Our client, a successful investment management firm, has a great opportunity for a Client Service Executive based in their Manchester office. This is a permanent opportunity to play a key role in supporting the client relationship management process and ensuring the highest standards of service delivery.
As a Client Service Executive, you will act as the primary contact for client enquiries and take full responsibility for client life-cycle processes. You will work closely with investment managers, operations, and other internal stakeholders to deliver seamless and efficient service to clients.
Essential Skills/Experience:
Experience in a client-facing or client-support role within the financial services sector.
Strong knowledge of the regulatory environment and investment products/services.
Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
Experience in managing or mentoring administrative staff is desirable.
Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
Minimum of GCSEs (A–C) or equivalent in English and Maths.
Core Responsibilities:
Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
Manage all aspects of the client life-cycle, including on-boarding, account maintenance, and periodic reviews.
Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.
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: 16116
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 planning firm in London, is recruiting for a Client Services Executive to join their team on a 12 month fixed term contract basis.
Working closely with Financial Planners, you’ll coordinate workflows, maintain high standards of client communication, and support the smooth running of investment and financial planning operations.
This is a full-time position and offers hybrid working.
Skills/Experience:
Previous experience in a client services or financial planning support role
Strong organisational and time management skills, with the ability to manage multiple priorities
Excellent written and verbal communication
Knowledge of financial services administration; DFM knowledge is a plus
Understanding of regulatory standards and a client-first mindset
CII qualifications are advantageous but not essential
Core Responsibilities:
Proactively engage with clients on behalf of Financial Planners to progress ongoing work
Assist with the preparation of financial advice related to investments, pensions, and estate planning
Coordinate and schedule annual client reviews and maintain service continuity
Support new business applications, ensuring accuracy and timeliness
Maintain CRM systems and ensure all client records meet compliance standards
Communicate with internal teams and external providers to deliver seamless client service
Provide general administrative and project support to the Financial Planning team
Adhere to all compliance requirements, including AML, MiFID II, and complaints handling
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: 16126
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:
Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.
Essential Skills/Experience:
Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
Self-motivated with the ability to recognise when to escalate issues appropriately. Must be able to work collaboratively within a team and take on additional responsibilities as needed.
Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues. Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
Capable of meeting deadlines and working independently on client projects and queries.
Passionate – feel personal ownership for their work and an aspiration to be better.
Brave – are happiest outside of the comfort zone.
Experimental – like to innovate and self-develop.
Curious – like to learn new things and outsmart the problem.
Open – value and respect input from others.
Core Responsibilities:
Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
Understanding our clients’ needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
Working closely with senior team members in achieving seamless client service for their strategic clients.
Occasionally required to lead on projects representing the client and the team.
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: 16114
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:
Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.
Essential Skills/Experience:
Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
Self-motivated with the ability to recognise when to escalate issues appropriately. Must be able to work collaboratively within a team and take on additional responsibilities as needed.
Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues. Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
Capable of meeting deadlines and working independently on client projects and queries.
Passionate – feel personal ownership for their work and an aspiration to be better.
Brave – are happiest outside of the comfort zone.
Experimental – like to innovate and self-develop.
Curious – like to learn new things and outsmart the problem.
Open – value and respect input from others.
Core Responsibilities:
Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
Understanding our clients’ needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
Working closely with senior team members in achieving seamless client service for their strategic clients.
Occasionally required to lead on projects representing the client and the team.
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: 16114
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
We have a fantastic opportunity for an Indirect Tax Assistant Manager to join the team at a leading financial services firm on a permanent basis. In this role, you will manage the indirect tax compliance function across the offices, managing and allocating work to the team as necessary. This role can be based in Edinburgh or Glasgow.
Skills/Experience:
Indirect tax experience working within professional services.
Experience of technical compliance and advisory work.
Strong technical skills and keen to develop further.
Ability to build strong client relationships.
Experience in leading teams and coordinating delivery of services.
Core Responsibilities:
Manage the indirect tax compliance function across the offices; managing and allocating work to junior members of the team as necessary.
Manage and support the team in all aspects of client work, liaising with the client engagement team ensuring all client deadlines and demands are met.
Take ownership of client portfolio, developing relationships with clients to ensure satisfaction with services provided and identifying opportunities to support clients.
Manage all indirect tax correspondence related to clients and ensure client queries are dealt with in a timely basis, with minimal guidance.
