Holt Executive are looking for a proactive and detail-oriented Finance Assistant to join a dynamic Finance Team. As a Finance Assistant, you will play a crucial role in supporting the day-to-day financial transactions, month-end activities, and assisting in the migration to a new financial system. You will work in a fast-paced environment, ensuring accurate and timely financial information while meeting tight deadlines.
This is a fantastic opportunity for someone who is actively studying towards a recognised Accountancy qualification and is eager to further develop their skills while contributing to a high-performing team.
Key Responsibilities:
- Utilize your strong Excel skills to manipulate data and support various financial tasks.
- Assist Accounts Payable as needed, ensuring smooth transactions and accurate records.
- Support the Finance Team Lead with the production of Accounts and other financial reports.
- Help manage banking activities, including processing payments and conducting reconciliations.
- Assist with Accruals and Prepayments, including collation and posting to the accounting system (Sage).
- Assist in maintaining and updating the Fixed Asset Register.
- Provide ad-hoc financial information and support as required.
- Ensure adherence to company procedures, policies, and goals.
- Follow health and safety regulations and guidelines at all times.
- Maintain accurate and up-to-date documentation in line with BS EN9001 and the Quality Manual.
- Handle telephone calls and emails in a professional and courteous manner when required.
Skills & Experience: Essential:
- Solid working knowledge of Accounts packages and Excel, with at least 1 year of experience in an Accounts environment.
- Confidence in using new systems and adapting to changing technology.
- Actively studying towards a recognised Accountancy qualification.
- Strong attention to detail, with the ability to deliver accurate and timely results.
- Proven ability to adapt to changing priorities and work effectively in a fast-paced environment.
- Strong interpersonal skills and the ability to build relationships across teams to achieve desired results.
Personal Attributes:
- Highly organised, with excellent attention to detail and time management skills.
- Self-motivated, adaptable, and able to thrive in a changing work environment.
- A team player who demonstrates the company values of Teamwork, Integrity, Excellence, and Courage.
Work-Life Balance:
- Lunchtime finishes on Fridays.
- Hybrid/flexible working arrangements.
- 28 days annual leave, plus Christmas closure.
- Holiday purchasing scheme.
Benefits:
- Study support for your Accountancy qualification.
- Group pension plan with matched contributions up to 5%.
- Income protection scheme and Employee Assistance Programme (including remote GP service, second opinions, mental health support, and physiotherapy consultations).
- Life assurance policy, including bereavement counselling and probate helpline.
- Company share incentive plan and save-as-you-earn scheme.
- Electric vehicle salary sacrifice scheme.
- Wellbeing initiatives, including access to a wellbeing app and mental health support for all employees.
- Regular sports and social activities.
- Gym membership discounts.
- Reward platform with high street discounts and employee benefits.
- Recruitment referral bonus scheme.
- Excellent learning and development opportunities.
- A great working environment with free, onsite car parking at all locations.
This role offers the perfect blend of professional development, work-life balance, and the chance to contribute to a thriving finance team. If you're studying towards an Accountancy qualification and looking for the next step in your career, we would love to hear from you!....Read more...
ASSISTANT ACCOUNTANT
ECCLES, MANCHESTER
UP TO £32,000 + STUDY SUPPORT (ACCA/CIMA/AAT)
THE COMPANY:
We’re proud to be partnering with a forward thinking and fast-growing SME that forms part of a wider group, and as a result of growth, they’re seeking an Assistant Accountant / Accounts Assistant to join the company.
As an Assistant Accountant / Accounts Assistant, you’ll be working closely with the Finance Manager, take responsibility for the month-end and year-end close processes, conducting full balance sheet reconciliation, updating fixed asset registers, gaining commentary and assisting with the production of the management pack. In addition, you’ll get involved with the VAT Returns and working closely with the external accountancy practice.
This is a great opportunity to join a business who will invest in your future where you can grow your career and an ideal role for someone who would like to transition into a more senior role in the future.
THE ASSISTANT ACCOUNTANT ROLE:
As the Assistant Accountant / Accounts Assistant, you’ll be reporting to the Finance Manager, assisting with the full month-end and year-end close process
Assisting Finance Manager with the Month-end process and preparation of the Management Accounts, balance sheet reconciliation and creation of the board pack.
Creating Journals for pre-payments, accruals and intercompany transactions
Ensuring ledgers are full reconciled and accurate
Using Excel for financial analysis, reporting, and data manipulation.
Assist in developing operational performance KPI reporting
Liaising with the management team to gain commentary for the management accounts Assisting with the Year End process, handling queries to ensure a smooth process
Working with the rest of the team to manage the finance inbox, ensuring timely and efficient communication handling
Supporting the transactional team as required with including accounts payable, receivable, and bank reconciliations.
A key point of contact for the finance team, providing exceptional customer service to internal colleagues, customers, and suppliers.
Maintain, update and help to redefine Financial and Administrative procedural documentation.
THE PERSON:
Must have current experience in a similar role, such as, Finance Assistant, Accounts Assistant, Assistant Accountant or Assistant Management Accountant
Good experience with MS Excel with the ability to do Sum IF and VLOOKUP’s
Analytical skills with the ability to identify and question information
Experience with Balance Sheet reconciliation and Journals
Ideally already started AAT or CIMA, however, experience is more important
Experience with Sage, Xero or similar accounting package
TO APPLY: Please send your CV for the Accounts Assistant / Assistant Accountant role via the advert for immediate consideration.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Job Description:
We are working on an excellent opportunity for a Change Manager to join the team at a leading financial services firm. In this role, you will be responsible for planning and managing multiple projects from inception through to delivery.
