Financial Adviser (IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Adviser to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with the lender's policy
Liaising with clients to ensure all documentation is requested correctly the first time, managing expectations, and submitting said documents to the lender
Handling inbound and outbound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to the offer stage
Reviewing documents received and checking that they are compliant
Support the organisation in implementing our core values
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other financial services roles
Employer Description:We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff.
All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.Working Hours :Working 5 days over 7 and between the hours of 9.00am and 7.00pm (shift pattern to be confirmed).Skills: Team working,Trustworthy,Reliable,Enthusiastic,Punctual....Read more...
The OpportunityAn exciting opportunity has opened for a Marketing & Events Manager to join a growing financial services organisation supporting a range of investment partners. This role sits at the centre of adviser engagement, combining end-to-end event delivery with integrated marketing activity to drive visibility, connection and impact across a national adviser network.
If you enjoy owning events from concept through to execution, while also shaping marketing campaigns and high-quality collateral, this role offers variety, autonomy and the chance to make a tangible contribution.
What You’ll Be Doing
Leading the end-to-end delivery of adviser events, roundtables and roadshows, including logistics, venue management, supplier coordination and onsite execution
Managing a national events calendar, including coordination of interstate and offshore partner visits
Designing and executing event-led marketing campaigns supported by digital, content and adviser communications
Developing and maintaining high-quality marketing collateral such as fund updates, performance materials, presentations, product documents and email communications
Partnering closely with marketing and distribution teams to support adviser engagement and strengthen market positioning
Creating visual assets for marketing materials, social media and email campaigns
Ensuring all marketing activity aligns with regulatory requirements and industry standards
What You’ll Bring
Strong hands-on experience delivering professional events and marketing initiatives within financial services
Exceptional attention to detail with the ability to manage multiple priorities in a fast-paced environment
Confident communication and stakeholder management skills
Experience working with design, presentation and CRM tools, as well as email and marketing automation platforms
Why Apply?
Join a collaborative and supportive team with a positive, inclusive culture
Take ownership of high-profile events and marketing initiatives
Enjoy flexible and hybrid working arrangements
Access to ongoing learning, development and additional leave benefits
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...
Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
Training:Level 3 Financial Services Administrator Apprenticeship Standard.
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sectorAs an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1- awarded by London Institute of Banking and Finance (LIBF).
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
ParaplannerImmediate StartSalary circa £33k pa + BenefutsBased in Silsden - Hybrid working (3 office / 2 home after probation)About the roleWe are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession.You will work closely with our Practice Team Leader and advisers, supporting client reviews, new business, and ongoing servicing in a collaborative, supportive environment.Duties include: Technical & Report Writing
Produce high-quality suitability reports across pensions and investmentsComplete cashflow modelling, attitude to risk and client reports (Dynamic Planner)Research funds and products using FE AnalyticsSense-check and refine adviser recommendationsEnsure FCA suitability, Consumer Duty compliance and accurate client files
Client & Case Support
Analyse LOA and fact find dataLiaise with providers and chase outstanding informationSupport annual reviews, ongoing service work and death claimsMaintain client records on Intelliflo
Platform, Quality & Compliance
Support the True Potential integration and TP-related casesReview adviser work including vulnerability and capacity for lossContribute to file reviews, CPD and continuous improvement
Systems you will use
IntellifloDynamic PlannerFE AnalyticsTrue Potential
What we are looking forEssential
2+ years' + Paraplanning experienceSolid understanding of UK financial products (pensions, ISAs, investments, protection)Strong report writing and written communication skillsHigh attention to detail and accuracyConfident analysing financial information and riskOrganised, deadline-driven and comfortable learning new systemsProfessional confidence to challenge constructively when needed
Personal Fit
A genuine interest in paraplanning as a professionReceptive to feedback and keen to develop technicallyTeam-focused, collaborative and dependable
Desirable
