FINANCIAL CONTROLLEREPPING, ESSEX (OFFICE BASED)£70,000 to £85,000 BASE (NEGOTIABLE)
THE COMPANY: We’re supporting a well-established business in Essex that is looking for an experienced Financial Controller / Finance Manager (no.2 in finance) to take ownership of the finance function and play a key role in supporting the Finance Director with timely and accurate financial reporting, process improvements, and strategic decision-making.This is a fantastic opportunity for a qualified finance professional (ACA / ACCA / CIMA) with strong technical skills and proven leadership experience who thrives in a fast-paced, hands-on environment.The perfect opportunity for an experienced Finance Manager / Financial Controller to join the business in a No.2 in finance role and work closely with the Finance Director and play a key part in the strategic direction of the businessTHE FINANCIAL CONTROLLER / FINANCE MANAGER ROLE:
As the Financial Controller / Finance Manager, you’ll report directly to the Finance Director and take responsibility for overseeing the day-to-day running of the finance function across all ledgers
Deliver monthly management accounts, financial statements, and associated reporting to strict deadlines
Manage cashflow, monitor daily cash levels, and ensure timely forecasting
Supervise payroll (weekly and monthly), HMRC submissions, and RTI compliance
Oversee staff management including reviews, training and development
Review and approve purchase ledger BACS payments and sales ledger credit limits
Prepare and submit VAT returns, corporation tax, and year-end schedules for audit
Manage foreign currency transactions, TT payments, and letters of credit
Ensure accurate stock reporting, reconciliations, and perpetual inventory counts
Provide financial analysis and recommendations to the Finance Director and wider leadership team
Identify process improvements across finance, systems, and reporting
Act as main liaison with auditors and external stakeholders
Ensure compliance and safeguarding of company assets
THE PERSON:
Qualified Accountant (ACA / ACCA / CIMA)
Must have solid experience in a Financial Controller role, or similar, such as Finance Manager, Head of Finance, Finance Director, or Senior Management Accountant
Must have experience in a product-based industry, such as; Manufacturing, Retail, Wholesale, Engineering, Logistics, or similar.
Strong technical knowledge of accounting principles and UK compliance requirements
Skilled in cashflow management, reporting, and process improvement
Excellent communication and leadership skills, with the ability to manage and develop a team
Strong IT skills, particularly Excel and Microsoft 365 (experience with ERP/accounting systems advantageous)
Commercially minded, proactive, and detail-focused with a strong drive to meet deadlines
TO APPLY: Please send your CV for the Financial Controller / Finance Manager position via the advert for immediate consideration.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
About the role:
All roles will involve elements of the following:
Working towards a personal development plan to deliver quality, timely work and achieve long-term career goals
Communicating with clients to gather necessary information and clarify queries. Developing strong client relationships and ensuring excellent client service
Working as part of a team with colleagues across several service lines
Helping with the preparation of financial statements in accordance with relevant accounting standards, typically Financial Reporting Standard 102 ‘The Accounting Standard applicable in the UK and Republic of Ireland
Gaining knowledge of broader commercial, financial and taxation issues. This will either be undertaken from our office or at a client’s premises
Supporting engagement teams in the planning, execution and completion of audit engagements, including fieldwork and documentation
Maintaining accurate and organised working papers and documentation for engagements
Training:At RPG, trainees work towards the prestigious ICAEW ACA qualification.
This structured training typically takes between three to five years and combines comprehensive, hands-on work experience with a robust study programme.
Delivered in partnership with leading professional training providers.
Please note:
If you are an applying to join our Audit team, you will begin the ICAEW ACA qualification upon starting the role and progress through the qualification alongside your work. Non-graduates will complete the qualification as part of a Level 7 Apprenticeship (subject to eligibility)
Graduates joining the BSG team will start the ICAEW ACA qualification immediately
In addition to gaining real-world experience from day one, trainees benefit from paid study leave, dedicated tuition support, and a personal development plan focused on building both technical knowledge and commercial awareness
You will be part of a friendly and supportive team, committed to helping you succeed in your professional journey
Training Outcome:
Audit/BSG Semi Senior
Audit/BSG Senior
Employer Description:RPG Chartered Accountants is one of the leading independent firms of chartered accountants in Manchester, with a second office located in North Wales. Our North Wales office is home to RPG Chartered Financial Planners – our financial planning and wealth management division – as well as half of our RPG Payroll Services team.