Skills/Experience:
Experience working in a Change Delivery within Financial Services
Strong knowledge of project management principles and practices
PRINCE II qualification
Excellent planning, tracking and reporting skills across multi-workstream projects.
Strong stakeholder management skills
Excellent influencing & negotiation skills.
Core Responsibilities:
Manage fund product changes, technology implementations and process improvement initiatives from initiation to project closure.
Develop comprehensive project plans for all phases of the project, in consultation with key stakeholders.
Coordinate the activities of the project team members to ensure projects progress on schedule and results meet objectives, milestones, and scope. Coordination across functions with other entities is necessary.
Communicates status reports on project milestones, deliverables, dependencies, risks and issues to senior management and key stakeholders.
Ensuring that changes are documented, including inputs from lessons learnt exercises.
Drives resolution of project conflicts. Engages with senior management when necessary.
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: 15975
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...
VACANCY: PAYROLL ADMINISTRATORLOCATION: MIRFIELDHOURS: MONDAY - THURSDAY 08:00 - 16:30, FRIDAY 08:00 - 15:15SALARY: UP TO £26000 (PRO RATA)Temporary Cover PositionAre you an experienced Payroll Administrator or an Administrator with Finance experience, immediately available and looking for a new challenge? Our client, based in West Yorkshire, is seeking a confident individual to join their small, friendly team on a short term basis to cover a staff absenceWhy This Role Stands Out:
Collaborative Environment: Join a supportive and friendly team where your contributions are valued.Professional Growth: Enhance your skills in payroll administration and finance within a dynamic setting.Work-Life Balance: Enjoy a structured work schedule from Monday to Thursday, 08:00 - 16:30, and Friday, 08:00 - 15:15.Immediate Start: Hit the ground running and make an impact from day one.
Key Responsibilities:
Payroll Administration: Assist with end-to-end payroll processes, including reconciliation and analysis. Work closely with the HR department to process new starters, pay amendments, and leavers.Data Management: Ensure accurate data calculation and processing of timesheets, and maintain up-to-date employee files.Issue Resolution: Address and resolve employee queries regarding timesheets, payslips, and other payroll matters.Process Improvement: Identify opportunities for enhancing payroll processes and systems.
Safety and Quality:
Health and Safety: Adhere to group safety policies, ensure a clean and safe working environment, and support the development of Safe Systems of Work.Quality Assurance: Manage quality issues in line with audit processes and participate in ISO and Ethical audits.
People and Teamwork:
Collaboration: Work flexibly to support cross-functional projects and initiatives, and attend regular one-to-ones with your line manager.Accountability: Prioritise health and safety, support environmental efforts, and live up to the company’s values and mission.
Person Specification:
Experience: Proven experience in a fast-paced environment, with a solid understanding of payroll systems, time and attendance systems, and basic accounting.Skills: Strong IT skills, particularly in Microsoft Excel, and excellent interpersonal skills for building relationships with internal stakeholders.Attributes: High attention to detail, proactive, dynamic, and a good team player with a desire for process improvement.
Additional Requirements:**
Full-time Role: Commitment to the specified working hours.DBS Check: A DBS check will be required for this role.
This role is perfect for someone who thrives in a collaborative environment and is eager to contribute to the success of a close-knit team. If you possess the required skills and experience, this could be the ideal next step in your career.Aqumen Business Solutions is acting as an Employment Agency in relation to this vacancy.....Read more...
As one of our Graduate Commercial Analysts, you’ll be doing way more than just number crunching. You’ll be using data to tell a story, make recommendations on what we do and really get to see the impact you’ll make on the business. We’ll start you off on a salary of £29,000, and thanks to our dedicated graduate development pathway and the structured timelines in place - within 36 months you could be a Senior Analyst and earning over £40,000!
You’ll have the perfect balance between on-the-job training from our team of experts, and external study support to gain a renowned CIMA qualification. It’s the perfect combination of accounting, finance and management - so you’ll be fully equipped with all the skills and techniques needed to set you up for success.
Our people are our superpower, and we’re unstoppable when we’re together! We want your ideas to flow, and what better way to make that happen than being based onsite, 5 days a week, where our culture fuels creativity, collaboration and growth. If a £1 bet in the pub between two friends can become the UKs most trusted electrical retailer, imagine what else can be achieved when we we’re together!
Look at a range of data that will help drive commercial decisions across the business, such as sales and margin benefits or cost efficiencies
Work closely with our trading teams to provide insight on sales drivers, profitability, pricing and product range
Analyse and influence the performance of our customer proposition, making sure our services and delivery are best in class for both customers and the business
Study towards your CIMA qualification, applying learnings in your day-to-day role supported with a structured training plan
Gain exposure to our P&L and see first-hand how the insights you provide impact a billion-pound business
Develop strong relationships with different AOers across the business up to senior levels
Learn all about the visualisation tools in our industry and help the team to develop brilliant reports for the whole team to use
Training Outcome:Opportunity for a full-time role upon completion of the apprenticeship providing both the apprentice and the company are the right match for each.Employer Description:When it comes to appliances and electricals, we’ve got the lot. Washing machines? Yep. TVs? Check. Laptops? Absolutely. Everything except doorbells (just kidding, we’ve got those too).
