Job Description:
Our client, a highly successful and rapidly growing UK investment firm, has an exciting opportunity for an experienced Portfolio Manager to join the Multi-Asset Investment team. This role will focus primarily on a flagship range of multi-asset portfolios, which have consistently delivered top-quartile performance.
This is an opportunity to join a highly regarded investment team at a pivotal stage of its evolution, contributing directly to portfolio construction, active asset allocation, investment research and the development of innovative investment solutions.
This position allows for hybrid working and the successful role holder will be expected to spend 3 days in the office in Newcastle. Travel expenses are covered for this role.
Essential Skills/Experience:
A minimum of 5-7years' front-office investment experience involving active investment decision-making and risk-taking
Experience within a multi-asset investment environment, or asset-class-specific experience gained within an institutional investment framework, ideally you will have worked in a firm that has a multi-asset track record
Strong understanding of strategic and tactical asset allocation
Proven portfolio construction and risk management capabilities
Experience generating and implementing investment ideas
Strong macroeconomic, market and analytical research skills
Experience contributing to investment committees or formal governance structures
Excellent written and verbal communication skills
A collaborative approach coupled with the confidence to challenge constructively
CFA Charterholder, CFA candidate or equivalent investment qualification would be advantageous
Core Responsibilities:
Conducting macroeconomic and cross-asset investment research
Contributing to the firm's investment house view and strategic thinking
Supporting and leading portfolio construction decisions across multi-asset mandates
Generating, analysing and implementing investment ideas
Monitoring and managing portfolio risk within established parameters
Contributing to investment committees and governance forums
Preparing investment recommendations supported by robust analysis
Communicating investment views and portfolio positioning to internal and external stakeholders
Working collaboratively with portfolio managers, analysts and senior investment leaders to drive investment outcomes and strategic initiatives
Benefits:
Competitive salary and performance-related bonus
Hybrid working model (3 days per week in the office)
Generous travel and expenses policy
Opportunity to work within a high-performing, collaborative investment team
Exposure to significant strategic projects
Strong culture of accountability, innovation and continuous improvement
Job reference: 16594
INDPERM
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.
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.....Read more...
Job Description:
Core-Asset Consulting is partnering with a leading financial services firm to recruit a Fund Control Analyst for their growing Newcastle upon Tyne team.
This is an exciting opportunity where you will play a key role in ensuring accurate performance reporting, portfolio valuations, and Net Asset Value (NAV) oversight across multiple asset classes.
Essential Skills/Experience:
A minimum 2:1 degree from a Russell Group university or equivalent
1–3 years’ experience in Product Control, Valuations, or Audit within investment banking, buy-side, or professional services
Knowledge of financial products such as Bonds, Equities, and simple derivatives is advantageous
Strong attention to detail and excellent written and verbal communication skills
Proficiency in Microsoft Excel
Familiarity with SQL, Python, or Tableau is desirable
Core Responsibilities:
Deliver accurate P&L reporting, breaking down performance by asset class, strategy, and risk measures
Conduct valuations testing to ensure portfolio accuracy using independent pricing sources
Provide NAV reporting for internal stakeholders and regulators, including management and performance fee review
Support additional team projects and contribute to 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: (16437)
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...
Jefferson Tiley is working with a leading global financial services organisation to recruit a Senior Internal Audit Manager / Vice President into its London-based Internal Audit function.
This is an excellent opportunity for an experienced Asset Management Internal Auditor to join a large, established audit function at a time when the organisation is significantly increasing its focus on Asset Management.
The successful candidate will bring strong Asset Management audit expertise, taking responsibility for leading complex audits from planning through to reporting, whilst also gaining exposure to the organisation's wider banking and capital markets businesses.
Key responsibilities include:
Leading end-to-end Internal Audit assignments across Asset Management and wider financial services activities
Assessing key business risks, controls and governance arrangements
Managing the planning, fieldwork and reporting of audit assignments
Leading and guiding junior auditors assigned to reviews
Producing high-quality audit findings and reports
Presenting and discussing findings with senior management
Building relationships with senior stakeholders across the Asset Management businesses
Supporting broader audits across banking, capital markets, front office and compliance
We are particularly interested in candidates who have:
Strong Asset Management Internal Audit experience
A proven track record of independently leading audits / operating as Auditor in Charge
Strong understanding of the Asset Management control environment
Experience delivering audits from planning through to final report
Strong stakeholder-management and communication skills
Experience leading, coaching or mentoring other auditors
The ability and enthusiasm to broaden their experience into banking and capital markets
Candidates do not need previous banking experience provided they can demonstrate strong Asset Management expertise.
