Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.
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 Financial 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 Financial 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: 16214
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 financial services organisation, is looking to recruit a Business Analyst to join its Edinburgh based team on an initial contract until the end of February 2026.
This is an exciting opportunity to play a pivotal role in supporting business areas on their journey to adopt Data Mesh as a core part of their data strategy. The successful candidate will act as a trusted partner to both business and technology teams, ensuring seamless onboarding, governance alignment, and long-term support.
Skills/Experience:
Background as a Business Analyst within large-scale programmes or projects
Experience conducting data analysis and working with large datasets
Proven experience in data governance practices
Ability to extract and analyse data using tools such as Excel and SQL
Knowledge of Python and Google Cloud tools
Familiarity with diagramming and modelling tools (e.g. Visio)
Knowledge of asset management, custody or fund services industries desirable
Core Responsibilities:
Guide business areas through Data Mesh onboarding, ensuring requirements are aligned with platform capabilities
Act as liaison between business stakeholders, IT and architecture teams to deliver end-to-end onboarding support
Support platform governance, roadmap management and reporting alongside the Product Manager
Perform data and system analysis, producing high-quality documentation and diagrams
Facilitate the creation of data dictionaries and governance artefacts with producers and consumers
Support the development of process maps, business requirements, test plans and migration plans
Ensure compliance with internal governance, risk and control requirements
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: 16217
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Are you a project manager with a strong track record of leading change across regulatory environments? We are working on an exciting opportunity with a reputable financial services firm based in Newcastle.
This is a broad role and you will engage with senior stakeholders, deliver meaningful outcomes, and ensure strategic change is successfully implemented.
Essential Skills/Experience:
Experience managing full project life cycles
Background in wealth management or the broader financial services industry.
Experience working with formal methodologies such as Agile, Waterfall, Scrum, or Prince2.
Project management certifications (e.g. Prince2, PMP) desirable.
Exposure to regulatory change or business transformation projects.
Strong stakeholder engagement and influencing skills across various business levels.
Proven ability to lead cross-functional teams and manage competing priorities.
Proficient in risk management, budget control, and project reporting.
Comfortable using project management tools and the Microsoft Office suite.
Core Responsibilities:
Lead the end-to-end delivery of projects within agreed time, cost and quality constraints.
Apply appropriate delivery methodologies (e.g. Agile, Waterfall, Prince2).
Develop robust business cases in collaboration with subject matter experts and business owners.
Drive stakeholder engagement and build strong relationships across departments.
Manage project risks and issues proactively, ensuring escalation and resolution where necessary.
Facilitate governance and reporting processes to support oversight and informed decision-making.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16149
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a renowned financial services firm in the North East of England, is seeking a forward-looking Product Manager to focus on Regulatory Reporting in relation to product or service changes. As part of the Product Team, you will be leading the planning and delivery of key statutory reporting, including Fair Value Assessment (FVA), Consumer Duty Reports, and TCFD Product Reports.
The role will focus on coordinating delivery with content to be generated by relevant SMEs across the group. In essence, you will specialise in fair value assessments and consumer duty reporting linked to product/service changes, this will involve data gathering from multiple stakeholders, data modelling, and producing regulatory-compliant reports. It is essential that you have proven experience working in UK regulated financial services coupled with strong analytical, organisational and communication skills.
Skills/Experience:
Essential:
Strong organisational and time management skills.
Proactive, solutions-focused approach.
Experience working in UK regulated financial services.
Strong numeracy, communication, and report writing skills.
Desirable:
Knowledge of Collective Investment Schemes
Familiarity with Consumer Duty regulation.
Experience in financial analysis and modelling.
Exposure to Board-level reporting.
Core Responsibilities:
Partner with colleagues in the finance team to develop revenue and cost analysis by product.
Coordinate content delivery from multiple internal teams to meet reporting deadlines.
Provide regular updates to governance bodies, escalating any issues affecting timely and accurate reporting.
Monitor and report on KPIs to support regulatory submissions.
Support colleagues through knowledge sharing and training, and lead team meetings where required.
Identify opportunities to automate recurring reporting processes
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: 16200
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 successful financial services firm, has a permanent opportunity for an experienced Business Continuity Professional based in their office in Newcastle. As part of the Group Resilience function, you will lead the design and enhancement of business continuity frameworks, strategies, and exercises. This highly visible role will see you collaborate with senior leaders and stakeholders across the business, embedding resilience into operations and ensuring regulatory obligations are met.
Skills/Experience:
Extensive experience in business continuity and organisational resilience, ideally within financial services.
Strong knowledge of ISO 22301, operational resilience regulation, and third-party risk management.
Proven ability to engage and influence stakeholders at all levels.
Excellent analytical, problem-solving, and communication skills.
