This is a varied, challenging position, dealing with day-to-day support requests from our client-base whilst on occasion, simultaneously working/assisting with a regular flow of more sizeable migration projects and new infrastructure installations.
Log client support requests with accuracy and detail in our support ticketing system. Supported clients at Contedia can request support via the phone, email or contact form on our website.
Manage, investigate, and resolve client support requests remotely (via phone or email).
Provide on occasion, on-site assistance to colleagues with installations, upgrades, and fixes to client infrastructures.
Manage and work on multiple tickets.
Accurately create, update, and manage client knowledgebase articles.
Configure and install IT software and hardware.
Administer (when on-rota) the IT Departments, IT Procedures mailbox managing alerts from client infrastructures (training to be provided).
Follow department and company-wide work instructions whilst also contributing positively, with suggestions, to their evolution.
Proactively work on our customer management dashboard ensuring supported client infrastructures have the latest software and firmware available.
Report directly to the Head of IT Services for role and day-to-day support and task assignment.
Act as pre-sales mediator when sales enquiries come through the support channel.
Complete annual training courses in software that Contedia use to provide high quality support services to clients.
Contribute to the general upkeep of the workplace facilities ensuring workspaces are kept to a high standard.
Training Outcome:Opportunity to join Contedia as an Associate Systems and Network Engineer.Employer Description:Contedia is a well-established business providing Digital Services to customers throughout the UK, and our IT Services are available to businesses across the North of England.Working Hours :Monday to Friday, 8:30am - 5:00pm.Skills: Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working,Good timekeeping,A passion for IT,Helping customers is a must....Read more...
£24,000 + Benefits
Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand. You’ll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.As Financial Services Administrator, you’ll be the first point of contact for clients and support the Advisers in delivering an exceptional service.Key Responsibilities
Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions
Liaising with providers and SJP administration centres to obtain information and process documentation
Preparing meeting packs, letters of authority, and compliance documentation
Maintaining accurate client records and CRM data
Assisting with business submissions and supporting the paraplanning process
Preparing client financial review documents and presentation materials
You’ll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.Skills & Experience
Previous experience within financial services administration or a similar role
Highly organised with excellent attention to detail
Confident communicator with strong client-service skills
Able to work effectively in a fast-paced, professional environment
Ambitious and keen to develop through further study and training
This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike.....Read more...
Adopt working practices by Senior Client Services Manager
Work in accordance to the agreed business process
Ensure KPI measures for Service Excellence are delivered upon.
Sales & Customer relationships and play an active role in the on-going client relationship. Direct client contact.
Provide proposals for continuous improvement.
Feedback on initiatives for individual customer accounts to add value and drive increased profitability.
Report on positive activity driven by the Group.
Report lack of compliance to business process
Escalate issues and offer up solutions to problems.
Ensure client service KPI (key performance indicators) are delivered upon.
Responsible for project purchase order cover for own projects
Work with senior peers to understand how you manage client briefs and interpret these for Augustus Martin Group (Design / CAD / Print / Data brief for dynamic print / Logistics / AFD). Raise concerns where required to Senior Client Services Manager.
Communicate critical paths to clients and internal teams to manage expectations.
Review and fill in gaps in client briefs.
Training:
Mentoring and coaching.
Internal training sessions.
E-Learning.
Cross-departmental training.
Training Outcome:Permanent role, career progression between Augustus Martin. Employer Description:For over 50 years Augustus Martin have been a market leader in the manufacture of POS and Out-Of-Home communication. Over that time, in the ever-changing world of brand and retail marketing solutions, the only thing that has stayed constant is the innovation and craftsmanship of our team members. Our award-winning products and services and our continual drive for perfection, has enabled us to become the trusted partner for the biggest retailers and brands.
We are proud of our manufacturing heritage which is underpinned by a deeply engrained service ethos and the desire to always go the extra mile for our clients. These values are the foundation of our success.
Never frightened of change, our business has constantly evolved to offer sustainable end-to-end solutions in POS and Out-Of-Home environments. Our services and technical solutions ensure we can cost effectively deliver at every point from concept to installation.Working Hours :Monday to Friday, 8:30am to 4:30pm or 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
£32,000 + Bonus + Pension + 25 Days Holiday + Study SupportAre you an experienced Financial Services Administrator ready to take the next step into leadership?This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.As Team Leader, you’ll oversee the administration team and ensure the smooth running of client servicing across the practice. Acting as the first point of contact for clients, you’ll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.You’ll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.This is an ideal role for someone with experience working within a St. James’s Place environment (2-3 years preferred) who’s looking to progress into a management position. A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.Key Responsibilities
Lead and support the administration team, ensuring high standards of accuracy and service.
Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
Oversee client documentation, valuations and follow-up actions.
Maintain and update CRM systems and client records.
Handle Letters of Authority, liaising with SJP centres, providers and third parties.