Undertake review of indirect tax compliance work, highlighting areas where additional support required.
Coach junior members of the team and develop their technical knowledge.
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: 16100
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have a fantastic opportunity for an Indirect Tax Assistant Manager to join the team at a leading financial services firm on a permanent basis. In this role, you will manage the indirect tax compliance function across the offices, managing and allocating work to the team as necessary. This role can be based in Edinburgh or Glasgow.
Skills/Experience:
Indirect tax experience working within professional services.
Experience of technical compliance and advisory work.
Strong technical skills and keen to develop further.
Ability to build strong client relationships.
Experience in leading teams and coordinating delivery of services.
Core Responsibilities:
Manage the indirect tax compliance function across the offices; managing and allocating work to junior members of the team as necessary.
Manage and support the team in all aspects of client work, liaising with the client engagement team ensuring all client deadlines and demands are met.
Take ownership of client portfolio, developing relationships with clients to ensure satisfaction with services provided and identifying opportunities to support clients.
Manage all indirect tax correspondence related to clients and ensure client queries are dealt with in a timely basis, with minimal guidance.
Undertake review of indirect tax compliance work, highlighting areas where additional support required.
Coach junior members of the team and develop their technical knowledge.
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: 16100
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...
As an apprentice at Hettle Andrews, you will spend your first few weeks being introduced to our different departments, understanding our CRM system and gaining an understanding of how we operate. You will gain experience across all areas of our business, including Client Service, Claims, Risk Services, DUA and Finance.
You will then join the Client Service Team, where you will receive full training on our CRM system and start to shadow a “Client Advisor”. Your main responsibilities will involve :-
Provide support to the Client Service Team
Drafting documents ready for review by Client Advisors
Processing Mid-Term Adjustments
Support to Client Advisor during renewal process
Work on maintaining client records up to date on our CRM system
Answering incoming calls and directing to the appropriate team
Building relationships with clients and insurers
Attend Client/Insurer meetings to gain experience
Provide support to Claims Team, DUA and Risk Services teams as required
Training:Your apprenticeship will be delivered online and accessed from your employers site address.Training Outcome:There will be the opportunity to progress into a full-time role in either the Client Advisor / Claims / Broking / Risk Services department. This will include the continuation of CII qualifications and ongoing professional development. Employer Description:AssuredPartners is a top 10 global insurance broker, with a strong and growing presence across the UK. We specialise in delivering bespoke insurance and risk management solutions to businesses of all sizes. Our people-first culture, entrepreneurial spirit, and commitment to professional development make us a standout employer in the insurance sector. We’re passionately professional in everything we do, but what sets us apart from other insurance brokers is our desire to learn, to grow and to deliver the best service we can.
The first step for us is to build a relationship with our clients so we can develop a true understanding of their business and the sector they operate in, and so gain insight into their individual needs.Working Hours :Monday – Friday 9am-5pm (flexible working available)
1 hour lunch.
3 days (Tues,Weds/Thurs) in office / 2 days (Mon,Fri) at home.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Number skills....Read more...
Mechanical Maintenance Engineer | Famous Historical Venue, South West London | Client Direct | £53,400 PackageDo you want to work client direct?Are you an experienced Mechanical Maintenance Engineer?Are you looking to work in South West London?If so then please read on:CBW is currently recruiting for a Mechanically qualified Building Services Engineer to work in house at a flagship historical venue in South West London. The ideal candidate will carry out daily plant room checks whilst helping to maintain the buildings mechanical services and support the maintenance of electrical services. This position would be ideal for a Mechanical Maintenance Engineer currently in a similar position. In return, the company is offering a competitive salary of £53,400. This will be working client direct for one of the most attractive, growing businesses in the UK building services industry.Technical duties will include:Monitor mechanical plantPumps, Motors, Seals, BearingsAir Conditioning - Air Handling Units / Fan Coil Unit (Filter changes, cleaning)Water Treatment (Temperature checks / Not dosing)General building fabricEscort specialist sub contractorsGeneral building fabricUndertake repairs to HVAC Plant and Associated Systems to a high standard.Undertake installation, alteration and repairs to pipework systems as needed.Undertake all allocated tasks and perform them in a timely and professional manner.Be proactive in identifying and reporting faults with building services equipment and take steps to resolve them.Be proactive to ensure all H&S issues are reported/escalated as required.Maintain informal communications with Client staff members related to service levels and issues.Report service affecting issued to the site management team for formal communication with the client.Remain flexible with regard to site attendance and tasks undertaken within personal competency.Be fully aware of relevant Health and Safety and general legislative matters. Working hours:4 on, 4 off (2 earlies, 2 lates, 4off then repeat)07:00-17:30 (earlies), 16:00-02:00 (lates)Cab home on late shift (must live within M25)Package:£53,400 salary22 shift days holidayMedical InsuranceFree meal on shiftCar parking on late shift / weekendGood pension contributionSeason Ticket LoanCycle to work schemeChildcare vouchersTravel insuranceHealth checksA lot of progression availableAnnual pay review Requirements:Experience working in commercial building servicesMechanically qualified City & Guilds Level 3 or equivalentApprentice trained - Desired not essentialAble to work the hours advertised....Read more...