Relevant professional certification(s), such as CBCI or ISO 22301 Lead Implementer/Auditor.
Adaptable, pragmatic, and comfortable working under pressure while managing competing priorities.
Core Responsibilities:
Develop, maintain, and continually improve the Business Continuity Management System (BCMS).
Conduct and review Business Impact Analyses (BIAs) and risk assessments.
Design and deliver scenario-based continuity exercises.
Advise senior leadership on continuity risks, recovery strategies, and controls.
Ensure alignment with ISO 22301 and relevant UK regulatory frameworks (FCA, PRA).
Support incident response planning and crisis management readiness.
Promote awareness and foster a strong culture of resilience across the organisation.
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: 16227
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
Job Description:
Our client, a successful financial services firm, has a permanent opportunity for an experienced Business Continuity Professional based in their office in Newcastle. As part of the Group Resilience function, you will lead the design and enhancement of business continuity frameworks, strategies, and exercises. This highly visible role will see you collaborate with senior leaders and stakeholders across the business, embedding resilience into operations and ensuring regulatory obligations are met.
Skills/Experience:
Extensive experience in business continuity and organisational resilience, ideally within financial services.
Strong knowledge of ISO 22301, operational resilience regulation, and third-party risk management.
Proven ability to engage and influence stakeholders at all levels.
Excellent analytical, problem-solving, and communication skills.
Relevant professional certification(s), such as CBCI or ISO 22301 Lead Implementer/Auditor.
Adaptable, pragmatic, and comfortable working under pressure while managing competing priorities.
Core Responsibilities:
Develop, maintain, and continually improve the Business Continuity Management System (BCMS).
Conduct and review Business Impact Analyses (BIAs) and risk assessments.
Design and deliver scenario-based continuity exercises.
Advise senior leadership on continuity risks, recovery strategies, and controls.
Ensure alignment with ISO 22301 and relevant UK regulatory frameworks (FCA, PRA).
Support incident response planning and crisis management readiness.
Promote awareness and foster a strong culture of resilience across the organisation.
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: 16227
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
Job Description:
Our client, a successful financial services firm, has a permanent opportunity for an experienced Business Continuity Professional based in their office in Newcastle. As part of the Group Resilience function, you will lead the design and enhancement of business continuity frameworks, strategies, and exercises. This highly visible role will see you collaborate with senior leaders and stakeholders across the business, embedding resilience into operations and ensuring regulatory obligations are met.
Skills/Experience:
Extensive experience in business continuity and organisational resilience, ideally within financial services.
Strong knowledge of ISO 22301, operational resilience regulation, and third-party risk management.
Proven ability to engage and influence stakeholders at all levels.
Excellent analytical, problem-solving, and communication skills.
Relevant professional certification(s), such as CBCI or ISO 22301 Lead Implementer/Auditor.
Adaptable, pragmatic, and comfortable working under pressure while managing competing priorities.
Core Responsibilities:
Develop, maintain, and continually improve the Business Continuity Management System (BCMS).
Conduct and review Business Impact Analyses (BIAs) and risk assessments.
Design and deliver scenario-based continuity exercises.
Advise senior leadership on continuity risks, recovery strategies, and controls.
Ensure alignment with ISO 22301 and relevant UK regulatory frameworks (FCA, PRA).
Support incident response planning and crisis management readiness.
Promote awareness and foster a strong culture of resilience across the organisation.
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: 16227
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
To
From
Record
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Always use these settings
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Job Description:
We are working on an excellent opportunity for a Business Analyst to join the team at a leading investment firm based in Edinburgh on an initial 6-month FTC. The successful candidate will produce high-quality documentation to support operational readiness and change delivery for a fund launch.
Skills/Experience:
Experience in business analysis, change delivery or related roles
Proficiency in Microsoft Visio for creating process flows and business diagrams
Experience in investment management or fund operations
Excellent attention to detail and documentation standards
Clear and confident communication, both written and verbal
Strong stakeholder engagement skills across varied teams and seniority
Organisational skills and the ability to manage multiple priorities effectively
A proactive and flexible approach to work
Familiarity with fund lifecycle and regulatory frameworks (preferable)
Knowledge of investment instruments including equities, bonds, and collectives (preferable)
Experience working with third-party providers (e.g. custodians, administrators) (preferable)
Proficient in Microsoft Excel and documentation tools (preferable)
Qualification or certification in Change Management or Lean Six Sigma (preferable)#
Core Responsibilities:
Support documentation and process analysis across existing fund structures to inform internal discussions around the future operating model.
Facilitate small workshops to confirm requirements and support collaborative problem-solving
Contribute to wider operational improvement initiatives and provide business analysis support across internal projects
Produce high-quality documentation including business requirements, process flows, procedural guides and supporting rationale
Map and analyse current and future state processes using Microsoft Visio to inform improvement and clarity
Present structured options to support decision-making, clearly outlining risks, benefits and practical implications
Provide ad-hoc support for key projects and support the Head of Operations with delivery of internal initiatives as priorities evolve.
