Client services support administrator Melksham Manufacturing Export Salary negotiable Permanent role Hours 8.30 - 5pm (37.5 hours) My client is looking to recruit a Client services support administrator to work at their modern site in Melksham. The successful Client services support administrator will be working as part of a small team supporting the International sales managers ensuring excellent service levels are met. Key Responsibilities will include: ·Order Processing - entering orders accurately onto my clients CRM and liaising with shipping and the warehouse to ensure the whole order process runs smoothly ·Client services - Initial contact for all visitors, deliveries, answering phones, handling general enquiries ·Supplier & Products -Ensuring all product information is maintained and updated (product codes, suppliers, packing specs, supplier pricelists) Key skills required for the role: - Previous Administration experience ideally in a manufacturing environment - Excellent communication and attention to detail - Excellent IT skills , ideally ERP experience or similar - Export / Shipping Knowledge helpful but not essential - Supplier contact experience Benefits for the role include Pension (4% matched), Life cover 2 times, Holidays 22 days increases by one day each year of service up to 25 plus bank holidays This role would suit a person that has previously worked as sales support coordinator, administrator, customer service advisor, client service administrator, account coordinator, account administrator, client support, shipping, export role and is commutable from Trowbridge, Chippenham, Calne, Melksham, Devizes ....Read more...
An exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
? Scheduling appointments and managing diaries for advisers and clients.
? Handling email correspondence and maintaining client records.
? Managing databases, including CRM systems such as Salesforce.
? Transcribing dictation and updating client records.
? Preparing reports and financial documentation.
? Assisting with client applications, fund switches, and investment submissions.
? Monitoring and chasing outstanding documentation.
? Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
? Previously worked as a Financial Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
? At least 2 years of experience in financial services.
? Hold A level or equivalent qualification.
? Strong communication and typing skills.
? Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
? Competitive salary
? Pension scheme
? Private healthcare
? Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your 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....Read more...
An exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
* Scheduling appointments and managing diaries for advisers and clients.
* Handling email correspondence and maintaining client records.
* Managing databases, including CRM systems such as Salesforce.
* Transcribing dictation and updating client records.
* Preparing reports and financial documentation.
* Assisting with client applications, fund switches, and investment submissions.
* Monitoring and chasing outstanding documentation.
* Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
* Previously worked as a Financial Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
* At least 2 years of experience in financial services.
* Hold A level or equivalent qualification.
* Strong communication and typing skills.
* Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
* Competitive salary
* Pension scheme
* Private healthcare
* Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your 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 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 are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Head of Client Operations London (travel required) £65k to £75k p.a. + bonus + benefits
Exciting fast paced role, working to oversee and drive performance and support the delivery of new products and services.
The Role
As Head of Client Operations, you will be responsible for the performance of service delivery partners, and managing performance against contracted outcomes and KPIs. Covering front line and support teams, customer services, billing, operations and complaints, your main responsibilities will include:
Build and maintain strategic partnerships, assuring delivery against agreed outcomes
Lead and manage the delivery of customer service strategy / customer contact strategy / channel offering
Create a culture of performance improvement through the use of data and analytics
Drive initiatives across the customer journey which deliver effectiveness and efficiency
Support the delivery of new products and services to ensure they embed smoothly into the operation
Oversight and assurance to supplier performance analytics / quality assurance / regulatory reporting
Represent the customer to ensure effective management of customer engagement across all touchpoints
Provide input to CS strategic communications and stakeholder activity
Lead and develop the team to effectively deliver the CS strategy, building a high performing team
The Company
Our client is a technology based start-up helping people achieve financial stability and independence. Now going through an exciting period of growth and development this is an exciting time to join them and help further develop company success.
The Person
As Head of Client Operations you will have experience managing onshore and offshore operations in a similar role, and evidence of success in developing, implementing and improving customer experience within a complex matrix environment. You will have the following skills / experience:
Significant experience in managing contracted service providers to deliver against agreed outcomes
Experience in operational customer service delivery (technical & managerial experience)
A track record in process performance improvement / project and change management within a customer services environment
Previously worked in fast-moving start up environments.
If you wish to be considered for the role of Head of Client Operations, please forward your CV quoting reference 250564A.
WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK
Applications are invited with experience in: Head of Customer Operations, Client Operations, Customer Service Delivery Manager, Customer Service Strategy, Operational Customer Service....Read more...