Maintenance Engineer (Apartment Servicing) - London - Up to £35-45,000 Plus Travel CardI have a fantastic opportunities to work for a leading maintenance company in London, working at across a portfolio of buildings behalf of a large property management company. You will carry out PPM's and reactive maintenance, statutory compliance and general building maintenance tasks within a portfolio of High End residential properties within Zones 1 & 2. My client is looking for a Maintenance Engineer with experience in High End Residential building services to work on a portfolio of High profile Buildings at carrying out maintenance on Luxury High End Residential Apartments. HoursMonday to Friday - 08:00am - 17:00pmRequirementsApprentice TrainedElectrical or Mechanical - City & Guilds Level 2 and 3 or EquivalentClient FacingHigh End Residential ExperienceCommercial Building Maintenance ExperienceAbility to work under pressure whilst remaining calm, clear thinking and able to deliver the required services to the client within given time constraints.Good Attitude and willingness to learnPackageBasic Salary of up to £35-45,000Travel - Zones 1 & 2 Paid23 Days Annual leave + Bank HolidaysPensionHealthcarePlenty of OTInternal and External Training courses Career progression - would want the engineer to develop into supervisors and above. Duties Electrical and Mechanical PPM's and Reactive maintenanceGeneral building services tasksEmergency lighting, Fire alarms, FCU's, AHU's, NVHR, HVAC plant, Water treatmentKnowledge of BMS, Chillers, Cooling plant, HIU'sWorking as part of a small maintenance team to deliver a great service to the clientEscorting Sub-contractors, Issuing permits / RAMSMy 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...
Answering sales calls and replying to any sales inquiry through emails
Answering any technical questions that the clients may have on products and services available
Scheduling or booking installs as per suitable date and time
Decide whether the software or hardware services needs adapting to meet the client’s needs
Creating sales quotations
Manage sales CRM with client details and quotations
Produce statements of requirements
Follow-up with client for install availability
Coordinating with clients and engineers to run installations smoothly
Coordinating with supplier for availability of hardware stock
Building business relationship with clients
Training Outcome:
The company will also aim to offer the apprentice a permanent role at the end of the training (subject to successfully completing course and objectives)
Employer Description:Our mission is to provide high-quality and cost-effective IT services that meet our customer’s needs.
We manage and support all our IT service solutions using cutting-edge technology. With the utmost quality and consistency, we make technology an asset for our clients through unique, individualised solutions.Working Hours :Monday to Friday
9.00am- 5.30pmSkills: Organisation skills,Initiative,Telephone communication skills,Microsoft Office skills,Self motivated,Enthusiastic,Time management skills....Read more...
The role of an administrator within a financial advice practice is crucial to ensuring smooth day-to-day operations and supporting financial advisers in delivering a high level of service to clients. Though not client-facing in an advisory capacity, administrators play a key back-office role that helps maintain compliance, efficiency, and organisation.
Key Responsibilities of a Financial Advice Administrator:
Client Administration
Preparing client documentation (fact finds, application forms, review packs).
Maintaining accurate client records using CRM systems.
Processing new business (e.g., pensions, investments, insurance applications).
Chasing providers for updates and liaising with clients for required information.
Diary and Meeting Management
Booking client appointments and preparing meeting agendas.
Following up after meetings with next steps or required paperwork.
Compliance and Regulation
Ensuring documentation is compliant with FCA regulations and internal policies.
Assisting with file checks and audits.
Keeping up-to-date records for compliance purposes (e.g., client agreements, ID verification).
Provider Liaison
Contacting product providers to obtain valuations, statements, and policy information.