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: 16183
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 firm, is seeking a talented Settlement Associate to join their operations team based in Glasgow.
In this pivotal role, you’ll oversee critical settlement processes for a diverse portfolio of institutional clients, ensuring accuracy, efficiency, and exceptional service. You’ll work at the heart of the operations team, collaborating with colleagues across the business and contributing to initiatives that enhance systems, processes, and client experience.
Essential Skills/Experience:
Strong understanding of settlement processes with experience in CREST.
Keen attention to detail, with an excellent track record for accuracy and risk-awareness.
Solid foundational knowledge of financial markets and post-trade operations.
Focused on delivering top-tier client service – communicating clearly and effectively with internal stakeholders and clients.
Demonstrated adaptability and active involvement in operational change or process improvement initiatives.
Core Responsibilities:
Own the end-to-end operational delivery for UK settlement activity, including pre- and post-trade tasks, clearing, and transaction processing.
Act as a trusted point of contact – providing timely, clear updates and resolutions to clients and internal teams across settlement-related queries.
Monitor and manage transaction flow proactively, addressing failed or delayed instructions and minimising operational risk.
Champion accuracy and control within daily routines and escalation workflows, ensuring full compliance with risk and quality standards.
Shape positive change by identifying process enhancements and contributing to continuous improvement initiatives that strengthen efficiency and reliability.
Develop your knowledge and expertise – staying informed of relevant market and regulatory developments to support operational excellence.
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: 16189
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 global asset manager, on a Company Secretary role to join their Fund Board Governance team in Luxembourg. The successful candidate will play a key role in ensuring high standards of corporate governance across multiple fund structures and committees.
You will facilitate board reporting and manage and attend Board and Committee meetings. This is a fantastic opportunity to join a reputable firm in a varied and exciting role.
Skills/Experience:
Prior experience in a Company Secretary or fund governance role is essential.
Knowledge of regulated fund structures in Luxembourg and/or France is desirable.
Experience using governance software (e.g., Diligent Entities or Diligent Boards) is advantageous.
Familiarity with investment fund operations and asset management is a plus.
Strong interpersonal skills with the ability to liaise confidently with board-level stakeholders.
Excellent organisational, communication, and drafting skills.
Comfortable working independently in a fast-paced and dynamic environment.
Core Responsibilities:
Manage the corporate governance obligations for a portfolio of regulated entities and committees.
Prepare and coordinate meeting materials including agendas, board packs, minutes, and action trackers.
Maintain effective communication between boards, committees, and business functions.
Provide secretariat support at Board and Committee meetings, including minute-taking and follow-up.
Ensure timely review and updates of terms of reference and delegation policies.
Maintain strong relationships with Chairpersons, Directors, and internal stakeholders.
Oversee the scheduling of meetings and maintenance of governance calendars.
Draft, review, and update templates, company records, and governance documentation.
Support governance enhancements in response to regulatory developments and business needs.
Provide guidance on corporate governance matters and contribute to best practice standards.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16180
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have an accountancy and/or UK tax qualification, and seeking your next career move? We are working on an excellent opportunity for a UK Tax Technical Lead – VP to join the team at a leading financial firm.
You will be responsible for assisting tax operational and product teams in monitoring, assessing and implementing tax changes affecting the services offered across the markets.
Skills/Experience:
UK accountancy and/or UK tax qualification
Big 4 accountancy firm or service provider tax technical specialist/advisory role/experience
In-depth knowledge of securities taxation with specific knowledge of UK withholding tax applicability
Knowledge of UK client types (such as collective investment vehicles, pension funds) including legal form and UK tax treatment. Specifically for collective investment vehicles to include UK & VAT compliance
Knowledge of UK Reporting Fund Regime
Core Responsibilities:
Assessing & securing the risks linked to the tax business services
Monitor tax changes using internal and external information providers.
Monitor changes of tax legislation impacting taxation of securities and related tax relief and tax reclaim procedures
Inform tax operational team, product team and clients (via Market Updates as applicable) of relevant tax changes
Assist tax operational and product teams in the understanding of any change of tax regulation
Assist product teams in the assessment of the impacts of such tax changes on tax product offer
Take ownership of tax questionnaire to collect tax information when onboarding new clients. This includes, in coordination with Group Tax Department and Global Head of Tax Business Services
Participate in international and local industry associations to represent the business:
Be the point of escalation for complex tax matters and client requests
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: 16186
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...
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:
Do you hold an Accountancy degree with demonstrable experience in a customer service setting? If so, we’d love to hear from you.
