An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.
This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
? Assessing clients' financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
? Researching products and lending criteria across a range of lenders.
? Completing client fact-finds and gathering the required supporting information.
? Preparing and submitting mortgage applications and supporting documentation.
? Managing cases throughout the application process through to completion.
? Maintaining regular contact with clients, lenders and relevant stakeholders.
? Providing clear and timely updates throughout each case.
? Ensuring advice and case management meet regulatory and internal compliance requirements.
What we are looking for:
? Approx.2 years of relevant mortgage experience.
? Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
? CeMAP qualification, but candidates without it may be considered if they have relevant experience.
? Knowledge of affordability assessments, lending criteria and mortgage and protection products
? Understanding of the UK mortgage market, lender products and FCA regulatory requirements
? Ability to use CRM systems and digital tools for research, record keeping and client communication
? Experience within financial services would be preferred.
The candidates from the following background will be considered:
? Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Sp....Read more...
An exciting opportunity has arisen for a Mortgage Advisor / Mortgage Broker to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Mortgage Advisor / Mortgage Broker, you will provide tailored mortgage and protection advice while managing client cases from initial enquiry through to completion.
This full-time role offers hybrid working options, salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
* Assessing clients' financial circumstances, affordability and objectives to identify suitable mortgage and protection options.
* Researching products and lending criteria across a range of lenders.
* Completing client fact-finds and gathering the required supporting information.
* Preparing and submitting mortgage applications and supporting documentation.
* Managing cases throughout the application process through to completion.
* Maintaining regular contact with clients, lenders and relevant stakeholders.
* Providing clear and timely updates throughout each case.
* Ensuring advice and case management meet regulatory and internal compliance requirements.
What we are looking for:
* Approx.2 years of relevant mortgage experience.
* Background in Buy-to-Let, Portfolio Landlords and Professional Investors.
* CeMAP qualification, but candidates without it may be considered if they have relevant experience.
* Knowledge of affordability assessments, lending criteria and mortgage and protection products
* Understanding of the UK mortgage market, lender products and FCA regulatory requirements
* Ability to use CRM systems and digital tools for research, record keeping and client communication
* Experience within financial services would be preferred.
The candidates from the following background will be considered:
* Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Mortgage & Protection Adviser, Mortgage Specialist, Mortgage Consultant, Mortgage & Protection Broker or in a similar role.
Apply now for this exceptional Mortgage Advisor / Mortgage Broker opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Core-Asset Consulting is working with a leading financial services organisation to recruit a number of Customer Service Advisers. There are opportunities across two areas of the operation: administration and telephony. Both roles are focused on delivering a high standard of service and positive customer outcomes within a fast-paced operational environment. These are contract roles running until the end of May 2027 and based in the Gyle area of Edinburgh. Essential Skills • Previous experience in a customer service, administrative or operational environment. • Strong written and verbal communication skills. • Excellent attention to detail and the ability to process information accurately. Desirable Skills • Strong organisational skills, with the ability to prioritise workloads and manage multiple tasks. • Previous experience within financial services, particularly platforms, pensions or investments would be beneficial. • Good problem-solving skills and confidence investigating issues through to resolution. • A positive and collaborative approach, with the ability to work effectively within a team. • Good digital literacy and confidence using a variety of systems and applications. • A customer-focused mindset with a commitment to delivering excellent outcomes. • The ability to adapt to changing priorities within a fast-paced operational environment. Core Responsibilities • Process customer and adviser requests accurately and within agreed service levels. • Investigate and resolve customer and adviser queries, liaising with internal teams and stakeholders where required. • Maintain accurate customer records and update information in line with business procedures and regulatory requirements. • Act as a first point of contact for advisers and customers through telephony and digital support channels (telephony role). • Support outbound customer contact and complete customer requests. (telephony role) • Handle inbound customer and adviser queries once fully trained (telephony role). • Deliver excellent customer service and resolve issues efficiently.
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.
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.....Read more...
