at aligning business processes with the capabilities of the ServiceNow platform, ensuring value-driven outcomes and successful adoption.
As a Process Consultant, you will work closely with clients to understand their current operations, identify areas for improvement, and design ServiceNow-enabled process solutions across ITSM and related modules. This is a client-facing, delivery-focused position suited to someone with strong analytical skills and a deep understanding of ITIL-based service management practices.
Key Responsibilities
- Engage with stakeholders to gather business and process requirements
- Analyse current workflows and identify opportunities for process optimisation
- Define and document target processes that align with ServiceNow functionality
- Support configuration teams by translating business needs into user stories or technical requirements
- Facilitate workshops, user training, and process walkthroughs
- Contribute to ServiceNow solution design sessions, ensuring alignment between process and platform capabilities
- Support testing, adoption, and continuous improvement initiatives
- Work across ITSM, Incident, Problem, Change, Request, Knowledge, and CMDB modules
Required Skills and Experience
- 3+ years of experience in a ServiceNow or IT Service Management consulting role
- Deep understanding of ITIL principles and service management best practices
- Hands-on involvement in ServiceNow implementations or improvement projects
- Strong stakeholder engagement and communication skills
- Ability to document processes clearly and translate requirements into user stories
- Experience facilitating workshops and stakeholder interviews
- Exposure to Agile delivery methodologies
Desirable
- ServiceNow certifications (e.g. ITSM, CAD, or CIS modules)
- Familiarity with additional modules such as ITOM, HRSD, or SPM
- Experience working with public sector or enterprise clients
- ITIL v3 or v4 certification
Whats on Offer
- Competitive monthly salary and incentive package
- Flexible, hybrid working model with Johannesburg office access
- Work with a growing and supportive ServiceNow Partner
- Opportunities to work on large-scale projects and develop your consulting skillset
- Ongoing training and ServiceNow certification support
If you are a driven ServiceNow Process Consultant looking for your next challenge in a high-impact, client-facing role, we want to hear from you.
Apply now or contact Linking Humans for a confidential conversation.....Read more...
About the Role
We are seeking a highly capable ServiceNow Solutions Consultant to join a dynamic and collaborative team working in Cape Town, South Africa. This is a senior-level, hands-on consulting role focused on the implementation and optimisation of key ServiceNow modules, including ITSM Pro, ITOM (Discovery), HRSD, APM, and SPM.
You will act as a trusted advisor, working at the intersection of business needs and technical capability, translating client objectives into best-in-class ServiceNow solutions. The role is suited to someone who can build strong stakeholder relationships, drive value through effective solution design, and contribute meaningfully to high-quality ServiceNow project delivery.
Key Responsibilities
- Lead and support technical engagements across multiple ServiceNow implementations
- Design and deliver robust ServiceNow solutions aligned to client requirements
- Collaborate with cross-functional teams in South Africa, London, and third-party vendors
- Act as a bridge between business stakeholders and ServiceNow platform teams
- Translate business requirements into functional specifications and technical configurations
- Contribute to platform optimisation, governance, and ongoing enhancement
- Provide informal mentoring and technical guidance to team members where appropriate
- Ensure solution delivery is consistent with ServiceNow best practices and standards
Required Experience and Skills
- Proven hands-on experience with ServiceNow platform implementations
- Solid exposure to multiple modules such as ITSM Pro, ITOM (Discovery), HRSD, APM, and SPM
- Strong understanding of both technical configuration and business process alignment
- Comfortable translating business objectives into technical deliverables
- Experience working in hybrid teams across international time zones
- Excellent communication, stakeholder management, and solution presentation skills
- Ability to work independently and drive outcomes in a structured, quality-focused manner
Desirable
- ServiceNow certifications (e.g. CAD, CIS in relevant modules)
- Familiarity with Agile or iterative project methodologies
- Exposure to enterprise-level ServiceNow deployments or large transformation programmes
- Prior consulting or client-facing experience in a services or delivery-led environment
What You Can Expect
- Competitive salary package with performance-based incentives
- Flexible hybrid working model, based in Cape Town
- Opportunity to work with global clients and enterprise-scale projects
- Collaborative, high-performance culture with clear career progression
- Support for training, development, and further ServiceNow certification
If you're an experienced ServiceNow professional looking to take your consulting career to the next level in a highly supportive and international environment, wed love to hear from you.....Read more...