Our client, an accounting software company, is currently seeking an Assistant Customer Support Accountant to join the team based in Edinburgh on a permanent basis. This is a fantastic opportunity to establish a career in the fintech industry and build on existing accounting knowledge, becoming an integral part of the team.
Skills/Experience:
Accounting degree or completed accountancy related studies.
Thorough and robust knowledge of accounting processes, ideally supported by practical experience.
Highly computer-literate and tech-savvy, understanding that online engagement is crucial to the success of our business.
Clear understanding of the issues facing small businesses, and a keen interest in how the right financial software can help them.
Awareness of the bookkeeping and accounting software packages available to small business owners and perhaps have some experience using one or more through studies or work experience.
Enjoy providing first-rate customer service and have experience of this from a previous role.
Core Responsibilities:
Being the first point of contact for our customers, via phone, email, and online chat, and responding accurately and promptly to customer queries.
Providing training to customers by way of outbound calls, both to people who are currently on a free trial, as well as subscribers who request further training.
Proactively contacting users to see if they need help.
Helping people who are interested in the product but need more information to decide if it’s right for them.
Assisting the product teams by testing new features or upgrades to existing functionality.
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: 16041
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Are you a graduate with an Accountancy degree and strong experience in providing excellent customer service? If so, we’d love to hear from you.
Our client, an accounting software company, is currently seeking a Graduate Customer Support Accountant to join the team based in Edinburgh on a permanent basis. This is a fantastic opportunity to establish a career in the fintech industry and build on knowledge gained from studies, becoming an integral part of the team.
Skills/Experience:
Accounting degree or completed accountancy related studies.
Thorough and robust knowledge of accounting processes, ideally supported by practical experience.
Highly computer-literate and tech-savvy, understanding that online engagement is crucial to the success of our business.
Clear understanding of the issues facing small businesses, and a keen interest in how the right financial software can help them.
Awareness of the bookkeeping and accounting software packages available to small business owners and perhaps have some experience using one or more through studies or work experience.
Enjoy providing first-rate customer service and have experience of this from a previous role.
Core Responsibilities:
Being the first point of contact for our customers, via phone, email, and online chat, and responding accurately and promptly to customer queries.
Providing training to customers by way of outbound calls, both to people who are currently on a free trial, as well as subscribers who request further training.
Proactively contacting users to see if they need help.
Helping people who are interested in the product but need more information to decide if it’s right for them.
Assisting the product teams by testing new features or upgrades to existing functionality.
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: 16218
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, 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...
Job Description:
Our client, a reputable financial services firm, is seeking an experienced Data Protection Officer to join their innovative team based in Newcastle.
In this broad role, the successful candidate will have the opportunity to shape data governance practices, work closely with senior stakeholders, and be the key point of contact for regulators in a fast-paced, evolving environment.
Essential Skills/Experience:
Demonstrable experience as a Data Protection Officer or senior privacy professional within financial services
In-depth knowledge of UK GDPR, Data Protection Act 2018, and financial sector regulatory requirements
Proven track record in conducting Data Protection Impact Assessments (DPIAs), managing Records of Processing Activities (RoPA), and leading privacy audits
Strong understanding of investment platforms, client data flows, and compliance obligations
Experience collaborating with cross-functional teams including Legal, Risk, IT, and Product to implement privacy by design principles
Analytical and strategic thinker with the ability to manage privacy risks proactively
Professional certifications in data protection or privacy (e.g., CIPP/E) advantageous
Background in compliance beneficial
Core Responsibilities:
Lead the development and execution of data protection policies, training, and risk management programmes
Oversee and advise on privacy impact assessments and legitimate interest assessments across all business areas
Serve as the primary contact point for regulatory bodies such as the Information Commissioner’s Office (ICO) and for data subject enquiries
Drive the organisation’s response to data breaches and privacy incidents, ensuring timely investigation and reporting
Collaborate closely with internal stakeholders to embed privacy by design and default into systems, services, and third-party integrations
Monitor regulatory developments and emerging risks to ensure ongoing compliance and enhance data governance frameworks
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: 16197
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 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 Graduates who have strong MS Excel skills or individuals with data analysis experience 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 data analysis, investment administration 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 Graduates who have strong MS Excel skills or individuals with data analysis experience 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 data analysis, investment administration 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:
Do you have experience in Business Analysis, ideally from within a financial services setting (with exposure to regulatory reporting)?
Our client, a global financial services firm, based in Glasgow (hybrid working) is seeking a Project Business Analyst to join the team on initial contract to the end of 2025. This is a fantastic opportunity for someone to build on their Business Analysis experience within a globally recognised brand.
Skills/Experience:
Business analysis background gained in the Financial Services Industry. Experience of Regulatory reporting would be preferred.
Knowledge of Investment Banking business and related products.