We’re known for helping our customers brilliantly - and it’s no different for AOers. We care about more than what’s on your CV, because together we can do extraordinary things.Working Hours :Monday to Friday
Shifts to be confirmedSkills: Communication skills,Strong analytical skills,Experience of using Excel,Collaborative skills,Great relationship building....Read more...
Key Responsibilities and Duties: Reception and front of house duties including:
Creating a calm and welcoming Reception
Keeping the area tidy and organised
Assisting in booking in and out visitors
Notifying meeting hosts of their visitors arrival
Answering the telephones, dealing with client queries, transferring calls and taking accurate telephone messages
Involvement in arranging client meetings and organising the office Outlook calendars
Chasing information from clients by telephone and email
Providing general administrative support to ensure the office runs in an orderly and businesslike way
Producing ad-hoc correspondence such as letters
Producing meeting/telephone notes using audio and copy typing
Dealing with petty cash
Picking up offices supplies when required
Franking the post and taking it to the post office
Opening and date stamping the post
Scanning
Booking in and out client records
Keeping an organised client records area
Training:As an apprenticeship at Lishmans you will be working towards your apprenticeship with Total Training provision this is a work-based apprenticeship, meaning you will earn while you learn, gaining hands-on experience in a real business environment.Training Outcome:Upon satisfactory completion of apprenticeship the apprentice may be offered a permanent role
There will be training on sales, customer services, product knowledge and systems.
The apprentices performance and absence will be managed in line with all company policy’s and procedures.Employer Description:Get in touch
Linked In
hello@lishmansllp.com
+44 (0)114 246 5348
Client Log In
Lishmans logo
Home
About Us
Our Services
Careers
Contact Us
About Us
Our vision is to become recognised for our outstanding accountancy services. Using our expertise, commercial experience and our specific knowledge of our clients and their businesses to help them flourish and grow.
Our mission is to advise, guide and support our clients to ensure they become as successful as all their hard work should make them.
The Lishmans Way
It’s important to all of us at Lishmans that our clients feel much more than a bunch of numbers. We build strong relationships with every company we work with which enables us to provide the best and most efficient accounting support and tax strategies on the market.
As an organisation we aim to ensure that the client’s tax position is efficient as possible to the client’s requirement. We don’t employ any artificial schemes that are contrary to a responsible individual living and working within the United Kingdom, and it’s our belief that each tax payer should pay the right and legal amount of tax and not a penny more.Working Hours :Monday to Friday
9.00am- 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Job Description:
Our client, a leading UK-based fund manager, is currently seeking an Operations Oversight Analyst to join the Operations team based in either Edinburgh or London. This is a fantastic opportunity for someone who has investment operations knowledge across a range of investment instruments, fund types and products.
Skills/Experience:
Experience working within investment operations
Organisational skills, can demonstrate ability to meet deadlines and undertake and manage multiple tasks
Team player
Strong attention to detail
Excellent written communication skills
Experience in producing MI and regular reporting
Core Responsibilities:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives.
NAV oversight related tasks.
Complaint handling – ensuring regulatory requirements are met in the management of client complaints.
Oversight of fund audit process and completion of fund audit related activity.
Oversight of custody markets and eligible markets including liaison with Front Office and custodian.
Oversight of retail client AML & KYC documentation and processing.
Other Operations related activity.
Investigate and resolve day to day operational queries, issues and incidents across a range of services provided by third party providers.
Ongoing oversight of third-party administrator.
Prepare and maintain procedures, processes and controls documents, ensuring all procedures and checklists remain up to date.
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: 16022
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 an excellent opportunity for a Depositary Senior Executive to join the team at a leading financial services firm based in Edinburgh. Our client is looking for an enthusiastic and conscientious individual who will deliver an excellent level of service to their clients. The successful candidate will be working closely with all members of the depositary services team and enjoy the challenge of a constant learning environment. This role is office based.
Skills/Experience:
Experience gained working in trustee and depositary
Experience of fund structures
Experience of coaching others is desirable
Proficient in Microsoft Word and Excel
Excellent attention to detail
Strong written communication skills and effective team player.
Ability to interrogate information from multiple data sources, identify and escalate key issues.
Confident working with numbers and excel formulae to interpret information.
Core Responsibilities:
Coach and develop junior members of the team, overseeing/reviewing their day-to-day activities, delegating, directing and providing training as necessary.
Ensure personal and juniors’ deadlines are met.
Day to day client interaction.
Preparing and participating as necessary in client meetings.
Review legal documentation to verify asset/investment ownership.
Assist with onboarding clients, including KYC/AML checks, and reviewing fund documentation to understand fund structure, investment policy etc.
Ensuring deadlines and deliverables 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: 16008
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 experience in investment operations with a passion for financial services?
Our client, a reputable financial services firm, is looking for a dynamic Investment Operations Administrator to join their Edinburgh team on a permanent basis.
In this role, you’ll be the go-to support for Investment Managers, Portfolio Managers, and clients, handling administrative tasks and ensuring smooth operations across the board.