We are also interested in candidates currently working within Big 4 or professional services, you must be able to demonstrate substantial Asset Management Internal Audit experience on your CV.
This role would suit someone who is technically credible and confident but also collaborative, curious and keen to develop their knowledge across a broader financial services environment.
Salary: up to circa £120,000 + bonus and benefits....Read more...
Skills and Experience
Extensive experience in investment operations.
Experience within asset management and similar financial services environments.
Ability to build and manage relationships with Internal and external stakeholders, including custodian banks and counter-parties.
Strong leadership with the ability to influence various department teams.
Ability to communicate effectively both in writing and verbally with great interpersonal skills.
Strong understanding of securities products, trade life-cycle processes, market structures, and settlements.
Core responsibilities
Deliver support throughout trading activities, market on-boarding, and investment operations.
Serve as the leading contact for product, market, and technology-related queries.
Deliver cross-functional initiatives that elevate front-office support and client outcomes.
Assist in the development and launch of any new products, markets and investment capabilities.
Liaise with front office, risk, compliance, technology and external stakeholders to ensure efficient operations, risk mitigation and seamless support across the global market and asset classes.
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.
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.....Read more...
Job Description:
Core-Asset Consulting is working with a global financial services technology firm to recruit an experienced Business Analyst. This is an excellent opportunity to join a collaborative, international team supporting the delivery and scaling of digital advice solutions for financial institutions across multiple markets.
In this role you will focus on understanding client needs and translating them into clearly defined business requirements. Working closely with stakeholders, delivery teams, and clients to support the successful implementation and enhancement of technology-driven financial advice solutions.
Essential Skills/Experience:
Bachelor’s degree or equivalent
Minimum 5 years’ experience in a customer-facing Business Analyst within financial advice, financial services, or a related sector
Experience using Jira, Confluence, and Bitbucket
Experience working with financial services technology
Excellent stakeholder engagement and communication skills
Demonstrated experience working collaboratively within delivery-focused teams
Core Responsibilities:
Lead client meetings and workshops to gather and understand business requirements
Document, analyse, and validate requirements using appropriate collaboration tools
Identify gaps in requirements, including data validation, error handling, and edge cases
Liaise with internal teams to ensure solutions align with captured requirements
Provide regular progress and status updates to key stakeholders
Support testing activities to ensure solutions meet documented business needs
Deliver client demonstrations of configured solutions
Maintain and enhance internal documentation and knowledge repositories
Contribute to continuous improvement initiatives, including process optimisation
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: (16377)
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
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.
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.....Read more...
Core-Asset Consulting is working with a financial services business to recruit a Reconciliations Administrator on a 12-month fixed-term contract based in Glasgow. The role will be responsible for delivering key CASS operational controls and supporting compliance with FCA CASS requirements through timely reconciliations, effective risk management and continuous improvement of processes and controls. The role will involve:
• Completing daily internal and external client money reconciliations accurately and within required timescales. • Investigating, resolving and escalating reconciliation discrepancies, shortfalls and control exceptions. • Completing internal and external custody asset reconciliations across daily, weekly and monthly timescales. • Liaising with internal teams and external service providers to support timely resolution of outstanding items. • Completing weekly managed fund reconciliations and progressing outstanding discrepancies with relevant stakeholders. • Producing accurate and timely management information to support governance, oversight and business reporting. • Carrying out CASS controls within required timescales and maintaining clear evidence of completion.
Desired Experience:
Experience of reconciliations within financial services and knowledge of FCA CASS requirements are desirable.
• The ability to interpret, investigate and resolve reconciliation discrepancies and control exceptions. • Good numerical skills and the ability to produce accurate management information.
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.
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.....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
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.
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.....Read more...
Core-Asset Consulting is working with a leading investment management business to recruit a Senior Fund Administrator on a 12-month fixed-term contract based in Edinburgh. This role supports key Fund Administration activities, with a particular focus on NAV Oversight and Investment Operations across the investment lifecycle. The role will involve: • Performing and overseeing allocated activities across Investment Operations and NAV Oversight, ensuring tasks are completed accurately, on time and in line with documented procedures and control requirements. • Supporting oversight of investment operations processes across the trade and post-trade lifecycle, including monitoring operational events, exception management and follow-up of open items. • Investigating and helping to resolve trade issues, cash and position discrepancies, NAV breaks, pricing or valuation exceptions and stakeholder queries. • Acting as a senior point of contact for day-to-day queries, process interpretation and more complex operational items. • Working with internal teams and third-party providers to support timely completion of deliverables and resolution of operational issues. • Executing controls and maintaining supporting evidence to the required standard. • Contributing to operational resilience through accurate procedures, effective handovers and cross-training. • Identifying practical process improvements that enhance efficiency, accuracy, scalability and control effectiveness.