Prepare client presentations and compliance forms.
Support the Partner with business submissions and client communication.
Continually seek to improve processes and contribute to the wider success of the practice.
Skills & Experiences
2–3 years’ experience in financial services, ideally within a St. James’s Place practice.
Strong organisational, leadership and client service skills.
Excellent attention to detail and communication skills.
Confident using CRM systems and Microsoft Office.
Enthusiastic about learning, developing and progressing into management.
The Rewards
Competitive salary + discretionary bonus scheme
25 days’ holiday (+ bank holidays + Christmas closure)
Company pension & life assurance
Free parking
Full funding for professional development and qualifications
If you’re a proactive, motivated individual who thrives in a professional, client-focused environment and you’re ready to take the next step in your financial services career, we’d love to hear from you. Apply today!....Read more...
To support the delivery of high-quality bookkeeping and accounting services to a portfolio of clients, while completing the AAT Level 4 Accounting qualification. The apprentice will work under supervision, gradually taking responsibility for client accounts and internal practice processes.
As part of the accounting team, you will assist with managing client accounts, including (but not limited to):
Bookkeeping & Accounts Preparation
Process accounting transactions using software such as QuickBooks Online, Xero and Hubdoc
Maintain accurate sales and purchase ledgers
Prepare trial balance and supporting schedules
Reconcile bank, credit card and loan accounts
Post journals, including accruals, prepayments and depreciation
VAT & Compliance
Prepare and submit VAT returns in accordance with MTD regulations
Assist with CIS returns (if applicable)
Maintain client compliance records and filing deadlines
Client Communication & Support
Liaise professionally with clients via email, telephone and in person
Request, organise and manage accounting records and documentation
Provide regular updates to clients on the progress of their accounts
Administrative & Practice Support
Maintain accurate and confidential client files (digital and paper-based)
Assist in preparation of management accounts and year-end paperwork
Support senior team members with ad-hoc accounting and administrative duties
Training Outcome:Fixed-term contract for 18 months with the possibility of the role becoming permanentEmployer Description:CAG Accounting Services Ltd and our dedicated team can offer a hassle-free service for all accounting needs, including company start-up, annual accounts, and tax returns.
In addition to providing the customary accounting, and tax services, we take satisfaction in providing guidance on how to expand and grow your company.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
An exciting opportunity has arisen for a Private Client Paralegal to join a respected legal firm providing exceptional legal services and operates with a strong ethos of client care and team collaboration.
As a Private Client Paralegal, you will support a growing team of solicitors in the Private Client department, assisting with case preparation, legal research, and administrative tasks to ensure smooth operation and excellent client service.
This full-time permanent role offers a salary of £24,000 and benefits. Ideally have experience in private client but candidates with experience in other areas also considered.
Key Responsibilities
* Assisting solicitors in preparing for trials, hearings, and meetings by gathering relevant documentation.
* Drafting legal documents, such as correspondence, pleadings, and contracts.
* Maintaining and organising case files, ensuring accuracy and up-to-date information.
* Conducting legal research to support case preparation and strategy.
* Managing schedules, including appointments and court dates, with timely reminders for all involved.
* Communicating with clients, witnesses, and other legal professionals to facilitate case progress.
* Filing documents with courts and relevant entities in line with established procedures.
* Managing administrative tasks, including phone calls, correspondence, and office supplies.
What We Are Looking For:
* Previously worked as a Private Client Paralegal, Paralegal, Legal Assistant, Legal Secretary, Legal Administrator, Private Client Legal Assistant, Private Client Secretary or in a similar role.
* Have at least 1 year of experience.
* Ideally have experience in private client but experience in other areas also considered
* Strong admin skills and attention to detail.
* Excellent written and verbal communication skills.
* Skilled in using legal research tools and case management software.
* Strong time management skills and the ability to prioritise effectively.
Whats on Offer
* Competitive salary.
* Opportunities for career progression and personal development.
* A supportive working environment focused on work-life balance.
* A key role in the development of the firm's private client services.
This is a fantastic opportunity for an experienced Legal Assistant or someone with strong administrative skills and an interest in Private Client work.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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My client is seeking a dynamic Business Development Manager to identify, develop, and secure new opportunities across facilities management and technical services. The successful candidate will build strong client relationships, create compelling value propositions, and collaborate closely with operational and commercial teams to drive sustainable growth.Responsibilities:
Develop and execute business development strategies to win new contracts and expand existing accountsIdentify and qualify opportunities within target sectors and marketsLead proposal development, presentations, and client engagement activitiesWork collaboratively with operational and bid teams to deliver winning solutions
Requirements:
Proven track record in business development within FM or technical servicesStrong commercial and financial awareness with consultative sales skillsExcellent communication, relationship management, and negotiation abilitiesSelf-motivated, results-driven, and able to work across multi-disciplinary teams
Joe at COREcruitment dot com....Read more...