Essential Skills/Experience:
Experience gained working in an investment operations role within Wealth or Investment Management
Excellent stakeholder management skills and the ability to engage with clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
Passion and energy to deliver successful outcomes for advisers and clients
Excellent organisation, planning and prioritising skills
Strong attention to detail
Core Responsibilities:
Answer & respond to client queries on the phone and email
Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
Liaise with appropriate teams for the effective onboarding of new clients
Instruct internal transfers of cash and stock from one portfolio to another
Complete client KYC data amendments and account amendments
Assist with meeting preparation, including printing and binding client and introducer reports and presentations
Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
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: 16038
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
Job Title: Sourcing Analyst Location: Vernon Hills, IL Department: Sourcing Reports To: Sourcing Director Job Summary: The Sourcing Analyst is responsible for developing and executing sourcing initiatives in collaboration with Sourcing Managers. This role involves data management, data analysis, spend reporting, vendor and commodity forecasts, quote analysis, and overall support for the sourcing team in day-to-day tasks for assigned categories. Key Responsibilities: Sourcing Initiatives: Develop and execute sourcing initiatives, including data management, data analysis, spend reporting, vendor and commodity forecasts, and quote analysis. Collaboration: Work closely with R&D, Purchasing, Marketing, Brand Sourcing, Production, Plants, and Master Data teams to align projects and strategies with organizational objectives. Strategy Development: Assist in strategy development and execute sourcing strategies for assigned commodities, considering market dynamics, cost drivers, risk management, and internal requirements. Data Management: Collect, analyze, and update purchasing data, vendor master data, and material master data in SAP. Market Analysis: Conduct comprehensive market analysis, forecasting, competitive benchmarking, and industry analysis to identify emerging opportunities or risks and report to sourcing managers Reporting: Prepare reports, documentation, and presentations for management. Cost Reduction: Identify cost reduction opportunities, analyze cost structures, and contribute to cost savings and avoidance targets. Supplier Pricing: Manage supplier pricing database and handle pricing updates. Work with accounting teams to resolve invoice and inventory discrepancies. Supplier Management: In conjunction with the sourcing managers, build and maintain strong relationships with suppliers to ensure quality, delivery, and pricing standards are met. Research category trends, understand and evaluate supplier capacity to support business needs, and recommend new product capabilities. Negotiation: Assist with supplier negotiations related to costs of parts, tooling, and project timelines. Tactical Purchasing: Handle tactical purchasing activities such as expediting material and managing open PO issues. Qualifications: Bachelor's degree in Supply Chain Management, Business Administration, or related field preferred. Proven experience in sourcing, procurement, or supply chain management. Strong analytical skills and proficiency in data management and analysis. Excellent communication and negotiation skills. Proficiency in SAP and other relevant software. Ability to work collaboratively with cross-functional teams. Preferred Skills: Experience in market analysis and competitive benchmarking. Knowledge of cost drivers and risk management in sourcing. Strong organizational and time management skills Salary Range: $60,000 - $75,000, bonus eligible From big benefits to small, we take care of our associates! After 30 days of employment, you will be eligible for a benefits package that includes medical, dental, life, disability and business travel insurance, flexible spending accounts, EAP, stock purchases and vacation/sick days/parental leave. We also offer a 401(k) plan after three months of employment. Associates are vested in the RPM Pension plan after completing five years of service. Rust-Oleum offers 9 paid holidays and one floating holiday per year. You are also eligible to earn three weeks of vacation on an annualized basis. Rust-Oleum is an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color, or any other protected class.Apply for this ad Online!....Read more...
Job Description:
Our client, a successful financial services firm, is currently looking for a Compliance Advisory Officer to join the team on a full-time and permanent basis. In this broad role, you will be responsible for interpreting FCA regulations, guidance and publications. The ideal candidate will have at least 2 years’ experience in a compliance or audit role within financial services, and strong knowledge of the FCA handbook.
Skills/Experience:
At least 2 years of experience in a compliance or audit role within financial services.
Strong knowledge of the FCA handbook and the ability to interpret and apply its guidance.
Excellent communication skills – you will need to explain regulatory requirements clearly and influence people at all levels.
Ideally degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Positive and self-motivated with a can-do attitude to problem solving.
Core Responsibilities:
Interpreting and communication FCA regulations, guidance and publications.
Responding to compliance queries, flagging and reporting compliance issues.
Review and approval of financial promotions created by our Marketing and Investment Management teams.
Acting as a key stakeholder in projects, offering advice on governance and regulatory matters.
Contributing to the development of a positive compliance culture, ensuring our values and customer-first approach are consistently delivered.
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: 15940
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 experience working in a compliance or assurance function within financial services, and designing and completing monitoring plans? Our client, a financial services firm, has a fantastic opportunity for Head of Compliance Monitoring to join the team on a permanent basis in Newcastle.
Skills/Experience:
Experience of working in a compliance or assurance function within financial services.
Experience designing and completing monitoring plans.
Strong knowledge of the FCA handbook and the financial services regulatory framework
Strong communication and stakeholder management skills
Positive and self-motivated with a can-do attitude to problem solving.
Degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Core Responsibilities:
Lead and manage the Compliance Monitoring team to ensure effective oversight of all compliance activities.
Design the annual compliance monitoring plan and oversee agreed monitoring activities, including scoping, fieldwork, documentation and reporting.
Prepare and present detailed reports on compliance activities and findings to the Board and Committees.
Assist in the gathering of internal information in response to regulatory returns and requests.
Completion of due diligence on third parties.
Contribute to robust and effective compliance controls within the firm.
Collaborate with other departments to create a culture of compliance.
Support the Head of Compliance and Deputy Head of Compliance with project work as required.
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: 15942
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 have an excellent opportunity for a German speaking Sales Associate / Business Development Support to join the team at a leading global investment management organisation based in Frankfurt. This role requires someone who has native German skills and a strong command of English.