Excellent organisational skills with an ability to manage to tight deadlines whilst balancing multiple priorities.
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls. Experienced in implementing change effectively to improve existing processes.
Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
Highly numerate with an attention to detail and accuracy.
Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
Experience of Microsoft Office and project management tools such as Microsoft Teams, Excel and Visio.
Experience of investigating, summarising and presenting results in a meaningful format to clients and Senior Management.
Agile experience within a squad/Fleet (desirable).
Knowledge of traditional Project Management approaches (desirable).
Confident, adaptable, strong communicator, solid analytical skills, team worker, well organised and strong verbal and written communication skills.
Core Responsibilities:
Business analysis in support of adopting strategic data and process optimisation for Regulatory Reporting within EMEA within an Agile environment.
Liaison with Clients and IT colleagues to identify requirements, create user stories and track prioritisation and remediation.
Develop collaborative relationships with a squad working across different departments and regions.
Lead and/or contribute to key project workstreams relating to the buildout of consuming strategic data within the systems for Regulatory Reporting.
Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
Communicate and escalate to line management as appropriate.
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: 16013
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
We are looking for an Investment Governance Manager to join the team at a boutique financial services firm. The successful candidate will focus on managing client relationships, and the selection and oversight of suitable investment consultants and fiduciary managers.
This is a great opportunity for an experienced candidate with strong investment knowledge and client relationship experience.
This role is hybrid 2-3 days in the office, and is flexible on location (Edinburgh, London, Manchester, Bristol), and will involve travel to London if based elsewhere.
Skills/Experience:
Pension scheme and investment experience with seven to ten years’ experience.
Proactive, self-starter with the ability to focus on the tactical implementation of that strategy for the firm.
Ability to communicate effectively, strong relationship and presentation skills, good written skills, appropriate MS and data tool skills and emotionally intelligent.
Ideally working towards or already qualified in IMC/CFA for example
Ability to interpret investment data, performance metrics, and fee structures.
Experience of conducting in-depth assessments of fiduciary managers and investment consultants would be beneficial
Strong communication and interpersonal skills to deliver tailored advice and recommendations.
Solid understanding of investment markets, fiduciary management, and defined benefit/contribution pension schemes.
Competence in drafting clear, concise, and insightful research and oversight reports.
Comfortable working with colleagues across levels to support analysis and client deliverables.
Accuracy in data handling, report creation, and compliance with internal processes.
Ability to manage multiple projects and deadlines efficiently.
Staying informed on developments in the UK pension and investment industry.
Awareness of and adherence to relevant regulatory and internal compliance frameworks.
Core Responsibilities:
Provide advice to clients on the selection and oversight of fiduciary managers and investment consultants.
Support due diligence research on fiduciary management and investment advisory firms.
Analyse fee structures and investment data related to these firms.
Maintain up-to-date knowledge of market trends, new products, and developments in the UK DB and DC pension space.
Attend industry conferences as needed.
Contribute to the drafting and writing of research reports.
Collaborate with associates to analyse performance data and prepare client oversight reports.
Ensure compliance with the firm's regulations and procedures.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16066
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Service Engineer – Automotive Equipment
£28-30k Basic + Bonus (typically upwards of £350 per month) + Company Van + Pension + Healthcare + Tax-free lunch allowance of £5 per day + Monday to Friday working
Location: Field-based – Southern UK
Ideal locations include Milton Keynes, Luton, Oxford, Banbury, Cheltenham, Gloucester, Reading, Swindon, High Wycombe, Slough, Newbury, Bath, Bristol, Chelmsford, Basildon, Colchester, Ashford, Maidstone, Tonbridge.
Join a market-leading automotive equipment brand as a Service Engineer – enjoy premium training, a family-feel team, and the security of a global leader.
An exciting opportunity has arisen for an experienced Service Engineer with knowledge of Mechanical, Electrical and Hydraulic engineering to join a market-leading and highly respected brand supplying premium capital equipment to the automotive sector.
Renowned as the UK’s number one in their field, this company boasts a long-standing team, a well-established client base, and a strong pipeline of future business. This is the ideal role for an experienced field-based service engineer who is comfortable in a customer facing role that requires you to think on your feet and actively solve problems.
Whether you’re from a bodyshop equipment or garage tools, or technical capital equipment background across agricultural, construction, off-highway, marine, mining and commercial vehicle…we’d love to hear from you!
An absolute must for this role is the ability to travel throughout the South of England with overnight stays, flexibility is essential for this role. In return, you will be joining a Global business, the UK team has a family-feel where your contribution is genuinely valued.
The Role:
Driving the servicing and calibration needs, installations and support of equipment through visiting customer’s locations throughout Southern England.
Execute and develop service and sales needs and opportunities in the UK Market.