Across the RPG Group, we have a team of over 100 professionals working across various service lines. This allows us to support a broad client base, with businesses ranging in size from small enterprises with turnovers of £50,000 to large companies exceeding £850 million. Our clients operate across a wide variety of sectors, and some of the work we carry out is highly specialist. Notably, RPG is one of fewer than 30 accountancy firms in the UK (as of August 2024) regulated to carry out Public Interest Entity (PIE) audits. This accreditation enables us to audit FTSE and AIM-listed companies, as well as regulated entities such as Friendly Societies.
We also have several clients with overseas interests, and we are supported in this through our membership of DFK International which is a global association of independent accounting firms and their expert teams, working closely together across 430 office in over 90 countries. Each member firm, independently owned and managed, meets the DFK standard of excellence.
RPG is committed to fostering a positive work environment and a healthy work-life balance. We strive to support all our people with comprehensive training. We place great emphasis on training, development, and the long-term progression of our people. We also actively support diversity, equity, and inclusion across the firm and ensure all employees are treated with dignity and respect. Our wellbeing and social programme further reflect our people-first approach. More information about the role and our culture is available on our Recruitment page .Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Non judgemental,Patience....Read more...
Administrator
Location: Bournemouth
Salary: £24,000 per annum (increasing after probation)
Hours: 8:30am 5pm, Monday Friday
Start date: ASAP
Were looking for a detail-driven and organised candidate to join a friendly Finance & Admin team in Bournemouth. This role is perfect for someone who enjoys working with numbers, thrives on accuracy, and takes pride in keeping things running smoothly behind the scenes. Youll play a key part in making sure supplier invoices are processed and paid on time and that any issues are handled quickly and professionally. This is a great opportunity to join a stable, supportive team and develop your finance career in a well-established business.
What Youll Be Doing:
- Processing and verifying supplier invoices against purchase orders or agreed services
- Posting approved invoices into the accounting system accurately and promptly
- Reconciling supplier statements and resolving invoice/payment queries
- Preparing supplier accounts for regular payment runs
- Maintaining accurate and up-to-date records
- Liaising with suppliers and internal teams to investigate discrepancies
- Supporting the wider finance/admin team with day-to-day tasks as needed
Requirements:
- High attention to detail and accuracy when entering financial data
- Good understanding of invoice matching, reconciliations, and payment processes
- Comfortable working with accounting systems (e.g. Sage, Xero) and confident using Excel
- Strong communication skills to deal with suppliers and colleagues
- Ability to manage and prioritise your own workload
Interested?
If you're looking for your next step in finance and enjoy working in a fast-paced but supportive environment, wed love to hear from you. Apply now!
To apply, please contact Sophie on 01202 147689 or send an update cv to Sophie.Cox@holtengineering.co.uk....Read more...
Upload invoices and credit notes for yacht and company accounts accurately
Perform daily reconciliation of yacht accounts using accounting software
Support the preparation of monthly financial reports and yacht VAT returns
Assist with yacht payroll processing and charter account management
Post payments correctly to relevant accounting systems
Handle incoming calls to the accounts team, verify bank details, and direct enquiries as needed
Perform general office duties such as mail sorting, scanning, and document shredding
Undertake other tasks as directed by the manager to support the team
Training:
4 days per week at West Nautical
1 day per week at Newcastle College
Training Outcome:Potential for progression to a full-time role upon successful completion of the apprenticeship.Employer Description:West Nautical is a leading global provider of luxury yacht services, offering expert yacht management, charter, sales brokerage, new build consultancy, and crew employment. With offices in the UK, Monaco, Cyprus, and Dubai, we provide seamless, high-quality support to yacht owners and enthusiasts worldwide. Known for our commitment to excellence, we foster a collaborative and detail-oriented work culture that values client satisfaction and professional development.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Creative,Initiative....Read more...
Job Description:
Our client, a leading global asset management firm, is seeking a Financial Controller to support them on a 3-6 month contract whilst they work through their year end process. The role will be based in Edinburgh (hybrid working).
This is a fantastic opportunity for a qualified accountant with significant financial reporting experience to collaborate across global teams, and play a pivotal role during a peak busy period.
Skills/Experience:
Qualified accountant (ACA, ACCA, CIMA).
Experience within the asset management or broader financial services sector preferred.
Strong understanding of financial and regulatory reporting requirements.
Highly detail oriented with a commitment to producing accurate, timely outputs.
Proactive, self-motivated, and eager to embrace new challenges.
Strong commercial acumen with the ability to interpret trends and provide valuable insight.
Excellent communication skills and credibility when engaging with senior stakeholders.
Highly organised, with the ability to manage multiple priorities effectively.
Analytical mindset with strong IT and Excel skills; experience with financial systems advantageous.
Team-oriented, collaborative, and committed to continuous improvement.