In this role you will provide sales and administration support to a small, collaborative distribution team which focuses on institutional and wholesale clients.
Skills/Experience:
Good knowledge of Microsoft Office Suite (e.g. PowerPoint).
An understanding of Salesforce and Morningstar would be desirable but not essential
Strong numerical skills and ability to interpret data
Fluent German and English language skills (essential)
Strong interpersonal communication skills (written and verbal)
Ability to adapt quickly and work in a changing environment
High degree of commitment and loyalty
Ability to work both independently and as a team player
Organised with strong attention to detail (essential)
Core Responsibilities:
Pre-sales preparation through relevant research, reviewing presentations and representing the team through communications to and from prospects.
Act as a link between the team and other departments in the organisation.
Work with others to plan and host successful prospect and networking events.
Assist in completing reporting relating to various elements of activity undertaken by the team.
Assist in the RFP process, ensuring accuracy and meeting deadlines.
Participate in UK events.
Benefits:
A 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: 16042
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...
Competitive Salary DoE + Hybrid Working + Benefits
Due to continued global expansion our client is seeking a skilled Dynamics 365 Functional Consultant with Polish language proficiency to join their expert London team. The role offers an exciting opportunity to work on innovative Microsoft Dynamics 365 solutions, delivering impactful business transformation.
As a Dynamics 365 Functional Consultant, you will play a key role in implementing and optimising Dynamics 365 solutions to the meet the business needs of our client’s Poland based agencies. Working closely with stakeholders, you will facilitate digital transformation by analysing processes, configuring applications and ensuring seamless system integration. In addition, you will provide effective and efficient support of the financial system and integrations to group companies in the UK and Europe.
Whilst direct experience of working within a D365 environment is preferable, applications are also encouraged from individuals with first hand knowledge of similar applications such as SAP.
Key Responsibilities
Support existing finance system implementations in the UK & Europe
Assist with implementations of the finance system in Europe
Assist management of support requests ensure a response is received in the time expected
Respond to technical assistance requests
Work with developers to implement changes and bug fixes
Build and increase knowledge of the finance system on a technical and functional level
Work with AX implementation analysts to gain business understanding of various sectors
Collaborate with support analysts globally
Promote best practice and delivery of service of the highest quality
Train and develop support analysts
Assist the support team
Represent the business professionally and positively at all times
Skills & Experience
Fluency in both written and spoken Polish
Two years’ experience of supporting a finance system, preferably Dynamics D365
A graduate in an IT or Finance related subject, or able to demonstrate appropriate work experience in this field
A very strong understanding of Financial procedures and account reconciliations in particular Accounts Payable, Accounts receivable and General Ledger
Knowledge of accounting and auditing standards
A strong understanding of Dynamics D365 data structures including creating queries to analyse data
Strong knowledge of core processes and Dynamics D365 functionality
Demonstratable experience in Dynamics D365
Strong knowledge of technical capabilities of Dynamics D365
Good excel skills
Strong organisational skills
Positive, ‘can-do’ attitude and a problem-solving approach
Team player, able to communicate with peers and escalate where appropriate
Why Apply?
Global Reach & Impact – Work with leading organisations across industries.
Career Growth & Development – Access continuous learning, certifications, mentorship programs and career development opportunities.
Innovative & Collaborative Culture – Join a diverse, innovative and supportive team of experts driving digital transformation.
Flexible Work Arrangements – hybrid options available.
Private Medical
Life insurance
If you are a dynamic professional with a passion for business transformation and Microsoft technologies, we invite you to be part of our client’s success. Apply now!....Read more...
Job Description:
Our client, a leading financial services firm, is seeking an Investment Dealer to join their team on a permanent basis.
The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards.
Essential Skills/Experience:
Experience working in a trade support role within financial services.
Understanding of investment instruments, e.g, equities, bonds, funds preferable.
Understanding of Capital Gains Tax desirable.
Strong Microsoft Excel skills.
Understanding of financial markets, including foreign exchange desirable.
Strong numerical and problem-solving skills.
Excellent communication skills.
Core Responsibilities:
Processing of daily administrative duties, such as client cash monitoring and Fund Trading reporting to all custodians.
Liaising daily with counterparties and third-party venders to expedite timely settlement of trades.
Maintain up-to-date client data required to review portfolios, such as stock restrictions and ISA requirements.
Calculate and review Capital Gains Tax data.
Execute all instructed client and fund trades in international bonds, equities and collectives in line with market and third-party deadlines.
Suggest improvements to enhance overall process efficiency and ways of working.
Prepare dealing plans for new and existing portfolios.
Assist in the Investment Managers with the review of client portfolios.
Perform ad-hoc tasks and contribute to project work as required.
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: 15998
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 working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service 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: 16028
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 have an excellent opportunity for a German speaking Sales Associate / Business Development Support to join the team at a leading global investment management organisation based in Frankfurt. This role requires someone who has native German skills and a strong command of English.
In this role you will provide sales and administration support to a small, collaborative distribution team which focuses on institutional and wholesale clients.
Skills/Experience:
Good knowledge of Microsoft Office Suite (e.g. PowerPoint).
An understanding of Salesforce and Morningstar would be desirable but not essential
Strong numerical skills and ability to interpret data
Fluent German and English language skills (essential)
Strong interpersonal communication skills (written and verbal)
Ability to adapt quickly and work in a changing environment
High degree of commitment and loyalty
Ability to work both independently and as a team player
Organised with strong attention to detail (essential)
Core Responsibilities:
Pre-sales preparation through relevant research, reviewing presentations and representing the team through communications to and from prospects.
