An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workpl....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workpl....Read more...
Our newest client is making waves in the Financial PR sector! They're a team of talented writers, designers, strategists, analysts, and social media enthusiasts, who are dedicated to delivering best-in-class digital marketing and communication strategies for their financial and professional services clients. They believe in fostering an entrepreneurial spirit and encouraging their team members to think outside the box and bring their quick-witted ideas to the table. Here's What You'll Be Doing:Work hand-in-hand with clients to develop digital and social initiatives like content development, analytics, social listening, and paid media amplificationTake the lead on creative deliverables and support senior team members to ensure all work is delivered on time and on budgetWrite, edit, and review first drafts of social content, blog posts, analytics reports, internal and external memos, and client recommendationsMonitor the pulse of social media and provide insightful reports to clientsStay on top of deadlines and ensure accurate reportingKeep a pulse on the latest trends in digital marketing, both locally and globallyLaunch paid social campaigns, and make sure your client's objectives are metShow off your expertise in your client's business and industry, and keep tabs on their competitionDevelop strong client relationships and communicate effectively through phone, email, and in-person Here Are The Skills You'll Need:Strong project management skills and the ability to handle multiple workstreamsA team-first mentality and a love of outcomes over processGreat time management skills and the ability to prioritizeResourcefulness in seeking answers when neededExcellent proofreading, editing, and attention to detailOutstanding client and interpersonal skillsA minimum of 2-4 years of relevant experience in digital, social media, or creativeA Bachelor's degree in Marketing, Public Relations, Communications, Advertising, or a related fieldAgency experience and a background in a regulated field such as financial and professional services is preferredFamiliarity with digital tools like Khoros, Spredfast, TalkWalker, Google Analytics, Hootsuite, SEMRush, and othersStrong research and synthesis skills to create clear and polished reports and memos Here Are The Benefits of This Job:Premium healthcare plans, including medical and vision coverage: Your health is a top priority!Pension match: 4.5% - start planning for your future today!Hybrid work model: Work from the office three days a week and from home the other two. Choose your own schedule!Generous Paid Time Off (PTO) package including birthday PTO and 6 "It's Ok" days - because life's moments are precious!Custom career opportunities: Choose your own adventure!2 weeks of remote work per year: Do your thing, wherever you want!....Read more...
To enhance the the finance team and wider business by providing reliable efficient support to the finance team, via accurate and effective reporting and processing. The successful candidate will seamlessly integrate into their dynamic, rapidly evolving team, playing a fundamental role in amplifying their sales prospects.
Main Responsibilities:
Processing invoices and expenses
Assist with preparing payment runs
Help maintain accurate financial records
Support with bank reconciliations
Assist with credit control and chasing outstanding payments.
Provide administrative support to the finance team.
Respond to internal and external finance-related queries.
Assist with preparing journals and updating cashflow, forecasts and other reports
Support month-end and year-end tasks as needed.
Assist with other tasks fall within the remit of the finance team including purchasing, insurance renewal and updating of the compliance portal
Company Benefits:
Leave - unlimited annual leave with a current generous fair usage allowance of 40 days per annum
Smart Fest- mini festival, social event, free to all employees.
Company conference, all paid
Training:Accounts and Finance Apprentice Level 2 Apprenticeship standard.Training Outcome:There is a long term position beyond apprenticeship completion. The progression route is for a Finance Assistant with the opportunity to be involved in a wide range of financial and business tasks with ongoing career support.Employer Description:KaarbonTech is a data and software company, specialising in managing highway assets for local authorities across the UK. Their innovative smart technology, meshed with efficient and collaborative working practices, enables us to significantly enhance our customers’ operational efficacy. As a leading entity in the realm of highway asset management software services, they currently work with over 40% of local authorities in England.Working Hours :Monday to Thursday, from 8:00am to 5:00pm and Friday, from 8:00am to 4:00pm.Skills: IT skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
An excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
?....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantast....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
? Acting as a first point of contact with clients via telephone, email, and in person.
? Supporting the onboarding process for new clients and handling incoming and outgoing post.
? Assisting with monitoring deadlines and compliance requirements.
? Liaising with HMRC and Companies House on administrative matters.
? Managing invoicing and chasing outstanding payments.
? Overseeing compliance documentation, including anti-money laundering requirements.
? Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
? Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
? Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
? Have 3 years of experience in office environment
? Willingness to learn and undertake training for new responsibilities.
? Professional yet approachable manner.
? Ability to manage workload effectively in a part-time capacity.
What's on offer
? Competitive salary
? Casual dress environment.
? Company pension scheme.
? A supportive and friendly workplace culture.
This is a fantast....Read more...
Key Responsibilities:
Post incoming/outgoing payments across multiple entities
Generate/prepare weekly payment runs, for review/sign off
Add Accounts Payable invoices to accounting system
Daily bank monitoring and updating for outgoing payments
Bank reconciliations
Running reports/downloads from accounting system
Assist with accounts inbox
Use our bespoke billing platform
Provide holiday cover for other areas of the business
Other ad hoc tasks
Training:College or training organisation - NEW COLLEGE SWINDON.
Your training course - Assistant Accountant, equal to Level 3 (A level).Training Outcome:Opportunity to learn and develop skills in wider accounting team(s).Employer Description:Employer Description about the Company that will be shown on the Advertisement
The CFO Centre Group is the No.1 provider of part-time Chief Financial Officer services in the UK and globally and has regional operations in 92 locations across 13 countries.Working Hours :Monday - Friday, 9am - 5pm, 30-minutes lunchSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative,Good Excel Skills,Able to work to deadlines,Open, honest and friendly....Read more...
A long-established firm in Retford has an opening for an experienced Commercial Property Fee Earner to join its growing department. The client is a well-known firm in the area and has strong connections to the local community, meaning you will be working closely with a varied client base. The firm is looking for a Chartered Legal Executive with at least 4 years’ experience within Commercial Property.
You will be managing the buying and selling of Commercial Property and your caseload will consist of commercial refinancing, land development, commercial leases and tenancies, and adverse possession. Plus, other parts of the property process such as drafting contracts, deeds, transfers, statements, and bills.
You will be expected to maintain strong lines of communication with clients and financial parties to ensure a smooth process, and you will uphold the businesses reputation, and encourage business growth by recommending other services in other departments.
The successful candidate will hold a Chartered Legal Executive qualification and have a minimum of 4 years Commercial Property experience. You will have a passion for Commercial Property and enjoy working closely with clients and offering an efficient service.
If you are interested in this Commercial Property Fee Earner role in Retford, then please get in touch with Jack Scarlott on 0113 467 9782 to find out more information or if you’ve a CV to hand please submit this for review.....Read more...
Our client, an established and independent firm of solicitors with seven offices across Merseyside and Wirral, is seeking a qualified Legal Executives or Solicitor with a minimum of 1 year PQE (or equivalent) tin Family law to join their Family Team.
With a history spanning over 150 years, they have built a strong reputation within the local community, and are committed to delivering high-quality legal services. Their working environment fosters an open and supportive culture, with a strong emphasis on teamwork, guidance, and professional development.
This role offers an excellent opportunity for a legal professional to join a well-respected firm that provides private family law services. Their Family Team handles a broad range of matters, including Divorce, Separation, Dissolution of Civil Partnerships, Cohabitee Disputes (including Property and Children Issues), Prenuptial and Cohabitation Agreements, Change of Name Deeds, Financial Disputes, and Trusts of Land and Appointment of Trustees Act 1996 claims. The team operates from the firms Maghull office but provides support across all their locations.
The ideal candidate will possess strong time management skills and the ability to work efficiently under pressure to meet client expectations and financial targets. A caring and empathetic approach is essential, as well as excellent decision-making, motivation, teamwork, and communication skills.
In addition to legal expertise, the successful applicant will be expected to contribute to marketing and business development efforts, including attending networking events, writing blogs and articles, and engaging with career fairs and practice interviews at schools.
Main responsibilities will include:
- Meeting with clients to take instructions and providing accurate cost estimates in line with the firms Billing Policy.
- Managing casework efficiently, ensuring all deadlines (including court deadlines) are met.
- Drafting and dictating correspondence and legal documents.
- Attending client meetings, hearings, and conferences, with comprehensive record-keeping.
- Adhering to all professional and regulatory obligations.
- Flexibility to work at other office locations as required.
- Accurately recording time in accordance with the firms Billing and Time Recording Policy and personal targets.
Salary & Benefits
- Holiday entitlement starts at 23 days (rising to 25 days with experience), plus bank holidays, birthday leave, and an additional 3 days between Christmas and New Year.