Product and solution demonstrations in cooperation with the Technical Sales Representative.
Installation of equipment and start-up training to deliver customer satisfaction.
Undertake service, warranty and calibration activities according to service bulletins and instructions.
Administration of service activities, update the CRM system and engage fully in regular internal meetings.
Actively work to increase the service, training and repair business potential at the customer’s site.
The Candidate:
Competent experience within mechanical and electronic and hydraulic engineering.
A proven background in a service engineer role, ideally this will be field based.
Our ideal candidate will have good technical knowledge of the collision repair industry and car manufacturing requirements; however, we are open to candidates that have a service background in allied sectors such as capital equipment, agricultural, construction, off-highway, marine, mining and commercial vehicle.
Sound understanding of health and safety requirements around the workplace.
Customer focussed and able to deliver on promises.
Hold a full UK driving license.
Personal situation that allows extensive travel within the UK.
Personal Attributes:
Self-motivated, self-learner, driven by RCI (Rapid continuous improvement).
Self-driven, with the ability to organise yourself to meet logistical challenges, efficiency needs, effective in time management and able to work to deadlines.
Good organisational skills.
Ability to represent the Brand in a positive way, according to our values and ethics.
First-class attention to detail with the desire to provide premium customer service.
Apply in Confidence: To apply for this Service Representative (Mechanical, Electrical and Hydraulic) role, please send your CV to Kayleigh Bradley, Senior Recruiter at Glen Callum Associates Ltd. For a confidential chat, call Kayleigh directly on 07908 893621.
Job Reference: 4288KB Service Engineer – Automotive Equipment....Read more...
Service Engineer – Automotive Equipment
£28-30k Basic + Bonus (typically upwards of £350 per month) + Company Van + Pension + Healthcare + Tax-free lunch allowance of £5 per day + Monday to Friday working
Location: Field-based – Southern UK
Ideal locations include Milton Keynes, Luton, Oxford, Banbury, Cheltenham, Gloucester, Reading, Swindon, High Wycombe, Slough, Newbury, Bath, Bristol, Chelmsford, Basildon, Colchester, Ashford, Maidstone, Tonbridge.
Join a market-leading automotive equipment brand as a Service Engineer – enjoy premium training, a family-feel team, and the security of a global leader.
An exciting opportunity has arisen for an experienced Service Engineer with knowledge of Mechanical, Electrical and Hydraulic engineering to join a market-leading and highly respected brand supplying premium capital equipment to the automotive sector.
Renowned as the UK’s number one in their field, this company boasts a long-standing team, a well-established client base, and a strong pipeline of future business. This is the ideal role for an experienced field-based service engineer who is comfortable in a customer facing role that requires you to think on your feet and actively solve problems.
Whether you’re from a bodyshop equipment or garage tools, or technical capital equipment background across agricultural, construction, off-highway, marine, mining and commercial vehicle…we’d love to hear from you!
An absolute must for this role is the ability to travel throughout the South of England with overnight stays, flexibility is essential for this role. In return, you will be joining a Global business, the UK team has a family-feel where your contribution is genuinely valued.
The Role:
Driving the servicing and calibration needs, installations and support of equipment through visiting customer’s locations throughout Southern England.
Execute and develop service and sales needs and opportunities in the UK Market.
Product and solution demonstrations in cooperation with the Technical Sales Representative.
Installation of equipment and start-up training to deliver customer satisfaction.
Undertake service, warranty and calibration activities according to service bulletins and instructions.
Administration of service activities, update the CRM system and engage fully in regular internal meetings.
Actively work to increase the service, training and repair business potential at the customer’s site.
The Candidate:
Competent experience within mechanical and electronic and hydraulic engineering.
A proven background in a service engineer role, ideally this will be field based.
Our ideal candidate will have good technical knowledge of the collision repair industry and car manufacturing requirements; however, we are open to candidates that have a service background in allied sectors such as capital equipment, agricultural, construction, off-highway, marine, mining and commercial vehicle.
Sound understanding of health and safety requirements around the workplace.
Customer focussed and able to deliver on promises.
Hold a full UK driving license.
Personal situation that allows extensive travel within the UK.
Personal Attributes:
Self-motivated, self-learner, driven by RCI (Rapid continuous improvement).
Self-driven, with the ability to organise yourself to meet logistical challenges, efficiency needs, effective in time management and able to work to deadlines.
Good organisational skills.
Ability to represent the Brand in a positive way, according to our values and ethics.
First-class attention to detail with the desire to provide premium customer service.
Apply in Confidence: To apply for this Service Representative (Mechanical, Electrical and Hydraulic) role, please send your CV to Kayleigh Bradley, Senior Recruiter at Glen Callum Associates Ltd. For a confidential chat, call Kayleigh directly on 07908 893621.