Electronics Engineer Consultant – Security Clearance – Cambridge
A new design consultancy, based in Cambridge, are currently looking for a Electronics Engineer Consultant to add to the team of experienced experts, specifically with a focus on security cleared projects.
Although this is a new design consultancy, they have the backing of larger companies meaning you still have the job security of working for a large company. You will also have benefits including pension, share purchase schemes, healthcare, life assurance and other excellent benefits not normally available to smaller organisations.
We are looking for an Electronics Engineer who has ideally worked on MOD, Security Clearance or other sensitive technologies. Due to the nature of consultancy services, your electronics experience could be across a number of fields such as RF Engineering, Microwave Electronics, Analogue Electronics, Sensors Technologies, PCB Electronics or other complex electronics design.
It will also be ideal if you have specific Firmware, Embedded or other software experience.
Due to the nature of work, you must already hold or be able to obtain security clearance.
Apart from the benefits, you will be rewarded with an excellent salary, career opportunities and a continued skills training to keep you at the forefront of technologies.
This is a rare opportunity to be involved with a design consultancy at the ground level, meaning future career development will be more likely than with other consultancies or companies. Due to this, I’m expecting a lot of interest in this role. If you are interested in the role, apply now or risk missing out.
For more information, please feel free to call Andrew Welsh, Director of Medical Devices recruitment and Scientific recruitment specialists Newton Colmore Consulting, on +44 121 268 2240 or make an application and one of our team at Newton Colmore Consulting will contact you.
Newton Colmore Consulting is a specialist recruitment company within the Medical Devices, Scientific Engineering, Scientific Software, Robotics, Data Science, Healthcare Communications. Science, Electronics Design, New Product Design, Human Factors, Regulatory Affairs, Quality Assurance and Field Service Engineering sectors.
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Job Description:
Are you passionate about technology risk and governance? Core-Asset Consulting is partnering with a leading UK-based financial services organisation to recruit an experienced IT Risk Analyst.
This is an exciting opportunity to join a highly collaborative risk and compliance team, playing a key role in embedding effective risk management practices across a growing and dynamic business.
Essential Skills/Experience:
Prior experience working in a risk-based role within financial services
Understanding of IT risk frameworks and control environments
Knowledge of risk methodologies such as RCSA, KRI/KCI design and incident/root cause analysis
Solid grasp of cyber/information security concepts and controls
Familiarity with frameworks such as ISO 27001, NIST, or similar
Strong stakeholder engagement and communication skills, including the ability to explain technical risk concepts to non-technical audiences
Proficiency with Microsoft Office tools (Excel, Word, PowerPoint)
Working knowledge of UK regulatory standards (e.g., FCA, GDPR, Consumer Duty)
Experience supporting or engaging with internal audit functions
Certifications such as CompTIA Security+, CISA, CISSP, CISM or CRISC (or studying towards)
Exposure to technology change risk assessments and remediation planning
Core Responsibilities:
Facilitate IT and business risk assessments and control testing exercises
Maintain and update risk and control registers
Support the design and tracking of key risk indicators (KRIs) and key control indicators (KCIs)
Assist in the review and validation of root cause analysis from risk events and incidents
Monitor and report on remediation plans and internal loss events
Support IT risk dashboards, reporting packs, and regulatory insights for senior stakeholders
Contribute to the development of a strong risk culture across the organisation
Collaborate with internal teams to oversee the risk impact of technology change programmes
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: 16145
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:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel – Disputes in Glasgow. This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel – Disputes in Edinburgh or Glasgow. This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.