Paraplanning or financial services experienceCII Level 4 Diploma (or working towards)Knowledge of financial planning softwareExposure to trusts, estate planning or IHT
What we offer
Competitive salary (DOE)25 days holiday + bank holidaysDeath in Service (£100,000 cover)Private Medical Insurance (Vitality)Performance-related bonusHybrid working (3 office / 2 home after probation)Study support and CPDFree on-site parkingModern, tech-forward systems and processesSmall, supportive team environment with real technical exposure
We are in a busy phase of growth and platform integration, so you’ll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesn’t look right.This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner.Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Providing administrative and sales support to the team
Accurate and efficient scanning and storing of documents on our business CRM system
Production of letters and sending of emails
Accurate updating of our CRM system
Handling telephone enquiries and messages
Providing high quality service to our clients
Reviewing pension policy information and retirement option forms
Stationary and stock checking and ordering
Meeting and greeting customers and business clients
Communicating and taking instructions from corporate companies
Training Outcome:
Potentially Paraplanning or Financial Adviser
Employer Description:The minefield that is pensions and investments can be a confusing place. Our hassle-free service enables our clients to speak to one of our advisers to discuss their pensions and investments face to face, on the telephone or via a visual online platform. Everyone in our team takes pride in delivering an excellent service to our customers. We also offer financial advice across the spectrum including Annuities, Individual Protection, Group Protection, Retirement and Inheritance Tax Planning.Working Hours :Monday to Friday 9:00am- 5:00pm (Flexibility may be required and will be discussed at interview stage)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Proactive....Read more...
Answering and directing phone calls
Day to day tidiness of the office
Preparing office for client meetings
Greeting clients and visitors to the office
Order and maintain office supplies
Maintain contact lists
Organise and schedule team meeting
Scanning, shredding and filing
Manage incoming and outgoing post
Updating back-office systems, and relevant business trackers
Provide administrative support to advisers and other team members before and after client meetings
Monitoring admin email inboxes
Liaising with clients to request information/documents
Liaising with providers and solicitors for updates
Uploading and downloading documents to/from providers as needed
General administrative duties
Training Outcome:On successful completion of the apprenticeship the candidate may be offered a full-time administration role within the firm if possible. From here they can look to continue their development with professional qualifications and develop towards senior roles. Employer Description:Small independent financial adviser firm, specialising in lifestyle financial planning advice to clients locally and nationally. Working Hours :37.5 hours Monday – Friday 9am- 5pm 30 minutes unpaid lunch breakSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Team working,Creative,Initiative,Patience....Read more...
Digital Product Manager – Wealth Management Platform | 6-Month Contract Location: Melbourne, VIC (Hybrid)
About the Opportunity We are seeking a Digital Product Manager to join a leading Wealth Management platform for a 6-month contract. This role is at the forefront of digital product innovation, delivering seamless online experiences that empower financial advisers to manage and grow their clients’ superannuation and investment portfolios.
You will lead a first-of-its-kind product initiative, translating strategic visions into tangible digital solutions that enhance adviser and client experiences. Collaborating with cross-functional teams across Operations, Technology, Marketing, and Distribution, you’ll deliver end-to-end online journeys that set new industry standards.
Key Responsibilities
Lead the end-to-end delivery of a strategic digital product initiative, from ideation to launch.
Collaborate with UX Design and Technology teams to craft seamless, user-centric digital experiences.
Work closely with Marketing and Distribution to support product launches and enhancements.
Manage and prioritise product backlogs to ensure alignment with business objectives and customer needs.
Be accountable for product outcomes, balancing customer experience and commercial success.
What We’re Looking For
Proven experience in digital product management within Wealth Management or financial services.
Expertise in new product development and optimisation within product-led organisations.
Strong strategic thinking, problem-solving skills, and ability to influence stakeholders at all levels.
Passion for delivering innovative digital solutions that address customer needs.
Excellent communication skills and a collaborative, proactive approach.
Why Apply
Contribute to a high-impact project that will shape the future of digital wealth solutions.
Collaborate with a dynamic, inclusive, and forward-thinking team.
Flexible hybrid working arrangements in Melbourne.
Opportunity to make a real difference in the adviser and client experience.