Required Experience
Solid experience in Investment Operations across the trade and post-trade lifecycle
• Experience and working knowledge of Aladdin. • Knowledge of fund operations and/or fund administration, with relevant exposure to NAV Oversight, valuation support, Investment Operations or related activities within an asset management environment. • Good understanding of EMEA fund ranges, structures and associated operational requirements. • Comfortable working with Aladdin.
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.
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.....Read more...
Our client, a global financial services firm, is looking for an experienced Project Accountant to join their team in Edinburgh for a 6-month contract.
The successful candidate should have the following essential requirements:
Edinburgh based
Fully Qualified Accountant
Immediate availability
Previous experience up to manager level.
Core Responsibilities:
Experience of running transfer pricing and/or cost allocation models in a multi-country context.
Experience designing and implementing cost allocation models.
Willingness to roll up their sleeves and get stuck into the design and delivery of improvements to our end-to-end process for cost allocations
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.
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.....Read more...
Skills/Experience
Minimum of 2-3 years of relevant practical accounting experience.
Customer service experience.
Can effectively understand new IT systems and technology.
Experience with payroll Real Time Information (RTI), VAT and Self-Assessment.
Understanding of accounting processes, supported by practical experience, bookkeeping and accounting software packages that are available to small business owners.
Core responsibilities
Providing accurate support to customers via email, phone, and online chat.
Effectively deliver training to customers who are on both free trials and subscriptions over the phone.
Proactively contact customers to see if they require any assistance.
Support the product teams by testing new features and/or upgrades to existing tools.
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.
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.....Read more...
Job Description:
We are working with a leading financial services organisation who are seeking a Director to join their team.
You will act as a senior adviser to trustee boards, providing expert insight, strategic challenge, and practical leadership across trust-based pension arrangements, including scheme administration reviews, market benchmarking, and provider due diligence. This is a genuinely client and board-facing role: the ability to present recommendations clearly and persuasively to trustee boards is as important as the technical analysis behind them.
London is preferred for this role, though there is flexibility for the right candidate to be based at one of the firm's other UK office locations.
Essential Skills/Experience:
Extensive experience working with trust-based pension schemes, with strong knowledge of both defined contribution (DC) and defined benefit (DB) arrangements.
Strong understanding of the UK pensions landscape, including market structure, provider models, regulatory developments and emerging industry trends.
Demonstrable ability to understand, evaluate and compare pension providers and propositions, drawing on market knowledge, analysis and sound judgement.
Proven experience presenting to and engaging directly with trustee boards.
Professional services background with genuine client delivery accountability.
Understanding of technology within pension administration, including current market tools and digital reporting solutions.
Strong analytical and research capability, with the ability to interpret complex qualitative and quantitative information and present clear, evidence-based conclusions.
Excellent written and verbal communication skills, with the credibility to engage, challenge and influence senior stakeholders.
Core Responsibilities:
Provide subject matter expertise across trust-based pension schemes, this requires an understanding of governance, administration, actuarial, investment, legal, and service delivery models.
Research and evaluate pension providers, monitoring market developments and changes within the pensions sector.
Conduct detailed analysis of pension providers' service structures, including market segmentation, positioning, pricing strategies, services offered, and delivery models.
Lead and contribute to strategic reviews and investigative projects aimed at improving pension provision and member outcomes for clients.
Present findings, insights and recommendations clearly to trustee boards and senior stakeholders, managing challenge where recommendations carry significant cost or change implications.
Develop and recommend practical, evidence-based solutions delivering optimal outcomes, ensuring recommendations are achievable and sustainable.
Collaborate with internal teams and external stakeholders to support the implementation of agreed pension solutions.
Produce clear, well-structured reports and insights to inform decision-making at senior and strategic levels.
Benefits:
A highly competitive salary
Wider benefits package including private medical insurance, group life assurance, pension contribution, and hybrid working
Job reference: 16543
INDPERM
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.
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.
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.
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.....Read more...
Job Description:
We are working with a well-established and multi-award-winning financial services provider who are seeking a Managing Director of Solutions to join their senior leadership team in London.
This is a newly created, senior leadership opportunity for someone with a strong track record in bringing together multiple business units into one cohesive, high-performing division. The successful candidate will lead the consolidation and transformation of business units into a single, unified function, working closely with the Executive Committee to shape strategy, drive commercial performance, and support the organisation's continued growth, including through acquisition.