An exciting opportunity has arisen for an Office Administrator / PAwith 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As an Office Administrator / PA, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
? Scheduling appointments and managing diaries for advisers and clients.
? Handling email correspondence and maintaining client records.
? Managing databases, including CRM systems such as Salesforce.
? Transcribing dictation and updating client records.
? Preparing reports and financial documentation.
? Assisting with client applications, fund switches, and investment submissions.
? Monitoring and chasing outstanding documentation.
? Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
? Previously worked as a Office Administrator, Financial Administrator, Finance Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
? Ideally have 2 years of experience in financial services.
? Hold A level or equivalent qualification.
? Strong communication and typing skills.
? Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
? Competitive salary
? Pension scheme
? Private healthcare
? Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your 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....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:.
Our client, a financial services client in London, is recruiting for an Administration Assistant to join their Investment Management team on a 6-month fixed term contract basis.
Skills/Experience:
Previous experience in a similar role in Financial Services, the Investment or Wealth Management industry
Understanding of the regulatory environment
Strong communications skills and proactivity
Core Responsibilities:
Handle incoming telephone calls, take clear messages, and maintain a positive and professional image of the business.
Provide flexible administrative support, including covering reception duties when required, such as answering calls, welcoming guests, and preparing meeting rooms.
Ensure all client correspondence and records are accurately maintained and filed in a timely and organised manner.
Open client accounts in compliance with AML regulations.
Process and monitoring amendments to client account information.
Support portfolio transfers both in and out of the organisation.
Obtain and review Capital Gains Tax (CGT) information.
Facilitate internal transfers of holdings between accounts.
Process and monitor account closures.
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: 16033
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...
My client is seeking experienced Operations Professionals to oversee and drive excellence for their cleaning services. This role involves managing daily operations, ensuring service quality, and leading teams to deliver outstanding results.Responsibilities:
Oversee and manage the day-to-day operations across multiple client sites.Ensure compliance with health & safety regulations and company policies.Drive operational efficiencies and process improvements.Build and maintain strong client relationships to meet service expectations.
Requirements:
Proven experience in an Operations Manager, Senior Operations or Director role within soft services ideally cleaning.Strong leadership and team management skills.Excellent problem-solving and decision-making abilities.Financial acumen with experience in budget management.
For more on this one, reach out to Joe at COREcruitment dot com....Read more...
An exciting opportunity has arisen for a Accounts Senior / Senior Accountant with 3 years PQE to join a well-established firm of Chartered Accountants. This full-time role offers excellent benefits and a salary range of £55,000 - £100,000.
As a Accounts Senior / Senior Accountant, you will oversee a portfolio of clients, including SMEs, corporations, and high-net-worth individuals, ensuring the provision of high-quality accountancy, tax, and advisory services.
You will be responsible for:
? Overseeing the preparation and review of financial statements and management reports in line with accounting standards.
? Providing tax planning advice, preparing and reviewing tax returns, and ensuring timely compliance.
? Advising clients on financial strategy, risk management, and business growth.
? Supervising, mentoring, and supporting junior team members in their professional development.
? Identifying and implementing process improvements to enhance efficiency.
What we are looking for:
? Previously worked as an Accounts Senior, Accounts supervisor, Chartered Accountant, Client manager, Practice Manager, audit and accounts senior or in a similar role.
? At least 3 years of PQE, ideally within an accountancy practice or professional services firm.
? Fully qualified Chartered Accountant (CA, ACA, ACCA, or equivalent).
? Background in managing client relationships and delivering high-quality consultancy services.
? Strong technical knowledge of financial reporting standards and tax regulations.
? Skilled in accounting software such as Xero, Sage, and QuickBooks.
What's on offer:
? Competitive salary
? Career progression opportunities within a thriving and supportive environment
? Exposure to a diverse client base across multiple industries
? A professional and collaborative workplace with a focus on continuous development
Apply now for this exceptional Accounts Senior opportunity to work with a dynamic team and further enhance your ....Read more...
Job Description:
Our client, a leading financial services firm, is seeking an Investment Dealer to join their team on a permanent basis.
The successful candidate will be responsible for implementing investment decisions made by investment managers, ensuring that transactions are carried out effectively and adhere to all regulatory standards.
