Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
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: 16049
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 project manager with a strong track record of leading change across regulatory environments? We are working on an exciting opportunity with a reputable financial services firm based in Newcastle.
This is a broad role and you will engage with senior stakeholders, deliver meaningful outcomes, and ensure strategic change is successfully implemented.
Essential Skills/Experience:
Experience managing full project life cycles
Background in wealth management or the broader financial services industry.
Experience working with formal methodologies such as Agile, Waterfall, Scrum, or Prince2.
Project management certifications (e.g. Prince2, PMP) desirable.
Exposure to regulatory change or business transformation projects.
Strong stakeholder engagement and influencing skills across various business levels.
Proven ability to lead cross-functional teams and manage competing priorities.
Proficient in risk management, budget control, and project reporting.
Comfortable using project management tools and the Microsoft Office suite.
Core Responsibilities:
Lead the end-to-end delivery of projects within agreed time, cost and quality constraints.
Apply appropriate delivery methodologies (e.g. Agile, Waterfall, Prince2).
Develop robust business cases in collaboration with subject matter experts and business owners.
Drive stakeholder engagement and build strong relationships across departments.
Manage project risks and issues proactively, ensuring escalation and resolution where necessary.
Facilitate governance and reporting processes to support oversight and informed decision-making.
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: 16149
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...
First point of contact for the initial teacher education team, dealing with telephone calls and inbox queries
Maintaining accurate databases and evaluation records
Liaising with Harris Institute colleagues in Chafford Hundred and Beckenham to share information
Preparing information to respond to queries from stakeholders and suppliers, including DfE
Maintaining the website, ensuring that content is current, accurate and well presented. Images are changed regularly and out-of-date information is removed promptly
Organising team diary and bookings calendar to be shared with colleagues, ensuring that the calendar is kept up to date and event clashes are avoided
Leading the administration and organisation for centrally run CPD, liaising with academies to book training rooms, catering, and refreshments
Timely communications with participants undertaking training, confirming training times, venues and homework expectations ahead of training sessions
Supporting financial systems and processes, tracking trainee details, recording programme costs and sending information to finance so that invoices can be generated. Sharing invoices with schools and tracking payments
Producing clear and comprehensive communications to promote training opportunities, e.g The Harris Highlights e-newsletter
Creating materials for events, documents, and task sheets, including printing / photocopying
Ability to accurately provide regular updates on Harris Institute activity
Organise meetings/schedules, take notes and circulate meeting information
Follow up on actions from participants/events
Supporting the implementation of the Harris Institute and National Institute of Teaching process and procedures
Maintain responsibility for an efficient filing system both electronically and manually, this may include audio and document preparation
Proofreading and collating information for the production of marketing materials
Training:To meet the requirements of the Level 3 Business Administrator apprenticeship programme you will need to spend 6 hours a week of your time undertaking off-the-job learning, which will include:
Formal training, including online learning and internal learning events
1-2-1s with your coach and line manager
Observing and shadowing colleagues
Writing up learning reflections for your portfolio
Training Outcome:Full-time employment.Employer Description:Join the Harris Institute's new site in Peckham, where you'll play a key role in supporting teacher training and development across London and South Essex. As the first point of contact for our office, you'll coordinate recruitment and programmes for Initial Teacher Education, Assessment Only, and apprenticeships.
At the heart of the Academy's success is an absolute belief in the ability of every student to shine – no matter what their background, ability or character. Combining the traditional values of discipline, respect and good behaviour with contemporary best practice in teaching, learning and technology.
With that in mind, Harris Academy look for people who act out their values in their actions. Everyone at the school works together to provide an inspiring, personalised learning experience in a stimulating environment, enabling all students to make outstanding progress.Working Hours :Monday to Friday 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
Social media:
Create engaging content to promote our programmes and events across social media channels – Instagram, LinkedIn and Bluesky
Track metrics across social media channels and generate reports
Analyse key metrics and adapt social media content to maximise engagement
Email marketing:
Create engaging email marketing campaigns to promote our events and encourage sign-ups
Schedule regular emails to ensure engagement across our learner programmes
Measure and report on email metrics and apply learning to maximise open rates and click-through rates
Website:
Design and update of webpages to support with rebranding
Use Google Analytics 4 to measure visits and engagement to relevant webpages
Events:
Support with the facilitation and delivery of events (online and in-person)
Set-up of registration platform and weekly tracking of registrations
Support with speaker communicationCreate engaging assets (imagery, video content etc.) to promote events
Co-manage the info@goodfinance email account, responding to any event or programme-related queriesSupport with slide creation
Programmes:
Support with the delivery of training and education programmes - answering email enquiries, sending onboarding emails, speaker support
Track learners and progress on a weekly basis
Support with the development of course content, including video editing and slide creation
Case studies:
Development of case studies to tell the story of social investment
Liaise directly with investors and frontline leaders to collate required information
Training:To meet the requirements of the Level 3 Multi-Channel Marketer apprenticeship programme you will need to spend 6 hours a week of your time undertaking off-the-job learning, which will include:
Formal training, including online learning and internal learning events
1-2-1s with your coach and line manager
Observing and shadowing colleaguesWriting up learning reflections for your portfolio
Training Outcome:
Full time employment
Employer Description:Better Society Capital is the UK's leading social impact-led investor, their mission is to grow the amount of money invested in tackling social issues and inequalities in the UK.