Act as a link between the team and other departments in the organisation.
Work with others to plan and host successful prospect and networking events.
Assist in completing reporting relating to various elements of activity undertaken by the team.
Assist in the RFP process, ensuring accuracy and meeting deadlines.
Participate in UK events.
Benefits:
A 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: 16042
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...
FINANCE MANAGERMANCHESTER CITY CENTREUP TO £60,000 + BENEFITS + BONUS1ST STAGE INTERVIEWS 27th, 28th and 31st March 2025 VIA VIDEO
THE COMPANY:We’re proud to be partnering with a fast-growing business that is set to grow from £14m to c. £25m Turnover in the next 24 months, as a result, they’re now seeking an experienced Management Accountant or Finance Manager to join the business in a hands-on role.Reporting to a Part Time Finance Director, you’ll join the business as Finance Manager / Management Accountant, taking responsibility for leading two administrators who will handle transactional invoicing tasks, whilst you focus on Management Accounts, Cashflow Management, Balance Sheet / P&L Management, Budgeting, forecasting, MI Analysis, Credit Control (low volume/ high value), Payroll, Implementing modernised automated processes and producing MI Driven Financial insights.This is a great role to undertake a progressive role in a forward thinking fast paced business where you can advance your career.THE FINANCE MANAGER / MANAGEMENT ACCOUNTANT ROLE:
Reporting to a Fractional/Part Time External FD and to the Owners of the firm, you’ll be responsible for the hands-on management of the finance function.
Leading two administrators to undertake transactional invoicing tasks
Month-end reporting and ownership of budgeting and forecasting.
Prepare detailed financial reports, budgets, and forecast models
Conduct in-depth financial analysis to support strategic business decisions
Analysis of balance sheet and profit & loss statements.
Monitor cash flow, reconcile accounts, and maintain financial records.
Credit control and Payment runs
VAT returns and liaise with Payroll bureau
Develop and maintain financial performance dashboards and reporting mechanisms
Automate and develop the transaction side of the accounts
Integrate Sales Orders, Sales Change Order, and Project Budget process between accounts and project management team
Assist in cost reduction and efficiency improvement initiatives
Conduct ad-hoc financial analyses and special projects as required
Provide actionable financial insights to senior management
THE PERSON
Ideally ACCA, CIMA or ACA Qualified, however, exceptional Qualified By Experience/QBE Candidates will be considered
Current experience at Finance Manager or Management Accountant level
Must have current experience of producing Management Accounts and Financial Analysis
Strong understanding of financial principles and accounting standards
Excellent analytical and problem-solving skills
Advanced Excel and financial reporting tools skill
Ideally with knowledge of Sage 50.
Any experience of ISO90001 & ISO27001 would be an advantage.
TO APPLY:Please send your CV for the Finance Manager / Management Accountant via the advert for immediate consideration.
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Job Description:
Are you a native Japanese speaker seeking your next career move within financial services? Our client, a leading investment firm, is seeking a Client Relationship Manager to join their team servicing both institutional clients and retail distributors, alongside business development. This role is based in Edinburgh.
The Investment Management Certificate (IMC) and native Japanese language skills are essential to be considered for this role.
Skills/Experience:
Written and verbal Japanese language skills (Native level)
Written and verbal English language skills (Fluent)
Strong Interpersonal skills, this role requires a great communicator and listener.
Proactive and self-driven with strong organisational skills
Good organisation skills
Natural team player with ability to work with multiple stakeholders
In-depth understanding of Equities or Multi-Asset investing
Investment Management Certificate (IMC)
Core Responsibilities:
Proactively building and maintaining strong relationships with a portfolio of clients and distributors, ensuring they understand the company’s investment approach and keeping them up to date with the firm’s views.
Presenting at client meetings and ensuring high standards of communication, regular reporting, and management of client tasks.
Growing client base by understanding different market segments, identifying new opportunities, pitching for business and managing the take on of new clients.
Working closely and effectively with investment specialists, building and maintaining a high level of knowledge of the company’s investment strategies.
Ensuring effective internal communication with colleagues, managing clients with similar needs and interests.
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: 16047
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:
A global financial services firm is seeking an experienced Business Analyst to join their Glasgow team on a contract basis until the end of the year. This position offers a hybrid working, requiring 3 days in the office.
Essential Skills/Experience:
Business analysis experience gained in the Financial Services Industry
Knowledge of traditional Project Management approaches
Experience of Regulatory Reporting projects would be preferred
Excellent organisational skills
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls
Experience of data modelling and investigation
Excellent communication skills
Experience of Microsoft Office and project management tools
Experienced in implementing change effectively to improve existing processes
Experience of investigating, summarising and presenting results in a meaningful format
Highly numerate with an attention to detail and accuracy
Core Responsibilities:
Develop collaborative relationships working across different departments and regions
Business analysis in support of a Regulatory Reporting project stream in an Agile environment
Lead and/ or contribute to key project work streams relating to buildout of evolving regulatory rules
Take part in Agile ceremonies providing updates and reporting for Clients and Senior Management
Communicate and escalate to line management as appropriate
Liaison with Clients and IT colleagues to identify new requirements, create user stories and track prioritization and remediation
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: 16063
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 passionate about digital technologies and eager to develop your skillset?
Our client, an esteemed wealth management firm, are seeking an experienced Front End Developer to join their Newcastle team on a permanent basis.
