Key Duties and Responsibilities:
Answer all telephone calls on behalf of clients, send emails and details to clients
Upload all supplier invoices into Auto entry for all appropriate clients. (for various clients)
Match Bank payments and receipts on client accounts
Bank reconciliation for allocated clients
Responsible for Post and emailing to client & shredding all documents
Credit control for allocated clients
Assist and understand VAT returns
Enter Salary Journals for allocated clients
Keep a log of all new learning (CPD)
Skills & Experience Required:
Strong attention to detail and accuracy
Good numerical and analytical skills
Willingness to learn and develop within an accounting role
Ability to prioritise tasks and manage time effectively
A positive attitude and proactive approach to tasks
Strong work ethic with a loyal and reliable approach to work
Confident and outgoing personality, comfortable answering calls and speaking with clients
Good communication skills and the ability to use common sense and initiative
Motivated, ambitious, and keen to learn through an apprenticeship route
Practical mindset with an interest in hands-on learning rather than purely academic study
Comfortable working in a small, close-knit team within a friendly office environment
Interest in accountancy support work (this role does not involve auditing)
A-level in maths is preferred
Training:Assistant Accountant Level 3 Apprenticeship Standard:
Training will be one day a week and we provide live online learning options delivered by our qualified AAT tutors
We provide full support with a work coach to ensure you have a positive and successful experience on the apprenticeship programme
Training Outcome:
Clear opportunities for career progression within the firm, including going on to study AAT Level 4
Employer Description:OrangeStripe is a specialist outsourcing provider supporting businesses with accountancy, tax, bookkeeping, payroll, and wider back-office services. With over 30 years of industry experience, the team works closely with clients to deliver accurate, efficient, and cost-effective financial support, allowing businesses to focus on what they do best.
Founded to support small and growing businesses, OrangeStripe offers a personal, one-to-one service backed by deep expertise. The business is overseen by experts who bring over 35 years of experience and ensure high standards of integrity and accuracy across all client work. With offices in Cirencester and Birmingham, OrangeStripe supports clients nationwide and prides itself on being a friendly, knowledgeable, and professional team to work with.Working Hours :Monday- Thursday
8.45am- 5.00pm
Fridays
8:45am- 4pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Checking purchase orders against purchase invoices and jobs when requested and ensure purchase orders are well managed with good administration including review checks to ensure correct matching and that they are closed when fully billed
Responsible for day-to-day management of purchase invoice processing, ensuring the correct coding of each invoice, that VAT is correctly accounted for, that each invoice is correctly matched to a PO where required and that the correct approval is requested
Effective management of proforma invoices ensuring these are correctly accounted for, paid promptly and that full VAT invoices are received and reconciled with no double counting or duplicate payments
To ensure that agreed finance policies for each client are adhered to
To reconcile each supplier account when a supplier statement is received and to request copy invoices or credit notes when it is noted that items are missing
To regularly review the supplier’s ledger ensuring no old or unusual items and that credits are appropriately matched
To support with supplier payment runs by running payment reports and assisting with sending out remittance advices as required
To perform month end tasks including credit card reconciliations, staff expenses, fixed asset accounting, and prepare prepayments and accruals
To support with performing review checks on VAT returns and working to resolve any issues, inconsistencies or errors
To work well with other members of the Clarkes team to ensure invoices are recorded accurately and any adjustments to procedures are well communicated
To use good communication skills with both clients and suppliers
To perform any ad hoc administrative tasks that may arise to support the rest of the Clarkes team
Check bank payments and supporting bank reconciliations
Supporting month end checks and reconciliations
Training:Accounts or Finance Assistant Level 2.
Apprentices will typically study online, utilising the Mindful Education platform with some attendance at York College. During their time studying, apprentices will work towards developing their knowledge, skills and behaviours, and at work will consolidate their on-programme learning with the support of their employer. An assessor/reviewer will visit the workplace every 8-10 weeks to discuss and monitor progress on the apprenticeship in conjunction with the employer.Training Outcome:We are a group company, and many positions fall open across the board.Employer Description:Gas Plumbing and Heating company to Private and Commercial customers. Sites across the UK, from Scotland, Northallerton and Skipton.Working Hours :Monday to Thursday 8am till 5pm
Friday 8am till 4pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Job Description:
Our client, a leading financial services firm, is looking for a Compliance Officer to join their team in Newcastle. This is a fantastic opportunity for a compliance professional to play a pivotal role in supporting the business in meeting its regulatory obligations while fostering a strong, client-first compliance culture. The role requires strong pensions knowledge.
Skills/Experience:
Excellent communication skills, with the ability to explain complex regulatory requirements to both technical and non-technical audiences.
Strong attention to detail and the ability to identify risks, inconsistencies, or breaches.
Proven analytical skills, with experience applying FCA regulations across a variety of business contexts.
Ability to manage competing priorities and regulatory deadlines while maintaining high standards.
Commercial awareness and business acumen, balancing compliance requirements with organisational objectives.