£32,000 + Bonus + Pension + 25 Days Holiday + Study SupportAre you an experienced Administrator in the wealth management sector ready to take the next step into leadership? Maybe you're already a Team Leader looking to join a growing, highly supportive organisation?This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.As Team Leader, you’ll supervise the administration team and ensure the smooth running of client servicing across the practice. Acting as the first point of contact for clients, you’ll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.You’ll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.This is an ideal role for someone with experience of working within a wealth management or investment environment looking to progress into a management position. A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.Key Responsibilities
Lead and support the administration team, ensuring high standards of accuracy and service.
Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
Oversee client documentation, valuations and follow-up actions.
Maintain and update CRM systems and client records.
Handle Letters of Authority, liaising with SJP centres, providers and third parties.
Prepare client presentations and compliance forms.
Support the Partner with business submissions and client communication.
Continually seek to improve processes and contribute to the wider success of the practice.
Skills & Experiences
Experience in financial services..
Strong organisational, leadership and client service skills.
Excellent attention to detail and communication skills.
Confident using CRM systems and Microsoft Office.
Enthusiastic about learning, developing and progressing into management.
The Rewards
Competitive salary + discretionary bonus scheme
25 days’ holiday (+ bank holidays + Christmas closure)
Company pension & life assurance
Free parking
Full funding for professional development and qualifications
If you’re a proactive, motivated individual who thrives in a professional, client-focused environment and you’re ready to take the next step in your financial services career, we’d love to hear from you. Apply today!....Read more...
An exciting opportunity has arisen for a Legal Assistant / Paralegal (Private Client) to join a respected legal firm providing exceptional legal services and operates with a strong ethos of client care and team collaboration.
As a Legal Assistant / Paralegal, you will support a growing team of solicitors in the Private Client department, assisting with case preparation, legal research, and administrative tasks to ensure smooth operation and excellent client service.
This full-time permanent role offers a salary of £24,000 and benefits. Ideally have experience in private client but candidates with experience in other areas also considered.
Essential Notes:
* Please apply only if you are living in or nearby Totnes?
* If you are overseas or willing to relocate, kindly do not apply.
* If you do not have at least 1 year of legal experience, please do not apply.
Key Responsibilities
* Assisting solicitors in preparing for trials, hearings, and meetings by gathering relevant documentation.
* Drafting legal documents, such as correspondence, pleadings, and contracts.
* Maintaining and organising case files, ensuring accuracy and up-to-date information.
* Conducting legal research to support case preparation and strategy.
* Managing schedules, including appointments and court dates, with timely reminders for all involved.
* Communicating with clients, witnesses, and other legal professionals to facilitate case progress.
* Filing documents with courts and relevant entities in line with established procedures.
* Managing administrative tasks, including phone calls, correspondence, and office supplies.
What We Are Looking For:
* Previously worked as a Legal Assistant, Private Client Paralegal, Paralegal, Legal Secretary, Legal Administrator, Private Client Legal Assistant, Private Client Secretary or in a similar role.
* Have at least 1 year of experience.
* Ideally have experience in private client but experience in other areas also considered
* Strong admin skills and attention to detail.
* Excellent written and verbal communication skills.
* Skilled in using legal research tools and case management software.
* Strong time management skills and the ability to prioritise effectively.
Whats on Offer
* Competitive salary.
* Opportunities for career progression and personal development.
* A supportive working environment focused on work-life balance.
* A key role in the development of the firm's private client services.
This is a fantastic opportunity for an experienced Legal Assistant or someone with strong administrative skills and an interest in Private Client work.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
We’re working with a leading financial technology company that provides cloud-based (SaaS) solutions for commission management and research evaluation. Trusted by over 600 global investment firms, including top asset managers, hedge funds, and brokers, they’re transforming how the industry manages research and commissions. Role Overview The company is seeking a Senior Implementation Consultant to join its London-based Professional Services team and lead end-to-end software implementations for top-tier investment firms. The candidate will be responsible for configuring the product to meet client needs, managing key stakeholder relationships, and ensuring smooth delivery. This role is ideal for a candidate with a strong background in consulting, project management, or software implementation, who thrives in a fast-paced, client-facing environment. Key AccountabilitiesLead and manage full-cycle software implementations, from pre-sales through to successful deliveryConfigure product features and workflows based on specific client requirementsOwn relationships with key stakeholders across client organisations, building trust and ensuring alignment throughout the projectCollaborate with Professional Services, Client Services, and Product teams to deliver the full suite of our solutionsManage multiple implementation projects concurrently, monitoring timelines and mitigating delivery risksPartner with the Product team on internal feature design, sprint planning, and user testingSupport clients post-implementation, ensuring adoption and identifying opportunities for enhancementProvide consultative input to Sales teams across Europe and the US during the pre-sales processRequired Knowledge, Skills and Experience5+ years of demonstrable experience in software implementation, consulting, or project delivery rolesStrong track record managing relationships with stakeholders at varying levels of seniorityAbility to juggle multiple ongoing projects and manage competing priorities with minimal supervisionStrong understanding of project management principles and delivery governanceExceptional organisational skills with a high attention to detailAbility to produce clear, concise, and client-ready documentation using MS Word, Excel, and PowerPointExcellent communication skills, both written and verbalFamiliarity with SaaS technologies and/or asset management is advantageous but not essentialExperience facilitating client workshops and requirements-gathering sessions is a bonusWork Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are The Benefits Of This Job:Salary of £80,000 – £100,000, depending on experienceHybrid working model based in Central LondonWork with leading global financial institutions in the investment industryBe part of a collaborative, supportive, and high-performing teamExposure to the full delivery lifecycle of cutting-edge SaaS technologyProfessional growth within a fast-paced, client-facing fintech environmentThis role presents a fantastic opportunity for a driven implementation consultant looking to deepen their expertise within the fintech space, work with some of the most prestigious firms in the industry, and help shape the future of investment technology.....Read more...