Essential Skills/Experience:
Experience working in a trade support role within financial services.
Understanding of investment instruments, e.g, equities, bonds, funds preferable.
Understanding of Capital Gains Tax desirable.
Strong Microsoft Excel skills.
Understanding of financial markets, including foreign exchange desirable.
Strong numerical and problem-solving skills.
Excellent communication skills.
Core Responsibilities:
Processing of daily administrative duties, such as client cash monitoring and Fund Trading reporting to all custodians.
Liaising daily with counterparties and third-party venders to expedite timely settlement of trades.
Maintain up-to-date client data required to review portfolios, such as stock restrictions and ISA requirements.
Calculate and review Capital Gains Tax data.
Execute all instructed client and fund trades in international bonds, equities and collectives in line with market and third-party deadlines.
Suggest improvements to enhance overall process efficiency and ways of working.
Prepare dealing plans for new and existing portfolios.
Assist in the Investment Managers with the review of client portfolios.
Perform ad-hoc tasks and contribute to project work as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15998
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Harper May is collaborating with a leading financial services firm known for its innovation and commitment to client satisfaction. In line with their ambitious growth plans, they are actively seeking a talented Finance Analyst to join their dynamic team and contribute to their ongoing success.About the Company:At the forefront of the financial services industry, our client is renowned for their innovative solutions and client-focused approach. With a strong reputation built over years of service, they provide a wide range of financial products and services to a diverse client base.About the Role:As a Finance Analyst, you'll delve into complex financial data, preparing detailed reports and presentations. Working collaboratively across teams, you'll assist in budgeting, forecasting, and developing long-term financial strategies. Your insights will play a crucial role in guiding strategic decisions and identifying growth opportunities.Key Responsibilities:
Conduct thorough financial analysis, including variance analysis, budgeting, forecasting, and trend analysis, to provide insights into the financial performance of the business.Prepare detailed financial reports and presentations for senior management, synthesising complex data into actionable recommendations.Collaborate closely with cross-functional teams to develop annual budgets, quarterly forecasts, and long-term financial plans that align with business objectives.Monitor market trends, consumer preferences, and competitor performance to identify risks and opportunities and support strategic planning initiatives.Provide ad-hoc financial analysis and decision support to key stakeholders, assisting in evaluating investment opportunities and optimising resource allocation.Assist in the continuous improvement of financial processes, systems, and controls to enhance efficiency, accuracy, and compliance.
Preferred Skills:
ACA/ACCA/CIMA Qualification.Experience as a Financial Analyst within a similar environment.Advanced proficiency in financial modelling, forecasting techniques, and financial software (e.g., SAP, Oracle, Tableau).Advanced proficiency in ExcelStrong analytical skills with the ability to interpret complex financial data.Excellent communication and interpersonal skills.Detail-oriented with a commitment to accuracy and integrity in financial reporting and analysis.Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.
If you're ready to leverage your financial expertise to drive strategic decision-making and contribute to the success of a prominent financial services group, apply now to join their team as a Finance Analyst.....Read more...
An exciting opportunity has arisen for an Office Administrator / PAwith 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As an Office Administrator / PA, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
* Scheduling appointments and managing diaries for advisers and clients.
* Handling email correspondence and maintaining client records.
* Managing databases, including CRM systems such as Salesforce.
* Transcribing dictation and updating client records.
* Preparing reports and financial documentation.
* Assisting with client applications, fund switches, and investment submissions.
* Monitoring and chasing outstanding documentation.
* Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
* Previously worked as a Office Administrator, Financial Administrator, Finance Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
* Ideally have 2 years of experience in financial services.
* Hold A level or equivalent qualification.
* Strong communication and typing skills.
* Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
* Competitive salary
* Pension scheme
* Private healthcare
* Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your 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 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 are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Specialist, national law firm are looking to recruit an Employment Solicitor into their team in Chester.
This rapidly growing Employment focused legal practice are very client focused and wants their services to ensure clients feel safe and supported when using their services. This ethos goes for their employees too; if a team is encouraged and lifted up, they are more likely to succeed.
In return for their employee’s hard work, they have a fantastic benefits package that includes a generous pension scheme, medical insurance, life assurance, flexible working options and well-being services.