Essential Skills/Experience:
Experience of working with a content delivery network (CDN)
Ability to learn and understand new technologies
Analytical skills
Good organisational skills and attention to detail
Ability to work in a team or autonomously
Professional attitude
Good verbal and written communication skills
Skilled in the following platforms:
HTML5, CSS, SASS
JavaScript, jQuery
Modular JavaScript
Responsive web development
Bootstrap and other frameworks
Version Control
Knowledge of the .NET MVC pattern desirable
Experience using .NET Razor beneficial
Experience using Telerik charts desirable
Experience with SendGrid email templates beneficial
Core Responsibilities:
Working closely with the in-house design team, you will be responsible for developing, maintaining and updating the frontend side of a variety of the firm’s in-house sites
Take ownership the CDN which is used, by keeping the styles and content up to date
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: 15992
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...
You will be in a small team of 3 people all of which will be there to help you gain the knowledge you need to study alongside your apprenticeship and achieve your career potential.
You will be processing invoices and credit notes into Sage 50 Accounts
Using MS Excel to reconcile payments to insurers
Chasing overdue invoices via email
Developing into a full Accounts Payable Clerk with a wide range of tasks
Learning how to resolve queries
Daily Banking Activities of Cash, Cheques & Bank Payments
Training:Training to be provided
· Level 2 AAT
· Functional Skills Maths and English (If required)
· Training on Employment, Rights and Responsibilities
· The development of personal, learning and thinking skills
The training provider for this Apprenticeship will be City of Bristol College who will support you in working towards achieving your qualification.
Apprenticeship standard
Accounts / Finance Assistant
Training to be provided
Our team will give you all of the on the job training and support that you need to be a successful Apprentice.
City of Bristol College will deliver the following qualifications and training as part of the Apprenticeship.
· Level 2 Foundation Certificate in Accounting (AAT). This is combined (Competence and Knowledge) qualification
· Functional skills in Maths (L1), English (L1) and ICT (L1), if applicable
· Employment rights and responsibilities. These are embedded within the Competence and Knowledge
· Personal Learning and Thinking Skills, completing the 6 areas - Creative thinking, Independent Enquiry, Reflective Learning, Team Working, Self-Management and Effective Participation
You will attend College 1-day a week for 36-weeks.
You will be visited in your workplace by an assessor who will assess your progress through the modules.
Apprenticeship standard
Accounts / Finance AssistantTraining Outcome:Full-time employment and onward training/progression at the choice of the candidate.Employer Description:We are a family run insurance broker specialising in leisure and hospitality such as fairground rides and entertainment that has been trading for over 40 years, some staff have been with the company for over 30 years and others that are just starting their journey either straight from school or college, we have a low turnover of staff and invest in people's development.
We have an internal development zone for learning which will give you valuable skills to use in addition to your apprenticeship.Working Hours :Monday - Friday 9am - 5pm with 1 hour for lunchSkills: MS Excel Skills,Work Ethic,A Desire to Learn,Good Numeracy & Literacy Skill,Team Player....Read more...
The main duties the apprentice will perform will vary based on the role of each particular rotation. Each apprentice will have a minimum of four role rotations of six months in duration. The apprentice will have had a great range of exposure in four different roles. Skills and knowledge gained during this time will include:
Fundamentals of various standardised finance processes including Procure to Pay, Invoice to Cash, Record to Report etc
Knowledge of finance systems such as Oracle Fusion ERP and general business systems such as Microsoft Outlook, Excel, Powerpoint etc
Understanding of compliance, controls and related processes in a global software company
The apprentice will be provided with an excellent amount of support at AVEVA, including a dedicated career manager, a day-to-day rotation manager and a site location manager.Training:Our Finance Analyst apprenticeship programme integrates eight modules of technical training with work based projects. This ensures that learning and skills are directly applied to the apprentice’s role, and maximises the time used as part of off-the-job training.
As an evolution of the Data User apprenticeship, this industry tailored programme is the first of its kind to combine essential data skills and competencies with core accountancy knowledge for those working in a finance function, but not necessarily in an accounting role. It offers your employees the unique opportunity to be equipped with relevant skills to directly apply their learning in the workplace and unlock potential from your data.
As well as developing technical skills using a range of core technologies and platforms, your employees will develop the ability to source, analyse, work with financial data, and generate insights that underpin business decisions to build a case for change.Training Outcome:The AVEVA Finance Apprenticeship is an exciting opportunity to join AVEVA as an apprentice within our Finance function. The apprentice will be gaining a wide range of hands-on experience via regular rotations in a number of roles within Finance, such as:
Procure to Pay - processing supplier invoices related to purchase orders
Record to Report - posting general ledger journal entries and performing financial reconciliations
Master Data Management - following standard operating procedures to create new customers and suppliers in our Oracle Fusion ERP system
Commercial Operations - processing software sales orders through our order management and fulfilment systems.