An opportunity has arisen for a Client Development Manager to join a project delivery department at a well-established engineering consulting firm, offering expert technical guidance across high-profile and complex engineering projects.
As a Client Development Manager, you will be leading client engagement and project delivery across engineering consulting assignments within the buildings sector. This full-time role offers salary range of £45,000 - £65,000, hybrid working options and benefits.
They will also consider Project Manager and experienced technical professionals. This role does not provide sponsorship.
You will be responsible for:
? Identifying and pursuing new business opportunities through strategic client engagement
? Leading client meetings and managing stakeholder relationships.
? Preparing and negotiating detailed proposals and commercial terms.
? Collaborating with internal teams to deliver tailored technical solutions.
? Overseeing project teams to ensure successful and timely delivery.
? Advising clients on complex technical queries related to the built environment.
? Aligning project outcomes with broader business development goals.
What we are looking for:
? Previously worked as a Business Development Manager, Client Relationship Manager, Client Services Manager, Account Manager, Project Manager, Client Development Manager, Sales Manager, Client Engagement Manager, Technical Consultant or in a similar role.
? At least 7 years of experience in project management or technical consulting within engineering, EIA, planning, or a related field.
? Experience in business development or sales within the engineering or construction sector.
? Hold a bachelors degree, ideally in engineering or related built environment field .
? Background in delivering technical engineering projects.
? Experience in proposal preparation, fee negotiation and client presentations
? Right to work in the UK.
What's on offer:
? Competit....Read more...
An exciting opportunity has arisen for a Legal Assistant / Paralegal to join a respected legal firm providing exceptional legal services and operates with a strong ethos of client care and team collaboration.
As a Legal Assistant / Paralegal, you will support a growing team of solicitors in the Private Client department, assisting with case preparation, legal research, and administrative tasks to ensure smooth operation and excellent client service.
This full-time permanent role offers a salary of £24,000 and benefits. Ideally have experience in private client but candidates with experience in other areas also considered.
Essential Notes:
* Please apply only if you are living in or nearby Totnes?
* If you are overseas or willing to relocate, kindly do not apply.
* If you do not have at least 1 year of legal experience, please do not apply.
Key Responsibilities
* Assisting solicitors in preparing for trials, hearings, and meetings by gathering relevant documentation.
* Drafting legal documents, such as correspondence, pleadings, and contracts.
* Maintaining and organising case files, ensuring accuracy and up-to-date information.
* Conducting legal research to support case preparation and strategy.
* Managing schedules, including appointments and court dates, with timely reminders for all involved.
* Communicating with clients, witnesses, and other legal professionals to facilitate case progress.
* Filing documents with courts and relevant entities in line with established procedures.
* Managing administrative tasks, including phone calls, correspondence, and office supplies.
What We Are Looking For:
* Previously worked as a Legal Assistant, Private Client Paralegal, Paralegal, Legal Secretary, Legal Administrator, Private Client Legal Assistant, Private Client Secretary or in a similar role.
* Have at least 1 year of experience.
* Ideally have experience in private client but experience in other areas also considered
* Strong admin skills and attention to detail.
* Excellent written and verbal communication skills.
* Skilled in using legal research tools and case management software.
* Strong time management skills and the ability to prioritise effectively.
Whats on Offer
* Competitive salary.
* Opportunities for career progression and personal development.
* A supportive working environment focused on work-life balance.
* A key role in the development of the firm's private client services.
This is a fantastic opportunity for an experienced Legal Assistant or someone with strong administrative skills and an interest in Private Client work.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An exciting opportunity has arisen for a Legal Assistant / Paralegal to join a respected legal firm providing exceptional legal services and operates with a strong ethos of client care and team collaboration.