Training & Competence (T&C) Coach
Location: London (Hybrid / Office Visits as Required)Salary: £50,000 – £65,000 per annum, depending on skills and experienceQualification Requirement: Minimum Level 4 Diploma in Financial PlanningAre you passionate about coaching and developing financial advisers?Radcliffe & Newlands Wealth are looking for a Training & Competence (T&C) Coach who enjoys helping others develop their skills, build confidence and achieve their potential.This is an excellent opportunity for someone with experience working within an IFA Training & Competence framework who wants to focus on the people development and coaching side of the role, rather than traditional compliance supervision.About Us
Radcliffe & Newlands Wealth are an established, high-quality Independent Financial Adviser (IFA) firm based in the City of London. Their advisory team comprises 16 highly experienced financial planners.
To support future growth, they have established an academy for new advisers. Their current cohort includes five members at different stages of development, from experienced paraplanners progressing towards becoming competent financial advisers.
Their academy members are already technically strong, so the focus is on developing their confidence, communication skills and ability to build successful client relationships.
The OpportunityRadcliffe & Newlands Wealth are looking for a supportive and approachable T&C Coach to help develop their growing team of financial advisers.Working alongside their SMF16 and SMF17 Directors and collaborating with the Head of Technical Research, you will play an important role in coaching and developing both new and experienced advisers.Your main focus will be on helping academy members make the transition from technically skilled paraplanners to confident, client-facing advisers.You will also support experienced advisers with their ongoing development and competence.While the role involves monitoring adviser performance and competence, it is not a heavily administrative or compliance-focused position. Routine file checks are handled by the Head of Paraplanning, while the Directors manage SMCR and annual Fit & Proper reviews.This allows you to concentrate on what matters most – coaching, mentoring and helping advisers perform at their best.What We're Looking For
The Basics: You must hold a minimum CII Level 4 Diploma in Financial Planning (or equivalent) and have experience working within a UK IFA Training & Competence framework.
A Coaching Mindset: You enjoy supporting others, providing constructive feedback and helping individuals build their confidence and skills.
Strong Communication Skills: You can build positive relationships with advisers at different stages of their careers, adapting your approach to suit their experience and development needs.
People Development: You understand how to help technically capable paraplanners develop the softer skills needed to become successful client-facing advisers, including communication, presentation and relationship building.
A Supportive Approach: You are approachable, encouraging and confident working with experienced advisers, offering guidance and feedback in a collaborative rather than overly formal manner.
You don't necessarily need to be an experienced T&C Manager or have held a senior supervisory position. What matters most is your understanding of the T&C framework, your ability to coach others and your enthusiasm for developing people.How to ApplyIf you have experience within an IFA Training & Competence environment and enjoy helping financial advisers develop their skills and confidence, we'd love to hear from you.Apply today with your CV to find out more about this opportunity with Radcliffe & Newlands Wealth. INDHSEquals 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...
Training & Competence (T&C) Coach
Location: London (Hybrid / Office Visits as Required)Salary: £50,000 – £65,000 per annum, depending on skills and experienceQualification Requirement: Minimum Level 4 Diploma in Financial PlanningAre you passionate about coaching and developing financial advisers?Radcliffe & Newlands Wealth are looking for a Training & Competence (T&C) Coach who enjoys helping others develop their skills, build confidence and achieve their potential.This is an excellent opportunity for someone with experience working within an IFA Training & Competence framework who wants to focus on the people development and coaching side of the role, rather than traditional compliance supervision.About Us
Radcliffe & Newlands Wealth are an established, high-quality Independent Financial Adviser (IFA) firm based in the City of London. Their advisory team comprises 16 highly experienced financial planners.
To support future growth, they have established an academy for new advisers. Their current cohort includes five members at different stages of development, from experienced paraplanners progressing towards becoming competent financial advisers.
Their academy members are already technically strong, so the focus is on developing their confidence, communication skills and ability to build successful client relationships.
The OpportunityRadcliffe & Newlands Wealth are looking for a supportive and approachable T&C Coach to help develop their growing team of financial advisers.Working alongside their SMF16 and SMF17 Directors and collaborating with the Head of Technical Research, you will play an important role in coaching and developing both new and experienced advisers.Your main focus will be on helping academy members make the transition from technically skilled paraplanners to confident, client-facing advisers.You will also support experienced advisers with their ongoing development and competence.While the role involves monitoring adviser performance and competence, it is not a heavily administrative or compliance-focused position. Routine file checks are handled by the Head of Paraplanning, while the Directors manage SMCR and annual Fit & Proper reviews.This allows you to concentrate on what matters most – coaching, mentoring and helping advisers perform at their best.What We're Looking For
The Basics: You must hold a minimum CII Level 4 Diploma in Financial Planning (or equivalent) and have experience working within a UK IFA Training & Competence framework.