- Health benefits through Medicash (available after six months of service).
- Employee wellbeing and social events, including annual team-building activities.
- Opportunities for recognition and reward, including a Bonus Policy, Employee Referral Programme, and quarterly client care rewards.
- Formal training, development, and performance reviews, with annual salary and bonus reviews.
- This is an exciting opportunity for a dedicated and experienced Family Law professional to join a reputable firm that values career development and employee wellbeing.....Read more...
Main Roles and Responsibilities:
Organising and booking in customer vehicles for servicing, MOT and maintenance
Communicating with customers, suppliers and other departments in the company
Stock control and invoicing customers
Processing vehicle recovery jobs
General administrative tasks to ensure the efficient workflow and running of the office
Ensuring that the compliance and legal requirements of the company are reviewed regularly
Office routine efficiency improvement
Potential financial management
Training:The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.Training Outcome:There would be an opportunity to become an Office Administrator, Purchase Ledger and Sales Ledger Clerk, and Office Manager.Employer Description:Administration services for companies on site including motor vehicle servicing and maintenance, vehicle recovery, rental properties and farming.Working Hours :Monday, Tuesday, Thursday 2pm - 5pm Wednesday & Friday 9am - 5pm.Skills: IT skills,Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working....Read more...
To ensure the accurate recording of debtors & creditors ledgers and cashbook; processing of purchase orders; reconciliation of accounts
Processing of timesheets and payroll under the supervision of the Senior Finance Officer.
Ensuring that invoices and reminders are issued as per financial regulations.
Undertake till reconciliation and banking
Assisting with the council’s reception service (front desk and telephone), dealing with callers and visitors in a friendly and professional manner
Filing, photocopying, and post duties
Other reasonable duties that are commensurate with the role
Training:Training will take place one day a week at New College Durham.Training Outcome:There may be opportunities within Spennymoor Town Council to progress to a permanent position. Also, the experience will make you a good candidate for other local authority vacancies. Employer Description:Spennymoor Town Council delivers and funds many services, facilities and events for residents of Spennymoor.Working Hours :Standard office hours are 8.45am to 5pm Monday to Thursday, and 8.45am to 4.30pm Friday with 45 minutes for lunch.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,Initiative,Non judgemental,Patience....Read more...
Role Purpose:
To assist and support the provision of effective and efficient business administration support whilst developing experience, personal skills and competencies. This is a varied role with a mix of responsibilities – no two days will be the same
Provide general administrative support across departments, including handling correspondence, filing, and maintaining accurate records
Use IT systems proficiently (e.g., Microsoft Office) to produce emails, letters, reports, spreadsheets, and presentations
Support financial administration tasks, such as taking payments, processing invoices, managing purchase orders, handling basic billing, and recording financial data
Maintain and update internal databases and systems, ensuring data accuracy and compliance with data protection regulations
Organise and support meetings and events, including booking venues, preparing agendas, taking minutes, and tracking action items
Communicate effectively with internal teams, clients, and external stakeholders via email, phone, video calls, and in person
Assist with project coordination, helping to plan, monitor, and report on small projects using basic project management tools
Prioritise and manage workloads to meet deadlines, working proactively to handle changing tasks and business needs
Support process improvements by reviewing admin procedures, suggesting efficiencies, and helping implement new systems or tools
Uphold confidentiality and professionalism, following organisational procedures and maintaining high standards in work and conduct
Build and maintain strong working relationships across teams, suppliers, and customers, showing reliability and collaboration.
Take responsibility for personal development, seeking feedback, completing training, and contributing to team learning and best practice sharing
Training:
On-the-job training with South Swindon Parish Council whilst working towards the Business Administration Level 3 qualification
Regular work-based assessments/observations carried out by the training provider (New College Swindon
Additional training opportunities for your continued professional development
This role provides the opportunity to develop a wide range of transferable skills
Training Outcome:
An opportunity to continue learning about Local Government administration may be available to the right candidate with a progression through to Assistant Clerk
The successful candidate will gain experience, and a deep understanding of how a council works and the role of a parish council in relation to local and county councils
The knowledge gained can be utilised in future applications for roles within the public sector
Employer Description:South Swindon Parish Council represents the communities of South Swindon. With a population of over 62,000 people, the services we provide benefit the whole community. South Swindon Parish Council has 23 councillors, representing 6 wards across the parish.