As a Legal Assistant / Paralegal, you will support a growing team of solicitors in the Private Client department, assisting with case preparation, legal research, and administrative tasks to ensure smooth operation and excellent client service.
This full-time permanent role offers a salary of £24,000 and benefits. Ideally have experience in private client but candidates with experience in other areas also considered.
Essential Notes:
* Please apply only if you are living in or nearby Totnes?
* If you are overseas or willing to relocate, kindly do not apply.
* If you do not have at least 1 year of legal experience, please do not apply.
Key Responsibilities
* Assisting solicitors in preparing for trials, hearings, and meetings by gathering relevant documentation.
* Drafting legal documents, such as correspondence, pleadings, and contracts.
* Maintaining and organising case files, ensuring accuracy and up-to-date information.
* Conducting legal research to support case preparation and strategy.
* Managing schedules, including appointments and court dates, with timely reminders for all involved.
* Communicating with clients, witnesses, and other legal professionals to facilitate case progress.
* Filing documents with courts and relevant entities in line with established procedures.
* Managing administrative tasks, including phone calls, correspondence, and office supplies.
What We Are Looking For:
* Previously worked as a Legal Assistant, Private Client Paralegal, Paralegal, Legal Secretary, Legal Administrator, Private Client Legal Assistant, Private Client Secretary or in a similar role.
* Have at least 1 year of experience.
* Ideally have experience in private client but experience in other areas also considered
* Strong admin skills and attention to detail.
* Excellent written and verbal communication skills.
* Skilled in using legal research tools and case management software.
* Strong time management skills and the ability to prioritise effectively.
Whats on Offer
* Competitive salary.
* Opportunities for career progression and personal development.
* A supportive working environment focused on work-life balance.
* A key role in the development of the firm's private client services.
This is a fantastic opportunity for an experienced Legal Assistant or someone with strong administrative skills and an interest in Private Client work.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Job Description:
Core-Asset Consulting is working on behalf of our client, a successful wealth management firm, to recruit Due Diligence Analysts to join the team in Edinburgh. These are new opportunities, and you would be responsible for undertaking periodic AML/KYC client reviews in accordance with the periodic review schedule. These are excellent opportunities to join a highly regarded organisation with a strong reputation for excellence, integrity, and client service.
Skills/Experience:
Strong familiarity with AML/CDD regulations and best practice within financial services.
ICA qualification in AML (or equivalent) is desirable, with at least three years’ experience in a similar role.
High attention to detail and commitment to accuracy.
Strong organisational and time management skills, with the ability to prioritise and meet deadlines.
Effective communication skills and the ability to collaborate across teams.
Proficiency in Microsoft Office applications; training will be provided for in-house systems.
Up-to-date understanding of relevant AML/CFT handbooks, legislation, and regulatory frameworks.
Core Responsibilities:
Conduct periodic AML/KYC client reviews in accordance with the firm’s review schedule.
Review client due diligence documentation to ensure accuracy and compliance with internal policy and applicable regulatory standards, including FCA and JFSC AML/CFT requirements.
Complete ID&V checks and ensure client files meet all relevant AML/CFT standards.
Perform screening of individuals and entities using industry-recognised tools such as SmartSearch, LexisNexis, and open-source intelligence.
Assess recent transactional activity to ensure consistency with client profiles.
Review and verify structure charts to confirm accuracy and ensure all related parties are properly documented.
Liaise with Investment Managers and Assistants to address outstanding action points, obtain missing or expired documentation, and ensure timely remediation.
Review investment attestations and assess client circumstances as part of the periodic review process.
Perform risk grading reviews and interpret information relating to high, medium, and low CDD risk factors.
Maintain and update the periodic review tracker, reporting on progress and ensuring quality and timeliness of output.
Balance allocated workloads effectively and take a proactive approach to additional administrative or compliance-related tasks as required.
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: 16281
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...
Vice President – North AmericaLocation: Southern Florida Compensation: $85,000 – $130,000 base + Bonus + Relocation + Benefits + PTO Type: Full-time, In-Office / HybridAbout the RoleA fast-growing global luxury lifestyle and travel company is seeking a Vice President – North America to lead expansion across the U.S. and Canada. The role focuses on high-end travel, concierge, and hospitality services for an exclusive portfolio of ultra-high-net-worth families and private clients.You’ll drive membership growth, build strategic partnerships, and deliver exceptional service experiences that define the brand’s premium standard. Key Responsibilities
Lead North American business development and client relationship management.Grow membership and manage client portfolios under a fee-plus-commission model.Oversee luxury travel, dining, and event experiences for high-net-worth families.Represent the brand at client meetings and luxury industry events.
Qualifications
8+ years in luxury hospitality, hotel sales, or private client services.Proven success working with high-net-worth clientele.Deep knowledge of global travel, fine dining, and premium lifestyle markets.Strong commercial drive, responsiveness, and service excellence mindset.
....Read more...