Job Reference: 4288KB Service Engineer – Automotive Equipment....Read more...
Position: Production & Process Engineer
Job ID: 2127/42
Location: Honiton, Devon
Rate/Salary: £40,000 – £45,000
Type: Permanent
Benefits:
• Engineering Chartership enrolment
• Private pension scheme
• Life insurance (4x salary)
• 25 days annual leave
• MOD Reservist training days (Gold Award – 10 days)
• Family Day (subject to availability)
• Discretionary bonus upon 1 year of service
HSB Technical Ltd is a specialist recruiter within the Power & Propulsion, Shipbuilding, Maritime Shipping, Energy, and Subsea sectors – visit: www.hsbtechnical.com for a list of our vacancies. We work with a wide range of well-regarded businesses across the UK and internationally, offering both permanent and contract opportunities.
Overview of the Role
Our client is a specialist engineering company known for its innovation, technical expertise, and ability to deliver robust, high-performance solutions tailored to demanding operational environments.
As a Production & Process Engineer, you will be at the centre of the company’s manufacturing and engineering operations, ensuring design concepts are efficiently translated into production-ready solutions. This role combines hands-on engineering capability, problem-solving skills, and cross-functional coordination to ensure manufacturing operations run smoothly on time, and to the highest standards.
This is an opportunity to work on exciting projects, contributing to the delivery of mission-critical products while benefiting from professional development and a strong company culture.
Duties and Responsibilities of the Production & Process Engineer
Create high-quality 3D CAD models and detailed engineering drawings using SolidWorks, ensuring functionality, simplicity, and cost-effectiveness.
Review production engineering drawings for accuracy and approve or recommend rework to enhance quality and manufacturability.
Create production BOM models in SolidWorks and run virtual build reviews with stakeholders to refine build sequences.
Support change control processes for engineering drawings, ensuring accurate and timely updates.
Process Improvement & Manufacturing Support
Identify manufacturing needs for new products in development and ensure seamless transition from design to production.
Reduce variability and improve repeatability in manufacturing by implementing standard operating procedures and work instructions.
Remove inefficiencies from production processes through lean manufacturing methods and continuous improvement initiatives.
Implement and monitor production performance metrics to identify areas for improvement.
Technical & Cross-Functional Support
Investigate production and process-related issues, offering hands-on technical solutions.
Liaise with other departments, suppliers, and customers to provide technical input and resolve issues.
Work with operations and engineering teams to ensure timely responses to TQNs (Technical Query Notes) in line with project deadlines.
Liaise with suppliers to source new or improved components.
Carry out structural analysis using first principles and contribute to CAE (Computer-Aided Engineering) assessments.
Prepare for and actively participate in design reviews, incorporating feedback into designs.
Undertake special projects as required.
Qualifications and Requirements for the Production & Process Engineer
Minimum HNC in Mechanical Engineering, Automotive Engineering, or a related discipline (Degree desirable).
Proficiency with 3D CAD, preferably SolidWorks (training provided if necessary).
Proven track record of creating accurate 3D models and engineering drawings for components and assemblies.
Practical engineering knowledge of a range of automotive systems.
Strong knowledge of Microsoft Office applications.
Clear and confident communicator, able to liaise effectively with colleagues, suppliers, and customers.
Computer literate with adaptability to various software tools, and capable of resolving minor IT issues independently.
Experience in drawing issue control using PDM (Product Data Management) systems.
Capable of performing structural analysis using first principles and FEA (ANSYS).
Good technical report writing and project documentation skills.
Able to work effectively under pressure, meeting deadlines without compromising quality.
Desirable:
Experience in a workshop, manufacturing, or production engineering environment.
Vehicle testing experience using data logging and other instrumentation.
Presentation skills for design reviews and technical meetings.
Exposure to lean manufacturing or Six Sigma methodology.
Personal Attributes & Organisational Fit
Approachable, dependable, and collaborative team player.
Logical and methodical approach to record keeping.
Results-driven with a commitment to high-quality standards.
Positive problem-solving mindset with the ability to think creatively.
Able to balance technical precision with practical manufacturing considerations.
Self-motivated, able to work independently, and capable of managing priorities effectively.
Why Apply?
This is an exciting opportunity to work with a leader in engineering that develops high-performance, bespoke products deployed around the world. Based in Honiton, Devon, you will be part of a close-knit engineering team working on projects that have real-world operational impact.
The role offers genuine career progression, opportunities for professional accreditation through Engineering Chartership enrolment, and a comprehensive benefits package.....Read more...