Core Responsibilities:
Coordinate and deliver all board, regulatory, and group reporting outputs, ensuring high-quality analytics and clear communication to senior stakeholders.
Support the preparation of statutory financial statements and group reporting submissions, including coordination with external auditors.
Maintain and improve financial controls and process documentation, ensuring accuracy, efficiency, and compliance across reporting activities.
Build strong working relationships across finance and wider business units to deliver meaningful insights and promote collaboration.
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: 16265
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...
Main Duties and Responsibilities:
Provide general office support, including answering phone calls from clients, handling mail, and greeting visitors
Assist with data entry and maintaining accurate records and databases
Prepare and format documents, such as letters, and emails.
Support diary management, including booking meetings with clients
Use office systems and software (e.g. Microsoft Word, Excel, Outlook) confidently and accurately
Organise and file both digital and paper documents
These duties are not exhaustive and other duties may be required.
Applicants should have good IT skills and be able to communicate clearly on the telephone.
Probationary period applies.Training:Level 3 Business Administration Apprenticeship, including monthly day release at Access Training, Team Valley.Training Outcome:The company view this apprentice position as a long-term opportunity for an individual to progress within their organisation, and they are committed to supporting the candidate’s progression.
The role is intended to increase in terms of responsibilities and duties, for the right person.Employer Description:A trusted accountancy firm based in the North East England, dedicated to providing top-quality financial
services to businesses and individuals alike. The company offer a wide range of accounting and tax services tailored to customers’ specific needs, including bookkeeping, payroll, tax planning, or any other financial matter.Working Hours :Monday-Thursday 9am-5pm (30-min break). Friday 9am-2pm.Skills: Communication skills,Attention to detail,Team working,Initiative....Read more...
Join a young but ambitious consultancy offering a great opportunity to develop and make the role your own. We work hard, have fun and pride ourselves on our collaboration and shared purpose. We are resilient, honest, and solution-oriented, achieving meaningful results through, collaboration, innovation and integrity in every project, for the people they affect and the places they create.What's in it for you?
An attractive remuneration package dependant on experience.Flexible working.Long Service Awards.Contributory Pension Scheme.Great social environment with quarterly office meetings & socials.Place of work will be in person but flexibility agreeable.Free Parking.
About youYou'll want to make a difference through your work and want to play your part in building a better future - for yourself and for society more broadly.
Team spirit plays a huge part in how we operate, both within SGS Hub and with our clients. We're looking for people who, just like us, love to win, and genuinely want to work together and build a culture of teamwork and camaraderie.You'll want to grow with us. At SGS Hub, you get out what you put in. We'll always do our best to help you succeed in your own career and empower you to progress.You'll need to genuinely care - about your colleagues, about SGS Hub, our clients, the work we do and the impact it has.You'll want to help us create a great place to work where we can thrive as a business and as individuals, doing work that we love, that has impact and that we can be proud of.You'll enjoy working in a high-energy, hard-working and fun environment - we enjoy ourselves and our work and bring fresh energy to every project. We all have a part to play in making this happen.
Key skills and experience
An experienced bookkeeper or accounts professionalConfident using Xero and experienced in managing day-to-day financial operationsHighly organised with exceptional attention to detail and a passion for accuracySomeone who understands the importance of confidentiality when handling sensitive financial informationAble to work independently while also thriving as part of a supportive, collaborative teamSkilled at juggling multiple priorities and ensuring deadlines are met with precisionApproachable and professional, with excellent communication skills across all levelsMotivated by supporting projects and keeping office operations running smoothlyInterested in joining a growing, supportive, and energetic company where your contribution makes a real difference
The DetailWe are seeking a driven and approachable Accounts and Office Manager to join our team. We specialise in providing bespoke services to assist our clients with their work winning successes and lead early contractor involvement projects, building and maintaining strong relationships and acting as a trusted partner. We are looking for a dedicated and meticulous Accounts and Office Manager who can work independently and as part of the team to drive an accurate and timely accounting function and able to run the office function and provide project support. We are seeking applications from candidates who have strong experience as a bookkeeper or similar accounting role, with proficiency of the accounting software Xero and a relevant qualification in Accounting or Finance is desirable.The RoleAs Accounts and Office Manager you will take overall responsibility for the accounting function, a range of administrative duties for both the running of the business along with some project specific involvement. We are looking for a candidate with aspirations to assist in the growth of the business also with the growth of their own position and prosperity within the business. There is opportunity for the right candidate to progress their career prospects. The role will be based at our office in Cossington Leicestershire, with flexible working options.Responsibilities and DutiesSome of the Accounts and Office Managers responsibilities will be but not limited to:Accounting Responsibilities:
Maintain and update financial records daily using Xero (Purchase ledger & sales ledger)Reconciling bank statements, ledgers and managing cash flow effectively.Reconciling petty cash.Preparation of quarterly VAT returns.Monitor employee timesheets.Preparation of monthly management accounts and report.Assist with preparation of payroll.Preparation of clients quotes and invoices.Chasing payment of invoices and processing remittances.Business plan forecasting through Xero.