My client is seeking an accomplished Sales Director to lead and drive strategic growth across facilities management and technical services. The successful candidate will be responsible for shaping the sales strategy, securing new business opportunities, and strengthening key client relationships to deliver sustainable revenue growth.Responsibilities:
Develop and implement a high-impact sales strategy aligned with business objectivesLead the identification, pursuit, and conversion of new business opportunities within target marketsOversee the preparation of proposals, bids, and client presentations to deliver compelling, tailored solutionsFoster strong collaboration with operational, commercial, and bid teams to ensure successful contract delivery and client satisfactionProvide leadership, coaching, and direction to the sales team to achieve performance targetsMonitor market trends, competitor activity, and emerging opportunities to inform business strategy
Requirements:
Proven success in a senior sales or business development leadership role within FM or technical servicesStrong commercial and financial acumen, with the ability to design and articulate value-driven propositionsExcellent communication, negotiation, and relationship management skills at senior levelsStrategic thinker with a hands-on approach and a track record of delivering growthMotivational leader who inspires collaboration and drives results across multi-disciplinary teams
Joe at COREcruitment dot com....Read more...
My client is seeking an accomplished Sales Director to lead and drive strategic growth across facilities management and technical services. The successful candidate will be responsible for shaping the sales strategy, securing new business opportunities, and strengthening key client relationships to deliver sustainable revenue growth.Responsibilities:
Develop and implement a high-impact sales strategy aligned with business objectivesLead the identification, pursuit, and conversion of new business opportunities within target marketsOversee the preparation of proposals, bids, and client presentations to deliver compelling, tailored solutionsFoster strong collaboration with operational, commercial, and bid teams to ensure successful contract delivery and client satisfactionProvide leadership, coaching, and direction to the sales team to achieve performance targetsMonitor market trends, competitor activity, and emerging opportunities to inform business strategy
Requirements:
Proven success in a senior sales or business development leadership role within FM or technical servicesStrong commercial and financial acumen, with the ability to design and articulate value-driven propositionsExcellent communication, negotiation, and relationship management skills at senior levelsStrategic thinker with a hands-on approach and a track record of delivering growthMotivational leader who inspires collaboration and drives results across multi-disciplinary teams
Joe at COREcruitment dot com....Read more...
Dealing with client enquiries, setting up and maintaining client records on our database system, booking and managing appointments
Dealing with sub-contractors and a range of partners as appropriate, communicating relevant information in a clear and timely manner
Prioritise and manage our technicians’ daily working schedules and associated paperwork
Managing project spreadsheets and keeping detailed records
Administration duties including typing up and sending quotes, managing the quotes outstanding folder, monthly open cases and paperwork audit
Putting together client information packs for different projects
Other duties as may be required, including incoming and outgoing post, filing and shredding
Training:
Level 3 Business Administration Apprenticeship Standard
6 hours per week within working hours, for apprenticeship training
Online learning
OneFile online system
Training Outcome:
Possible permanent role available upon successful completion of the apprenticeship
Employer Description:Our client is a 'Not For Profit' company managed by an Independent Management Committee, who provide a range of practical services designed to support older, disabled and vulnerable people and enable them to continue to live safe, warm and secure within their own homes. Our client has been serving the needs of the people of Northamptonshire for more than 30 years, working with Councils, other Charities, Occupational Therapists, Housing Associations and Care Services providing home improvements, repairs and adaptations. They are now seeking to appoint an enthusiastic, organised and self- motivated individual to join their small, friendly team based in Moulton Park.Working Hours :Monday to Thursday, 8.30am - 4.30pm and Friday, 8.30am - 4.00pm, with half hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
Job Description:
Core-Asset Consulting is partnering with a leading financial services firm in search of a talented B2C Marketing Manager to join their team on a 12-month, fixed-term contract based in Newcastle.
This is a strategic, hands-on role with real ownership: you will shape and execute integrated campaigns that drive client acquisition, deepen engagement, boost cross-sales, and improve retention across all B2C channels.
Skills/Experience:
Proven experience in a B2C marketing role, preferably within financial services or another regulated sector.
History of planning and executing multi-channel marketing campaigns with measurable business outcomes.
Strong grasp of CRM, email marketing and digital advertising fundamentals.
Excellent verbal and written communication skills, with the ability to simplify complex information into clear and client-friendly messages.
Highly data-driven, with a mindset focused on continuous improvement and learning.
Well organised and proactive, capable of juggling multiple priorities in a fast-paced environment.
Confident working independently and collaboratively, with strong stakeholder-management skills.
Desirable:
Experience with HubSpot, Salesforce, or similar CRM platforms.
Familiarity with regulatory communication requirements (e.g., FCA).
Understanding of financial products such as pensions or investment propositions.
Core Responsibilities:
Plan, execute and optimise multi-channel B2C marketing campaigns to drive acquisition, engagement, cross-selling and retention across digital, social, email, paid media, events and internal sales/advice channels.