Your day-to-day tasks will include giving high-quality, practical advice to clients, helping them to achieve their commercial objectives, undertake external client training, manage a portfolio of contract and handbook reviews, support senior advisors when necessary and keep and update a client record.
The successful candidate will ideally have 2+ years PQE, be proactive, have excellent time management, organisational and communication skills, work well as part of a team and are ambitious.
If you are interested in this Employment Solicitor role based in Chester, please contact Niamh Winfield at Sacco Mann on 0161 831 6890 or email your CV to niamh.winfield@saccomann.com
To hear about the other legal opportunities that we have available then please visit our website. Alternatively, if you know anyone suitable for this role then please let them or us know as we offer a reward for successful referrals. You can see our full terms on our website.....Read more...
Administrative support to the practice financial advisers and ensuring the efficient operation of investment processes
This role involves various tasks related to portfolio management, client services, and record-keeping
Drafting reports and paraplanning from basic annual review letters to portfolio fund switches, to more complex cases as training progresses
Attention to detail is key
Being able to work under pressure and to tight deadlines is key
Teamwork with the acumen and mental maturity to think outside the box; request help from the appropriate channels is also key to both practice support and personal development
Key Responsibilities:
Portfolio Administration:
Maintain accurate records of investment transactions
Monitor portfolio positions and rebalance upon request using our fund switch platforms
Compliance and Regulation:
Ensure adherence to all relevant investment regulations and compliance standards, this includes GDPR, and client confidentiality
Assist in the preparation of regulatory filings and reporting
Generating client reports in line with Consumer duty and in house compliance regulations:
Annual review reports
Investment reports
Replacement reports which require analytical processes
Collating information from existing providers to build a case for final recommendations
Research and Analysis:
Conduct research on investment products at hand and requesting necessary information
Assist in data analysis and critical yield analysis in due time
Training:Apprentices will achieve the Level 4 Paraplanner Apprenticeship Standard:
Develop the knowledge, skills and behaviours of successful Paraplanners
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before
Includes digital study book and exam entry for each CII exam
The Certificate in Paraplanning includes:
R01 Financial Services, Regulation and Ethics
CF1 can be delivered instead of R01, depending on circumstances
R02 Investment Principles and Risk
R03 Personal Taxation
J09 Paraplanning
Fortnightly workshops for each R0 exam
All workshops recorded and available on-demand
Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
Training Outcome:In house training on paraplanning and report writing along with the following:
Client Data input into the Salesforce CRM platform
Generating investment valuation reports, and preparations for client meetings
Detailed investment report writing, in compliance with FCA regulatory procedures
Diverse client cases to progress with more complicated investment & Trust set ups
CII Level 4 Certificate in Paraplanning
Employer Description:We are a practice operating for over 15 years, which provides financial planning advice to individuals, families, and SME’s.
We specialise in Investment Planning, Retirement Planning, Inheritance Tax Planning, Protection Planning and Estate Planning advice on a personal and corporate level.
We are highly active with client events, seminars, and webinars.
We have been helping individuals, families and SME’s gain financial independence and security, offering honest advice, guidance, and assurance that we are taking care of everything in the background.
Our practice has been growing rapidly over the last 5 years and would like to progress our practice on another level.
We have over almost £100 million funds under management, and over 700 clients that we service, and are looking to expand the team to support our growing client bank.Working Hours :Monday - Friday, 9.00am - 5.00pm (1 hour lunch)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Knowledge of compliance rgltn,Working collaboratively,Willingness to learn....Read more...
A forward-thinking law firm with offices in Central London & Essex are seeking an enthusiastic Family Solicitor to join their experienced team. This full-time, permanent position offers a unique opportunity for a qualified solicitor with more than three years of experience in Family law matters.
The firm holds a Legal Aid Agency contract for Family Law and serves a large private client base. They are known for their commitment to providing outstanding legal services and client care. This role involves managing a varied and interesting caseload and supervising a small team.
Key Responsibilities:
- Handling cases related to divorce and separation, financial remedy, co-habitation, children matters, pre- and post-nuptial agreements, and domestic violence.
- Managing all areas of family law, including Social Services & Childcare Proceedings, Care, Child Arrangements, and Ancillary Relief.
- Supervising a small team, ensuring high standards of work and client care.
- Maintaining excellent client relationships and attracting their own following.