Skills/Experience:
CII Diploma in Financial Planning (essential)
Chartered status or working towards (desirable)
Proven paraplanning experience
Strong knowledge of UK tax and pension legislation
Core Responsibilities:
Prepare suitability reports and client cashflow models
Attend client meetings and provide research and follow-up support
Assist with annual reviews and ongoing client service
Manage your own workflow and ensure timely, accurate output
Support the delivery of team income objectives
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: 16106
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...
Business Development Lead
London
£40,000-£45,000 Basic (OTE £85,000+) + Hybrid Working + Be In Charge Of Your Earnings + Training + Progression + Pension + Immediate Start
Do you have a background in sales and are looking to join a growing company where you will have autonomy and ownership to shape your role and the growth strategy? If so, this is the role for you. Join as a fast-rising consultancy and SaaS provider that specialises in Oracle Project solutions for enterprise clients across Europe and North America. As a Business Development Lead will have a clear path to leadership as the business continues to scale as well as a competitive base salary with performance based incentives.
This company partners with global leaders in life sciences, financial services, and other high-impact sectors to deliver transformative consulting services and next-generation SaaS tools. As this company expands, they are looking for an ambitious Business Development Lead who thrives in B2B environments and is looking for a collaborative, innovative, and supportive culture.
Your Role As A Business Development Lead Will Include:
Travel to client sites
Develop business development strategies in the UK and Europe.
Identify, maintain and grow relationships with clients within Oracle
The Successful Business Development Lead Will Have:
4+ years of experience in B2B sales, business development, or consulting (ERP, SaaS)
Established network within the Oracle Cloud or Oracle partner
Excellent communication
Willingness to travel occasionally for client engagements
If you are interested in this position please contact Sai on 07537153941
Keywords: Business Development Lead, Business Development, Sales, B2B, Oracle, Oracle Cloud, SaaS, Consulting Services, ERP, Client Sites, London, Moorgate, Central London, Surrey, Dartford, Bromely, Cambridge, Midlands
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We are a leading financial technology company providing cloud-based (SaaS) solutions for commission management and research evaluation in the investment industry. Our client base includes over 600 buy-side and sell-side institutions globally, including many of the world's largest asset managers, hedge funds, brokers and research providers. Role Overview We are seeking an experienced Technical Business Analyst with a strong consulting background to join our London-based product team. The ideal candidate will bring consulting expertise to help shape and evolve our product suite while acting as a bridge between client needs and technical delivery. This role offers unique exposure across the entire product lifecycle, from requirements gathering and analysis through to implementation and client success. Key AccountabilitiesLeverage consulting experience to analyse business processes, create prototypes, and specify product enhancements that align with both client needs and strategic visionTransform complex client requirements into clear product specifications and feature recommendationsLead discovery sessions with clients to understand their business challenges and translate them into product opportunitiesWork closely with internal teams (developers, testers, support) to ensure successful solution deliveryCollect and analyse system data and client feedback to identify product improvement opportunitiesCollaborate with clients and internal stakeholders to understand business requirements and industry challengesContribute to and maintain product documentation, training materials, user guides and release notesSupport the sales team with product demonstrations, presentations and proof of concept demosRequired Knowledge, Skills and ExperienceProven Business Analyst experience as a delivery/implementation consultant, solution architect, or technical analystBackground in financial services, particularly in research, investment management, or fintech preferred5-10 years of relevant experience, including client-facing rolesExperience with Agile development methodologiesStrong analytical skills with ability to navigate complex data, establish facts, and draw clear conclusionsProactive and enthusiastic approach with excellent communication skills for building consensus and influencing stakeholdersHighly organised and detail-oriented with ability to produce clear, concise documentation in Word, Excel, and PowerPointStrong SQL and Excel proficiencyAbility to build consensus through mockups and prototypes, combining web design and data skills What We OfferOpportunity to work with cutting-edge financial technologyExposure to global financial markets and institutionsCollaborative team environmentCentral London locationCompetitive salary and benefits packageThis role offers an excellent opportunity for a technical business analyst looking to make a significant impact in the fintech sector while working with leading financial institutions worldwide.....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a highly respected financial service firm to recruit a Data Engineer for a permanent position based in Newcastle. This is a fantastic opportunity to join an organisation with a clear commitment to innovation and insight-led decision-making.