Use segmentation to tailor messaging, create clear and compliant communications, and simplify complex financial topics to strengthen client understanding and relationships.
Apply data and audience insight to identify opportunities, test and refine activity, and contribute to regular reporting to enhance ROI and business impact.
Partner with senior marketing leaders (e.g., B2C Channel Manager) to align marketing activity with business objectives.
Work with Product, Operations, Client Services, and Compliance teams to support strategic business initiatives.
Liaise with Brand and Communications teams to maintain a consistent client-facing tone and 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.
Job reference: 16297
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...
An exciting opportunity has arisen for a Private Client Paralegal to join a respected legal firm providing exceptional legal services and operates with a strong ethos of client care and team collaboration.
As a Private Client Paralegal, you will support a growing team of solicitors in the Private Client department, assisting with case preparation, legal research, and administrative tasks to ensure smooth operation and excellent client service.
This full-time permanent role offers a salary of £24,000 and benefits. Ideally have experience in private client but candidates with experience in other areas also considered.
Key Responsibilities
? Assisting solicitors in preparing for trials, hearings, and meetings by gathering relevant documentation.
? Drafting legal documents, such as correspondence, pleadings, and contracts.
? Maintaining and organising case files, ensuring accuracy and up-to-date information.
? Conducting legal research to support case preparation and strategy.
? Managing schedules, including appointments and court dates, with timely reminders for all involved.
? Communicating with clients, witnesses, and other legal professionals to facilitate case progress.
? Filing documents with courts and relevant entities in line with established procedures.
? Managing administrative tasks, including phone calls, correspondence, and office supplies.
What We Are Looking For:
? Previously worked as a Private Client Paralegal, Paralegal, Legal Assistant, Legal Secretary, Legal Administrator, Private Client Legal Assistant, Private Client Secretary or in a similar role.
? Have at least 1 year of experience.
? Ideally have experience in private client but experience in other areas also considered
? Strong admin skills and attention to detail.
? Excellent written and verbal communication skills.
? Skilled in using legal research tools and case management software.
? Strong time management skills and the ability to prioritise effectively....Read more...
Are you a confident communicator with a knack for sales? Do you thrive on building connections and closing deals? If so, this flexible and high-earning opportunity could be perfect for you!Position: Telemarketer (Self-Employed, Choose Your Own Hours)Pay: £15 per hour + £200 per new client acquired About UsWe specialize in providing top-quality electrical services to commercial clients, including waste disposal facilities, industrial units, and high-end residential builders/ customers. We pride ourselves on delivering reliable, professional, and innovative solutions tailored to the unique needs of our clients.Role OverviewWe're seeking a confident and driven Telemarketer to join our team and help expand our client base. In this role, you will engage with business owners of waste disposal companies and similar industries, introducing them to our services and generating new client leads.Key Responsibilities:
Conduct outbound cold calls to business owners in waste disposal and similar commercial industriesPresent company's electrical services in a professional and engaging mannerIdentify potential clients' needs and match them with our offeringsSchedule follow-up calls or meetings for our sales team as neededMaintain accurate records of calls and outcomes on our weekly KPI sheetsAchieve targets for new client acquisition
What We're Looking For
Experience: Previous telemarketing or sales experience preferred but not essentialCommunication Skills: Clear, confident, and professional phone mannerMotivation: Self-driven and goal-oriented, with a proactive attitudeFlexibility: Ability to choose and manage your own working hours effectivelyTech-Savvy: Comfortable using basic CRM systems or spreadsheets to track progressAvailability: Must be able to commit to regular weekly hours to maintain consistency
What We Offer:
Flexibility: Work from home and choose your own hoursCompetitive Pay: Earn £15 per hour plus commission for each new client acquiredIndependence: Work on a self-employed basis with autonomy over your scheduleSupport: Initial training provided to familiarize you with our services and target market
How to ApplyIf you're a results-driven individual with excellent communication skills and a passion for sales, we'd love to hear from you! Please send your CV and a brief cover letter outlining your experience and why you're interested in this role to the link provided & we will be in direct contact.Join us and help us light the way to new business success!....Read more...
An Opportunity Has Arisen for aPrivate Client Secretaryto join a well-established law firm based known for providing exceptional legal services across a broad range of private client matters.
As a Private Client Secretary, you will be supporting fee earners within the Trusts & Estates team, ensuring the smooth running of client files and assisting with day-to-day casework.
This role offers a salary range of £25,000 - £27,000 and benefits.
You Will Be Responsible For:
? Providing administrative and legal support to fee earners within the Trusts & Estates department
? Managing client files and maintaining accurate records and correspondence
? Liaising with clients, beneficiaries, third parties, and external organisations such as the Probate Registry and HMRC
? Drafting and preparing documents, including letters, attendance notes, briefs, and invoices
? Managing diaries and ensuring all case-related deadlines are met efficiently
What We Are Looking For:
? Previously worked as a Private Client Paralegal, Paralegal, Private Client Legal Assistant, Private Client Legal Secretary, Private Client Secretary, Legal Secretary, Legal Assistant or in a similar role.
