Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Planning ConsultantChester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
As an apprentice, you will gain hands-on experience while developing your skills in a real business environment. You will learn alongside experienced staff, supporting day-to-day operations and building the knowledge needed for a successful career in financial services.
Start your career with a modern, growing financial planning firm
Gain hands-on experience supporting advisers and paraplanners
Build a long-term career with clear progression opportunities
Support advisers with day-to-day administration
Maintain accurate client records and systems
Handle client and provider communication professionally
Assist with research and preparation of financial documents
Manage data securely in line with regulations
Organise and prioritise tasks to meet deadlines
Identify and escalate issues where appropriate
What You’ll Learn:
How the financial services industry operates
Key regulations including FCA requirements
Professional communication and client service skills
How an independent financial adviser’s business operates
Key Learning Outcomes:
Develop a broad understanding of the financial services industry
Gain knowledge of key regulatory bodies and their role within the sector
Understand the importance of building strong relationships with clients and colleagues
Learn core processes and procedures within a financial planning business
Build commercial awareness and understanding of how a business operates
Develop practical skills and confidence within a professional environment
Training:Training & Qualification:
Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions
Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification
R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.Training Outcome:Typically, you will begin as an apprentice administrator, building a strong understanding of financial services while supporting the advice process.
Following successful completion of the apprenticeship, there is the opportunity to join the business as a full-time member of the team, where your contribution will be recognised and valued.
As your knowledge and confidence develop, you will have the opportunity to progress into a paraplanning role, taking on greater responsibility for research, report writing, and technical support.
With continued development and completion of professional qualifications, you can progress into a Financial Adviser role, working directly with clients and delivering tailored financial planning advice.
Support and development will be provided throughout each stage of your journey.Employer Description:Invest Southwest is an established firm of Independent Financial Advisers, founded in 2007 and providing high quality, independent financial advice to clients across the South West.
We specialise in delivering tailored financial planning solutions, including pensions, investments, protection and estate planning. Our estate planning services, covering trusts, wills and powers of attorney, are further supported by our sister company, Will Management Services, allowing us to offer a comprehensive and joined up approach to client needs.
Our focus is on building long term relationships with clients, delivering clear, professional advice and maintaining the highest standards of service.Working Hours :Monday - Friday, 09:00 - 17:00Skills: Communication skills,Attention to detail,Organisation skills....Read more...
Associate Financial AdviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Associate Financial AdviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Month 1-6:
Take on the role of a customer relationship manager as part of the customer contact team
This gives experience working with estate agency leads, the various software applications used in the advice process and a how to win business / commitment with customers
Knowledge and understanding with what paperwork involved with all types of mortgage application
Knowledge and experience with booking follow up appointments, protection appointments and ancillary business opportunities
Month 7-12:
Work with mortgage brokers in their base branch
Shadow real life appts (1st appts, sign ups and protection)
Request and check paperwork
Process AIP’s and cases
Carry out compliance checks on cases
Spend time with the case managers to see the post-sale process
Once CeMAP 3 obtained, attend the MAB Academy Scheme ready for full sign off and authorisation
Training:The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification.
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser.
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:
Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
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
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
Successful completion of this apprenticeship scheme and training will lead to a full time employed position with the firm as a Mortgage Broker
Employer Description:Balgores provide all forms of mortgage and associated financial services advice to customers. From buying a new home, remortgaging, protecting themselves and their family, through to commercial lending and full financial advice through out partnered businessesWorking Hours :Monday - Friday, 9.00am - 6.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Initiative,work ethic,Personal drive,Growth mindset,Self confidence....Read more...
Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a highly personalised client service.We see this role as a ‘shadow adviser’ where you will work directly with the two advisers, and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.You will need to learn our way i.e. understand our processes, write in a client-friendly format and learn to identify client’s real needs. This takes time and we have a successful two-year programme, that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/ realised it is tricky, or to an experienced paraplanner, who wants to take the next step.We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.Experience
Hold Chartered status (or seriously working towards this, because this is a minimum for us)Experience of using Intelligence Office, FE Analytics & cashflow software
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match).We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
This is a work-based apprenticeship, so you’ll work from the Sapphire Financial Planning office located in Whiteley, Fareham.
This is a fantastic opportunity to study a fully-funded Financial
Adviser Apprenticeship in partnership with Skillcert.
You will gain hands-on experience whilst studying for your level 4 apprenticeship, and you will also gain new skills and work alongside experienced staff.
What you will do at work:
Work side-by-side with the Director, supporting the existing client bank.
Study for and sit the regulatory RO examinations – so from R01–R06 as directed by Skill Cert.
Engage fully with Skill Cert training, assessments and reviews.
Attend client meetings, seminars and marketing events.
Learn and apply the SJP advice model, systems and compliance framework.
Attend the SJP Academy training programme (Months 12–18).
Maintain accurate records in line with FCA regulatory requirements.
Training Outcome:For the right candidate this is a fantastic opportunity to become a fully qualified Financial Planner.