A Coaching Mindset: You enjoy supporting others, providing constructive feedback and helping individuals build their confidence and skills.
Strong Communication Skills: You can build positive relationships with advisers at different stages of their careers, adapting your approach to suit their experience and development needs.
People Development: You understand how to help technically capable paraplanners develop the softer skills needed to become successful client-facing advisers, including communication, presentation and relationship building.
A Supportive Approach: You are approachable, encouraging and confident working with experienced advisers, offering guidance and feedback in a collaborative rather than overly formal manner.
You don't necessarily need to be an experienced T&C Manager or have held a senior supervisory position. What matters most is your understanding of the T&C framework, your ability to coach others and your enthusiasm for developing people.How to ApplyIf you have experience within an IFA Training & Competence environment and enjoy helping financial advisers develop their skills and confidence, we'd love to hear from you.Apply today with your CV to find out more about this opportunity with Radcliffe & Newlands Wealth. INDHSEquals 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...
An opportunity has arisen for a Financial Broker / Mortgage Advisor to join a mortgage brokerage supporting homebuyers, landlords and property investors with tailored mortgage solutions.
As a Financial Broker / Mortgage Advisor, you will advise property investors, structure specialist finance deals and secure suitable funding across bridging, development and related mortgage products.
This is preferably an office-based role but hybrid options are also available offering a basic salary of £35,000 plus uncapped commission and benefits.
You will be responsible for:
? Advising property investors on bridging finance, development loans and suitable funding options, assessing requirements and structuring appropriate solutions.
? Managing complex cases involving property purchases, refurbishments, portfolio refinancing and development projects.
? Identifying suitable lenders and submitting applications in line with their criteria.
? Building and maintaining relationships with clients and lenders, including supporting deal structuring and exit strategy planning.
? Managing time-sensitive enquiries and progressing funding cases through to completion.
What we are looking for
Essential:
? Approx 2 years experience in bridging and/or development finance, with strong bridging finance experience.
? Experience sourcing standard buy-to-let (BTL) and HMO mortgages, alongside specialist property finance.
? Background in handling property investor cases, including arranging exit finance.
? Confidence managing complex, time-sensitive funding cases.
Desirable:
? CeMAP qualification or equivalent.
? Experience with commercial mortgages.
The candidates from the following background will be considered:
? Finance Broker, Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Bridging Finance Broker, Financial Broker, Bridging Loan Broker or in a similar role.
Whats on offer:
? Competitive salary
? Company pension
? Uncapped commission
....Read more...
Job Description:
Our client, a global financial services firm in Glasgow, is recruiting for a HR Adviser to join their business on a 12 month temporary basis.
As a HR Adviser, you will provide strategic and operational HR advice to managers and employees across the business, supporting the full employee lifecycle and supporting various projects.
Skills/Experience:
A strong generalist HR background covering the full employee lifecycle.
Proven experience providing HR advisory support and managing complex employee relations cases.
Excellent stakeholder management skills, with the confidence and credibility to advise managers at all levels.
Excellent communication and presentation abilities, with the ability to convey complex information clearly and concisely.
Strong attention to detail and excellent organisational and prioritisation skills.
Good working knowledge of UK employment legislation.
Experience within financial services is desirable but not essential.
A CIPD qualification is preferred.
Core Responsibilities:
Providing high-quality HR advice and guidance across areas including absence and performance management, recruitment and retention, diversity and inclusion, professional development, promotion, compensation, immigration/relocation and other HR projects.
Coaching managers through complex employee relations matters, restructures and workforce planning activities.
Supporting year-end processes including performance reviews, promotion and compensation cycles.
Analysing people data and metrics to identify trends, insights and potential risks, helping business leaders make informed decisions.
Building strong relationships with HR colleagues and stakeholders across the UK and internationally.
Partnering with specialist teams across areas such as Talent Management, Compensation & Benefits, Employee Relations, Employment Legal and International Services.
Keeping up to date with UK employment legislation and ensuring advice is delivered in line with relevant policies and regulatory requirements.