Deep pensions knowledge is not essential for this role, it is essential that you have worked in a regulated financial services environment. What matters most is demonstrable experience leading business integration, strong stakeholder management skills at senior/C-suite level, sound commercial acumen, and comfort engaging with data-led and technology-driven propositions.
Essential Skills/Experience:
Significant senior leadership experience gained in pensions, investment management, investment solutions, professional services, or data-led consultancy environments.
Demonstrated experience leading change, integrating business lines, or transforming operating models.
Strong commercial acumen with a track record of owning budgets, driving revenue growth, and supporting sales and client delivery.
Exceptional stakeholder management and communication skills, with the ability to influence senior leaders and business unit heads.
Comfort engaging with data and technology-driven products and platforms.
Strong people leadership with a track record of building engaged, high-performing teams.
Degree in Finance, Economics, Investments, Business, or a related discipline; professional investment qualifications (e.g. CFA) desirable but not required.
Core Responsibilities:
Lead the end-to-end consolidation of business units into one cohesive function, defining a compelling strategic vision and operating model.
Take full commercial accountability across the division, including revenue growth, profitability, cost efficiency, and product performance; own forecasting, budgeting, and financial reporting to the Board.
Oversee the enhancement and optimisation of the group's data and reporting platform, ensuring its outputs drive better client and internal decision-making.
Champion the development of integrated propositions that combine consultancy insight, professional services delivery, and data-led capabilities.
Build, lead, and motivate high-performing teams, conducting regular performance, development, and succession reviews across the newly consolidated division.
Lead change management efforts during integration and growth, ensuring clarity of purpose, employee engagement, and stakeholder buy-in.
Support M&A activity by providing insight on investment, platform, and product implications, and contribute to integration planning and execution.
Benefits:
A highly competitive salary, with bonus potential and Equity potential
A wider benefits package including private medical insurance, group life assurance, pension contribution, and hybrid working
Job reference: 16544
INDPERM
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.
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.
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.
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.....Read more...
Responsibilities:
Advising on a broad range of commercial, regulatory and corporate legal issues.
Identifying, monitoring and escalating legal risks, including in relation to new regulatory developments.
Drafting, reviewing and negotiating a range of commercial agreements, ensuring regulatory compliance and protecting the organisation’s commercial position.
Supporting corporate and governance matters alongside the Company Secretariat team.
Assisting with compliance
Supporting the management of contractual disputes.
Working with external counsel on key projects.
Skills and Expeirence:
Essential
Good understanding of general commercial legal principles and commercial contracts.
Ability to manage multiple tasks and work independently, with support of senior lawyers in the team (depending on experience).
Strong communication skills and stakeholder management.
Beneficial
Experience of financial services sector or another regulated industry.
Experience in corporate law or litigation.
Experience in data protection law.
Private practice experience at a large commercial law firm.
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.
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.....Read more...
Job Description:
We’re recruiting for an experienced Resourcing Coordinator to join our client in Edinburgh’s city centre on a temporary basis until the end of the year. Within this role, you would take a leading role in coordinating interviews and assessment centres across experienced hires and early careers.
The role offers a hybrid working model and an ASAP start.
Skills/Experience:
Previous experience in recruitment coordination within a busy, fast-paced environment.
Experience managing multiple recruitment processes and competing priorities.
Ideally, exposure to both experienced hire and early careers recruitment.
Excellent organisational skills and strong attention to detail.
Strong communication and relationship-building skills.
Confidence using recruitment systems and digital technology.
Core Responsibilities:
Coordinate interviews, assessments and assessment centres across multiple vacancies and campaigns.
Attend and support assessment centres, ensuring candidates, assessors, schedules, materials and technology are well coordinated.
Act as a key point of contact for candidates, providing clear and timely communication.
Liaise with hiring managers, interviewers and resourcing specialists to keep recruitment activity on track.
Manage scheduling changes, logistics, technology and candidate requirements.
Maintain accurate recruitment records and support recruitment administration.
Identify opportunities to improve processes and the candidate experience.
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.
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.....Read more...
Skills/Experience
Over 3 year's experience
Part qualified/Qualified CA / ACA / ACCA accountant.
Self-motivated and driven individual looking to grow both professionally and personally
Ability to multi-task effectively in a fast-paced, team environment whilst collaborating with colleagues across business locations worldwide.
Confident in prioritising workload effectively in relation to deadlines.
Critical thinker and able to self-review effectively.
Possesses strong analytical and interpersonal skills.
Highly organised with an attention to detail.