? Have at least 6 months of experience.
? Prior experience within a Private Client department, ideally in Trusts, Estates, or Probate work
? A professional, organised, and proactive approach with strong attention to detail
? Ability to handle confidential information sensitively and with discretion
? Strong IT literacy, including proficiency in Microsoft Word, Excel, Outlook, and digital dictation software
This is an excellent opportunity to take the next step in your legal career with a reputable and supportive firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text mes....Read more...
A game-changing opportunity for a Senior Business Development Manager to join a fast-growing IT consultancy based in London. This hybrid role is ideal for professionals experienced in strategic partnerships, client relationship management, and account growth. You’ll help shape the commercial strategy of a dynamic business within the data processing and hosting space.About the CompanyThis is a well-established technology consultancy delivering IT solutions and infrastructure services to enterprise clients. Operating across key verticals, the company values innovation, accountability, and a client-first approach. The work culture is collaborative, forward-thinking, and performance-driven.Key ResponsibilitiesDevelop and execute business development strategies for IT consulting servicesLead strategic partnership development and generate new client relationshipsManage and grow enterprise accounts, ensuring high levels of satisfaction and retentionCollaborate cross-functionally with internal project teams to deliver client valueHandle end-to-end sales processes including negotiation and contractingTrack sales performance and contribute to pipeline forecasting and business planningRequirements5+ years’ experience in business development or account management within the IT sectorProven ability to build strategic partnerships and close enterprise-level dealsIn-depth understanding of IT consulting, digital transformation, and cloud-based servicesStrong stakeholder engagement, negotiation, and presentation skillsSelf-starter with experience working in a hybrid or remote team environment.Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key Perks and BenefitsCompetitive salary package of £55,000 – £80,000Flexible hybrid working (office base in London)Annual performance-based bonusesGenerous leave entitlement + wellness daysCareer progression pathways and leadership trainingAnnual learning and development budgetWhy Choose a Career in IT Business Development?The IT sector in the UK is experiencing rapid growth, with high demand for commercial professionals who can drive digital solutions to market. This role offers an excellent opportunity to deepen your skills, expand your strategic impact, and build a rewarding long-term career in a future-proof industry.....Read more...
My client, a leading nationwide facilities services provider, is looking for an experienced and commercially astute and data driven, Business Unit Director with experience managing soft services, to take charge of a high performing and fast paced division. This pivotal leadership role will oversee a large, complex portfolio, driving service excellence, operational efficiency, and sustainable growthKey Responsibilities:
Lead and manage a multi-million-pound portfolio across multiple clients and sites, ensuring consistent service excellence.Develop and maintain senior client relationships, driving retention, growth, and innovation in service delivery.Provide inspirational leadership to operational teams, fostering a culture of accountability, collaboration, and continuous improvement.Take full P&L ownership, delivering on budgets, KPIs, and financial performance targets.
Key Requirements:
Proven track record in a senior leadership role within facilities management in the government or public sectorsA growth mindset with strong commercial and financial acumen, holding experience managing multi-million-pound contracts.Exceptional leadership and people management skills, with the ability to inspire and develop teams.Excellent communication and stakeholder management skills, with a focus on long-term client partnership.
Joe at COREcruitment dot com....Read more...
An exciting opportunity has arisen for a Private Client Solicitor / Legal Executive to join a well-established law firm renowned for providing comprehensive legal services to individuals and businesses.
As a Private Client Solicitor / Legal Executive, you will manage a varied private client caseload, offering high-quality advice across wills, probate, trusts, and lasting powers of attorney.
This full-time permanent role offers a salary range of £55,000 - £65,000 and benefits.
You Will Be Responsible For:
? Managing a broad portfolio of private client matters including wills, LPAs, estate administration, and trusts.
? Advising clients on inheritance tax and related planning issues.
? Maintaining high professional standards and ensuring clients receive outstanding support throughout.
? Adhering to firm processes and achieving agreed fee and caseload targets.
? Contributing to business development by attending networking events and fostering client relationships.
What We Are Looking For:
? Previously worked as a Private Client Solicitor, Private Client Lawyer, Legal Executive or in a similar role.
? Proven experience in private client.
? Have at least 2 years of PQE.
? Strong technical understanding of wills, probate, and estate administration.
? Sound knowledge of risk management and compliance procedures.
? Confident IT user with working knowledge of Microsoft Office applications.
What's On Offer:
? Competitive salary.
? Performance-related bonus.
? Company pension scheme.
? Flexitime.
? On-site parking
? Gym membership.
This is a fantastic opportunity to join a respected firm and take the next step in your private client career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information....Read more...