South Swindon Parish Council is responsible for the maintenance of key front-line services including grounds maintenance and street cleaning as well as managing 14 allotment sites, 21 play areas and 3 public parks - the Town Gardens, Queen’s Park and GWR Park.
The Council offers a range of other services for residents too, including Public Libraries, Youth Clubs and events. All these services rely heavily on effective administration.Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Patience....Read more...
Job Description:
Our client is looking for an experienced individual to join their growing front office team. This is an exciting opportunity to work within a successful financial services environment with a focus on risk and compliance around Suitability. The role can be based out of Edinburgh or London.
Skills/Experience:
Educated to degree level or equivalent professional experience
Experience within a investment management/wealth/banking
Strong knowledge of FCA Suitability requirements and conduct of business rules
Understanding of discretionary portfolio management and wealth planning services
Relevant industry or compliance qualification (e.g. CISI, CFA, ICA or equivalent)
Strong communication, influencing and presentation skills
Client-focused, with the ability to challenge and collaborate effectively with investment professionals
Highly organised, detail-oriented, and motivated
Core Responsibilities:
Support the design and ongoing development of monitoring processes to ensure compliance with regulatory requirements, internal policies, and group standards
Undertake regular monitoring activity, with a strong focus on suitability within discretionary management and wealth planning (e.g. retirement planning, inheritance tax planning)
Produce and enhance MI and KPIs to evidence competence, policy adherence, and positive client outcomes
Assist with resolving breaches of client mandates and escalating where appropriate
Prepare periodic reports for Boards and Committees
Act as a key contact for Suitability queries, providing guidance and training across the front office
Collaborate effectively with Risk & Compliance and other control functions, sharing best practice and driving efficiencies
Contribute to the delivery of key initiatives, including improved use of data and automation to strengthen monitoring processes
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: 16206
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 is looking for an experienced individual to join their growing front office team. This is an exciting opportunity to work within a successful financial services environment with a focus on risk and compliance around Suitability. The role can be based out of Edinburgh or London.
Skills/Experience:
Educated to degree level or equivalent professional experience
Experience within a investment management/wealth/banking
Strong knowledge of FCA Suitability requirements and conduct of business rules
Understanding of discretionary portfolio management and wealth planning services
Relevant industry or compliance qualification (e.g. CISI, CFA, ICA or equivalent)
Strong communication, influencing and presentation skills
Client-focused, with the ability to challenge and collaborate effectively with investment professionals
Highly organised, detail-oriented, and motivated
Core Responsibilities:
Support the design and ongoing development of monitoring processes to ensure compliance with regulatory requirements, internal policies, and group standards
Undertake regular monitoring activity, with a strong focus on suitability within discretionary management and wealth planning (e.g. retirement planning, inheritance tax planning)
Produce and enhance MI and KPIs to evidence competence, policy adherence, and positive client outcomes
Assist with resolving breaches of client mandates and escalating where appropriate
Prepare periodic reports for Boards and Committees
Act as a key contact for Suitability queries, providing guidance and training across the front office
Collaborate effectively with Risk & Compliance and other control functions, sharing best practice and driving efficiencies
Contribute to the delivery of key initiatives, including improved use of data and automation to strengthen monitoring processes
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: 16206
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...