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.
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.....Read more...
A private equity backed wealth management group is building out its finance function under a newly appointed CFO, and this is the first senior hire into FP&A. The business has grown steadily, has investors behind it, and is now investing in its data, putting in a modern platform to give the leadership team a clearer, faster view of performance.This is the number one FP&A role. You will report directly to the CFO, who came up through FP&A and wants someone to develop, not just a report producer. You will own planning, forecasting and performance analysis end to end, and be the person the leadership team turns to when they want to understand the numbers behind a decision, including potential acquisitions. For someone ready to move from a reporting-heavy role into one with real commercial influence, it is a genuine step up.London based, hybrid working, with a salary of £85,000 to £100,000 plus benefits.The RoleOwn the annual budget, reforecasts and the longer-term financial planBuild and run monthly performance reporting and KPI packs for the leadership team and investorsAnalyse revenue, margin and adviser productivity, and explain what is driving the resultsModel the returns on potential acquisitions and other investment decisionsPartner with operational and front office leaders to turn the numbers into decisionsHelp shape the new data platform and how finance uses itImprove the planning process and the tools behind itPresent findings clearly to senior stakeholdersWhat we're looking forA qualified accountant (ACA, ACCA, CIMA or equivalent)Strong FP&A experience, ideally in wealth management, asset management or wider financial servicesExperience with Databricks or a similar data platform is a real advantageExcellent financial modelling, including investment or acquisition appraisalConfidence presenting to senior leaders and challenging the businessA track record of career progression and a commercial mindset....Read more...
Financial Planner
Location: Chipping Norton, Oxfordshire | Hybrid working (2 days in the office)
Salary: £40,000-£70,000 depending on experience
Hours: 35 hours per week
Build meaningful client relationships and a rewarding career in financial planning
Are you a Level 4 qualified Financial Planner looking for a business where clients come first and you can genuinely develop your career?
We’re recruiting for an established, employee-owned financial planning business with a collaborative team and a strong focus on long-term client relationships. Whether you’re relatively early in your financial planning career or already an experienced adviser, this could be a fantastic next step.
You’ll benefit from a regular supply of client leads, rather than having to build your client base entirely from scratch. Initially, you’ll also look after a smaller existing client portfolio while a colleague is on maternity leave, giving you the opportunity to get to know the business, its clients and its approach.
What you’ll be doing
Building trusted, lasting relationships with clients and understanding their financial goals
Providing personalised financial planning advice across pensions, investments, protection and retirement
Reviewing clients’ circumstances and financial plans, making suitable recommendations
Managing and developing client relationships, with leads provided by the business
Contributing to networking and referral opportunities as you establish yourself
Working closely with colleagues and keeping your professional knowledge up to date
What we’re looking for
Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
Experience in financial planning or advice; applications are welcome from both developing and established planners
A sound understanding of pensions, investments and financial protection
Excellent communication skills and a genuine enjoyment of working with people
A thoughtful, professional and client-focused approach, with an appetite to learn and grow
What’s on offer
£40,000-£50,000 for someone earlier in their career, or £60,000-£70,000 for an experienced planner
Hybrid working, with two days per week in the office, and a 35-hour working week
32 days’ holiday, plus bank holidays and Christmas week
5% employer pension contribution, with salary sacrifice available
Aviva private medical insurance, death-in-service cover and income protection (subject to scheme terms)
£2,000 annual individual training budget, including up to £250 for personal training
One volunteering day per year
The opportunity to develop within an established, employee-owned business
Interested?
If you’re a qualified Financial Planner who values genuine client relationships and would like to find out more, we’d love to hear from you.....Read more...
An opportunity has arisen for a Financial Broker / Mortgage Advisor to join a mortgage brokerage supporting homebuyers, landlords and property investors with tailored mortgage solutions.
As a Financial Broker / Mortgage Advisor, you will advise property investors, structure specialist finance deals and secure suitable funding across bridging, development and related mortgage products.
This is preferably an office-based role but hybrid options are also available offering a basic salary of £35,000 plus uncapped commission and benefits.
You will be responsible for:
* Advising property investors on bridging finance, development loans and suitable funding options, assessing requirements and structuring appropriate solutions.