General Business:
Collaborate with team members to streamline processes and improve efficiency.Manage incoming calls, emails and correspondences.Inventory control of office consumables.Filing both hard copies & digital.Welcoming guests and serving meetings.Basic HR duties including holiday chart maintenance, contracts, Health & Safety Policies and Fire Safety.Continuous development of office templates and guides.Manage office contracts, insurances and renewals.ISO 9001 and 14001 document maintenanceManaging accreditation e.g Constructionline
Project Support:
Support preparing quotes.General project admin and support.Timesheet management through ProjectWorks.
Desired Skills and Experience
Previous experience in a similar role.A BSc in Accounting/ Finance or AAT qualified or ACCA qualified.Proficiency in accounting software, Xero (Essential).Proficiency in Microsoft Office package (Essential).Excellent organisational skills, managerial/communication skills and time management skills.High levels of attention to detail, commitment to quality and problem-solving abilities.Driving licence and own car, willingness to travel across the UK as required.
Full-time role but are open to discussion on working hours for the right candidate.SGS Hub is a collaborative, client-centred pre contract consultancy with a personable approach, adapting to client needs with expertise and reliability. Our internal culture prides itself on open communication, teamwork, and a focus on continuous learning. We're known for our flexibility and accountability when it comes to project execution and delivering results.If you possess a drive for accuracy, strong analytical skills, the ability to communicative effectively with a range of professionals and you are looking for an opportunity to enhance your career prospects within a supportive, ambitious, growing and energetic team we would like to hear from you.....Read more...
You will need you to:
Answer the phone
Handle our files and support our managers
You’ll also meet and greet visitors
Book appointments
Attend staff meeting
Audits, basic financial accounting among other tasks
Training:Business Adminitration Level 3.Training Outcome:Office Manager.Employer Description:Everliving Services Ltd have a genuine desire to provide care and support to service users living independently in their own homes in a manner that is individualised and holistic in it's approach. We required staff who will champion such approach to care.Working Hours :Monday to Friday 10:00 - 16:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
An exciting opportunity has arisen for an Audit Senior to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As an Audit Senior, you will be responsible for managing audit engagements, preparing financial statements, and providing valuable insight into a diverse client portfolio.
This permanent role offers salary range of £36,000 - £45,000 and flexible working options.
You Will Be Responsible For:
* Planning, managing, and executing audit fieldwork for a portfolio of clients
* Preparing financial statements for both audit and non-audit assignments
* Developing and maintaining strong client relationships
* Coaching and mentoring junior team members
* Presenting technical matters in a clear, client-friendly manner
* Conducting technical research and providing informed advice
* Supporting departmental development and identifying opportunities for new work
* Representing the firm at local networking and business events
What We Are Looking For
* Previously worked as a Audit Senior, Audit Supervisor, Audit Semi Senior, Auditor, Accountant or in a similar role.
* ACA or ACCA part-qualified or fully qualified
* Solid experience in audit, ideally within a practice environment
* Proven track record in preparing financial statements and leading audit assignments
* Good understanding of UK Financial Reporting Standards and International Auditing Standards
* Proficient in Microsoft Excel, Word, and Outlook;
What's on Offer
* Competitive Salary
* Flexible and hybrid working options
* Supportive, people-focused culture with career development opportunities
* Exposure to a variety of clients and industries
* Competitive annual leave with options to buy/sell and carry over
* Access to employee assistance and health programmes
* Pension scheme with employer contributions
* Enhanced maternity and paternity benefits
This is a fantastic opportunity for an Audit Senior to progress your audit career with a forward-thinking and collaborative team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for an Audit Senior to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As an Audit Senior, you will be responsible for managing audit engagements, preparing financial statements, and providing valuable insight into a diverse client portfolio.
This permanent role offers salary range of £36,000 - £45,000 and flexible working options.
You Will Be Responsible For:
* Planning, managing, and executing audit fieldwork for a portfolio of clients
* Preparing financial statements for both audit and non-audit assignments
* Developing and maintaining strong client relationships
* Coaching and mentoring junior team members
* Presenting technical matters in a clear, client-friendly manner
* Conducting technical research and providing informed advice
* Supporting departmental development and identifying opportunities for new work
* Representing the firm at local networking and business events
What We Are Looking For
* Previously worked as a Audit Senior, Audit Supervisor, Audit Semi Senior, Auditor, Accountant or in a similar role.