Trainee Recruitment Consultant
London
£25’000 - £26’000 Starting Salary + Regular Pay Reviews + Bonus’ + Uncapped Commission (up to 40%, £40k - £60k First Years OTE) + Incentives + 25 Days Holiday (Extended 2 week Christmas Break) + IMMEDIATE START
Have the opportunity to earn in excess around £60,000 OTE with no limits and fast career progression opportunities to develop to Manager and Director level? You’ll get first class training and consistent technical development to make you the best you can be, for a company that has a brilliant track record of turning trainee recruitment consultants into fully fledged recruiters.
Our company creates top earners (£40k - £60k in your first year, realistic) and career focused, high performers to be part of our elite culture where self-development is key. You will be encouraged to constantly learn, become great at what you do and offer a high level, consultative service to our clients based on scaling great teams of engineers for them.
Your Journey With Us;
You will start with a one to one induction with a Director, to introduce you to the Company and how we work, including formal sales training and psychologic studies to understand candidates. Our office environment is performance focused and full of like-minded people that want to succeed in life and that will welcome you and help you every step of the way, no matter what your background and experience is.
Through ongoing training and development, you will learn how to find better business opportunities, sell effectively and interview candidates to understand what really motivates them. You will be encouraged to improve every day, under the guidance of a Leadership team that has a proven track record of creating successful Consultants and Business Leaders over the last 13 years.
Your Role:
* Trainee Recruitment Consultant - Identifying and targeting growing companies to work with in a specific sector of technical and engineering (e.g. Renewables, Construction, Europe)
* Networking and building relationships with key people in businesses
* Attracting and interviewing the best engineering talent for your clients
* Guiding candidates through the process and helping them make defining career moves
* Meeting clients to develop and strengthen exclusive relationships
What We Offer:
* Competitive salary and uncapped commission – up to 40% with NO limits
* Regular salary reviews every 3 months
* Training and continuous development
* Meritocratic career progression – based on your results
* 25 Days holiday with an extended Christmas break
* Regular incentives with individual prizes from gift vouchers to dinners at top restaurants and holidays
* International Team trips
* Subsidised gym membership
* Best recruitment tools – including Bullhorn, Sourcebreaker, Linkedin Recruiter
You Will Be:
* Keen to earn well & eager to learn and develop career
* Any background considered - sales, marketing, ex-forces, excelled in a sport, hobby or music. e.g. Captain of a sports team
* Entrepreneurial nature - our progression is based on creating managers, directors and business owners of the future
* Excellent communicator, verbal and written
* Strong work ethic, driven, ambitious, and resilient mind set
If this sounds like you or you want to know more, call Becka Van Ristell on 07458163046
for an informal and confidential discussion.....Read more...
Job Description:
Are you an investment operations professional with experience in asset servicing? We have a fantastic opportunity for a Senior Administrator / Associate (Asset Servicing) to join the team at a leading financial services firm in Glasgow. In this role, the successful candidate will be responsible for the production cycle of the team, supporting complex and routine operational activities to ensure client service delivery and commitments are met.
Skills/Experience:
Professional qualification (or equivalent level of expertise in relevant technical area)
Strong working knowledge of policies/procedures and regulations within client delivery and company side
Corporate Action/Income experience
Strong risk management awareness
Involvement in or lead on change initiatives with ability to adapt to an ever-changing environment
Strong client service skills with good written and oral English skills to allow concise explanations on technical issues where applicable
Familiarity with financial markets
Accounting Practices (desirable)
Ability to coach and support colleagues in development (desirable)
Computer literacy with ability to use enhanced, specialist applications (desirable)
Core Responsibilities:
To ensure a high-quality client service is delivered to all clients, referring complex/technical issues to senior colleagues as appropriate
Ensure the service level provided by the team adheres to the firm’s client service delivery agreements
Ensure adherence to core standard operating models through the application of existing policies and procedures
Take responsibility for ensuring procedures are reviewed and updated on a regular basis, passing to senior colleagues for review
Ensure high processing accuracy levels both personally and through oversight of the team administrator’s work, identifying errors and working to address
Build strong, professional relationships with clients and be an ambassador for the company
Develop internal stakeholder relationships with the wider team as well as general business support, co-ordinating activities to ensure smooth delivery of operational processes in accordance with agreed processes and procedures
Support external counterparty relationships, providing feedback for performance reviews e.g. brokers and custodians
Ownership of allocating daily workload within the team, providing supervision and technical support to the team administrators
Proactive generation of ideas for improvements to systems and processes in support of client requirements and company’s strategic objectives
Involvement in the design and implementation of resilient processes and systems to support new/changes to business products including mandatory changes to market/governance and regulations
Ensure adherence to the risk and control framework, including team and departmental procedures, managing risk effectively and efficiently within the team
Ensure an effective and robust governance structure is in place for the team
Support business contingency plans as required
Ensure adequate internal controls are in place and correctly followed to mitigate operational risk
Ensure that internal and external audit/compliance/risk requirements are met
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: 16167
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...
