Job Description:
Core-Asset Consulting is working with a growing, specialist investment firm to recruit a Marketing Executive.
This role offers the opportunity to play a key part in supporting the firm’s marketing function within a fast-growing, adviser-focused environment. You will contribute to the execution of multi-channel marketing initiatives, content development, brand activity and events, helping to enhance market presence and engagement across the UK adviser landscape. The position is well suited to a proactive marketing professional who is confident in day-to-day delivery while continuing to develop strategic capability under senior guidance.
Essential Skills/Experience:
Strong marketing experience within financial services (investment management, DFM or MPS preferred)
Strong understanding of the UK adviser, platform and network landscape
Proven experience delivering integrated marketing campaigns with measurable outcomes
Excellent written communication skills, with the ability to translate complex investment topics into clear messaging
Hands-on experience with CRM systems, marketing automation, websites, SEO and analytics tools
Knowledge of FCA financial promotions and associated compliance processes
Strong organisational and project management skills
Proactive, detail-oriented and able to operate effectively in a collaborative, fast-paced environment
Core Responsibilities:
Execute integrated marketing campaigns aligned to commercial objectives and adviser engagement
Deliver multi-channel communications targeting IFAs, networks, DFMs and wealth managers
Produce high-quality adviser-facing content including newsletters, investment updates and commentaries
Support brand development and ensure consistency of messaging and visual identity
Assist with website, SEO, email marketing and social media activity (primarily LinkedIn)
Manage press releases, award submissions and thought leadership opportunities
Plan and coordinate events, webinars, roadshows and roundtables
Work closely with distribution teams on prospecting, onboarding and follow-up activity
Monitor marketing performance using analytics and maintain clear reporting dashboards
Ensure all marketing activity adheres to FCA financial promotions and compliance requirements
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: (16386)
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...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals 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
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
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:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 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
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Job Description:
Core-Asset Consulting is working with a leading wealth management firm to recruit an Investment Governance Analyst on a 6-month fixed-term contract in Edinburgh.
This role sits within a proposition function and focuses on supporting the oversight and governance of Managed Portfolio Service (MPS) products. You will play a key role in ensuring products meet regulatory requirements and internal standards, with a particular emphasis on Consumer Duty.
Essential Skills/Experience:
Experience or knowledge of adviser platforms, MPS structures or product oversight
Understanding of financial services regulatory requirements, including Consumer Duty
Experience supporting governance processes and controls
Knowledge of Power BI is advantageous
Relevant investment qualification (e.g. IMC or IAQ) preferred
Core Responsibilities:
Support oversight of adviser platforms, including due diligence and ongoing monitoring
Ensure platforms meet contractual and regulatory obligations
Assist in governance across MPS products, working with investment, dealing and business development teams
Contribute to regular reviews with external providers to enhance service delivery and reporting
Support Consumer Duty requirements, including value assessments, governance reporting and target market reviews
Ensure appropriate governance processes are followed for product changes and launches
Work closely with compliance and legal teams to monitor regulatory developments
Support the development and implementation of oversight processes and controls
Build and maintain effective relationships with internal stakeholders and external providers
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: (16420)
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:
Core-Asset Consulting is working with a leading wealth management firm to recruit a Platform Oversight Analyst on a 6-month fixed-term contract in Edinburgh.
This role sits within a proposition function and focuses on supporting the oversight and governance of Managed Portfolio Service (MPS) products. You will play a key role in ensuring products meet regulatory requirements and internal standards, with a particular emphasis on Consumer Duty.
Essential Skills/Experience:
Experience or knowledge of adviser platforms, MPS structures or product oversight
Understanding of financial services regulatory requirements, including Consumer Duty
Experience supporting governance processes and controls
Knowledge of Power BI is advantageous
Relevant investment qualification (e.g. IMC or IAQ) preferred
Core Responsibilities:
Support oversight of adviser platforms, including due diligence and ongoing monitoring
Ensure platforms meet contractual and regulatory obligations
Assist in governance across MPS products, working with investment, dealing and business development teams
Contribute to regular reviews with external providers to enhance service delivery and reporting
Support Consumer Duty requirements, including value assessments, governance reporting and target market reviews
Ensure appropriate governance processes are followed for product changes and launches
Work closely with compliance and legal teams to monitor regulatory developments
Support the development and implementation of oversight processes and controls
Build and maintain effective relationships with internal stakeholders and external providers
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: (16420)
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...