* ACA or ACCA part-qualified or fully qualified
* Solid experience in audit, ideally within a practice environment
* Proven track record in preparing financial statements and leading audit assignments
* Good understanding of UK Financial Reporting Standards and International Auditing Standards
* Proficient in Microsoft Excel, Word, and Outlook;
What's on Offer
* Competitive Salary
* Flexible and hybrid working options
* Supportive, people-focused culture with career development opportunities
* Exposure to a variety of clients and industries
* Competitive annual leave with options to buy/sell and carry over
* Access to employee assistance and health programmes
* Pension scheme with employer contributions
* Enhanced maternity and paternity benefits
This is a fantastic opportunity for an Audit Senior to progress your audit career with a forward-thinking and collaborative team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for an Audit Senior to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As an Audit Senior, you will be responsible for managing audit engagements, preparing financial statements, and providing valuable insight into a diverse client portfolio.
This permanent role offers salary range of £36,000 - £45,000 and flexible working options.
You Will Be Responsible For:
* Planning, managing, and executing audit fieldwork for a portfolio of clients
* Preparing financial statements for both audit and non-audit assignments
* Developing and maintaining strong client relationships
* Coaching and mentoring junior team members
* Presenting technical matters in a clear, client-friendly manner
* Conducting technical research and providing informed advice
* Supporting departmental development and identifying opportunities for new work
* Representing the firm at local networking and business events
What We Are Looking For
* Previously worked as a Audit Senior, Audit Supervisor, Audit Semi Senior, Auditor, Accountant or in a similar role.
* ACA or ACCA part-qualified or fully qualified
* Solid experience in audit, ideally within a practice environment
* Proven track record in preparing financial statements and leading audit assignments
* Good understanding of UK Financial Reporting Standards and International Auditing Standards
* Proficient in Microsoft Excel, Word, and Outlook;
What's on Offer
* Competitive Salary
* Flexible and hybrid working options
* Supportive, people-focused culture with career development opportunities
* Exposure to a variety of clients and industries
* Competitive annual leave with options to buy/sell and carry over
* Access to employee assistance and health programmes
* Pension scheme with employer contributions
* Enhanced maternity and paternity benefits
This is a fantastic opportunity for an Audit Senior to progress your audit career with a forward-thinking and collaborative team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their growing London office on an initial 12-month contract basis. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Wealth Planning Directors, providing high-quality financial planning support to a diverse range of clients.
Essential Skills/Experience:
CII Diploma in Financial Planning or equivalent (essential)
CII Chartered Financial Planner status (desirable)
Minimum 2–3 years’ paraplanning experience, ideally within a team structure.
Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
In-depth understanding of pension arrangements and estate planning.
Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
Accompany Wealth Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
Collaborate closely with colleagues to meet team income objectives.
Brief Wealth Planning Directors on client issues and maintain direct client contact where necessary.
Identify and share best practice ideas and contribute to continuous process improvements.
Manage your workload effectively, meeting agreed expectations for quality and timeliness.
Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
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: 16268
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a leading financial services organisation, is seeking an experienced Procurement and Supplier Oversight Manager to join their team. You will play a key role in developing and implementing procurement and supplier manager framework, ensuring effective governance of related processes.
Skills/Experience:
Experience in procurement and contract negotiation, ideally within the financial services sector.
Background in supplier management and oversight.
Demonstrated ability to manage stakeholders effectively and build productive relationships.
Capable of making independent decisions and applying strong problem-solving skills.
Skilled in issue management, with the ability to resolve complex challenges effectively.
A collaborative team player with a proactive and supportive approach.
Sound understanding of regulatory requirements; due diligence experience desirable.
Core Responsibilities:
Lead commercial negotiations and manage supplier relationships.
Support the sourcing process and coordinate supplier onboarding.
Manage supplier-related issues, ensuring effective resolution and communication.
Oversee and monitor supplier activity across the wider business.
Administer contracts and risk assessments using internal systems.
Identify and deliver cost-saving opportunities.
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: 16263
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 leading financial services organisation, is seeking an experienced Procurement and Supplier Oversight Analyst to join their team. You will play a key role in developing and implementing procurement and supplier manager framework, ensuring effective governance of related processes.
Skills/Experience:
Experience in procurement and contract negotiation, ideally within the financial services sector.
Background in supplier management and oversight.