Ready to make a difference in the dynamic world of fintech? The Opportunity Hub UK is seeking a talented and organized Graduate Admin Assistant to join a rapidly growing, purpose-driven startup in Central London. This exciting role offers:A competitive salary of £25k-£30k depending on experience.The chance to contribute to a mission-driven company at the forefront of the crypto-asset sector.A collaborative and supportive work environment where you'll learn from industry experts.The opportunity to develop your skills and advance your career in a thriving industry.About the Company: This innovative startup is disrupting the crypto-asset space, backed by leading figures in traditional finance. With a global reach spanning the UK, Ireland, US, and Asia, they offer institutional-grade crypto custody services and are poised for major growth. Here's What You'll Be Doing:Provide exceptional first impressions by managing reception duties and welcoming visitors.Ensure smooth operations by coordinating meeting room setup and logistics.Proactively support the office environment by managing supplies and assisting with events.Become the backbone of the C-suite, handling calendar management, travel coordination, and meeting scheduling.Go the extra mile by contributing to special projects and tackling administrative tasks with initiative.Here are the Skills You'll Need:Strong organizational and time management skills to keep things running smoothly.A keen eye for detail to ensure accuracy and professionalism.Experience in financial services or other professional environments is a plus.Excellent communication and interpersonal skills to build rapport with colleagues and clients.Proficiency in Microsoft Office and other office software to streamline tasks.A proactive problem-solving attitude to overcome challenges with a positive approach.A professional and friendly demeanour to represent the company with a smile.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Exciting opportunity for graduates! Join a leading technology company revolutionizing retail investment as a Business Operations Executive. You'll play a pivotal role in ensuring smooth and efficient functioning of the business operations, facilitating collaboration across teams and supporting the delivery of exceptional service to the clients. Business Operations Coordinator (based in Elstree, Salary: £25K - £30k) Here's what you'll be doing:Coordinating and facilitating communication between various departments to ensure alignment with business objectives.Assisting in the planning and execution of marketing initiatives and campaigns to promote our platform and services.Supporting the webinar hosting activities, including content creation, scheduling, and participant engagement.Conducting research and analysis to identify opportunities for process improvement and optimization.Assisting with account management tasks, including client communication and relationship management.Providing administrative support to senior management as needed.Here are the skills you'll need:Strong organizational and multitasking abilities, with exceptional attention to detail.Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Proficiency in Microsoft Office Suite and other relevant software applications.Analytical mindset with the ability to gather and interpret data to drive decision-making.Here are the benefits of this job:Competitive salary of £25k - £30k upwardsOpportunities for professional development and career advancement within a growing company.Exposure to the dynamic world of retail investment and financial services.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Duties will include:Handle client inquiries via phone and email.Manage appointment scheduling and diaries.Maintain digital and physical documents.Assist with data entry and record keeping.Coordinate office supplies and equipment.Support marketing efforts for property listings.Assist in financial transactions and invoicing.Liaise with Birmingham City Council and handle paperwork.Ensure compliance with industry regulations.Collaborate with team members across departments.Training:Teaching and learning the skills, knowledge and behaviours within Business Administration, working towards a Level 3 Business Administrator apprenticeship standard.Training Outcome:This employer will offer long term training and career development to the right candidate on successful completionEmployer Description:With over 100 years experienced through our staff members, we’re able to get you the best of the best in the local Birmingham area, because that’s what we know. We work with landlords, buyers, tenants and students alike as well as providing full property management services to keep your property in top condition, as well as producing happy tenants.Working Hours :9a.m to 5p.m Monday to Friday, Every Other SaturdaySkills: Administrative skills,Attention to detail,IT skills,Organisation skills,Team working....Read more...
The tasks that the apprentice will be dealing with include, but won’t be limited to:
Maintain accurate property records and contribute to asset management
Handle enquiries from tenants and other officers by telephone or email regarding boundary disputes, invoices, land ownership, licence renewals, drainage etc.
Type up instructions to Legal Services for general enquiries including lease matters, licence renewals, licence to alter etc.
Review licences and leases to answer simple queries regarding responsibility and consent to works
Raise requisitions instructing Financial Services to create invoices for rent, service charges, building insurance etc.
Collate data from the Asset Register to assist with responding to FOI requests
Training:
Business Administrator Level 3
Within the first 15-months additional training is delivered at Loughborough College, one morning a week for 12-weeks, dates are subject to enrolment date
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:The successful candidate will be eligible to apply for internal vacancies that are advertised at the Council.
Also, a good knowledge of Corporate Asset Management can follow several career paths depending on interests and qualifications. Typical progressions routes may include Estate Surveyor, Estate Manager, Facilities Management, Project Management etc. Employer Description:Harborough District Council (HDC) is a small rural based Local Authority the main office is based in Market Harborough. The role of HDC is to support the residents of the district. The Council supports the residents of the whole 240 square miles with waste management, planning, housing, council tax, Leisure services as well as running elections and electoral registration.Working Hours :Monday - Friday: 9am - 5pm (with a 30-minute unpaid lunch break)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....Read more...
An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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 excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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 excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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 excellent opportunity has arisen for a Practice Administrator / Client Support Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator / Client Support Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This part-time role offers benefits and a salary range of £25,000 - £28,000 (pro-rata) working between 9.30am and 3.30pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Client Support Administrator, Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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 excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
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...