An important part of their work is engagement, and specifically ensuring charities and social enterprises have access to information to make an informed decision when accessing social investment.
Good Finance is part funded by Big Society Capital. It is a free, online platform that exists to help charities and social enterprises across the UK navigate the world of social investment.
Through a range of online tools, resources, programmes, case studies and events they engage directly with networks, infrastructure organisations and leaders.
Their goal is to:
Support people with the tools to make an informed decision when it comes to considering social investment;
Provide learning and information to support networks when signposting organisations to consider social investment.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
Job Description:
We are working with our client, a leading global asset manager, on a Company Secretary role to join their Fund Board Governance team in Luxembourg. The successful candidate will play a key role in ensuring high standards of corporate governance across multiple fund structures and committees.
You will facilitate board reporting and manage and attend Board and Committee meetings. This is a fantastic opportunity to join a reputable firm in a varied and exciting role.
Skills/Experience:
Prior experience in a Company Secretary or fund governance role is essential.
Knowledge of regulated fund structures in Luxembourg and/or France is desirable.
Experience using governance software (e.g., Diligent Entities or Diligent Boards) is advantageous.
Familiarity with investment fund operations and asset management is a plus.
Strong interpersonal skills with the ability to liaise confidently with board-level stakeholders.
Excellent organisational, communication, and drafting skills.
Comfortable working independently in a fast-paced and dynamic environment.
Core Responsibilities:
Manage the corporate governance obligations for a portfolio of regulated entities and committees.
Prepare and coordinate meeting materials including agendas, board packs, minutes, and action trackers.
Maintain effective communication between boards, committees, and business functions.
Provide secretariat support at Board and Committee meetings, including minute-taking and follow-up.
Ensure timely review and updates of terms of reference and delegation policies.
Maintain strong relationships with Chairpersons, Directors, and internal stakeholders.
Oversee the scheduling of meetings and maintenance of governance calendars.
Draft, review, and update templates, company records, and governance documentation.
Support governance enhancements in response to regulatory developments and business needs.
Provide guidance on corporate governance matters and contribute to best practice standards.
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: 16180
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...
An exceptional opportunity for a Senior Business Development Manager with experience in selling services to the financial services industry, to join a pioneering provider of financial services education. We are seeking a Global Head of Business Development for an Financial educational start-up. This organisation stands at the forefront of financial services education, offering career-focused programs that are in a class of their own. With flagship initiatives like the Henley Executive Hedge Fund Program, they have cemented their reputation globally through an exclusive partnership with a leading business school.A glimpse into your future role: As the Global Head of Business Development, you will be stepping into a dynamic and critical role within the company. There is currently no dedicated sales function in the UK, and with your experience you will be the primary revenue generation, using your black book and background with selling into financial services. You will be responsible for identifying and engaging new leads, building pipelines, tracking prospects, and ultimately converting them into clients. Additionally, you will be managing and developing processes for small teams in Hong Kong. The expectation is for you to not only adapt swiftly but to excel from the onset, spearheading business development efforts with strategic acumen and visionary leadership.Here's what you'll be doing:Identifying prospective clients and generating recurring revenues in the UK Growing, leading and managing international teams, ensuring cohesion and peak performance across different geographies. Implementing robust relationship-based sales practices and processes across all BD teamsBuilding and nurturing high-value relationships within the financial services provider industry with networking and attending events as well as learning on your extensive network.Strategically expanding the company's global footprint through innovative business development initiatives. Here are the skills you'll need:Proven track record in business development within the financial services provider industry, with a strong preference for candidates possessing experience in sales related to tech, industry media, accounting, or fund administration. Exceptional relationship-building and networking skills, with a proven ability to engage with and influence key stakeholders. Experience in managing a BD team, with a flair for leadership that can transcends cultural and geographical boundaries. Excellent communication and negotiation skills, capable of articulating complex ideas with clarity and persuasiveness. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary - Reflective of skills and experience; specific range to be discussed during the interview process. Opportunity to play a pivotal role in the expansion of a leading company within the financial services education sector.Access to a global network of professionals and industry leaders. Why pursue a career in Financial Services Education?Embarking on a career as a Global Head of Business Development within the financial services education sector offers unparalleled opportunities to shape the future of finance professionals globally. This role not only places you at the heart of innovation in financial education but also in a position to influence the next generation of leaders in the financial services industry. With the sector's rapid evolution, driven by technological advancements and regulatory changes, your impact will extend far beyond business development, contributing significantly to the broader mission of enhancing financial literacy and competency across the globe.....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...