Strong written skills, with the ability to draft clear, accurate, and compliant documentation.
Core Responsibilities:
Translate FCA regulations, guidance, and publications into clear, actionable advice for the business.
Provide timely responses to queries, identify potential risks, and escalate issues appropriately.
Review and approve financial promotions and materials to ensure adherence to FCA requirements.
Act as a compliance stakeholder in new initiatives, offering guidance on governance and regulatory considerations.
Promote compliance awareness across the organisation, embedding values of integrity and customer-focus at all levels.
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: 16244
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a highly regarded company in Edinburgh to appoint an experienced Company Secretary.
This is a senior, Board-facing role offering the opportunity to act as a trusted adviser, delivering high-quality governance, regulatory oversight and company secretarial services. The successful candidate will be highly experienced in company secretarial duties within a professional company, so as to be able to add value from the outset.
This role would be open to candidates who are also based in London.
Essential Skills/Experience:
Proven experience providing company secretarial support at a senior level
Experience operating in a Board-facing environment with senior stakeholders.
Ability to work independently, exercise sound professional judgement and manage workload autonomously.
Excellent written and verbal communication skills with strong attention to detail.
Relevant professional qualification (law, accountancy or CGI/ICSA), or significant demonstrable practical experience in a senior company secretarial role.
Core Responsibilities:
Provide comprehensive company secretarial and governance support to Board level.
Prepare high-quality Board papers, meeting minutes and governance documentation.
Advise Boards on compliance with regulations and industry guidance.
Oversee the preparation of Interim and Annual Reports for Board approval.
Prepare and issue regulatory announcements
Maintain statutory records and oversee Companies House filings.
Organise AGMs and general meetings and manage shareholder communications.
Support corporate activity, ad-hoc projects and continuous improvement initiatives.
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: (16278)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset is working with a leading financial services firm on a fantastic opportunity for an Insight Analyst to join the team based in Newcastle. In this role, you will work closely with stakeholders across the business by identifying areas to optimise data and create solutions.
Skills/Experience:
Experience with BI tools such as Power BI or Tableau
Proficiency using SQL
Experience in analysing complex datasets and translating them to identify opportunities to enhance processes within the business
Experience using a Microsoft ecosystem such as Microsoft Fabric
Confident working with stakeholders across the business to present solutions
Strong problem-solving skills and proactivity
Prior experience in an insights, analytics or strategic reporting role
Familiarity with a structured data environment and data governance frameworks. Experience of transformation programmes and cross-functional work is highly desirable
Bachelor’s degree (or equivalent) in a numerical subject
Core Responsibilities:
Use Power BI to create and develop interactive dashboards to support the overall business functions
Create and develop data by creating SQL queries
Work closely with stakeholders within the business to identify opportunities where data can drive better decisions and enhance reporting processes.
Translate business challenges into analytical insights presenting outcomes to colleagues
Conduct data profiling checks and validation to ensure reliability, accuracy and compliance with governance standards.
Assist in building reusable datasets and semantic layers to facilitate organisation-wide self-service analytics.
Record and maintain clear definitions for datasets and associated metadata.
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: 16286
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 on a new opportunity for an MI Analyst to join the team at a leading financial services firm based in Newcastle. In this role, you will play a vital part in transforming raw data to deliver reporting needs to support the business.
Skills/Experience:
Previous experience in MI reporting or data analysis
Experience using Power BI with an ability to develop dashboards and visualisations within Microsoft Fabric.
Solid working knowledge of SQL for querying and extracting data from relational databases.
Ability to manage and analyse large datasets
Analytical and problem-solving skills
Accuracy when delivering tactical reporting
Strong communication and organisational skills with ability to prioritise projects and meet deadlines
Familiarity with data transformation or analytics programmes (desirable)
Core Responsibilities:
Create and develop Power BI dashboards and MI reports to support the business operations and decision-making
Create SQL queries to extract data for reporting
Use Microsoft Fabric (including Lakehouses and Direct Lake mode) to deliver scalable and efficient reporting solutions.
Work closely with stakeholders to capture the required reporting needs and create structured MI outputs
Complete tasks such as data profiling and quality checks to ensure accuracy in reports
Support the creation and maintenance of reusable datasets and semantic models to ensure consistency across reporting outputs.
Log reporting logic, data definitions and sources
Present reports to stakeholders across the business to highlight KPIs and patterns
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: 16285
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is partnering with a well-established asset management firm to recruit an Operations Oversight & Control Team Leader. This role offers the opportunity to lead a specialist team responsible for the oversight and governance of outsourced Transfer Agency services. This role is based in Edinburgh.
Essential Skills/Experience:
Proven experience leading an operations or oversight team within asset management or funds.
Strong knowledge of Transfer Agency operations and outsourced operating models.
Good understanding of the UK regulatory environment, including CASS and complaints handling.
Experience overseeing AML and KYC processes.
Strong organisational and communication skills with a high attention to detail.
Core Responsibilities:
Lead and manage the Operations Oversight & Control team, supporting performance, development and delivery.