Submitting and tracking product applications and servicing requests.
Reporting and Data Management
Producing reports and valuations for adviser/client meetings.
Updating systems with new policy details, changes, and performance data.
General Office Support
Managing correspondence, both digital and paper-based.
Ordering supplies, managing files, and helping with ad hoc admin duties.
Training:Level 3 Financial Services Administrator apprenticeship standard.
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 of 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 Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
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:An administrator may move into:
Paraplanning (technical support with suitability reports and research),
Or even becoming a qualified financial adviser after completing relevant exams (via the CII)
Employer Description:Financial Advice - we help individuals and businesses manage their money and plan for their financial future. We provide advice and services in areas such investments, pensions, savings, insurance, and tax planning.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Patience....Read more...
An apprentice in this role will be actively involved in client engagement, business outreach, and supporting company growth. Key tasks include:
Reaching out to businesses and attending networking events to promote our services
Assisting with the creation of professional presentations and client proposals
Managing client communication, meeting bookings, and CRM updates
Supporting marketing and lead generation campaigns
Dedicating Fridays to apprenticeship study and portfolio development
Training:Training will be provided by Ginger Nut Training. Ginger Nut’s delivery is based on a remote, blended model of one-to-one tutor sessions every 4 weeks, group sessions, webinars, online courses, video, and additional support where required. Apprentices are allocated a tutor to guide them through the training, conduct regular meetings and prepare for End Point Assessment. Our tutors are industry experts with relevant industry experience in addition to teaching and coaching expertise.
To support learning, we utilise online resources mapped to the apprenticeship and all learners are given access to LinkedIn Learning, and other bespoke channels designed to support their apprenticeship.Training Outcome:We are committed to nurturing long-term talent and aim to offer the successful apprentice a permanent position upon completion. Career progression could include roles such as Client Relationship Manager, Business Development Executive, or Marketing and Outreach Coordinator. We actively invest in internal growth, and high performers will be supported with additional training and leadership opportunities as the business expands.Employer Description:About Rosecrest Group Ltd
Rosecrest Group Ltd is a London-based, RCIS-regulated firm offering expert property surveying, consultancy, and trade services. We specialise in residential and commercial surveys, including RICS Level 1, 2 and 3 reports, party wall matters, expert witness reports, and housing disrepair inspections.
In addition to our professional surveying division, we also provide a range of high-quality trades and property services, including cleaning, decorating, maintenance, and mould treatment, serving both private clients and housing providers.Working Hours :Working Days/Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week)
Structure:
Monday to Thursday: Business operations and client work.
Friday: Apprenticeship studies and portfolio development.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
An opportunity has arisen for a Self-Employed Mortgage Adviser to join a highly regarded financial services organisation known for its client-centric approach and supportive environment. Our client provides expert advice across a range of mortgage products, offering tailored solutions to a broad and loyal client base.
As a Mortgage Adviser, you will be advising clients on suitable mortgage solutions, managing the process from enquiry through to completion. This self employed role offers hybrid working and benefits.
You will be responsible for:
? Evaluating clients' financial circumstances to identify suitable mortgage options
? Delivering tailored mortgage advice based on current products, rates, and lending criteria
? Supporting clients with the completion of mortgage applications and required documentation
? Keeping abreast of regulatory updates and market developments
? Building trusted relationships with clients, lenders, and industry contacts
? Handling client queries in a timely and professional manner
What we are looking for:
? Previously worked for 1 year as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Possess experience in financial services or a related field (preferable)
? CeMAP qualification
? Strong understanding of mortgage products and the application process
? A track record of delivering excellent customer service
What's on offer:
? Leads provided
? No monthly fees
? Access to social media support
? Administrative support to reduce non-advisory workload
? Work with high-net-worth and sports industry clients
? First-year OTE: £50,000 - £60,000
? Second-year OTE: £75,000+
This is a fantastic opportunity for a Mortgage Adviser to take control of your career and earnings in a supportive, flexible environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ....Read more...