Employer Description:AVEVA is a global leader in industrial software, sparking ingenuity to drive responsible use of the world’s resources. The company’s secure industrial cloud platform and applications enable businesses to harness the power of their information and improve collaboration with customers, suppliers and partners. Over 20,000 enterprises in over 100 countries rely on AVEVA to help them deliver life’s essentials: safe and reliable energy, food, medicines, infrastructure and more.Working Hours :09:00 to 17:30 (Mon-Thu), and 09:00 to 17:00 (Fri).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Day to day activities include but are not limited to the following:
Welcoming and greeting guests: acting as the first point of contact for visitors to the office, visitor induction and building key safety points
Onboarding new starters: Assist with introducing new starts to the rest of the team, building induction, introduction to IT systems and software used in the office, demonstrate filing systems for documentation. Record keeping
Information Technology: Use all IT and associated software programmes to deliver work of the highest standard within the office environment
Emails: Sending emails to clients, maintaining permanent records of correspondence for future use archiving
Scheduling appointments: Assist with managing calendars, diaries, formulating weekly and monthly plans, confirming client appointments: scheduling referrals and follow up appointments
Planning meetings: Assist with planning internal and external meetings (face to face, webinars and video conferences), establish scope and purpose of meeting and develop preliminary agenda, send invitations (including agenda), record minutes (written and audio transcript)
Data entry: Assist with proof reading, data verification, evaluating, updating customer data, inputting accounting data, converting, corelating and combining data, storing data in correct sequence for future reference
Filing and data storage: Filing documents (SharePoint and MS365 File Explorer), maintaining filing system for ease of access
Change Control: Assist with maintaining change and version control register, ensure only correct version of document is ‘in use’, notify team of revision changes
Local Purchase Orders: Maintain and control stock levels of office consumables, collating, verifying orders, storing and distributing office supplies
Managing and Creating written communication: Assist with drafting company policies, procedures, processes, reports, job descriptions and advertisements
Sales Order Process: Assist with preparation and issue Quotations, Purchase Orders and Sales Orders
Company Logistics: Assist with product stock control: confirmation of product receipt and despatch, packaging, shipment of products to customers, collection and delivery receipts
Training:Business Administrator Level 3.Training Outcome:On successful completion of the apprenticeship, career progression/divergence within the company may be possible:
Progression to a Level 4 or higher qualification.
Encouragement to progress to positions of greater responsibility/accountability within this dynamic and ambitious company: Project Management, Finance, Procurement, Sales.Employer Description:Croyde Medical Ltd are a medical equipment specialist. Everything we do is driven by our mission to help improve spaces for staff and patients. Our core product ranges are dedicated to the maternity and neonatal settings alongside our selection of parent & partner furniture for overnight stays. We take pride in working closely with our customers to understand and support their needs.
Our mission is to become the UK’s leading and most trusted maternity and neonatal equipment specialist, providing high quality products to our customers. We strive to enhance environments by creating strong partnerships with healthcare professionals and expanding our offering to become a full range supplier to meet evolving needs within the NHS and beyond.Working Hours :Monday to Friday 08:00 - 16:00 (including 30-minute lunch break)Skills: Communication skills,Attention to detail,Problem solving skills,Team working,Microsoft Office Skills,A willingness to learn,good time management,organised and proactive,planning & research capability,resourceful....Read more...
Product Owner, Corporate StandardsLocation: UKRole Summary: A leading, global Climate Change NGO seeks a Product Owner for its flagship Corporate Net-Zero Standard, to support the development, implementation, and continuous evolution of this critical sustainability framework. The Product Owner will ensure the standard remains credible, aligned with the latest climate science, responsive to stakeholder needs, and contributes effectively to global efforts towards net-zero emissions.Key Responsibilities:Oversee the full lifecycle of the Corporate Net-Zero Standard, including strategy formulation, development, implementation, maintenance, and updates.Act as the central point of responsibility for the standard, ensuring alignment with stakeholder expectations, regulatory developments, and scientific advancements.Lead a cross-functional team to deliver a credible, science-based framework that drives impactful corporate climate action.Engage with key internal and external stakeholders, gathering insights and ensuring standard adoption and alignment.Develop and communicate a clear strategic vision for the Corporate Net-Zero Standard in collaboration with senior leadership.Manage resources efficiently, set clear priorities, and mitigate risks to achieve project objectives.Deputise for the Head of Corporate Standards, managing staff and fostering their professional growth.Foster a collaborative, respectful, and integrity-driven organisational culture.Essential Skills and Experience:Proven experience in standards development and translating complex scientific concepts into clear frameworks for industry professionals.At least 10 years of professional experience in sustainability, environmental management, or related fields, including senior roles with people and project management responsibilities.Strong track record in delivering high-quality outputs on time and within budget.Exceptional communication and stakeholder engagement skills.Demonstrated expertise in corporate sustainability, net-zero frameworks, science-based target setting, and greenhouse gas accounting.Solid experience leading cross-functional teams, including managing virtual or distributed team environments.Desirable Skills:Knowledge of regulatory trends and requirements in climate disclosure and reporting (e.g., TCFD, CDP, GHG Protocol).Key Competencies:Strategic leadership and decision-makingExcellent verbal and written communicationStrong analytical and problem-solving abilitiesEffective collaboration across diverse teamsAdaptability and resilienceAccountability and strong project management skillsImportant Information:Full-time, fixed-term (12 months) role based in the UK, with potential for extension.Candidates must have the legal right to work in the UK; visa sponsorship is not available.Benefits:Salary range: £45,000 to £70,000 per year (gross), depending on experience and location.Opportunity to contribute to impactful global climate action initiatives.Professional training and development opportunities.30 days annual leave plus UK bank holidays.How to apply: If this opportuity seems interesting, please send your CV and Cover Letter to Kris Kobi at kris@climate17.comWe are committed to equal opportunities, fostering an inclusive workplace welcoming candidates of all identities and backgrounds.....Read more...