Provide oversight of outsourced Transfer Agency services
Oversee core operational activities including investor and fund flow reporting, Transfer Agency oversight, CASS governance, complaints oversight, regulatory reporting, and AML/KYC processes.
Act as the primary escalation point for operational issues
Maintain effective relationships with third-party administrators and service providers, monitoring
Support operational change, projects, and continuous improvement initiatives.
Ensure procedures, processes and control documentation remain current and effective.
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: 16330
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...
SALES LEDGER CLERK / ACCOUNTS RECEIVABLE CLERK
CENTRAL LONDON (4 Days Office | 1 Day Home)
UP TO £35,000 (Pos. Neg to Max £37k)
THE COMPANY:
We’re partnering with a highly successful PE backed business that is a fast growing operation based in London that now seeks an experienced Accounts Assistant, who has strong experience with Sales Ledger / Accounts Receivable.
As the Sales Ledger Clerk / Accounts Receivable Clerk, you’ll lead on producing large volumes of sales invoices for various business functions, ensuring costings are accurate and all queries are promptly resolved. In addition, you’ll need to proactively conduct credit control activities, reducing debtor days and ensuring relationships are retained.
This is an excellent opportunity for a driven individual, with a proactive and forward thinking attitude, who is looking to join a progressive business.
THE PURCHASE LEDGER CLERK / ACCOUNTS RECEIVABLE CLERK:
Reporting to the FC, you’ll be joining the team as an Accounts Assistant capacity, primarily focusing on the Sales Ledger / Accounts Receivable function, whilst providing ad-hoc support to the Accounts Payable / Purchase Ledger function.
Preparing and generating weekly sales invoices (c. 100 to 250 each week), ensuring accuracy and minimising of queries
Managing the ledger, reconciliation of received payments and ensuring accuracy of the accounts.
Liaise with other departments to resolve discrepancies or delays in invoicing.
Providing support to the month-end and year-end closing processes
Proactively chase overdue payments by phone & email
Monitor customer accounts and ensure payments are received within agreed terms.
Maintaining the debtor spreadsheet with scheduled payments and statuses to support cashflow forecasting
Escalating doubtful debts to senior management to agree actions.
Preparing regular AR reports on invoicing, cash collection and aged debtors
THE PERSON:
Must have experience in a role such as; Accounts Assistant, Finance Assistant, Assistant Accountant, Purchase Ledger, Accounts Receivable, Credit Controller, or similar.
Solid experience of Sales Ledger/Accounts Receivable is essential, ideally managing the ledger along with similar volumes
Good experience of producing sales invoices and ensuring accuracy, and query resolution
Experience with MS office and an accounting system such as Sage, Xero or QuickBooks.
Excellent numerical skills and attention to detail.
TO APPLY:
Please send your CV for the Accounts Assistant / Purchase Ledger / Accounts Receivable role via the advert for immediate consideration.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Working on leads and data for business use from multiple platforms and sources
Managing data from multiple banking and financial applications to assist with producing invoices, banking and accounting information
Presenting and summarising data in Excel, CSV files and various other data applications to help and assist the business make informed decisions and start various projects
Working across 4 Leeds city centre buildings (All within a short walk of each other)
Data entry, managing data and organising our client and business data to help us make business decisions and action enquiries
General invoicing and bookkeeping (training provided)
Face-to-face client greetings and assisting with queries and facilities enquiries
Occasional facilities' management duties (reporting building issues, contacting contractors to assist)
Working closely with the team and customers to get customer data into the system accurately and on time
Training:Why choose our Data Essentials apprenticeship?
QA’s Data Essentials Level 3 apprenticeship can support your business to be more productive with data and adapt to a modern-day workplace. Data available to organisations is increasing at scale. How your business leverages it is essential to successful transformation and continued growth.
QA's Data Essentials Level 3 apprentice will learn to:
Source, format and present data securely, using Microsoft Excel, Power BI and SQL
Analyse structured and unstructured data to support business outcomes
Blend data from multiple sources as directed
Communicate outcomes appropriate to the audience
Apply legal and ethical principles when manipulating data
QA’s Data Essential Level 3 apprenticeship programme enables your organisation to:
Build the capabilities you need throughout your organisation to collect, study, organise and present data, increasing digital adoption and the provision of intelligent and valuable business insights
Create and develop analysts for the modern workplace by reskilling your existing talent, or hiring new entry-level talent. QA’s programmes, partnerships and recruitment capabilities enable us to tailor a solution that works for your business
Provide training that acts as a standalone solution or as part of a wider academy/programme to an array of business functions
Tools and technologies learnt: Apprentices will learn to use Microsoft Excel and Power BI.Training Outcome:90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.Employer Description:VGL Properties are a trusted partner in the property sector. With over 10 years of experience, we have established ourselves as a leading authority in residential, commercial renting and block management. Our expertise span across Leeds, Yorkshire, and the North of England, providing comprehensive solutions for all your property needs. Our team of dedicated professionals are committed to delivering exceptional service, ensuring that every interaction with us is seamless, efficient, and tailored to your unique requirements.Working Hours :Days and shifts to be confirmed.Skills: Communication skills....Read more...