Candidate Requirements:
- Qualified Solicitor with over three years of experience in Family Law
- Membership of the Family Law panel is preferred, though not essential with comprehensive Legal Aid knowledge.
- Proven experience in supervising a small team.
- Exceptional client care skills.
On offer is a competitive salary relative to experience and if the role sounds of interest please call Justine on 0161 914 7357 or email your CV to j.forshaw@clayton-legal.co.uk
This is a fantastic opportunity to join a dedicated and professional team in a dynamic environment.
Clayton Legal recruits for law firms and In House departments across the UK. Based in the North West, our pedigree and service levels give those looking to move in the legal market and law firms looking to recruit a refreshingly different recruitment experience. You will work with experienced professionals, dedicated to your success. Take a look at our web site www.clayton-legal.co.uk for our latest blogs and legal news and to keep up to date with current vacancies.....Read more...
Electrical Shift Maintenance Engineer - Canary Wharf, East London - Up to £49,000 I have a fantastic opportunities to work for a large maintenance company working in the Canary Wharf, East London working at a large corporate commercial office buildings on behalf of a large property management company. You will carry out PPM's and reactive maintenance, statutory compliance and general building maintenance tasks. My client is looking for a Multi-skilled Electrical Maintenance Engineer with experience in building services to work in a High profile corporate Head office and due to the nature of the client you will be required to pass a security check. HoursContinental Shift Days and Nights - 07:00am - 19:00pm / 19:00pm- 07:00am RequirementsApprentice TrainedElectrical - City & Guilds Level 2 and 3 or Equivalent17th/18th EditionClient FacingCommercial Building Maintenance ExperiencePackageBasic Salary of £49,00022 Days Annual leave PensionHealthcarePlenty of OTInternal and External Training coursesCareer progression - would want the engineer to develop into supervisors and above.DutiesElectrical and Mechanical PPM's and Reactive maintenanceGeneral building services tasksEmergency lighting, Fire alarms, FCU's, AHU's, HVAC plant, Water treatmentThree Phase and Single Phase Systems, Building Management Systems & Electrical Monitoring.Air Conditioning & Chillers, Pumps, Motors & Variable Speed Drive.Working on a Large blue chip companies commercial officesWorking as part of a small maintenance team to deliver a great service to the clientMy client is able to interview straight away if the right candidates are available so to avoid missing out please send your CV today to Dan Barber at CBW Staffing Solutions ....Read more...
Job Description:
Our client, a leading financial services firm based in Glasgow, is currently seeking a Senior Fund Accountant to join their Fund Services team on a fixed term contract until June 2026. This is an excellent opportunity for someone with strong awareness of trade lifecycle, NAV production and oversight and general fund accounting principles.
Skills/Experience:
Strong awareness of trade lifecycle, NAV production and oversight and general fund accounting principles.
Solid numerical and analytical skills.
Proficient with Microsoft Excel.
Ability to work to deadlines.
Time management and planning skills.
Responsible, reliable and accountable.
Engaging and communicative.
Flexible approach to work.
Strong team player.
Core Responsibilities:
Meet client KPI’s and service delivery commitments.
Complete the initial review of assigned team deliverables and timely escalation for support with more complex reviews and/or resolution of issues.
Timely completion of internal team management information for review by assistant manager/manager of the team.
Day to day production contact with Clients, Auditors, Trustees, Custodians and other departments.
Ensure understanding and compliance with client SLAs and internal delivery deadlines.
Support response to client queries with escalation on more complex queries/issues.
Assess team processes to improve efficiency, control and to reduce risk.
Support management in ensuring all significant activities are documented within procedures, kept up-to-date and recorded on the procedure database.
Support management in ensuring all checklists utilised in review and sign off clearly document controls and are kept up to date.
Timely escalation of any issues to Assistant Manager.
Corrective and preventative action if deadlines/quality standards are at risk.
Maintaining training and continuing competency (T&C).
Contribute to department projects as agreed with management team.
Support senior colleagues and change specialists to complete client and internal change activity as required ensuring no detrimental impact to client service delivery.
Support a culture of continuous improvement by assessing team processes and controls to improve efficiency and reduce risk where possible.
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: 16026
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Client administration:- Client meeting confirmation.- Iris input / record keeping.- IO input / record keeping (includes risk profiler reports).- Creation of client files (electronic).- Obtaining information from providers.- Management of letter of authorities to completion.- Liaising with clients and providers.