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:
A growing boutique financial services business in Edinburgh is looking to make a key senior marketing hire as they continue an exciting phase of expansion. Our client is looking to appoint a senior professional to take full ownership of their marketing function.
This is fantastic permanent senior marketing position with genuine influence. You’ll join the senior management team from day one, working closely with the leadership group and shaping the firm’s brand, communications, and growth direction.
The role is ideal for someone who enjoys both strategic thinking and hands‑on delivery, and who thrives in a small, entrepreneurial environment.
You will lead a full strategic marketing review, define the future direction of the firm’s marketing and brand strategy, and bring fresh ideas and challenge existing approaches - creative thinking and impeccable attention to detail are essential in this role.
Essential Skills/Experience:
Senior-level marketing experience within financial services (essential)
Proven delivery of integrated marketing campaigns with measurable outcomes.
Excellent written communication skills, particularly around investment-related content.
Hands-on experience with CRM, marketing automation, digital channels and analytics.
A strategic mindset paired with strong execution capability and a willingness to roll up your sleeves.
Creativity, initiative, and the confidence to shape the marketing function
Strong knowledge of the UK adviser and platform landscape.
Core Responsibilities:
Conduct a full strategic marketing analysis in the first three months and develop a clear roadmap for where the firm’s marketing needs to go next.
Develop and deliver an integrated marketing strategy aligned to commercial and asset growth objectives.
Own and execute marketing plans across brand, digital, content, PR and events.
Deliver multi-channel campaigns targeting financial advisers, networks, DFMs and wealth managers.
Produce high quality written content (including investment communications), sales collateral and thought leadership
Support distribution activity through prospecting, onboarding and follow-up campaigns.
Own and evolve brand, ensuring consistency of messaging
Manage digital channels including website, email, SEO and social media.
Plan and deliver events, webinars and industry partnerships.
Track marketing performance, manage budget and ensure FCA financial promotions compliance.
Benefits:
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: (16371)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM
....Read more...
Job Description:
Core-Asset Consulting is working with a leading pensions governance and trustee services firm in London to appoint an Associate on a permanent basis.
This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment.
Essential Skills/Experience:
Experience working with Defined Benefit and/or Defined Contribution pension schemes
Good understanding of pensions governance and regulatory requirements
Excellent organisational skills with the ability to manage multiple priorities
Proven experience in meeting management, documentation control and minute writing
Strong Microsoft Office skills and confidence working with data
Demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.
Project management experience within a pensions or financial services environment
Core Responsibilities:
Support the governance and administration of occupational pension schemes
Conduct adviser reviews, benchmarking exercises and governance assessments
Assist with scheme secretarial duties, including meeting preparation and minute-taking
Manage annual regulatory reporting and compliance activity
Review member cases and support member option and liability management exercises
Contribute to Trustee Board effectiveness reviews and skills assessments
Support project planning and delivery across governance-related initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16352)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a leading pensions governance and trustee services firm in London to appoint a Pensions Associate on a permanent basis.
This role offers the opportunity to support the effective governance of occupational pension schemes across a range of structures, including ongoing schemes, schemes in wind-up and those in assessment periods. The successful candidate will contribute to high-quality trustee governance, regulatory compliance and scheme management within a collaborative, professional environment.
Essential Skills/Experience:
Experience working with Defined Benefit and/or Defined Contribution pension schemes
Good understanding of pensions governance and regulatory requirements
Excellent organisational skills with the ability to manage multiple priorities
Proven experience in meeting management, documentation control and minute writing
Strong Microsoft Office skills and confidence working with data
Demonstrable Progress in professional qualifications e.g. PMI Award in Pensions Trusteeship, or Associateship and evidence of Continued Professional Development.
Project management experience within a pensions or financial services environment
Core Responsibilities:
Support the governance and administration of occupational pension schemes
Conduct adviser reviews, benchmarking exercises and governance assessments
Assist with scheme secretarial duties, including meeting preparation and minute-taking
Manage annual regulatory reporting and compliance activity
Review member cases and support member option and liability management exercises
Contribute to Trustee Board effectiveness reviews and skills assessments
Support project planning and delivery across governance-related initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: (16352)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
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 and 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.