Candidate Resourcing & Recruitment Support:
Sourcing, contacting and registering high-quality candidates
Screening and qualifying candidates to assess their suitability for various roles
Reviewing CVs and applications, shortlisting against job requirements
Amending and formatting CVs to highlight strengths and suitability
Arranging interviews and coordinating communication between candidates and the recruitment team
Building and maintaining strong relationships with candidates throughout the process
Supporting safer recruitment processes and assisting with onboarding successful candidates
Admin & Business Support:
Maintaining and updating our CRM systems with accurate notes and records
Creating and posting job adverts across key platformsAssisting with interview scheduling, offer letters and onboarding documentation
Providing general administrative support to ensure smooth business operations
Learning core business functions such as invoicing, accounting basics, and new business development
Business Development Exposure:
Sourcing new client leads and passing these to the Sales Consultant
Making new connections, emailing and calling to help generate business opportunities
Supporting existing client relationships and helping fulfil new and ongoing recruitment needs
This role provides a well-rounded experience, offering valuable insights into recruitment from both an operational and a resourcing perspective.Training:
You will benefit from a comprehensive onboarding programme and ongoing mentorship throughout your apprenticeship
You’ll receive formal training from experienced recruitment specialists, gaining expert guidance and hands-on experience
You will also work towards a Recruiter Level 3 Apprenticeship, building the skills needed for long-term career growth
Training is delivered on the job during working hours, with no college day release, and you’ll have access to your online portfolio throughout
Training Outcome:
Career Progression - Begin your journey as an Apprentice and develop your skills with a clear path to becoming a valued member of our team
Employer Description: About UsFounded on the principles of trust, expertise, and integrity, LLC Recruitment was established to redefine construction recruitment. We connect candidates with opportunities that align with their long-term career aspirations, while providing our clients with staffing solutions that genuinely serve the needs of their business.
With a deep understanding of the construction industry, we partner with some of the UK’s leading Tier One main contractors and developers. Equally, we are proud to support some of the fastest-growing SME businesses, working side by side to help build and scale their operations from the ground up.
We specialise across three core construction sectors, supplying both temporary and permanent staff within:
New Build Residential
Build Main Contracting
D&B Fit Out / Refurbishment
Retail & Hospitality Fit Out
Across these sectors, we support projects ranging from £100 million to £1 billion, right through to schemes valued between £100k and £1 million.Working Hours :Monday- Friday, 8.30am - 5.30pmSkills: Ambitious and hungry to learn,Open to feedback and coaching,Focused,Determined,Adaptable,Motivated to succeed,Resilient and target-driven,Strong time-management skills,Relationship-focused,,Highly organised,Excellent attention to detail,Confident communicator,Excellent attendance record,Strong work ethic....Read more...
Job Description:
We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a fully CeMAP-qualified Mortgage Adviser to join the team in Newcastle and play a pivotal role in helping clients navigate the mortgage and protection landscape.
In this role, you will be guiding clients through the full mortgage and protection process, while building lasting relationships with clients and lenders.
Skills/Experience:
Fully CeMAP-qualified (or equivalent) from any industry background.
Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).
Ambitious, personable and client-focussed with excellent communication skills.
A proactive mindset with the ability to stay organised and professional in a fast-moving advisory environment.
Core Responsibilities:
Collaborate closely with clients to assess their financial circumstances and deliver tailored guidance on mortgage options.
Support clients through every stage of the mortgage application, ensuring all documentation is accurate, processes run efficiently and all regulatory requirements are met.
Stay informed on current mortgage market trends, legislative updates, and industry best practices.
Develop and nurture lasting relationships with clients, lenders, and other key partners, serving as a trusted consultant throughout the mortgage process.
Offer ongoing assistance to clients, promptly addressing any queries or issues as their applications progress to completion.
Carry out comprehensive market analysis to source the most appropriate mortgage and protection products for each individual client.
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: 16293
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a leading investment firm to recruit a 1st Line Team Leader in Newcastle. This is an excellent opportunity for an experienced service desk professional to take ownership of a high-performing frontline support function and play a key role in driving service excellence.
Skills/Experience:
Previous experience in line management within a service desk or IT support environment.
Strong relationship management skills, particularly with third-party suppliers.
Demonstrated ability to maintain and deliver against SLAs.
Solid understanding of problem management and service improvement.
High level of technical expertise across common enterprise technologies, including Intune, Azure, Windows 11, 8x8.
Ability to train, support and develop junior team members.
Comfortable producing regular statistics and reporting for senior IT stakeholders.
Core Responsibilities:
Lead, develop and manage the 1st Line Support team, fostering a positive and solutions-focused culture.
Provide hands-on technical guidance and set standards for best practice across the service desk.
Maintain effective relationships with third-party suppliers to support timely issue resolution.
Ensure SLAs and performance targets are monitored, met and continuously improved.