As a Data Engineer, you will play a critical role in transforming complex operational data into meaningful insights. Working across analytics, data science, and development teams, you will design and implement robust data pipelines, optimise data models, and ensure high-quality, reliable outputs that drive strategic business decisions.
Essential Skills/Experience:
Strong proficiency in T-SQL and experience developing complex queries and procedures.
Expertise in Spark and PySpark for scalable data processing.
Solid understanding of OLTP and OLAP architectures and data modelling principles.
Experience with Microsoft Azure, including Fabric, Azure Data Factory, Data Lake, Data Warehouse, and Blob Storage.
Sound knowledge of ETL/ELT best practices.
Strong analytical and problem-solving skills with a focus on data accuracy and reliability.
Excellent collaboration and communication skills, with the ability to translate business requirements into technical solutions.
Comfortable working in dynamic environments and committed to continuous improvement.
Core Responsibilities:
Translate complex transactional data into optimised analytical models (facts and dimensions) to support reporting and insights.
Design, build, and enhance data pipelines within Microsoft Fabric to improve performance, scalability, and data quality.
Engineer new integrations from internal and external data sources using best-practice ETL/ELT methodologies.
Monitor and optimise SQL-based workflows to ensure accuracy and efficiency in daily data processing.
Lead efforts to migrate legacy reporting datasets to modern platforms, ensuring minimal disruption.
Collaborate with analytics teams to develop custom data models and engineered datasets tailored to business requirements.
Partner with data science colleagues to create summary and aggregated datasets for advanced analytics and predictive modelling.
Respond efficiently to ad hoc data requests, ensuring outputs are timely, accurate, and aligned to stakeholder needs.
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: 16151
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
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Quality Engineer – Cambridge – Medical Devices
We are currently looking for a Quality Engineer for a growing Medical Devices organisation based in Cambridge. The company work on a range of different Medical Devices, providing a variety of projects and tasks in your role.
You will collaborate various Medical Devices experts, including Mechanical Engineers, Physicists, Electronics Engineers, Software Engineers, and other professionals. Your primary focus will be on Quality Assurance of Medical Devices to ISO 13485 standards, although knowledge of EN 60601 would also be advantageous.
Your responsibilities will include creating technical files and testing documentation. If you have experience of Design Assurance, this would also enhance your approach to this work.
We would expect you to have a degree that led you into a Medical Devices Quality Engineering career. However. if you have another route into a Medical Devices role, we would still be keen to hear from you.
In addition to working on various Medical Devices, you will be rewarded with an excellent starting salary, a bonus, a generous pension, life assurance, healthcare, and other excellent benefits.
Given the anticipated interest in this role, if you are looking for a new opportunity, I suggest making an application now to avoid missing out.
For more information, please feel free to call Andrew Welsh, Director of Medical Devices recruitment, Science recruitment and Biotech recruitment specialists Newton Colmore Consulting, on +44 121 268 2240 or make an application and one of our team at Newton Colmore Consulting will contact you.....Read more...
Job Description:
We are currently looking for a Project Manager who has experience within the financial services sector to join the team at leading financial services firm. As Project Manager, you will be responsible for planning, executing, and delivering projects on time and within budget, working closely with stakeholders across business and technology teams.
