An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients.
As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships. This full-time role offers starting salary of £45,000 and benefits.
You will be responsible for:
? Managing and growing a portfolio of clients through referrals, networking, and introducers.
? Conducting comprehensive reviews, gathering and analysing financial information to make appropriate recommendations.
? Maintaining accurate and compliant records in line with internal procedures and industry standards.
? Completing the required number of annual CPD hours, including structured learning, to maintain professional development
? Supporting and upholding positive consumer outcomes in line with the principles of Consumer Duty.
? Working closely with a professional support team of paraplanners and administrators to ensure efficient delivery of service.
? Keeping abreast of regulatory, product, and industry changes, ensuring compliance at all times.
What we are looking for:
? Previously worked as a Independent Financial Adviser, Financial Adviser, Financial Planner, Financial Consultant, IFA, Financial Planning Consultant, Financial Services Consultant, Investment Adviser, Independent Financial Advisor, Financial Advisor, Investment Advisor or in a similar role.
? Level 4 or equivalent Diploma in Financial Planning.
? Understanding of FCA compliance and regulatory requirements.
? Excellent interpersonal and communication skills.
? Highly organised with strong attention to detail and effective time management.
What's on offer:
? Competitive salary
? 20 days holidays plus bank holidays
? Pension contributions
? Early finish on Fridays
? On-site parking
? Flexible and hybrid wor....Read more...
An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients.
As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships. This full-time role offers starting salary of £45,000 and benefits.
You will be responsible for:
* Managing and growing a portfolio of clients through referrals, networking, and introducers.
* Conducting comprehensive reviews, gathering and analysing financial information to make appropriate recommendations.
* Maintaining accurate and compliant records in line with internal procedures and industry standards.
* Completing the required number of annual CPD hours, including structured learning, to maintain professional development
* Supporting and upholding positive consumer outcomes in line with the principles of Consumer Duty.
* Working closely with a professional support team of paraplanners and administrators to ensure efficient delivery of service.
* Keeping abreast of regulatory, product, and industry changes, ensuring compliance at all times.
What we are looking for:
* Previously worked as a Independent Financial Adviser, Financial Adviser, Financial Planner, Financial Consultant, IFA, Financial Planning Consultant, Financial Services Consultant, Investment Adviser, Independent Financial Advisor, Financial Advisor, Investment Advisor or in a similar role.
* Level 4 or equivalent Diploma in Financial Planning.
* Understanding of FCA compliance and regulatory requirements.
* Excellent interpersonal and communication skills.
* Highly organised with strong attention to detail and effective time management.
What's on offer:
* Competitive salary
* 20 days holidays plus bank holidays
* Pension contributions
* Early finish on Fridays
* On-site parking
* Flexible and hybrid working options
* Team-building events and a collaborative working culture
This is a fantastic opportunity to join a highly regarded financial planning firm in a stable, supportive environment.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch.....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
What you’ll do:
Support senior advisors in providing holistic financial planning for clients
Assist with research, analysis, and preparation of client reports
Learn to build and maintain long-term client relationships
Attend client meetings (with support) and assist with follow-up actions
Develop your knowledge of pensions, investments, tax planning, protection, and mortgages
Ensure all work meets FCA regulatory requirements and Consumer Duty standards
Training:Paraplanner and Financial Planner Level 4 (Higher national certificate) Apprenticeship Standard:
These financial advice apprenticeships typically include expert-led instruction, mentorship, and real-world application, allowing apprentices to develop a comprehensive understanding of the financial advisory profession
Successful completion of the Financial Adviser Apprenticeship leads to the industry recognised qualification Diploma for Financial Advisers (DipFA) and individuals that undertake this programme are rounded and ready for a rewarding, challenging career
Training Outcome:
Clear career path from trainee to fully qualified Financial Advisor, with the opportunity to progress to Chartered status
Employer Description:ADNFC Wealth Management
ADNFC Wealth Management—operated by Clayton Holmes Naisbitt Financial Consultancy LLP—is an independent, chartered wealth advisory firm authorised and regulated by the FCA
ADNFC Financial / ADNFC Mortgages
ADNFC Mortgages is the trading brand of Andrew Nolan Mortgages Ltd, also FCA-authorised, specialising in delivering bespoke mortgage and protection solutionsWorking Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Assist the Financial Adviser in researching, analysing & formulating financial recommendations, tailored to meet the client’s individual needs, using a variety of software and tools
Prepare personalised reports which confirm the advice in an understandable and compliant way
Complete technical financial calculations and cash flow forecasting
Take a proactive approach to problem solving – find opportunities to streamline processes and contribute to business development
Collaborate with a welcoming team to gain exposure to all aspects of the financial planning journey, working alongside operations, compliance and support services
Ensure recommendations and processes comply with regulations and manage risk
Contribute to a cooperative and professional office environment and support positive relationships with clients
Maintain client records and process applications according to company processes and confidentiality principles
Training:
Your training will be accessed online from the employers site address
Training Outcome:
The CII Diploma in Regulated Financial Planning Level: 4 meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas
A successful apprentice may develop a long-term career as a Paraplanner within the business, with further development opportunities including Senior Paraplanner and Financial Planner
Employer Description:Protocol Capital Management provides Independent Financial Advice with a focus on long-term personal relationships, holistic planning and a high standard of client care.Working Hours :Monday - Friday, 9.00am - 5.00pm.