In a regulated financial services environment, the role of the Chief Financial Officer extends far beyond reporting. It is about stewardship, capital strength, governance, and shaping sustainable growth in a complex and highly scrutinised market.A well-established financial services organisation is entering a pivotal phase of evolution and is seeking a Chief Financial Officer to join the executive team and play a central role in defining the next stage of its strategic development. The business operates within a regulated framework and requires a leader who can combine technical excellence with commercial foresight.The Role Reporting to the CEO and working closely with the Board, the Chief Financial Officer will take full responsibility for financial strategy, regulatory oversight, capital management, and performance leadership across the organisation.This is a highly visible executive appointment requiring gravitas, judgement, and the ability to balance growth ambitions with disciplined governance.Key Responsibilities
Define and deliver the financial strategy aligned to long-term corporate objectives
Act as a strategic adviser to the CEO and Board, providing clear financial insight and constructive challenge
Lead capital planning, liquidity management, and balance sheet optimisation
Oversee regulatory reporting, statutory accounts, and audit processes
Ensure robust financial controls, governance frameworks, and risk management
Drive performance reporting, forecasting, and scenario modelling to support strategic decisions
Manage relationships with regulators, external auditors, and financial stakeholders
Lead and develop a high-performing finance function
Candidate Profile
ACA, ACCA, or CIMA qualified (or equivalent)
Proven executive-level finance leadership experience within financial services
Strong understanding of regulatory frameworks and capital requirements
Demonstrated experience operating at Board level within a regulated environment
Commercially astute with a disciplined approach to governance and control
Credible, confident communicator with the gravitas to influence senior stakeholders....Read more...
Administrator (Financial Services)
Location: St HelensHours: 9.30am - 4.30pmFull-time | Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work.
The Role
You will play a key role in supporting advisers by:
Managing ongoing advice cases from start to completion
Preparing and issuing compliant advice documentation within agreed service standards
Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts)
Supporting fund switches, top-ups, new business submissions and annual reviews
Completing projections and technical calculations to assist adviser recommendations
Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases
Tracking pipeline business and ensuring smooth workflow management
Maintaining accurate, compliant client records in line with FCA requirements
You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity.
About You
We’re looking for someone who has:
Experience within FCA-regulated financial services (Desirable)
Strong technical understanding of ongoing advice and regulated documentation
High attention to detail and excellent organisational skills
The ability to manage multiple cases and deadlines efficiently
Confidence in producing detailed, accurate written documentation
A proactive and collaborative approach
What’s on Offer
A supportive and professional team environment
Clear processes and structured workflows
Opportunities for ongoing development and accreditation
A stable, growing business with strong compliance standards
Hybrid working arrangements
If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
We are seeking a dynamic and results-driven Business Development Manager to join Rivers Capital Management and drive the growth of their tailored and Model Portfolio solutions across individual IFAs and adviser groups.Rivers Capital Management is an asset management firm specialising in model portfolio services for independent financial advisers. With an outstanding track record spanning nearly a decade, we are looking for an ambitious and commercially focused professional to help expand our distribution, build strong relationships within the IFA community, and support the continued growth of our investment solutions.Why Join Rivers Capital Management?
Join a forward-thinking company with a growing reputation and a 10-year track record of market-leading performance.Opportunity to work with a diverse range of clients making a significant impact as bridge between investment team and clients.Competitive salary with a basic of £60,000 and OTE of £100,000 plus.Work primarily from home but with the flexibility to travel for client meetings and networking events.Supportive and collaborative work environment.
Key Responsibilities:
Proactively identify and engage with IFAs and Wealth Managers through networking, cold calling, and LinkedIn.Promote Rivers Capital Management's model portfolio services, emphasising our market-leading performance and unique value proposition.Build and maintain strong relationships with senior business owners and decision-makers.Develop and execute strategic sales plans to achieve growth targets.Collaborate with internal teams to ensure client satisfaction and service excellence.