Oversee problem management and contribute to long-term service improvement.
Spearhead the ongoing development of the service desk to ensure alignment with business requirements.
Produce and present regular service performance statistics to senior IT leaders.
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: 16308
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 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...
An exceptional opportunity has opened for a seasoned legal professional to contribute to pioneering work at the intersection of financial markets, regulation and legal-technology. Company overview This organisation is a globally recognised legal-data and consulting firm operating within the FinTech and LegalTech landscape. Since its inception in 2011, it has grown into a best-in-class advisory specialist supporting major investment banks, asset managers and financial institutions. Its work spans legal-data management for capital, liquidity and collateral optimisation, regulatory reporting and operational oversight. The firm also leads key digitisation initiatives for trade associations in the derivatives and securities-finance sectors, including the development of clause taxonomies and legal-opinion libraries. Job overview As a Netting Lawyer – UK, you will join the Legal Opinion Practice Group to provide analysis and guidance on close-out netting, collateral enforceability, capacity opinions and wider diligence matters across derivatives and securities financing transactions. The role blends legal expertise with forward-thinking innovation, including involvement in research and development of smart legal opinions that aim to transform how formal legal advice is produced, consumed and integrated into operational processes. Here’s what you’ll be doing:Reviewing and preparing clear summaries of legal opinions covering netting, enforceability and related issues.Advising on master netting agreements for derivatives and SFT, as well as the rules of exchanges and clearing houses in the context of regulatory capital obligations.Liaising with internal and external stakeholders to interpret and implement policies governing regulatory capital, liquidity and netting approaches.Promoting awareness and understanding of regulatory and accounting frameworks such as Basel standards and recovery and resolution planning.Contributing strategic input into the development and progression of smart legal-opinion initiatives.Here are the skills you’ll need:Strong background in capital markets or insolvency law, ideally with specific close-out netting and collateral enforceability experience.Proven ability to interpret and analyse complex legal agreements and regulatory requirements.Excellent drafting skills with a high level of precision and clarity.Ability to collaborate with multi-disciplinary teams spanning legal, operational, regulatory and technological domains.Proactive approach, strong work ethic and a desire to drive forward legal-innovation projects.Work permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Salary between £75,000 and £115,000 depending on experience.Opportunity to work closely with leading global financial institutions on sophisticated derivatives and SFT matters.Direct exposure to innovative legal-technology projects, particularly in digital legal opinions and document-optimisation work.Involvement in strategic initiatives that shape the future of legal-data management in financial markets.A chance to build rare and sought-after expertise in a niche area with strong long-term career value.Pursuing a career as a Netting Lawyer – UK gives you the advantage of operating at the forefront of financial-market legal practice while engaging deeply with evolving regulatory and technological frameworks. This blend of complex legal work and digital innovation positions you for a resilient and highly specialised career in an increasingly interconnected sector.....Read more...
Job Description:
Core-Asset Consulting is working with a financial services startup firm to recruit a Business Administrator to join their newly established business based in Newcastle. This is an exciting opportunity to be part of a growing function from its earliest stages, helping to shape ways of working and contribute to a collaborative, high-performance culture. You will be responsible for providing support for the investment team including managing diaries, travel logistics and getting involved in ad hoc projects.
All applicants must have minimum 2:1 Bachelor’s degree.
Skills/Experience:
Minimum 2:1 Bachelor’s degree from a Russell Group university (or international equivalent), supported by strong academic achievement.
At least 2 years’ experience in a similar business support or administrative role.
Proficient IT and administrative skills, including advanced abilities in Microsoft PowerPoint, Excel, Outlook, and Word.
Experience handling sensitive information with tact and professionalism.
A proactive, solutions-focused approach with the ability to drive progress toward deadlines.
High attention to detail and strong organisational capabilities.
The confidence and ability to manage competing priorities and anticipate the needs of stakeholders.
Top level verbal and written communication skills.
A strong team player with a positive work ethic.
Ability to work within a variety of teams across the wider Business Administration function.
Core Responsibilities:
Managing diaries and maintaining oversight of stakeholder schedules.
Organising meetings, handling logistics and supporting preparation activities.
Assisting in the production and formatting of presentation materials.
Screening calls, monitoring correspondence and coordinating conference calls.
Building effective working relationships across departments, always demonstrating a professional and approachable manner.
Coordinating comprehensive business travel arrangements, including transport, accommodation and itineraries.
Supporting the planning and delivery of firmwide events.
Undertaking ad hoc administrative tasks, research assignments and record-keeping.
Working closely with colleagues across the wider Business Administration and Executive Assistant teams to deliver seamless support.
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: 16315
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...