Core Responsibilities
Prepare estimates and Tax extension calculations to assist with US tax for Federal, State, and Local tax returns for the firm’s legal entities.
Arrange tax accounting calculations and work papers in compliance with ASC740.
Collect and analyse data.
Conduct validation controls on internal systems data.
Prepare Federal and separate state tax returns and tax return work papers for multiple legal entities across different businesses.
Perform tax research.
Correspond with taxing authorities on deficiency notices.
Conduct ad hoc duties to support the Tax Manager of the US Corporate tax team.
Continuously learn and implement standard processes.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
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.....Read more...
Core-Asset Consulting is working with a leading financial services organisation to recruit a number of Customer Service Advisers. There are opportunities across two areas of the operation: administration and telephony. Both roles are focused on delivering a high standard of service and positive customer outcomes within a fast-paced operational environment. These are contract roles running until the end of May 2027 and based in the Gyle area of Edinburgh. Essential Skills • Previous experience in a customer service, administrative or operational environment. • Strong written and verbal communication skills. • Excellent attention to detail and the ability to process information accurately. Desirable Skills • Strong organisational skills, with the ability to prioritise workloads and manage multiple tasks. • Previous experience within financial services, particularly platforms, pensions or investments would be beneficial. • Good problem-solving skills and confidence investigating issues through to resolution. • A positive and collaborative approach, with the ability to work effectively within a team. • Good digital literacy and confidence using a variety of systems and applications. • A customer-focused mindset with a commitment to delivering excellent outcomes. • The ability to adapt to changing priorities within a fast-paced operational environment. Core Responsibilities • Process customer and adviser requests accurately and within agreed service levels. • Investigate and resolve customer and adviser queries, liaising with internal teams and stakeholders where required. • Maintain accurate customer records and update information in line with business procedures and regulatory requirements. • Act as a first point of contact for advisers and customers through telephony and digital support channels (telephony role). • Support outbound customer contact and complete customer requests. (telephony role) • Handle inbound customer and adviser queries once fully trained (telephony role). • Deliver excellent customer service and resolve issues efficiently.
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.
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.....Read more...
Job Description:
We are recruiting for an experienced Senior Legal Counsel to join a growing financial services business on a minimum 4-month day-rate contract basis.
The role involves providing commercially focused legal advice across a broad range of matters, work closely with senior stakeholders and take ownership of key strategic and commercial projects.
The role offers remote working within the UK, and full-time or part-time hours can be considered.
Skills/Experience:
Qualified solicitor with strong experience in commercial legal matters.
Strong understanding of general commercial legal principles.
Experience drafting, reviewing and negotiating commercial contracts.
Ability to manage a varied workload independently and prioritise competing demands.
Knowledge of FCA requirements, particularly in relation to outsourcing and operational resilience.
Experience across corporate law, disputes/litigation or data protection.
Experience working closely with Procurement teams.
Core Responsibilities:
Provide strategic and commercially focused legal advice across a broad range of matters, including complex or specialist areas.
Draft, review and negotiate a wide range of commercial contracts and high-value agreements.
Work closely with Procurement and other key stakeholders to develop and embed effective contracting processes and internal precedents.
Identify, assess and manage legal and commercial risks, recommending appropriate mitigation where required.
Support corporate governance matters and, where appropriate, corporate transactions.
Manage contractual disputes and contentious matters, depending on experience.
Develop strong relationships with senior stakeholders and act as a trusted legal adviser to the wider business.
Work with external counsel on key projects where required.
Provide guidance and support to junior members of the legal team where appropriate.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
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.....Read more...
Job Description:
We are recruiting for a Pension Administrator to join a busy financial services team on a contract basis until January 2027.
This role will focus on the accurate processing and verification of pension data and is an excellent opportunity for someone to build upon their experience within the pensions or financial services sector.
This position is based at Edinburgh Park and requires full-time office working.
Skills/Experience:
Experience within pensions, insurance or financial services environments.
Strong Microsoft Office skills, particularly Excel, Outlook, and Word.
Strong attention to detail and the ability to identify discrepancies in data.
Excellent organisational skills with the ability to manage competing priorities and deadlines.
Ability to follow clearly defined processes and work within regulatory requirements.
A methodical and accurate approach to repetitive, detail-focused tasks.
Core Responsibilities:
Collate and verify Lump Sum Allowance (LSA) data for relevant pension customers.
Prepare and issue accurate pension statements in line with regulatory and HMRC requirements.
Review customer-level data and identify any missing, inconsistent or inaccurate information.
Maintain clear and accurate records of completed statements and outstanding queries.