This is a career path. For the right candidate, you may also want to further develop your career and study the chartered Level 6 Finance Professional.Employer Description:At Sapphire Financial Planning we can put together a plan for you, making your financial future, easier, less complicated and all backed by Our Commitment To You & Ongoing Advice.
Our advisors take the time to understand your unique needs, crafting personalised strategies that evolve with you. Experience the assurance of a dedicated team that not only listens but responds promptly, ensuring your financial goals are met with agility and precision.
Experience the Power of Knowledge: Our seasoned financial advisors bring a wealth of expertise to guide you through the intricacies of finance.
With a commitment to staying ahead of industry trends, we provide strategic insights that empower your financial decisions. Trust us to navigate the complexities, offering transparent and trustworthy guidance tailored to your unique goals.
Your Financial Journey, Your Way: At Sapphire Financial Planning, we recognise the individuality of your financial aspirations.Working Hours :Example hours – You would be expected to work normal office hours but may have some evenings dependent on the clients' needs. 08:30 until 17:00 with some hours outside of this.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Providing administrative support to mortgage advisers, including case progression and document management
Assisting with client fact‑finding, data input, and preparation of mortgage and protection applications
Liaising with lenders, solicitors, estate agents, and other third parties to support cases through to completion
Supporting compliance and record‑keeping in line with FCA requirements
Handling client enquiries and providing professional updates throughout the process
Learning how to research mortgage products and protection solutions under supervision
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
Training Outcome:This role is the first step toward a genuinely rewarding career in mortgage and financial services. With dedication, support, and ongoing learning, you’ll have the opportunity to grow from a trainee role into a fully qualified mortgage adviser, trusted to guide clients through some of the most important financial decisions of their lives.As your knowledge, qualifications, and confidence develop, so too will your responsibilities, client exposure, and career opportunities. You’ll build lasting professional relationships, develop specialist expertise in mortgages and protection, and play a meaningful role in the continued success of a respected, growing firm.For the right individual, this is more than a training role; it’s the foundation of a long‑term career offering progression, purpose, and the opportunity to make a real difference for clients and colleagues alike.Employer Description:An established and well respected mortgage brokerageWorking Hours :Monday to Friday 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Eager to learn,Ownership of responsibilities,Multitasking skills,Reliable and Punctual,Self motivated,Work well under pressure....Read more...
Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Answering inbound calls confidently and helpfully, making sure clients feel supported and directed to the right person
Scheduling client meetings and coordinating adviser diaries
Welcoming clients to the office and creating a friendly, professional first impression
Ensuring reception, meeting rooms and the office environment remain tidy, organised and welcoming
Preparing meeting rooms and refreshments for visiting clients
Managing incoming calls and emails and directing enquiries to the appropriate team member
Receiving and distributing post and deliveries
Supporting the smooth running of the office by ordering supplies and monitoring stock levels
Providing administrative support to the team including scanning, filing and preparing correspondence
Training:Simply Academy’s Level 4 Paraplanner & Financial Planner Apprenticeship Programme is designed to help employees become skilled financial planners and paraplanners. This comprehensive programme provides apprentices with a deep understanding of financial planning, investment strategies, and regulatory frameworks, preparing them for a successful career in financial services. With expert-led training and practical, on-the-job experience, apprentices apprentices will develop the knowledge, skills, and confidence to support clients and drive the success of the business.
CII DipPFS - Awarded by The Chartered Insurance Institute (CII)
R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas
R02 Builds knowledge in investment products and helps deepen understanding of how to apply the investment advice process in practice
R03 Builds knowledge of the UK tax system and develops ability to assess how taxation applies to individuals and trusts within the context of providing investment advice
R04 Expands knowledge of pension arrangements and deepens the understanding of key issues in retirement planning
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:Over time, the role may develop into more technical responsibilities within the Client Services team, supporting advisers with elements of the financial planning process and building industry knowledge.Employer Description:Citrus Financial was established in late 2002 by David Braithwaite. David started in financial services in 1994, having come from a background of working in banking and stockbroking.
Since then, the Citrus Financial team has successfully grown to become the organisation we are today, yet we have retained the same values and care a small, local business can offer. We pride ourselves in being able to deal with financial matters, no matter how complex, in an efficient manner, and more importantly, explains everything in an easy to understand language. A varied client base, as we understand everyone is an individual, and we look after clients from across the UK.
At Citrus Financial we believe clients should always be able to speak to a real person. Someone who is helpful, reassuring and ready to find a solution. Our Client Services team plays a big part in making sure that happens.Working Hours :Monday to Friday
9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....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...
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 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 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 Manchester to appoint a Pensions Associate (Scheme Governance & Secretarial) 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 (Scheme Governance & Secretarial) 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 (Scheme Governance & Secretarial) 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 Bristol to appoint a Pensions Associate (Scheme Governance & Secretarial) 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 London to appoint a Pensions Associate (Scheme Governance & Secretarial) 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...