Stationary / post:- Management of all office stationary needs (incl printer/scanner).- Creation of new client packs for adviser meetings.- Management of post (delivery/collection/scanning).
New business processing (pre-sale):- Creation of provider illustrations / applications / fund information etc.- Production of client presentation documents.
New business processing (post-sale):- Processing of online/paper applications.- Monitoring new business pipeline through to completion.- Chasing underwriting for protection cases.- Deal with all provider documentation.
Client reviews:- Produce all pre meeting review documentation.- Process post meeting review meeting documentation.- Production of post review letters.
Group schemes:- Monitoring of existing schemes.- Deal with annual renewal documentation / illustrations.- Set up new schemes through to completion.
General admin:- Deal with day-to-day correspondence from providers.- Action adviser / client requests.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
- A broad understanding of the financial services sector.
- An understanding of the role of the appropriate regulatory bodies.
- The importance of relationship building with clients and colleagues.
- Understanding of processes and procedures relevant to the role.
- How to develop commercial awareness.
- Building skills and capabilities within an organisation.
- Professional Qualification awared by The Chartered Insurance Institute (CII).
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Opportunity for progression and full time permanent role.Training and development opportunities.Employer Description:At SMH Financial Services, we offer independent planning to individuals, trustees and businesses which is specifically designed to meet their individual circumstances.
Typically we specialise in providing advice to owners, managers and company directors of businesses in terms of their personal wealth and business planning.
Whether you are looking at planning for your retirement, investing your capital or simply protecting your hard-earned wealth then our fully qualified advisers are able to help.
We have no set criteria as we believe everyone is unique and has their own individual requirements. Therefore we offer a truly bespoke service to all our clients.
We will work with you to build a financial plan that targets your individual needs by firstly obtaining a thorough understanding of your needs and requirements. We will then review your financial position on a regular basis where appropriate which is designed to help to ensure that you are achieving your goals and enable your plan to be adapted to meet your changing needs and circumstances.Working Hours :Monday to Friday, 9.00am-17.30pmSkills: Communication skills,Attention to detail,Team working,Initiative,Time management skills,Honest & trustworthy....Read more...
Software Engineer – West Midlands Hybrid working Salary up to £60,000Software Engineer required for a leading client based in the West Midlands. My client is currently seeking 2x Software Engineers to come on board to develop back-end technology solutions, collaborating with business stakeholders, product management, and engineering teams. They will design and implement solutions to meet new business needs while ensuring the maintenance of existing services. The role involves creating high-quality, robust, secure, and compliant software products with a strong focus on end-user experience. Responsibilities include working with both server-side and client-side technologies and leveraging low-code/no-code platforms as needed.Key skills and Responsibilities,• Previous Software Experience• Support and maintain existing products and services by identifying, troubleshooting, and resolving live issues efficiently and proactively.• Adapt to different development methodologies, working within a traditional waterfall framework or adopting agile practices as needed.• Strong knowledge of server-side technologies, including ColdFusion, PHP, and Java.• Proficiency in client-side technologies such as HTML and CSS.• Solid understanding of version control systems like Git and Subversion.• Experience working with relational databases, including MySQL and Microsoft SQL.• Excellent facilitation and communication skills, capable of engaging both technical and non-technical stakeholders effectively.• Understanding of back-office technologies and their practical application in business environments.• Familiarity with agile development tools and platforms such as Jira, Confluence, Slack, GitHub, Azure DevOps, and Trello.• Ability to thrive in a fast-paced, dynamic work environment.• Experience with front-end JavaScript frameworks such as jQuery, React, Vue, and Angular.• Proficiency in server-side frameworks like Laravel and ColdBox.• Hands-on experience with Linux distributions, including RedHat, CentOS, and Debian.• Knowledge of front-end CSS frameworks such as Bootstrap, Tailwind, and Foundation.• Expertise in developing and working with web services, including SOAP, APIs, and RESTful JSON.Interested!?! Please send your up to date CV to dean.parkes@crimson.co.uk at Crimson for immediate reviewNot interested?! Do you know anyone that might be? Refer a friend for this role to earn £250 worth of vouchers. Crimson are acting as an employment business in regards to this vacancy.....Read more...