Demonstrated ability to manage stakeholders effectively and build productive relationships.
Capable of making independent decisions and applying strong problem-solving skills.
Skilled in issue management, with the ability to resolve complex challenges effectively.
A collaborative team player with a proactive and supportive approach.
Sound understanding of regulatory requirements; due diligence experience desirable.
Core Responsibilities:
Lead commercial negotiations and manage supplier relationships.
Support the sourcing process and coordinate supplier onboarding.
Manage supplier-related issues, ensuring effective resolution and communication.
Oversee and monitor supplier activity across the wider business.
Administer contracts and risk assessments using internal systems.
Identify and deliver cost-saving opportunities.
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: 16263
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 working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Admin Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from admin assistants who have strong MS Excel skills and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in administration, data analysis, or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s 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: 16175
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.
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 working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Assistant to join their team based in Dundee. The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from individuals who have strong MS Excel skills (pivot tables, vlookup, CAGR etc.) and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
Some experience in a similar position, perhaps with experience in administration, data analysis, or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s 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: 16175
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.
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 working with our client, a leading financial services firm, who is recruiting for an Investment Operations & KYC Executive to join the team in Edinburgh. This is a fantastic opportunity for professionals looking to deepen their expertise in KYC and investment operations while working within a supportive, high-performing team.
Skills/Experience:
Experience gained in investment operations
Strong understanding of UK anti-money laundering (AML)
Knowledge of KYC systems and databases is desirable
Experience gained in regulated financial services
Bachelor’s degree or equivalent
Strong attention to detail
Effective communication skills for liaising with clients, internal stakeholders and internal team
Ability to organise and prioritise workloads to meet deadlines
Core Responsibilities:
Conduct comprehensive KYC due diligence on clients to check identity and risk.
Review external documentation including ownership structures, beneficial ownership, and controller information.
Ensure all KYC activities comply fully with relevant UK AML regulations and best practices.
Assess client risk profiles, recommend enhanced due diligence where necessary, and escalate potential concerns.
Prepare reports documenting due diligence findings and support fund reporting processes.
Collaborate effectively with colleagues including compliance, legal, and operations, to facilitate client onboarding and investor communications.
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: 16259
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 working with our client, a leading financial services firm, who is recruiting for an Investment Operations & KYC Executive to join the team in Edinburgh. This is a fantastic opportunity for professionals looking to deepen their expertise in KYC and investment operations while working within a supportive, high-performing team.
Skills/Experience:
Experience gained in investment operations
Strong understanding of UK anti-money laundering (AML)
Knowledge of KYC systems and databases is desirable
Experience gained in regulated financial services
Bachelor’s degree or equivalent
Strong attention to detail
Effective communication skills for liaising with clients, internal stakeholders and internal team
Ability to organise and prioritise workloads to meet deadlines
Core Responsibilities:
Conduct comprehensive KYC due diligence on clients to check identity and risk.
Review external documentation including ownership structures, beneficial ownership, and controller information.
Ensure all KYC activities comply fully with relevant UK AML regulations and best practices.
Assess client risk profiles, recommend enhanced due diligence where necessary, and escalate potential concerns.
Prepare reports documenting due diligence findings and support fund reporting processes.
Collaborate effectively with colleagues including compliance, legal, and operations, to facilitate client onboarding and investor communications.
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: 16259
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 leading investment firm in Edinburgh, is seeking an experienced Office Manager to join their team on permanent basis. This is a great opportunity to join a well-established company and take on a varied role. Some of your key responsibilities include providing executive support, oversee office operations, and manage administrative teams. This is a high-impact role offering a broad range of exposure, namely senior stakeholders and client-facing activities. This is a full-time office-based position.
Skills/Experience:
Number of years of experience as an Office Manager in a professional services setting.
Strong executive support capabilities: diary, travel, meetings, and expenses.
Track record of managing office operations, reception, and administrative teams.
Familiarity with accounting, payroll, purchase ledger, and supplier management.
Ability to liaise professionally with clients, board members, and senior stakeholders.
Detail oriented, proactive, and capable of working independently.
Core Responsibilities:
Manage daily office operations, including reception, correspondence, and hospitality.
Oversee reception and administrative staff, ensuring efficient workflows.
Monitor office presentation, décor, and overall environment.
Manage property and facilities, ensuring compliance with health, safety, and security requirements.
Provide executive support to partners, including diary, travel, and meeting coordination.
Support client reporting and assist Non-Executive Directors with board materials.
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: 16266
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 leading global investment management firm, is looking to appoint a Senior SMCR Analyst on an 18-month fixed term contract. This is an excellent opportunity to join a highly regarded organisation where you will play a key role in supporting SMCR and other regulatory requirements.