Qualifications:
Proven experience in business development, preferably selling to IFA groups and senior business owners.Strong networking and communication skills.Proficiency in using LinkedIn and other digital platforms for lead generation.Self motivated, ability to work independently while liaising remotely with the CEO and the investment team.Results-oriented with a track record of meeting or exceeding sales targets.
If you are a motivated professional with a passion for business development and a desire to drive growth, we would love to hear from you. Apply today to join the Rivers Capital Management team! ....Read more...
We are seeking a dynamic and results-driven Business Development Manager to join Rivers Capital Management and drive the growth of their tailored and Model Portfolio solutions across individual IFAs and adviser groups.Rivers Capital Management is an asset management firm specialising in model portfolio services for independent financial advisers. With an outstanding track record spanning nearly a decade, we are looking for an ambitious and commercially focused professional to help expand our distribution, build strong relationships within the IFA community, and support the continued growth of our investment solutions.Why Join Rivers Capital Management?
Join a forward-thinking company with a growing reputation and a 10-year track record of market-leading performance.Opportunity to work with a diverse range of clients making a significant impact as bridge between investment team and clients.Competitive salary with a basic of £60,000 and OTE of £100,000 plus.Work primarily from home but with the flexibility to travel for client meetings and networking events.Supportive and collaborative work environment.
Key Responsibilities:
Proactively identify and engage with IFAs and Wealth Managers through networking, cold calling, and LinkedIn.Promote Rivers Capital Management's model portfolio services, emphasising our market-leading performance and unique value proposition.Build and maintain strong relationships with senior business owners and decision-makers.Develop and execute strategic sales plans to achieve growth targets.Collaborate with internal teams to ensure client satisfaction and service excellence.
Qualifications:
Proven experience in business development, preferably selling to IFA groups and senior business owners.Strong networking and communication skills.Proficiency in using LinkedIn and other digital platforms for lead generation.Self motivated, ability to work independently while liaising remotely with the CEO and the investment team.Results-oriented with a track record of meeting or exceeding sales targets.
If you are a motivated professional with a passion for business development and a desire to drive growth, we would love to hear from you. Apply today to join the Rivers Capital Management team! ....Read more...
Job Description:
Core-Asset Consulting is working with a leading pensions governance and trustee services firm in Bristol to appoint a Pensions Associate on a permanent basis. This role offers hybrid working.
This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment.
We are actively seeking applications from individuals with experience of occupational pension schemes (DB or DC). Whether your background is in pensions governance, scheme secretarial work, or pensions administration with exposure to trustee meetings and minute‑taking, we’d love to hear from you. This is an exciting opportunity for someone already working in governance/secretariat who wants to join a leading employer, or for an experienced pensions administrator looking to step into this space. The role offers the chance to move into scheme governance and secretariat work, gain board‑level exposure, and build or continue a clear long‑term career path.
Essential Skills/Experience:
Experience working with Defined Benefit and/or Defined Contribution pension schemes
Good understanding of pensions governance and regulatory requirements
Excellent organisational skills with the ability to manage multiple priorities
Proven experience in meeting management, report / documentation preparation and minute writing
Strong Microsoft Office skills and confidence working with data
Ideally, (not essential) demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.
Project management experience within a pensions or financial services environment
Core Responsibilities:
Support the governance and administration of occupational pension schemes
Conduct adviser reviews, benchmarking exercises, and governance assessments
Assist with scheme secretarial duties, including meeting preparation and minute-taking
Manage annual regulatory reporting and compliance activity
Review member cases and support member option and liability management exercises
Contribute to Trustee Board effectiveness reviews and skills assessments
Support project planning and delivery across governance-related initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16352)
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:
Core-Asset Consulting is working with a leading pensions governance and trustee services firm in Edinburgh to appoint a Pensions Associate on a permanent basis. This role offers hybrid working.
This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment.