Liaise with internal teams to resolve data gaps or discrepancies.
Update internal systems and trackers as required.
Follow established processes and procedures to ensure work is completed accurately and consistently.
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.
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.....Read more...
Job Description:
Our client, a global financial services firm in Glasgow, is recruiting for a HR Business Partner to join their business on a 6-12 month temporary basis.
As an HR Business Partner, you will provide strategic and operational HR advice to managers and employees across the business, supporting the full employee lifecycle.
Skills/Experience:
A strong generalist HR background covering the full employee lifecycle.
Proven experience providing HR advisory support and managing complex employee relations cases.
Excellent stakeholder management skills, with the confidence and credibility to advise managers at all levels.
Excellent communication and presentation abilities, with the ability to convey complex information clearly and concisely.
Strong attention to detail and excellent organisational and prioritisation skills.
Good working knowledge of UK employment legislation.
Experience within financial services is desirable but not essential.
A CIPD qualification is preferred.
Core Responsibilities:
Providing high-quality HR advice and guidance across areas including absence and performance management, recruitment and retention, diversity and inclusion, professional development, promotion, compensation, immigration/relocation and other HR projects.
Coaching managers through complex employee relations matters, restructures and workforce planning activities.
Supporting year-end processes including performance reviews, promotion and compensation cycles.
Analysing people data and metrics to identify trends, insights and potential risks, helping business leaders make informed decisions.
Building strong relationships with HR colleagues and stakeholders across the UK and internationally.
Partnering with specialist teams across areas such as Talent Management, Compensation & Benefits, Employee Relations, Employment Legal and International Services.
Keeping up to date with UK employment legislation and ensuring advice is delivered in line with relevant policies and regulatory requirements.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
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.....Read more...
Skills/Experience
CA / ACA / ACCA or equivalent qualification
Educated at University level (Degree)
Track record of expertise within fund accounting and/or fund administration.
Experience with limited partnerships and the reporting requirements, including capital account statements, financial statements, and performance metrics (IRR, TVPI, MOIC, DPI).
Proficient in portfolio monitoring platforms such as or similar to iLevel, eFront and Geneva.
Highly experienced in Microsoft Excel.
Highly organised with an attention to detail.
Confident individual.
Ability to read, work with, analyse, and communicate data.
Passion to grow within a fast-paced environment whilst developing expertise.
Able to adapt efficiently within a constantly evolving industry.
Ability to work effectively in a team environment.
Core Responsibilities
NAV preparation and review, investor capital account statements, quarterly/annual reporting against governing fund documents (LPAs), and comfort with private equity fund structures and co-investment vehicles specifically.
Third-party oversight.
Treasury and cash management — bank account/cash monitoring, FX transaction coordination, credit facility usage.
Multi-jurisdictional regulatory awareness — exposure to offshore/onshore fund jurisdictions.
Performance metrics fluency — working knowledge of IRR, TVPI, MOIC and DPI, and how these feed into investor-facing performance reporting.
Familiarity with investor/LP reporting portals and portfolio monitoring or fund data platforms.
Audit support — preparing working papers and handling auditor queries directly.
Cross-functional stakeholder management.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
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.....Read more...
Job description
Our client, a highly respected asset management firm, is seeking an experienced Investment Director to join its established investment team in Edinburgh. This is an excellent opportunity for an accomplished investment professional to play a key role in managing global equity portfolios, contributing to investment decision-making, and supporting the delivery of strong risk-adjusted returns for clients.
Working within a collaborative and high-performing investment team, you will be responsible for helping manage a portfolio of client assets while actively contributing to all aspects of the global equities investment process. You will undertake fundamental research, formulate investment recommendations, participate in portfolio construction and monitoring, and represent the business with clients and prospects.
Skills / Experience
Demonstrable experience managing or analysing global equity portfolios using a fundamental, long-term investment approach. Candidates with experience across international, EMEA or other regional equity strategies will also be considered.
Strong fundamental research and portfolio management capabilities.
Excellent analytical, communication, and stakeholder management skills.
The ability to operate effectively within a collaborative team environment.
Relevant investment management qualifications, such as the CFA or equivalent, would be advantageous.
Core Responsibilities
Conduct detailed fundamental research on existing and prospective global equity investments.
Develop robust investment recommendations aligned with the team's investment philosophy and process.
Ensure investment decisions remain appropriate and consistent with client objectives and portfolio restrictions.
Monitor market and economic developments and assess their impact on portfolios.
Analyse portfolio performance, benchmark comparisons, risk-adjusted returns, and performance attribution.
Work closely with portfolio managers and dealing teams to implement investment and trading strategies efficiently.