* Managing complex cases involving property purchases, refurbishments, portfolio refinancing and development projects.
* Identifying suitable lenders and submitting applications in line with their criteria.
* Building and maintaining relationships with clients and lenders, including supporting deal structuring and exit strategy planning.
* Managing time-sensitive enquiries and progressing funding cases through to completion.
What we are looking for
Essential:
* Approx 2 years experience in bridging and/or development finance, with strong bridging finance experience.
* Experience sourcing standard buy-to-let (BTL) and HMO mortgages, alongside specialist property finance.
* Background in handling property investor cases, including arranging exit finance.
* Confidence managing complex, time-sensitive funding cases.
Desirable:
* CeMAP qualification or equivalent.
* Experience with commercial mortgages.
The candidates from the following background will be considered:
* Finance Broker, Mortgage Broker, Mortgage Adviser, Mortgage Advisor, Bridging Finance Broker, Financial Broker, Bridging Loan Broker or in a similar role.
Whats on offer:
* Competitive salary
* Company pension
* Uncapped commission
* 22 days holiday plus bank holidays
* Free on-site parking
* Casual dress
* Health and wellbeing programme
Apply now to help property investors secure suitable funding, build lasting client relationships and maximise your earning potential.
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 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 CompanyThis 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 RoleAs 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 ServicesThe 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...
The Company
Our client is a respected investment manager dedicated to delivering quality investment solutions and building strong partnerships with advisers, investors and institutional clients. They prioritise client outcomes, operational excellence and a collaborative, inclusive workplace culture.
The Opportunity
This is an exciting opportunity to join a marketing team going through a period of strategic growth and integration. You’ll take on the role of Marketing Manager for select investment managers, where you’ll own the execution of marketing plans while bringing proactive, strategic thinking to campaign development and content creation. This is a hands-on position that values idea generation, spotting market moments and working collaboratively with managers, distribution teams and internal stakeholders. You’ll work in a genuinely flat, collaborative environment where your contributions directly shape the marketing agenda.
Key Accountabilities
Own the execution of marketing plans for select investment managers, delivering campaigns, content and communications that drive awareness and adviser engagement
Lead the end-to-end delivery of monthly and quarterly fund reporting and performance communications, coordinating data, approvals and distribution to maintain service continuity and quality
Generate ideas and identify market opportunities to develop relevant, insight-led content that resonates with advisers and investors
Develop marketing collateral including fact sheets, presentations, website content, campaign materials and design assets that communicate investment strategies clearly
Plan and deliver integrated marketing campaigns across digital, email, events and content channels, managing execution and evaluating performance
Build strong working relationships with investment managers, distribution partners, compliance and operations teams to ensure coordinated delivery and governance standards
Ideal Experience
5-7 years of marketing experience in asset management or financial services, with a track record developing and executing marketing plans for investment products
Comfortable working across a diverse range of strategies and managers, able to adapt approach and communicate complex investment concepts to different audiences
Strong stakeholder management skills, collaborative mindset and experience working in less siloed, hands-on environments where you take on broad accountability
Familiarity with marketing compliance and governance in financial services, plus proficiency with core tools including PowerPoint, Word, Canva and Salesforce
Why Apply
Join a business navigating an exciting period of growth and integration, where you’ll have genuine scope to shape how marketing operates and the ideas you bring will be heard
Work in a genuinely collaborative culture where there’s no unnecessary hierarchy, everyone contributes across priorities and your execution and strategic thinking are equally valued
Opportunity to build deep relationships with a diverse portfolio of investment managers while developing your expertise across multiple asset classes and fund structures
To have a confidential chat, please contact Ryan at rclarke@parityconsulting.com.au
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. At Parity, we believe in people, not just data. Every application is reviewed by a real person, ensuring your experience and individuality are genuinely valued throughout the recruitment process.....Read more...
Job Description:
Our client is looking for a Company Secretary to lead company secretarial and governance services.
You will support the running of Boards and Committees, acting as a trusted adviser on governance matters, and maintain the frameworks, processes and records that keep governance arrangements sound.
This role will be hybrid working, with 3 days based in the office and 2 from home.
Skills/Experience:
Significant company secretarial experience.
Experience of a similar role within a regulated financial services environment
Experience supporting Boards and Committees.