Assist the HSEQ & Client Relations team in ensuring the organisation complies with health and safety legislation and provides a safe workplace
Carry out a variety of administrative tasks including:
Collating information
Supporting audits and training
Migrating HSEQ data onto the HSEQ Portal
Providing assistance to the Client Relations Team and Facilities Management
Help ensure the accurate preparation and monitoring of HSEQ-related information
Support communication, including emails and written correspondence
Training:Safety, Health and Environment Technician Level 3.Training Outcome:There are lots of different routes for the successful candidate to go down.Employer Description:About Commercial Services Group
Commercial Services Group (CSG) is the largest local authority-owned trading company (LATCO) in the UK, wholly owned by Kent County Council. CSG generates over £800m in revenue annually and provides services to more than 16,000 education and public sector customers worldwide.
With origins dating back nearly 70 years, Commercial Services has grown to become one of the leading providers of products and services to publicly funded organisations. Now operating as a private limited company owned by the local authority, CSG continues to pursue growth opportunities beyond its traditional customer base and markets.Working Hours :Monday to Friday, working hours TBCSkills: Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills....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...
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...
Are you an ambitious Private Client Solicitor looking for the next step in your career? If you are currently working in Private Client and want to be part of a growing team at this well established North East practice who have a lovely team environment and a loyal client base then this new role could be for you.
This well-respected practice is a full-service law firm and provide high quality services to both individuals and businesses in the region. You will be responsible for managing a mixed private client caseload of wills, trusts and probate with a focus on client care. This is a very family friendly business who have a strong focus on mentoring, coaching and career progression.
Applicants for this role must be either a qualified Solicitor or Chartered Legal Executive and have recent experience working within a private client department in relation to wills, trusts and probate. The firm are open to PQE level and are keen to hear from driven individuals who are passionate about private client work.
If you are interested hearing more about this Private Client role in Newcastle, then please get in touch with Helen Mauborgne on 0113 467 9786 or if you’ve a CV to hand please submit this for review.....Read more...
Job Description:
Our client, a global asset management firm, is seeking an experienced Client Onboarding Analyst to join their Edinburgh team on a 12-month fixed term contract basis.
Essential Skills/Experience:
Prior experience working within asset management or asset servicing firm.
Experience reviewing investment management agreements, platform agreements, rebate agreements and/or distribution agreements.
Experience in initial and ongoing AML/KYC checks.
First-hand experience of onboarding pooled and/or segregated clients.
Core Responsibilities:
Manage all transition types for mandate clients and pooled fund clients, as well as ensuring smooth exit process when clients terminate their mandate/investment for the firm.
Key point of contact for client on-boarding activity.
Manage the investment management agreement review and amendment process.
Manage the distribution agreement, platform agreement, rebate agreement and terms of business process.
Ensure operational client on-boarding is delivered.
Conducting due diligence on clients to assess potential risk.
Ensure all client-side letters are managed in accordance with established processes.
Reviewing and verifying client identification and documentation.
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: 16108
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...
About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
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 Qualifications:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
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:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
Highly regarded East Yorkshire law firm require a Private Client Solicitor to join their long-established team. This firm is well known in the local market for providing years of advice to both individuals and commercial entities. Whilst always professional they are known for their relaxed nature providing employees with a working environment they will enjoy working in which includes a work/life balance.
The Role:
The team is on the larger size compared to competitor firms and boasts a number of solicitors with years of solid experience. The work is extensive and covers the full spectrum of private client matters, therefore the successful candidate could expect to obtain experience in the following areas:
Drafting and advising on Wills
Estate and tax planning
Probate and estate administration
Trust creation and management
Lasting Powers of Attorney
Court protection work
This role also involves handling High Net Worth client matters, providing bespoke advice and services to meet their complex requirements.
Key Responsibilities
Deliver high-quality legal advice and services to a broad client base.
Build and maintain strong client relationships.
Work collaboratively within the team to share knowledge and best practices.
Can run your own private client caseload.
What’s in it for you?
A supportive and collaborative working environment
Opportunities for professional development and career progression
Competitive salary and benefits package
Flexible working arrangements to promote work-life balance.
About you
A minimum of 5 years' PQE in private client law
Proven experience in handling a full range of private client matters.
Exceptional communication and client care skills
Ability to manage a diverse caseload effectively.
Please note our advertisements use PQE and salary level purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
How to Apply
For more information on this Private Client Solicitor role in East Yorkshire please contact Rachel Birkinshaw (or another member of our Private Practice team) at Sacco Mann. However, if this role isn't for you but you know someone who could be suitable then please let them or us know as we offer a reward for successful referrals. For full terms please see our website.....Read more...