1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Take responsibility for the smooth processing and tracking of administrative tasks
Ensure accurate updating of CRM system
Prepare and process new business submissions, confidently using different processes and monitoring through to completion
Issue Letters of Authority and check information received
Complete ID checks
Prepare and issue client review packs
Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT
Respond to client enquiries in a timely manner
Keep up to date with changes that affect your role and adapt processes and procedures accordingly
Interact and work closely with the rest of the support team to ensure a consistent approach
Liaise with Clients, IFAs, Professional Intermediaries and Providers
Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes
Training:
Financial Services Administrator Level 3 Apprenticeship Standard
Training Outcome:
We actively promote talent internally and encourage employees to build a career with us
Full support available to progress with relevant financial services qualifications
Employer Description:Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients.
We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning.
Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.Working Hours :Monday - Friday, 09:00 - 17:00, 1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Initiative....Read more...
Source, format, and present data securely for analysis.
Use tools like Excel and Power BI to identify trends and patterns.
Clean and validate data to ensure accuracy and integrity.
Support data-driven decision-making across departments and for external clients.
Communicate findings clearly to technical and non-technical audiences.
Assist in the management of the agency's workflow system to ensure tasks are assigned and completed on time.
Support the Management team in preparing and updating reports related to project progress, resource utilisation, and profitability.
Help in coordinating meetings, including scheduling, preparing agendas, and taking minutes.
Contribute to the improvement of operational processes and the implementation of new systems for better efficiency.
Support teams in managing and updating the company's management system ensuring it remains up to date.
Assist in the preparation of presentations and documents for internal and external meetings.
Provide administrative support to the Managenment team as needed.
Training:
Training will be provided online through Apprentify.
Training Outcome:Pathway into an array of opportunities within the company.Employer Description:Adviser Outsourcing Ltd, founded in 2015 by Sarah Challenor, provides operational support and consultancy services to financial advisory firms across the UK. Based in Hinckley, Leicestershire, the company specialises in process optimisation, data accuracy, and problem-solving. With over 100 years of combined industry experience, they support more than 150 firms. The team blends deep financial services knowledge with a commitment to innovation and client-focused service deliveryWorking Hours :Monday to Thursday, 8.30am - 5.00pm, 30 min lunch break.
Friday, 8.30am - 2.30pm, 30 min lunch break.
Onsite in office based in Hinckley, Leicestershire.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Initiative,Patience....Read more...
Inputting information onto Beckett systems
Generate quotes from various providers online platforms and request offline quotations
Undertake scanning and ensure information is saved in the right place
Prepare meeting packs for consultants, with supervision, including governance meetings
Produce accurate records and documents including emails, letters and files
Complete post meeting housekeeping – including actions and updating systems where directed
Liaise with the team regarding reviews that are due each month and keep opportunities up to date
Complete anti money laundering checks via Smart Search and companies house for corporate clients
Generate policy information request letters for letters of authority and change of agency and send to providers
Assist with administering new and existing schemes and respond to scheme queries
Assist in formatting data from clients and eligibility and upload for scheme processing
Provide general administrative support to Employee Services team members, working closely with business support colleagues
Take ownership for learning and self-development, seeking support and direction as necessary
Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
Take part in workplace activities to promote problem solving
Training:
Business Administrator Level 3 Apprenticeship Standard
All training will take place at work
Training Outcome:
There is a clear career pathway through ES team. However, this qualification would stand you in good stead for other administration roles within Becketts
Employer Description:Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.Working Hours :Monday - Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Analytical skills,Team working,Willing to learn,Trustworthy....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
Job Description:
Our client, a highly regarded financial services firm, is seeking an experienced Head of Communications to join their team in Newcastle. This is an excellent opportunity for a communications professional to take on a visible, strategic role at the heart of a growing and forward-thinking business.
You will be responsible for delivering clear, consistent and engaging communications to both clients and financial advisers. Sitting within the senior marketing leadership team, you will play a central role in shaping the communications strategy and ensuring alignment with broader business goals.
Essential Skills/Experience:
Proven experience leading communications in a regulated or financial services environment.
Strong track record of team leadership and delivery of measurable outcomes.
Exceptional writing and verbal communication skills, with a flair for simplifying complex topics.
Expertise in developing and executing multi-channel communication strategies.
Confidence working cross-functionally with senior internal stakeholders.
Experience engaging with UK financial advisers or retail investment clients.
Familiarity with FCA communications standards.
Exposure to CRM/email platforms such as HubSpot or Salesforce.
Experience in both B2B and B2C communications environments.
Core Responsibilities:
Develop and deliver a strategic communications plan that supports business goals and strengthens engagement with both clients and financial advisers.
Oversee a growing communications team, fostering a collaborative, high-performance culture with a focus on clarity, consistency, and results.
Translate complex regulatory, operational, and financial topics into clear, actionable content that reflects the brand’s tone and commitment to service excellence.
Work closely with cross-functional teams including Product, Operations, Compliance, and Client Services to ensure timely, accurate, and relevant communications.
Maintain high editorial, brand, and regulatory standards across all client and adviser touchpoints — from digital channels to events and beyond.
Monitor the effectiveness of communication outputs using data and feedback, and use insights to improve future engagement strategies.
Sit on the senior marketing leadership team, contributing to wider planning and helping shape the long-term communications roadmap.
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: 16195
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...
Our client – an international consultancy – is looking for a Senior SAP FICO Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
12+ years’ experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly – I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Our client – an international consultancy – is looking for a Senior SAP FICO Managing Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years’ experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly – I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