Contribute actively to investment forums and portfolio decision-making discussions.
Support the delivery of the team's overall investment performance objectives.
Build and maintain relationships with existing and prospective clients, consultants, and other external stakeholders.
Mentor and support the development of junior investment professionals within the team.
Benefits:
Opportunity to join a highly regarded investment team.
Significant involvement in investment decision-making and client engagement.
Hybrid working arrangement based in Edinburgh (4 days per week in the office).
Strong long-term career development prospects within a collaborative environment.
Competitive compensation and 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.
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.....Read more...
Job Description
You will play a critical role as part of a small specialist to design, build and enhance data pipelines using Microsoft Fabric. With strong collaboration and analytical skills, you will work with the business to provide data solutions to meet business needs.
Essential Skills:
Strong proficiency in T-SQL and experience developing complex queries and procedures.
Expertise in Spark and PySpark for scalable data processing.
Solid understanding of OLTP and OLAP architectures and data modelling principles.
Experience with Microsoft Azure, including Fabric, Azure Data Factory, Data Lake, Data Warehouse, and Blob Storage.
Sound knowledge of ETL/ELT best practices.
Strong analytical and problem-solving skills with a focus on data accuracy and reliability.
Excellent collaboration and communication skills, with the ability to translate business requirements into technical solutions.
Comfortable working in dynamic environments and committed to continuous improvement.
Core Responsibilities:
Translate complex transactional data into optimised analytical models (facts and dimensions) to support reporting and insights.
Design, build, and enhance data pipelines within Microsoft Fabric to improve performance, scalability, and data quality.
Engineer new integrations from internal and external data sources using best-practice ETL/ELT methodologies.
Monitor and optimise SQL-based workflows to ensure accuracy and efficiency in daily data processing.
Lead efforts to migrate legacy reporting datasets to modern platforms, ensuring minimal disruption.
Collaborate with analytics teams to develop custom data models and engineered datasets tailored to business requirements.
Partner with data science colleagues to create summary and aggregated datasets for advanced analytics and predictive modelling.
Respond efficiently to ad hoc data requests, ensuring outputs are timely, accurate, and aligned to stakeholder needs.
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.
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.....Read more...
Job Description:
Core-Asset Consulting is recruiting on behalf of our client, a growing financial services organisation, for an experienced Head of HR to lead the firm’s people strategy and HR function.
This is a senior, highly visible role working closely with the CEO, Directors and Board. The successful candidate will act as a trusted strategic partner, helping to shape and deliver a forward-looking people strategy that supports the firm's growth ambitions while ensuring strong governance, regulatory compliance and effective people management.
Skills/Experience:
Strong HR experience from FCA regulated firm
CIPD Level 7 qualification or equivalent
Strategic & Commercial Thinking
Flexibility & Achieving Change
Customer Focus
Problem Solving & Analysis
Communication
Collaboration & Teamwork
Developing Capability
Valuing Diversity
Relationship Building
Credibility
Core Responsibilities:
Act as a trusted partner to the CEO, Finance Director and Board, developing and delivering a forward-looking people strategy aligned with the firm's growth ambitions and wider objectives.
Lead major HR projects, including taking a leading role in managing complex and difficult employee matters.
Lead strategic workforce planning, organisational design and capability building, ensuring the business has the structure, talent and scalability required to support sustained growth while managing people cost and risk.
Define, embed and uphold the firm's culture, values and desired behaviours as the business scales and integrates new teams.
Lead the people-related aspects of mergers, acquisitions and integrations.
Manage workforce due diligence, TUPE transfers and retention of key talent.
Review terms, benefits and HR policies across acquired businesses.
Appoint, lead, motivate and develop the HR team, with occasional travel between offices.
Establish that departmental heads across the business are fully exercising their HR responsibilities, including staff development and training, performance appraisal, recruitment, promotion and redundancies.
Handle cases involving alleged wrongful or unfair dismissal and attend courts or tribunals on behalf of the company.
Monitor HR policies and procedures, initiating changes in response to legislative developments and evolving business objectives.
Develop and implement new policies and procedures where required.
Ensure the firm's training and education programme reflects the importance of compliance and meets FCA requirements under the Training and Competence sourcebook.
Act as the point of escalation and oversight for SM&CR and HR regulatory matters, working closely with Compliance and Senior Management Functions on governance and processes.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
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.....Read more...