Engineering Services Manager – Leading FM Provider – Wiltshire - up to 65K + Package Do you live in the Salisbury area? Would you like to work for one of the leading hard service maintenance providers? Have you got a proven track record with the technical facilities and maintenance services industry? If so please read on... An excellent opportunity has arisen to join one of the UK's leading companies in the facilities industry. They currently maintain a number of facilities and maintenance contracts across the UK and are looking for an Engineering Services Manager to work on a high profile contract based close to Salisaury. The contract combines high end office space with research and laboratory facilities and the client requires a high lever or service delivery. This is a brand new role and will also be responsible for managing the maintenance teams on site and also dealing with external subcontractors, as well as taking a lead on all engineering matters across the buildings. The Engineering Services Manager will also need to maintain the site's PPMs to 100% completion at a high quality level, ensure compliance and health and safety are conducted to a high standard and also make sure the asset register is updated on a routine basis. Other on site duties will also include:Manage all technical issues across the buildings.Manage agreed KPI and SLA’s.Responsible for managing the company’s H&S and environmental performance. Plan and implement building shutdowns and basic client project works.Responsible for managing the company’s quality procedures on site.Recruitment of any new staff required on site.Responsible for the technical development of all staff, which will include annual appraisals.Management of client relationships on a daily basis.Management of all technical reports.Manage any additional business opportunities that will deliver client satisfaction and increase contract sales revenue.Responsible for the permit system.Applicants for this role must be able to demonstrate the following:Qualified in electrical or mechanical engineering discipline; C&G, HNC, HND or higher.Ideally hold AP status.Strong understanding of building management systems.Strong technical engineering understanding.Previous experience of managing large engineering teams.Experience of service delivery in high profile critical buildings.Ability to communicate both verbally and in writing with all levels of staff and clients.Ability to manage and prioritise a demanding and varying workload.Ability to deliver projects on time and on budget.....Read more...
Software Engineer – BirminghamBirmingham - Hybrid Salary up to £60,000 per annumSoftware Engineer required for a leading client based in the West Midlands. My client is currently seeking a Software Engineer 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 Emma Siwicki 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...
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc. Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
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: 16001
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...
My client is seeking an experienced Operations Professional 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.Requirements:
Significant experience in operations management, including leadership of multi-site teams in cleaning services – ideally within healthcare or educationStrong financial and analytical skills, with hands-on experience in budget management and performance trackingProven ability to lead teams, communicate effectively, and build lasting client relationshipsSolid understanding of health and safety standards, with proficiency in operations tools and Microsoft Office
Key Responsibilities:
Lead day-to-day operations across various sites, ensuring high standards, safety compliance, and excellent client serviceManage budgets, track performance metrics, and implement strategies to improve efficiency and profitabilityFoster strong relationships with clients, suppliers, and internal teams to support service excellenceCoach, support, and develop operational staff while promoting a culture of safety, accountability, and continuous improvement
For more on this one, reach out to Joe at COREcruitment dot com....Read more...
Recruit4staff are proud to be representing their client, a leading building services company in their search for a Maintenance Electrician to work across multiple sites in Cardiff For the successful Maintenance Electrician our client is offering:
Up to £40,000 per annum (Depending on experience)Mon-Fri 8am to 4:30pmPermanent RoleCompany van and tools 23 days holiday plus bank holidays£120 stand by allowancePension
The role – Maintenance Electrician:
Mobile role working in offices, leisure centres, and student accommodationsTest, service and repair a wide variety of equipmentPPM and reactive maintenanceElectrical maintenance on emergency lighting, fire alarms, control systemsMechanical maintenance on HVAC systems and plant roomsGeneral maintenance such as basic joinery and plumbing work
What our client is looking for in a Maintenance Electrician:
Previous experience in a mechanical/ electrical maintenancePrevious experience in FM or building management servicesNVQ Level 3 or equivalent in electrical engineering - EssentialDrivers License - EssentialPrevious experience with mechanical/ HVAC maintenance - Essential
Key skills or similar Job titles: Maintenance Electrician, Mobile Electrician, Electrician, M&E Engineer, M+E Engineer, Facilities Engineer, Building Services EngineerCommutable From: Cardiff, Caerphilly, Newport, Bridgend, Pontypridd, Blackwood, Port TalbotFor further information about this and other positions please apply now.This vacancy is being advertised on behalf of Recruit4staff (NW) who are operating as a recruitment agency, agent, agencies, employment agency or employment business.
....Read more...