We are actively seeking applications from individuals with experience of occupational pension schemes (DB or DC). Whether your background is in pensions governance, scheme secretarial work, or pensions administration with exposure to trustee meetings and minute‑taking, we’d love to hear from you. This is an exciting opportunity for someone already working in governance/secretariat who wants to join a leading employer, or for an experienced pensions administrator looking to step into this space. The role offers the chance to move into scheme governance and secretariat work, gain board‑level exposure, and build or continue a clear long‑term career path.
Essential Skills/Experience:
Experience working with Defined Benefit and/or Defined Contribution pension schemes
Good understanding of pensions governance and regulatory requirements
Excellent organisational skills with the ability to manage multiple priorities
Proven experience in meeting management, report / documentation preparation and minute writing
Strong Microsoft Office skills and confidence working with data
Ideally, (not essential) demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.
Project management experience within a pensions or financial services environment
Core Responsibilities:
Support the governance and administration of occupational pension schemes
Conduct adviser reviews, benchmarking exercises, and governance assessments
Assist with scheme secretarial duties, including meeting preparation and minute-taking
Manage annual regulatory reporting and compliance activity
Review member cases and support member option and liability management exercises
Contribute to Trustee Board effectiveness reviews and skills assessments
Support project planning and delivery across governance-related initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16352)
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:
Core-Asset Consulting is working with a leading pensions governance and trustee services firm in Birmingham to appoint a Pensions Associate on a permanent basis. This role offers hybrid working.
This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment.
We are actively seeking applications from individuals with experience of occupational pension schemes (DB or DC). Whether your background is in pensions governance, scheme secretarial work, or pensions administration with exposure to trustee meetings and minute‑taking, we’d love to hear from you. This is an exciting opportunity for someone already working in governance/secretariat who wants to join a leading employer, or for an experienced pensions administrator looking to step into this space. The role offers the chance to move into scheme governance and secretariat work, gain board‑level exposure, and build or continue a clear long‑term career path.
Essential Skills/Experience:
Experience working with Defined Benefit and/or Defined Contribution pension schemes
Good understanding of pensions governance and regulatory requirements
Excellent organisational skills with the ability to manage multiple priorities
Proven experience in meeting management, report / documentation preparation and minute writing
Strong Microsoft Office skills and confidence working with data
Ideally, (not essential) demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.
Project management experience within a pensions or financial services environment
Core Responsibilities:
Support the governance and administration of occupational pension schemes
Conduct adviser reviews, benchmarking exercises, and governance assessments
Assist with scheme secretarial duties, including meeting preparation and minute-taking
Manage annual regulatory reporting and compliance activity
Review member cases and support member option and liability management exercises
Contribute to Trustee Board effectiveness reviews and skills assessments
Support project planning and delivery across governance-related initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16352)
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:
Core-Asset Consulting is working with a leading pensions governance and trustee services firm in Manchester to appoint a Pensions Associate on a permanent basis. This role offers hybrid working.
This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment.
We are actively seeking applications from individuals with experience of occupational pension schemes (DB or DC). Whether your background is in pensions governance, scheme secretarial work, or pensions administration with exposure to trustee meetings and minute‑taking, we’d love to hear from you. This is an exciting opportunity for someone already working in governance/secretariat who wants to join a leading employer, or for an experienced pensions administrator looking to step into this space. The role offers the chance to move into scheme governance and secretariat work, gain board‑level exposure, and build or continue a clear long‑term career path.
Essential Skills/Experience:
Experience working with Defined Benefit and/or Defined Contribution pension schemes
Good understanding of pensions governance and regulatory requirements
Excellent organisational skills with the ability to manage multiple priorities
Proven experience in meeting management, report / documentation preparation and minute writing
Strong Microsoft Office skills and confidence working with data
Ideally, (not essential) demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.
Project management experience within a pensions or financial services environment
Core Responsibilities:
Support the governance and administration of occupational pension schemes
Conduct adviser reviews, benchmarking exercises, and governance assessments
Assist with scheme secretarial duties, including meeting preparation and minute-taking
Manage annual regulatory reporting and compliance activity
Review member cases and support member option and liability management exercises
Contribute to Trustee Board effectiveness reviews and skills assessments
Support project planning and delivery across governance-related initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16352)
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...