Skills and Requirements:
10+ 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...
Job Description:
Our client, a highly regarded professional trustee and governance services firm, is seeking an Assistant Associate to join their London based team and provide high-quality administrative and governance support across a portfolio of pension schemes.
This role offers the opportunity to work closely with trustees, advisors, and internal specialists, supporting scheme governance and client delivery in a collaborative, professional environment. The successful candidate will play a key role in ensuring accurate documentation, effective meeting coordination, and timely client support.
Essential Skills/Experience:
Educated to A-level standard or equivalent
1–3 years’ experience supporting defined benefit occupational pension schemes
Strong Microsoft Office skills
Excellent written and verbal communication skills, with confidence engaging senior stakeholders
High attention to detail and commitment to quality output
Well-organised, proactive, and able to manage competing priorities effectively
Previous experience of minute-taking is desirable
Core Responsibilities:
Provide day-to-day administrative and governance support across multiple client schemes
Coordinate trustee and adviser meetings, including preparation of timetables, agendas, and meeting papers
Collate, distribute, and manage meeting documentation using online document management systems
Take accurate minutes and meeting notes, capturing key decisions and actions
Maintain scheme records, fact files, work-in-progress logs, and governance registers
Assist with invoice processing, billing, and budget tracking
Coordinate execution of scheme documentation, including signatures and approvals
Support completion of trustee training / board evaluation questionnaires, and scheme accounts documentation
Act as a point of contact for queries, ensuring appropriate escalation and follow-up
Support new colleagues and contribute to internal collaboration initiatives
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16351
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...
Support Practice Manager (Finance) Location: SaleSalary: starting from £25,000Hours: Monday – Friday 9am – 5pm (35 hours a week)We’re looking for a professional, organised, people-first Support Practice Manager to join our client’s busy administration team in Sale, with additional support at their Glossop office.If you love keeping things running smoothly, take pride in detail, and enjoy being the calm, capable person everyone relies on, this could be your next move.This is a hands-on administration role working closely with our Independent Financial Advisers and Practice Managers, with some client-facing responsibility too.You’ll help deliver an outstanding client experience from the very first interaction, supporting the full client journey, managing essential admin tasks, and helping ensure our offices operate efficiently in a fast-paced, entrepreneurial environment.You’ll be fully trained and mentored to build confidence in our systems, processes and proposition range.You’ll play a key role in supporting the team with duties that include but are not limited to
Processing administration for new and existing business, plus servicing queriesLiaising with providers and internal teams to request and chase informationProducing valuations and preparing client packs ahead of meetingsPreparing suitability lettersAnalysing and actioning report outcomesResponding to written and telephone enquiries from clients and providersMaintaining accurate and compliant client records in the back-office systemEnsuring all documentation is always present, correct, and filed properlyCompleting meeting follow-up work within agreed timescalesWorking within a compliance framework at all timesSupporting Practice Managers with Adviser Pipeline conversationsRunning meetings in the absence of Practice ManagersProviding timely, accurate reports for finance and key stakeholdersSupporting networking activity and organising client events
About you You’ll be someone who brings confidence, structure and professionalism and enjoys being part of a small, high-performing team.You’ll need:
Office administration experience (essential)Excellent written and verbal communication skillsStrong Microsoft Word and Excel ability (plus confidence learning new systems)A sharp eye for detail and a high standard of accuracyGreat organisation and the ability to prioritise effectivelyA responsible, proactive mindset — someone who takes ownershipA friendly, confident telephone manner and great interpersonal skillsThe ability to adapt and self-manage in a busy office environment
In return for your hard work and dedication you will receive a competitive salary and work alongside a supportive team, have real development opportunities, you’ll also benefit from:
Company social eventsGroup Life InsurancePrivate medical insurance with VitalityGroup income protectionEmployee bonus schemeEnhanced annual leaveGifted days off for Christmas and your birthday
Interested in this Support Practice Manager role? Apply now with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