Accounts Assistant Leeds, LS19 7ZA – office based12 month fixed term contract5 days per week, 9am – 5pmSalary - £23k to £27k depending on experienceDescription:This is a fantastic opportunity to work in the financial sector at one of the world’s largest insurance brokers.Reporting to the Accounts Manager you will provide effective administrative assistance & back up support to the Accounts Team.The position provides exposure to a broad range of accounting administrative activities. The primary objective will be to provide support to the Accounts team to enable the company to achieve its goals and ensure cashflow targets are met. About You:We want our people to work hard, play hard, and have a lot of fun along the way. You will be curious to learn and personally develop your career to be the best version of you. With a passion for delivering exceptional customer service, you will be driven to succeed and work as part of a team. We want people to own it. We celebrate success together and learn as a team from our mistakes. Job purpose: Working closely with your account’s colleagues and the existing business team you will have a varied range of duties. What kind of work you will do most days
Cashiering
Credit controlAged debtorsRefunding return premiums to our clientsResolving client & insurer queries with input from the brokers/execs.Reconciling & paying Insurers Setting up financeFinance arrearsHandling and responding to requests quickly, efficiently, and accurately Assist with debiting queries
Why join us? We’ve got a fast-paced environment but with a distinctly friendly and informal feel around our offices. We know that you can do great work without the suits. We believe in making a difference, teamwork and putting the customer first in everything that we do.With perks, progression, learning and wellbeing initiatives all built into our business, we care about making sure you’re as happy in work, as you are out of it.Total Reward Benefits Summary
UK Healthcare Cash plan scheme
Access to multiple on-site wellbeing activities including free health checks, blood tests, physio and therapeutic massageGroup PensionDeath in service 3x salaryFree Parking
Ideal candidate
Ideally 2 years working in an accounts/ finance environment (not a must)Trainable with a passion to learn.Keen interest in accounts and FinanceGood problem-solving skillsTeam player
INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
We are searching for an experienced Accountant / Finance Manager for an extremely exciting technology focused business based in East Devon.
You will ideally be a qualified Accountant or an Accountancy Finalised preparing for your final assessment.
You will be working in a complex financial environment, and you will need to learn the finance function of the business with a view to taking over the complete end-to-end financial functions after an impending retirement.
This will all begin with purchase ledger input and control, budget monitoring, including, employee expenses and credit control.
The company uses a SAGE system and reports to senior management monthly against a forecast. You will be involved in developing these reports further in line with business needs and requirements.
Once the initial functions and specific nominal ledger aspects of the company are learnt, you will progress into sales invoicing, contract monitoring and the financial aspects of project delivery and control. You will also be responsible for payroll and for managing a range of additional financial reporting.
Currently the company operates within the Medical and Healthcare sector and each client contract, while driven from a template has its own incredibly unique nuances.
The central financial function and forecasting of the business is currently based around a complex ‘deliverables schedule’ which is produced on a spreadsheet by finance with input from various systems. It is extremely critical that the company reflects its turnover from sales invoicing in line with FRS guidelines.
The successful candidate will also: -
Monitor and manage the financial implications of various projects in which the company is engaged upon. You will ensure that the projects are being delivered timely, within the financial constraints allowed and that they are providing our client with the necessary profit by project. This is undertaken closely with the Operational Management team.
Be personable and able to communicate extremely well both within and without the organisation at an Executive level. You will be able to recommend improvements where appropriate, as well as pinpoint problems, if they exist, and offer advice on circumventing future incidents.
The role reports to initially to the current Chief Financial Officer and Finance Director.
The role is a full-time and permanent position and it is an office-based role with the scope for some home-based working once up-to-speed with everything. Due to this the successful candidate needs to be based within a commutable distance of Exeter and East Devon or you will be in a position to relocate to the area.
As this position is assisting in the control of the entire finance function for a fast-developing technical business a project accounting background and an understanding of project delivery is a distinct bonus!
The role comes with outstanding opportunities for promotion and self-development. It has an excellent benefits package which includes a pension scheme, various employee discounts, referral schemes, healthcare options and free social events. It is also offered with hybrid and flexible working approaches, and much, much more!
Please note, to be considered for this role you MUST have the Right to Work in the UK long-term without the need for company sponsorship. Our client is NOT able to provide sponsorship.
Please note that due to a high level of applications, we can only respond to applicants whose skills and qualifications are suitable for this position. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010.
Bowerford Associates Ltd is acting as an Employment Agency in relation to this vacancy.....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a leading fintech firm to recruit an experienced Delivery Lead / Project Manager to play a pivotal role in the successful delivery of both client-facing and internal projects. Our client is a specialist financial services technology provider supporting institutional clients across multiple regions. This is a remote position, with access to office space in London or Edinburgh and will involve spending time on client sites in the UK.
Skills/Experience:
Strong experience in a project management role.
Experience working in Agile / Scrum software development environments.
Experience with delivering software development projects within financial services.
Proven experience working with institutional or Tier 1 financial services organisations.
Strong background in managing multidisciplinary teams across multiple locations.
Experience contributing to or leading process development and execution initiatives.
Demonstrated ability to manage stakeholder relationships, both internally and externally.
Comfortable working flexible hours to support global delivery requirements.
Core Responsibilities:
Leading client project deliveries in partnership with senior product consultants.
Spearhead internal delivery initiatives alongside product and engineering teams.