Our client is a leading investment management firm based in Edinburgh. As part of a continued investment in Agile ways of working, they are looking for an experienced Scrum Master to embed effective Scrum practices, coach stakeholders across Technology and the business, and drive a culture of continuous improvement. Reporting into senior Technology leadership, you will work closely with Product Owners, Technology Leads and business stakeholders to facilitate Agile ceremonies, remove impediments, and improve delivery flow, velocity and transparency across a complex, regulated environment.
Skills / Experience:
Deep knowledge of Scrum and Agile frameworks
Experience implementing and championing Scrum within a complex, regulated Investments environment
Strong facilitation and coaching skills
Excellent communication and influencing skills at all organisational levels
Confident operating with senior Technology and Business stakeholders
Solid understanding of core investment management, CRM and data platform technologies, along with SQL and object-oriented languages
A positive outlook and collaborative approach to problem solving
Comfortable navigating uncertainty and change
Core Responsibilities:
Embed Agile working practices across the firm, in partnership with senior Technology and Business leaders
Coach and support Technology and Business stakeholders on Agile principles, Scrum roles and ceremonies
Facilitate Scrum ceremonies including Sprint Planning, Daily Stand-ups, Sprint Reviews and Retrospectives
Partner with Product Owners to support effective backlog management, refinement and prioritisation
Identify, track and actively remove impediments affecting team delivery and performance
Promote transparency through clear reporting on delivery progress, risks, dependencies and team metrics
Support capacity planning and resourcing discussions with Technology and Business leads
Champion continuous improvement, facilitating retrospectives and driving agreed actions to completion
Own the configuration and management of Agile tooling (e.g. JIRA) supporting delivery teams
Stay connected to the external Agile community, sharing emerging practices with internal stakeholders
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.
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.....Read more...
Job Description:
Core-Asset Consulting is recruiting on behalf of our client, a financial services company, for an experienced Senior Digital Experience Specialist. This great opportunity is based in Newcastle.
This is an exciting opportunity for a commercially and technically capable digital specialist to play a key role in the management, governance and optimisation of a corporate website and internal intranet platform.
Reporting to the Digital Experience Manager, you will combine advanced digital content expertise with hands-on delivery to help ensure both channels provide high-quality, compliant and engaging experiences for clients, advisers, prospects and colleagues.
As the Senior Experience Specialist within the team, you will lead complex digital content initiatives including website page builds, campaign landing pages, content migrations and user experience improvements. You will also act as the subject matter expert for CMS and SharePoint content management, supporting the effective use of templates, reusable components, content models and design systems to create scalable and consistent digital experiences.
Skills/Experience:
Strong experience using component-based CMS platforms to create webpages, campaign landing pages and digital experiences.
Experience working with reusable templates, content models, design systems and structured content approaches.
Advanced understanding of UX, information architecture, accessibility and content design principles.
Experience leading content governance, content audit and optimisation initiatives.
Experience working with multiple stakeholders in a regulated environment.
Strong experience of SharePoint Online and CMS platforms such as Optimizely, Sitecore, Umbraco or similar.
Working knowledge of HTML and CSS, with the ability to troubleshoot content presentation issues, support page assembly and work effectively with development teams on digital experience delivery.
Experience supporting website migration or digital transformation programmes.
Experience with personalisation, experimentation and conversion rate optimisation.
Experience with GA4, Microsoft Clarity and related analytics platforms.
Core Responsibilities:
Lead the delivery of complex website and intranet content initiatives, ensuring outputs meet agreed standards for accessibility, compliance, usability and quality.
Act as the senior practitioner for website and intranet content management, publishing standards and governance processes.
Support the implementation of the digital experience roadmap across website and intranet platforms.
Review and quality assure content updates and page builds prior to publication where appropriate.
Lead content migration, restructuring and content improvement programmes.
Identify opportunities to improve content structures, publishing workflows, authoring processes and governance controls.
Act as an escalation point for complex content requirements and publishing challenges.
Lead the creation of complex webpages, campaign landing pages and digital experiences using approved templates, reusable components and design systems.
Advise stakeholders on the most effective use of templates, components and page structures to achieve business objectives.
Optimise page layouts, content presentation and digital experiences using established UX and conversion best practices.
Provide technical guidance and quality assurance for page builds completed by Digital Experience Specialists.
Maintain expert knowledge of the CMS platform and ensure best practice use of available functionality.
Lead content and user journey reviews across key adviser, client, prospect and colleague journeys.
Analyse behavioural, search and engagement data to identify opportunities for improvement.
Maintain advanced knowledge of CMS platforms, SharePoint and digital publishing technologies.
Contribute to future CMS, intranet and digital experience initiatives.
Lead regular content performance reviews across website and intranet platforms.
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.
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.....Read more...