Job Description:
Are you a native Japanese speaker seeking your next career move within financial services? Our client, a leading investment firm, is seeking a Client Relationship Manager to join their team servicing both institutional clients and retail distributors, alongside business development. This role is based in Edinburgh.
The Investment Management Certificate (IMC) and native Japanese language skills are essential to be considered for this role.
Skills/Experience:
Written and verbal Japanese language skills (Native level)
Written and verbal English language skills (Fluent)
Strong Interpersonal skills, this role requires a great communicator and listener.
Proactive and self-driven with strong organisational skills
Good organisation skills
Natural team player with ability to work with multiple stakeholders
In-depth understanding of Equities or Multi-Asset investing
Investment Management Certificate (IMC)
Core Responsibilities:
Proactively building and maintaining strong relationships with a portfolio of clients and distributors, ensuring they understand the company’s investment approach and keeping them up to date with the firm’s views.
Presenting at client meetings and ensuring high standards of communication, regular reporting, and management of client tasks.
Growing client base by understanding different market segments, identifying new opportunities, pitching for business and managing the take on of new clients.
Working closely and effectively with investment specialists, building and maintaining a high level of knowledge of the company’s investment strategies.
Ensuring effective internal communication with colleagues, managing clients with similar needs and interests.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16047
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have experience in a Private Client team? Our client is looking for a STEP qualified individual, ideally experienced in Trust and Tax work to join their team in Dundee.
Skills/Experience:
Ideally a minimum of 5 years’+ experience in Private Client/law/accountancy firm.
STEP qualified
Technical knowledge in Trusts and Executries and Tax and succession matters.
Excellent verbal and written communication skills with confidence in client facing situations.
An organised, proactive and collaborative team player with a high degree of initiative.
Core Responsibilities:
Advising clients on tax and succession matters, fulfil a project management role in implementing this advice and be able to effectively and clearly communicate with clients throughout this process.
Providing Trust and Executry tax planning and advice.
Overseeing the preparation of legal documentation by third parties (to include but not limited to Wills, Deeds of Trust, Powers of Attorney and Deeds of Variation) and reviewing the accuracy of such documentation in comparison to the instructions.
Lead client relationship management and client care and be a trusted, reliable and discreet advisor for clients.
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: 15923
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...
Are you an Electrical Calibration Engineer looking for a new role based in Inchinnan, Glasgow?
My client are global experts in calibration services with thirty sites all over the world. They are looking to grow their team due to the continuous demand for their services. Last year throughout the world, over seventy thousand companies actively used my client for their services.
The Ideal individual will have a driven and determined mentality, holding good experience with calibration of test and measurement products. Also, this role will involve keeping up to date with documentation and completing the workload to correct standards.
The ideal Electrical Calibration Engineer based in Inchinnan, Glasgow will have a blend of the following skills and experience:
- Good understanding of calibration practices and theories.
- Knowledge of BS EN ISO/IEC 17025:2017.
- Ability to create and calculate the uncertainty of measurement.
- Good knowledge of electrical circuitry & the ability to fault find/troubleshoot to component level is preferred.
To apply for this Electrical Calibration Engineer position based in Inchinnan, Glasgow please send your CV blongden@redlinegroup.Com, or for more information please call Brett on 01582 878841 or 07961 158 773.....Read more...
Job Description:
Do you have experience in investment operations with a passion for financial services?
Our client, a reputable financial services firm, is looking for a dynamic Investment Operations Administrator to join their Edinburgh team on a permanent basis.
In this role, you’ll be the go-to support for Investment Managers, Portfolio Managers, and clients, handling administrative tasks and ensuring smooth operations across the board.
Essential Skills/Experience:
Experience gained working in an investment operations role within Wealth or Investment Management
Excellent stakeholder management skills and the ability to engage with clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
Passion and energy to deliver successful outcomes for advisers and clients
Excellent organisation, planning and prioritising skills
Strong attention to detail
Core Responsibilities:
Answer & respond to client queries on the phone and email
Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
Liaise with appropriate teams for the effective onboarding of new clients
Instruct internal transfers of cash and stock from one portfolio to another
Complete client KYC data amendments and account amendments
Assist with meeting preparation, including printing and binding client and introducer reports and presentations
Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16038
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