Skills/Experience:
Proven experience as a Project Manager in the financial services sector (banking, insurance, fintech)
Strong understanding of project management methodologies (Agile, Waterfall, or hybrid)
Excellent stakeholder management and communication skills
Ability to manage multiple projects in a fast-paced environment
PMP, PRINCE2, or Agile certification is a plus
Core Responsibilities:
Lead end-to-end project lifecycle from initiation to closure
Define project scope, goals, and deliverables in alignment with business objectives
Manage project budgets, timelines, and resource allocation
Identify and mitigate risks and issues proactively
Communicate project status to stakeholders and senior leadership
Ensure compliance with financial regulations and internal governance
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: 16110
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're working with our client, a financial services firm in Edinburgh, who is looking for an experienced Finance Assistant to join their team on an initial 3 month temporary basis. This is a great opportunity to step into a busy finance function and provide crucial support across the accounts payable process.
Skills/Experience:
Solid understanding of double-entry bookkeeping and accounts payable processes
Comfortable working with financial documents (invoices, credit notes)
Experience with accounting software – ideally InforSUN or SAP Concur
Strong Excel skills (e.g. VLOOKUPs, formulas)
Excellent attention to detail and data entry accuracy
Organised, with the ability to manage time and priorities effectively
Core Responsibilities:
Accurately process invoices, including posting to finance systems and managing approval workflows
Respond to supplier queries in a timely and professional manner
Complete daily reconciliations and assist with periodic financial reporting
Support the wider finance team with ad hoc administrative and accounting tasks
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: 16121
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 hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?
Do you currently have transferable clients who would follow you to a new role with a highly successful and established private client 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 a few transferable clients either now or in 6 months' time.
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 UHNWI/professional clients either in the UK or international markets.
It is essential that the role holder has experience of dealing with clients who have offshore investments.
Benefits:
A highly competitive compensation structure including an equity plan
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...
Senior Quality Engineer – Cambridge – Medical Devices
We are currently looking for a Senior Quality Engineer for a growing Medical Devices organisation based in Cambridge. The company work on a range of different Medical Devices, providing a variety of projects and tasks in your role.
You will collaborate various Medical Devices experts, including Mechanical Engineers, Physicists, Electronics Engineers, Software Engineers, and other professionals. Your primary focus will be on Quality Assurance of Medical Devices to ISO 13485 standards, although knowledge of EN 60601 would also be advantageous.
Your responsibilities will include creating technical files and testing documentation. If you have experience of Design Assurance, this would also enhance your approach to this work.
We would expect you to have a degree that led you into a Medical Devices Quality Engineering career. However. if you have another route into a Medical Devices role, we would still be keen to hear from you.
In addition to working on various Medical Devices, you will be rewarded with an excellent starting salary, a bonus, a generous pension, life assurance, healthcare, and other excellent benefits.
Given the anticipated interest in this role, if you are looking for a new opportunity, I suggest making an application now to avoid missing out.
For more information, please feel free to call Andrew Welsh, Director of Medical Devices recruitment, Science recruitment and Biotech recruitment specialists Newton Colmore Consulting, on +44 121 268 2240 or make an application and one of our team at Newton Colmore Consulting will contact you.....Read more...
Job Description:
Do you have experience as a Business Analyst within financial services, and seeking your next career move? We are working on an excellent opportunity for a Business Analyst to join the team at a leading financial advisory firm. In this role you will work closely with stakeholders to gather requirements, analyse data, and support the delivery of innovative financial products and services.
Skills/Experience:
Proven experience as a Business Analyst in the financial services sector (banking, insurance, fintech)
Strong analytical and problem-solving skills
Proficiency in tools such as Excel, SQL, and business intelligence platforms
Excellent communication and stakeholder management abilities
Knowledge of regulatory frameworks (e.g., MiFID II, Basel III, GDPR) is a plus
Experience with Agile or Waterfall methodologies
Core Responsibilities:
Collaborate with stakeholders to elicit, document, and validate business requirements
Analyse and interpret complex data to support business decisions
Develop process models, workflows, and use cases
Support project delivery teams with clear and actionable insights
Ensure solutions align with regulatory requirements and business goals
Facilitate workshops, meetings, and presentations
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: 16111
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 have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc. Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:.