Coordinate internal and client-side project teams, constructively challenging stakeholders where appropriate.
Develop, maintain and manage client-facing delivery plans and budgets.
Develop and maintain internal sprint and delivery plans.
Facilitate regular team meetings and promote collaboration across global teams.
Plan and oversee release management activities through test and production environments.
Drive continuous improvement in delivery processes to support efficient implementations.
Define project success metrics and communicate them clearly to stakeholders.
Proactively manage scope changes, risks, issues and dependencies, implementing contingency plans as required.
Produce and maintain agreed project reporting, updates, and communication materials.
Work closely with internal and client-side project leadership to ensure delivery plans remain aligned and achievable.
Contribute to retrospectives and continuous improvement initiatives, including coaching or supporting junior team members where applicable.
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: 16324
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a global asset manager to recruit an experienced CRM Support Lead in Edinburgh on an initial 12-month contract.
The role offers the opportunity to take ownership of a high-volume support environment, lead and develop a distributed team, and partner closely with technology and business stakeholders to deliver an excellent user experience. The successful candidate will play a key role in driving operational excellence, managing complex escalations, and continuously improving support processes during a critical period for the platform.
Essential Skills/Experience:
Experience supporting Microsoft Dynamics CRM or comparable enterprise CRM platforms.
Experience in a people management or team leadership role.
Strong background in escalation management and incident resolution within a complex, global environment.
Proven ability to manage and develop teams across multiple locations.
Excellent stakeholder management and communication skills, including engagement with senior leadership.
Strong analytical skills with experience using support metrics to drive continuous improvement.
Experience leading organisational change and supporting global user communities.
Proactive, solutions-focused mindset with a strong commitment to service excellence.
Core Responsibilities:
Lead, mentor, and develop a global team of CRM support specialists, fostering a collaborative and high-performance culture.
Oversee day-to-day CRM support operations, ensuring service levels and performance metrics are consistently met.
Act as the primary escalation point for complex or high-impact incidents, coordinating resolution with technology teams and senior stakeholders.
Analyse support data, user feedback, and ticket trends to identify opportunities for process improvement and service enhancement.
Drive continuous improvement of support documentation, knowledge resources, and self-service materials.
Lead change management activities related to system enhancements, releases, and platform updates.
Identify training needs and deliver ongoing functional training and enablement to users globally.
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: (16342)
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:
Are you an experience ER Consultant seeking a new challenge? If so, we’d love to hear from you.
Our client, a financial services firm in Edinburgh, is recruiting for an ER Case Consultant to join them from February for an initial 4–6-month contract. The role inovolves providing expert guidance across a wide range of ER matters in a fast-paced environment.
Please note that initial CVs will be sent to our client on the morning of Friday 16th January.
Skills/Experience:
Recent, hands-on experience managing employee relations cases
Strong working knowledge of UK employment law and case law
Experience within a financial services or regulated environment is desirable
Confident influencing and advising stakeholders at all levels
Able to present complex information clearly and pragmatically
Core Responsibilities:
Manage a varied caseload of employee relations matters from start to finish
Analyse complex situations, assess risk and determine the most appropriate course of action
Provide clear, practical advice to managers to support effective decision-making
Lead or support investigations, including drafting outcome letters and reports
Ensure cases are handled in line with UK employment law, regulatory requirements and internal policies
Identify trends and opportunities for improvement within case management processes
Liaise with Risk and Compliance teams on regulatory considerations where required
Coach and upskill managers to build ER capability
Support continuous improvement initiatives and contribute to process reviews
Deliver ER training or briefing sessions as needed
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: 16343
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Core-Asset Consulting is working with a growing organisation in the North East of England to recruit an Operational Risk Analyst. This role sits within a central risk function and supports the delivery and ongoing enhancement of the organisation’s operational risk management framework.
The successful candidate will contribute to a range of operational risk activities, including business continuity and operational resilience initiatives, while partnering closely with stakeholders across the business to identify, assess and mitigate risk.
The role offers hybrid working with the expectation to be in the office around 3 days a week.
Essential Skills/Experience:
Experience in operational risk management
Knowledge of risk and control self-assessments (RCSA)
Experience working with risk monitoring and reporting dashboards.
Strong analytical skills with the ability to interpret and present complex information clearly.
Excellent written and verbal communication skills.
Confidence in providing constructive challenge and engaging with stakeholders at varying levels of seniority.
Core Responsibilities:
Support the execution of the operational risk management framework across the organisation.
Review and analyse operational controls, processes and service quality to improve efficiency and effectiveness.
Assist business areas in identifying and mitigating operational risks, advising on remediation actions and regulatory considerations.
Maintain and update operational risk policies, procedures and supporting tools.
Identify operational and regulatory process gaps and escalate risk events where appropriate.
Monitor the risk and control environment and provide constructive challenge to stakeholders.
Analyse and synthesise risk data, presenting insights and recommendations to management.
Support business continuity and recovery testing with a focus on operational resilience.