Strong knowledge of UK corporate governance requirements.
Experience managing statutory filings and corporate records.
An understanding of director duties and governance obligations.
Experience working with senior stakeholders and governance bodies.
Ideally CGI/ICSA qualified, or an equivalent professional governance qualification.
A highly organised approach with exceptional attention to detail.
The confidence and credibility to work closely with Boards, Committees and senior executives, and to give sound advice.
Discretion and reliability, with the ability to handle sensitive information professionally.
Strong written communication skills.
A proactive approach to improving governance standards and processes.
Additional qualifications in governance, compliance, risk management or corporate administration would be an advantage.
Core Responsibilities:
Maintain and develop the governance framework and corporate governance arrangements.
Advise directors and senior stakeholders on governance obligations, director responsibilities and good practice.
Support reviews of governance effectiveness and recommend improvements.
Manage the annual cycle of Board and Committee meetings, including calendars, agendas and papers.
Attend meetings, prepare accurate, concise minutes and action records, and follow up on actions.
Keep statutory registers and corporate records accurate and manage statutory filing requirements.
Coordinate director appointments, resignations and corporate structure changes.
Produce governance reporting and management information for Boards and Committees.
Support audits, reviews and governance assessments.
Maintain governance policies and procedural documentation.
Build effective working relationships with directors, committee members and senior executives, and with external advisers and stakeholders.
Support the induction and ongoing development of directors on their governance responsibilities.
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.
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.....Read more...
Job Description:
Core-Asset Consulting is working with a leading asset management business to recruit a Senior Compliance Analyst.
This is an excellent opportunity for an experienced compliance professional with a strong background in cross-border distribution. You will provide regulatory compliance and risk management advice across UK and international markets, supporting the business as it develops its international distribution strategy.
Previous regulatory experience across Europe, Asia and the Middle East and SEC regulatory experience is essential.
Skills/Experience:
Significant experience advising on cross-border distribution.
A strong understanding of SEC regulatory requirements.
Experience reviewing and approving marketing materials and financial promotions for retail and professional audiences.
A good understanding of the asset management business model and cross-border distribution regulatory requirements.
Strong written and verbal communication skills, with the ability to manage relationships effectively with a range of stakeholders.
The ability to interpret complex regulatory requirements, exercise independent judgement and provide pragmatic, commercially aware advice while maintaining appropriate regulatory standards.
Strong organisational skills and the ability to manage multiple priorities effectively.
A proactive and accountable approach, with the confidence to escalate issues and concerns where appropriate.
A collaborative approach, with a willingness to share knowledge and contribute to the wider team.
A commitment to continuous learning and developing technical knowledge and skills.
A conscientious and professional approach, with a strong focus on integrity and high ethical standards.
Core Responsibilities:
Providing regulatory compliance and risk management advice on cross-border distribution requirements for new and existing target jurisdictions.
Maintaining global distribution country guidance, including creating new guidance and providing associated advice to the business.
Supporting the operation and ongoing oversight of international distribution activities, including regulatory licences and registrations and reporting to overseas regulators.
Reviewing and approving marketing materials and financial promotions for UK and international markets, covering both retail and professional audiences.
Interpreting regulatory rules and providing advice on UK and international requirements, including MiFID, AIFMD and UCITS, as well as requirements imposed by overseas regulators.
Analysing complex regulatory requirements, exercising sound judgement, constructively challenging the business and escalating material issues where appropriate.
Supporting regulatory change horizon scanning, assessment, implementation and reporting across UK and international markets.
Supporting the ongoing operation of the firm's enterprise-wide risk management framework and associated processes, including Risk & Control Self-Assessments, Key Risk Indicators, conflicts of interest record keeping and risk event management.
Contributing to project work as required.
Supporting the maintenance of risk and compliance policies, procedures and guidance.
Contributing to the review and resolution of risk events and regulatory compliance breaches.
Supporting regular and ad-hoc Risk & Compliance reporting to key internal and external stakeholders, including regulators.
Supporting the firm's plans relating to registration as an SEC Investment Adviser and taking a lead role in coordinating ongoing compliance activities associated with any future registration.