Our client, a pensions provider, is recruiting for a Contact Centre Projects Manager to join their team on a 9 month fixed term contract basis (hybrid working model).
The successful candidate will drive the optimisation of contact centre systems and processes, with a particular focus on telephony and customer contact technologies.
Skills/Experience:
Proven experience in a contact centre management or telephony projects role.
Strong understanding of contact centre systems and networking technologies.
A proactive and analytical approach to improving service and technology use.
Strong communication skills, with the ability to engage across technical and non-technical teams.
Experience managing supplier relationships and delivering cost-effective solutions.
Core Responsibilities:
Managing the contact centre's telephony systems (including IVR, call recording, call routing).
Leading the review and implementation of best practice in contact and call management processes.
Collaborating with vendors and internal stakeholders on upgrades and enhancements.
Monitoring system usage and operational performance metrics.
Delivering training and supporting staff on system usage and optimisation.
Managing costs and identifying efficiency savings in telephony operations.
Staying up to date with trends in contact centre technologies and innovations.
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: 16125
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:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm. In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
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 exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm. In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
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 experienced Float EA with financial services experience?
Our client, an investment bank in London, is recruiting for a Float Executive Assistant to join their team on a 12 month contract basis. This full-time role is based at Canary Wharf and requires the role holder to be in the office for a minimum of 4 days per week.
Skills/Experience:
Previous experience within a similar Float EA position
Previous experience in investment banking or financial services (preferred)
Experienced with Microsoft Outlook, Concur, Zoom, and CRM systems
Strong organisational and communication skills
Core Responsibilities:
Cover EA absences across the division, ensuring seamless support
Coordinate internal and external meetings, calls, and events
Maintain accurate client contact information
Provide professional telephone coverage and inbox management
Proactively manage complex calendars, avoiding scheduling conflicts
Act as a gatekeeper to protect time and priorities for senior stakeholders
Arrange global travel and logistics, including flights, hotels, and visas
Prepare detailed itineraries and agendas
Process expenses via Concur and SMAART, ensuring compliance with firm policy
Assist with event coordination
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: 16135
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:
We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh. The successful candidate will look after all elements of managing client portfolios for the business, including client relationships, portfolio construction, investment research and business development.
Skills/Experience:
CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods and investment risk
Excellent communication skills with the ability to summarise complex issues clearly and succinctly.
Core Responsibilities:
Responsible for the construction, implementation and monitoring of suitable client portfolios.
Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm’s processes.
Ensure first class standard of client service to build significant and long-lasting client relationships.
Playing an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).
Develop the business by marketing the firm to potential new clients.
Work closely with the Financial Planners to provide a full service to a growing number 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: 16144
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 recruiting on behalf of a leading wealth and financial planning firm for a Client Services Executive to join their team in Newcastle on a 12-month basis.
This role sits within the Financial Planning department and offers a hybrid working model of 3 days in the office and 2 days at home.
Skills/Experience:
Confident user of Microsoft Word (Advanced) and Excel (Intermediate).
Previous experience in a similar client-focused or support role within financial services is highly desirable.
CII qualifications are beneficial but not essential.
Core Responsibilities:
Proactively engage with clients to ensure information is current and compliant (MiFID II).
Support the preparation of financial advice across investments, pensions, estate, and tax planning.
Schedule and manage annual client reviews, tracking associated actions.
Collaborate with Financial Planners and Paraplanners to deliver excellent client service.
Maintain accurate client records and update internal systems.
Process new business applications and documentation efficiently.
Provide administrative support to Financial Planners and the wider team.
Offer cross-office assistance when 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: 16155
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...