Build effective working relationships across the organisation, including with senior stakeholders.
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: (16344)
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...
Harper May is partnering with a fast-growing financial services business specialising in innovative, fully regulated solutions within the payments sector. With a dual focus on B2B and B2C markets, the company is well-positioned for continued growth and is seeking a commercially driven CFO to lead the finance function and help guide the organisation through its next strategic phase.Role Overview: The CFO will be a key member of the executive leadership team, responsible for overseeing all financial operations, contributing to business strategy, and supporting future fundraising and investor engagement. This is a high-impact role suited to a finance leader with a strong track record in regulated financial services environments.Key Responsibilities:
Lead the development of corporate strategy, business planning, and financial forecasting
Work closely with the CEO and Board to shape the company’s strategic vision
Support fundraising activities and manage relationships with investors and external stakeholders
Lead and develop the finance team, embedding best practices across financial operations
Maintain robust financial controls, processes, and compliance with regulatory requirements
Oversee budgeting, cash flow forecasting, and financial performance monitoring
Deliver accurate and timely financial reporting, including statutory accounts and board packs
Monitor and manage the organisation’s tax position, audit processes, and banking relationships
Identify commercial opportunities and contribute to new business initiatives and growth strategies
Key Requirements:
ACA / ACCA / CIMA qualified (or equivalent)
Extensive experience in senior finance leadership, ideally within regulated financial services or fintech
Strong technical accounting knowledge and a deep understanding of compliance frameworks
Proven experience in leading finance functions, building high-performing teams, and managing investor relationships
Commercially minded, with the ability to balance strategic oversight and operational execution
Excellent communication and stakeholder engagement skills
Strong Excel skills and financial modelling capability
Adaptable, detail-oriented, and comfortable operating in a fast-paced environment....Read more...
Job Description:
Core–Asset Consulting is growing! We are looking for a Senior Associate – Design & Content to join our team. This role sits at the intersection of design, marketing, and consulting content, ensuring all materials are clear, consistent and aligned with the firm’s brand and professional standards.
This is an exciting opportunity for an experienced design and content professional to work closely with the Consulting and Senior Management team. The role will support business development, thought leadership, and client delivery through high-quality visual design and compelling content.
Essential Skills/Experience:
Experience in a design, content, or marketing role within professional services, consulting, or financial services.
Experience or interest in marketing analytics
Strong visual design skills using Canva or Photoshop, alongside PowerPoint and Microsoft Office.
Excellent written communication and editing skills.
Experience producing thought leadership or technical articles
Experience supporting business development or client-facing materials.
High attention to detail and strong quality-control mindset.
Experience working with senior stakeholders in a consulting or advisory environment
Familiarity with brand management and style guides
Collaborative, proactive, and solutions-focused
Confident communicator who can challenge and improve content constructively
Core Responsibilities:
Design and deliver professional presentations, reports, brochures, and digital materials.
Draft, edit, and format content for articles, insights, and thought leadership pieces
Create high-impact slide decks and credentials materials for proposals and pitches.
Collaborate with senior stakeholders on pitch materials and proposals, support RFPs and proposals with clear structure, layout and narrative flow.
Act as a brand guardian, ensuring consistency and quality across all outputs.
Proactively suggest improvements to content, design standards, and 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: 16328
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with our regarded client who are looking for a Governance lead to join their business. An excellent opportunity for an experienced individual to join a senior leadership role, offering the opportunity to shape and elevate governance standards across the business.
Skills/Experience:
Essential
Demonstrable experience as a company secretary or senior governance professional within a corporate or regulated environment.
Strong expertise in governance best practice.
Experience supporting Boards and senior committees.
Outstanding communication and relationship-building skills, with the ability to influence effectively at senior levels.
A collaborative and proactive approach, with the skills to deliver in a complex stakeholder environment.
Desirable
Chartered Secretary or Solicitor qualification.
Experience within a financial services or professional body.
Understanding of financial markets.
Exposure to public affairs activity.
Core Responsibilities:
Provide strategic governance advice to Board, Council, Regulatory Board and Committee Chairs.
Maintain and continually develop the organisation’s governance framework, including rules, regulations, manuals and authorities.
Lead and inspire the governance team in delivering high-quality secretariat support.
Oversee operational delivery of General Meetings, elections, member votes and independent appointments processes.
Ensure compliance with governance best practice, legal requirements and relevant regulatory obligations.
Collaborate closely with legal and risk colleagues on compliance, including anti-bribery, modern slavery, sanctions and other related matters.
Act as the governance lead for engagement with external oversight bodies.
Spearhead the organisation’s governance review project and drive continuous improvement.
Provide expert governance input during Board and Committee meetings, advising on implications of policy proposals and decisions.
Ensure all Board, Council and Committee members—along with Executive staff and volunteers—receive appropriate induction and ongoing governance training.
Manage relationships with external service providers such as election administrators and legal advisers.
Build strong internal relationships to support effective implementation of governance requirements.
Oversee budget management for governance activities.
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: 16318
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.
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