Skills/Experience:
Extensive experience of SMCR.
Strong background in regulatory analysis, ideally within investment management or wider financial services.
Excellent communication and influencing skills.
Strong analytical and problem-solving abilities.
Core Responsibilities:
Interpret and apply SMCR and global accountability regulations across the business.
Advise and support Senior Managers under SMCR, ensuring efficient, client-focused processes.
Lead SMCR applications, notifications, and regulatory filings in collaboration with colleagues.
Assess regulatory impacts of change events and ensure timely, compliant submissions.
Monitor regulatory developments, implement required policy/process changes, and advise stakeholders.
Maintain SMCR records, including responsibility maps, statements, and certifications.
Partner with HR on Fitness & Propriety assessments for SMCR populations.
Drive governance projects to strengthen processes, controls, and risk management.
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: 16251
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:
Core-Asset Consulting is working on behalf of a leading financial services firm to recruit a Data Visualisation Specialist. This is a fantastic opportunity to join a growing and forward-thinking organisation.
In this role, you will be responsible for collating and interpreting complex data, developing forecasting models, and leading continuous improvement initiatives.
Skills/Experience:
Advanced skills in data visualisation tools, Tableau experience is desirable.
Proficiency in SQL.
Strong statistical and forecasting expertise.
Knowledge of continuous improvement methodologies.
Demonstrable track record of driving measurable operational improvements through data insights.
Excellent communication skills.
Core Responsibilities:
Design and maintain reports and dashboards.
Translate complex data sets into clear, compelling visualisations tailored for stakeholders.
Build and refine models to forecast workload volumes and service demands, working align forecasts with resource allocation and staffing strategies.
Apply Lean Six Sigma or similar methodologies to identify process inefficiencies, implement solutions, and evaluate their impact on service delivery.
Foster a data-literate culture and support data analysis and continuous improvement techniques.
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: 16254
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 on behalf of a leading financial services firm to recruit a Data Analyst and Continuous Improvement Lead. This is a fantastic opportunity to join a growing and forward-thinking organisation.
In this role, you will be responsible for collating and interpreting complex data, developing forecasting models, and leading continuous improvement initiatives.
Skills/Experience:
Advanced skills in data visualisation tools, Tableau experience is desirable.
Proficiency in SQL.
Strong statistical and forecasting expertise.
Knowledge of continuous improvement methodologies.
Demonstrable track record of driving measurable operational improvements through data insights.
Excellent communication skills.
Core Responsibilities:
Design and maintain reports and dashboards.
Translate complex data sets into clear, compelling visualisations tailored for stakeholders.
Build and refine models to forecast workload volumes and service demands, working align forecasts with resource allocation and staffing strategies.
Apply Lean Six Sigma or similar methodologies to identify process inefficiencies, implement solutions, and evaluate their impact on service delivery.
Foster a data-literate culture and support data analysis and continuous improvement techniques.
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: 16254
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...
MAIN PURPOSE OF JOB
RDi is a leading healthcare solutions provider for solving complex logistical and technological challenges for patient sample collections, to improve efficiency and quality of care for patients all around the world. If you are looking to start your career and are seeking a new challenge, then RDi is where you need to be. With a growing workforce and expanding requirements for remote patient sampling, RDi require a Finance Apprentice to join our team to achieve our ambitious growth in the coming years.
Duties and Responsibilities:
The Finance Apprentice will provide support to the Finance Manager and the team while undertaking learning and development to progress with an AAT qualification over the term of the apprenticeship. This role involves working within the finance team to support accurate and timely processing of financial transactions and maintain the integrity of information in the financial system.
Specific responsibilities include:
Supporting the processing of supplier invoices, handling and resolving queries as they arise.
Liaising with others across the organisation to support order processing, goods receipting, authorisations and appropriate controls within the Accounts Payable and Accounts Receivable processes.
Assisting in the accurate recording of sales invoicing, ensuring timely receipts of cash from customers and regularly monitoring the sales ledger more generally.
To monitor and process emails as and when contacted by customers and suppliers.
To assist in maintaining the nominal ledger cash accounts, including bank reconciliations and credit card reconciliations.
Support the employee expenses reclaim process, including the processing of expense claims and entry on to the accounting system.
To help maintain the integrity of information in the financial system.
Undertake other regular and ad hoc accounting or administrative activities as required.
This role provides an excellent opportunity for an aspiring finance professional to gain practical experience while working towards a recognised qualification. If you have a passion for finance and a desire to learn, this apprenticeship could be the perfect fit!