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.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Location: Europe x UkStart: ASAPSalary: €140.000 + bonus + more incentivesLanguages: English + any other European language is a bonusI am seeking a commercially minded and hands-on Director of Operations – EMEA to support the next phase of growth for a fast-scaling global QSR brand.This senior role will lead Operations and People strategy across established markets and new market entries, partnering closely with franchisees, regional operations leaders, and central functional teams.You will act as a strategic adviser, operational expert, and key decision-maker, helping markets build the capability, systems, and infrastructure required for sustainable growth.The ideal candidate is culturally astute, commercially focused, and comfortable operating in a fast-paced, high-growth environment. You will combine strategic thinking with practical restaurant experience, spending time where it matters most: in the restaurants.Key ResponsibilitiesOperational Excellence
Build a culture of operational excellence that delivers outstanding consumer experiences, repeat visits, loyalty, and advocacy.Define and execute the regional Operations Strategy, establishing the processes, routines, and systems required to improve sales growth and bottom-line conversion.Drive performance across OSAT, speed, accuracy, consistency, food safety, quality, service, and operational audit scores.Analyse restaurant P&Ls and identify opportunities to improve sales, margins, labour productivity, cost control, and profitability.Conduct performance deep dives and gap analyses, leading targeted remedial action, coaching, and training interventions.Identify opportunities to simplify operations, remove barriers, and improve execution across the restaurant network.
Franchise and Market Leadership
Partner closely with franchisees and their operations teams to build capability, strengthen infrastructure, and support scalable growth.Provide operational expertise across compliance, brand standards, training, sourcing, franchising, concept development, and restaurant execution.Build trusted relationships with franchise partners and work collaboratively to diagnose issues and develop practical solutions.Provide governance and regional oversight to ensure operating standards, systems, and tools are implemented consistently.Support successful restaurant growth in established markets and lead impactful new-market openings across the region.Manage regional operational issues and crisis situations with speed, sound judgement, and a solutions-focused approach.
Growth and Innovation
Lead regional growth initiatives in collaboration with central functional leaders.Support the development of BOH optimisation, tech-enabled kitchens, equipment innovation, value engineering, and the regional Drive-Thru proposition.Collaborate with Marketing to increase market share, revenue, and profitability sustainably.Partner with functional teams on initiatives including the Learning Management System, technology stack, global design standards, new product development, and concept design.Use market insights, operational data, and business intelligence to inform future growth strategies.
People and Capability
Champion a People First culture across the region.Lead holistic people planning, including capability mapping, bench planning, talent development, engagement, and succession planning.Build, coach, and inspire a high-performing regional operations team.Create meaningful development opportunities that enable individuals and the wider business to exceed expectations.Work extensively with regional Operations Directors and international operations teams to drive consistency, alignment, and excellence.Deliver on-the-job coaching and training where required.
Measurement and Governance
Establish appropriate operational, people, training, and commercial metrics.Measure, communicate, and act on performance results.Ensure feedback from markets and franchise partners informs the ongoing evolution of operational tools and standards.Translate strategic priorities into clear actions, ownership, and measurable outcomes.
Candidate Profile
More than 10 years of experience in restaurant, QSR, or multi-unit operations.Significant international experience across multiple markets.Proven experience working within a franchise system.Strong understanding of QSR operations, restaurant controls, and financial performance levers.Demonstrated success leading, coaching, and developing high-performing teams.Experience leading remote and geographically dispersed teams.Strong strategic thinking with the ability to translate vision into practical execution.Experience in new-market openings, operational growth, or large-scale transformation.Excellent stakeholder-management, communication, and influencing skills.Comfortable working cross-functionally with Marketing, Development, Finance, People, Technology, Training, and Supply Chain teams.Willingness to travel internationally approximately 40% of the time.
Leadership BehavioursI am looking for a leader who:
Stays humble, remains close to the restaurants, and is willing to roll up their sleeves.Takes ownership, moves quickly, and follows work through to completion.Brings solutions, ideas, and constructive perspectives—not just problems.Uses data and insight to improve performance while recognising the importance of human connection.Leads with empathy, respect, emotional intelligence, and integrity.Builds trust and encourages open, constructive feedback.Embraces healthy challenge and understands that strong teams are built through honest conversations.Develops leaders and creates a culture of continuous learning and improvement.Is resilient, curious, commercially aware, and energised by growth.
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