COMPETENCY REQUIREMENTS
A positive, pro-active can-do attitude.
Attempt to keep up to date with the ever-changing technological and social advances across the healthcare services industry.
Have the ability to communicate clearly with strong and adaptable interpersonal skills.
Honest, trustworthy and reliable – demonstrate good integrity.
Time management and ability to prioritise tasks to ensure customer and business needs are met.
Have strong attention to detail.
Remain calm and upbeat even in difficult circumstances, always looking for continuous improvement.
Self-motivated and able to perform as part of a team, supporting their colleagues when required.
Strong verbal and written communication skills.
Working knowledge of MS Office and Outlook, most specifically Excel.
Follow company Quality, Environmental and Health & Safety Procedures.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow any other job-related instructions and to perform other job-related duties requested by their manager. Training Outcome:To join the RDi Team.Employer Description:RDi is a leading healthcare solutions provider for solving complex logistical and technological challenges for patient sample collections, to improve efficiency and quality of care to patients all around the world.Working Hours :Depends on the training times but normally 3/4 days in the office and 1/2 days at college. These details will be confirmed according to the college courseSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Initiative....Read more...
Job Description:
We are working with our client, a leading financial services firm, on an excellent opportunity for a Senior Specialist - Pension Drawdown to join the team in Newcastle. You will be responsible for overseeing the end-to-end pension technical process and timely delivery of complex tasks.
Skills/Experience:
Extensive technical experience within pension/platform administration gained preferably in a pension/platform/financial services environment.
Extensive knowledge of pension regulations
Strong understanding of pension/platform operations, processes and procedures
Experience with relevant software and systems (e.g. Origo, SIPP Pro)
Experience in managing and leading teams
Excellent communication and problem-solving skills
Ability to work effectively under pressure and meet deadlines.
Strong analytical and project management skills.
Core Responsibilities:
Servicing as a subject matter expert on pensions and platform related issues, particularly within DC, Money Purchase Personal Pension / SIPPs /SSASs
Pension flexibilities, auto enrolment pension, taxation and Pension Drawdown experience
Understanding pension legislation, regulations and scheme-specific rules
Ability to identify and resolve technical issues, often involving complex and detailed calculations, regulatory/legal interpretations.
Death Benefit Payments, Divorce & Disputes Management
Ensuring all platform & pension processes comply with legal and regulatory requirements.
Handling complaints and escalated issues related to pension schemes.
Ensuring adherence to relevant pension legislation and regulations.
Complaint/Internal Dispute resolution Procedures (IDRP) processes with the Compliance and Risk Support.
Oversee the end-to-end pension technical process, ensuring accuracy, compliance, and timely delivery of complex tasks.
Monitor key performance indicators (KPIs) related to pensions technical operations and implement process improvements.
Managing breach reporting, Death Benefit Management, Pension Discretions, Overpayments.
Lead and supervise the pensions technical team, ensuring colleagues performing their roles effectively and efficiently.
Identify areas for improvement within platform/pension operations and implement solutions to enhance efficiency and accuracy.
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: 16194
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 exciting opportunity has arisen for a People Officer (Learning, Development & Talent Acquisition) to join a well-established accountancy firm offering a comprehensive range of services including accounting, tax, audit, payroll, and financial planning.
As a People Officer reporting to people director, you will be supporting learning, development, and recruitment initiatives within a collaborative HR team.
This is a 1-year fixed-term maternity cover position (with the potential for a similar opportunity afterwards) offering hybrid working options, a salary range of £29,000-£32,500 for 36.25 hours per week, and benefits.
Part-time hours or alternative working arrangements will also be considered. You may be required to travel to the Plymouth and Exeter offices to provide on-site support as needed.
You will be responsible for:
? Managing onboarding processes and developing tailored induction plans for new team members.
? Organising and delivering engaging learning and development sessions - both face-to-face and virtual.
? Collaborating with senior leaders to design and implement training initiatives.
? Coordinating wellbeing and engagement activities, including company-wide events and initiatives.
? Administering training records, documentation, and Continuing Professional Development (CPD) processes.
? Managing relationships with external training providers to ensure high-quality learning delivery.
? Assisting in the delivery of internal communications related to learning, training, and wellbeing.
What we are looking for:
? Previously worked as a People Officer, HR Officer, Human Resources Officer, People Advisor, HR Advisor, HR Generalist, HR Coordinator,People and Talent Officer, Learning and Development Officer, HR Executive, Talent Acquisition Officer, Talent Acquisition manager, Human resources Officer, Human resources manager or in a similar role.
? Background in supporting training, coaching, or recruitment activities within a....Read more...