Business Analyst - Wealth Management – Edinburgh, Scotland
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Are you a Business Analyst looking to take your career to the next level? Do you want to be part of a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move.
Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an ambitious transformation to future-proof its services, optimise business processes and elevate client experiences. With a strong heritage in providing tailored financial solutions to high-net-worth individuals and institutional clients, they are now investing in state-of-the-art technology and innovation to stay ahead of the curve.
To support this, they are expanding their change and transformation team and are looking for a talented Business Analyst to drive key digital and process improvement initiatives. This is an exciting opportunity to play a pivotal role in shaping the future of a top-tier financial institution, working alongside senior stakeholders to redesign processes, integrate cutting-edge solutions and deliver high-impact projects.
The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management and the ability to work with both technical and non-technical teams is required. Experience working in Agile environments and change management initiatives is essential. Knowledge of financial services regulations and compliance is desirable.
All Business Analyst positions come with the following benefits:
Annual bonus and profit-sharing scheme, rewarding your contributions.
Hybrid working model, with the flexibility to balance remote and in-office work.
Pension scheme with enhanced employer contributions to secure your future.
Private healthcare, dental, and life insurance – covering you and your family.
Fully funded training & development programs, including industry certifications.
Global mobility opportunities, with options to work on international projects.
Gym membership, wellness programs, and mental health support.
Daily meal allowances and exclusive corporate dining discounts.
Generous holiday package (30+ days) + the option to buy additional leave.
Company-sponsored retreats, networking events and luxury team-building experiences.
This is a rare opportunity to be at the forefront of financial services innovation, working for a firm that blends tradition with cutting-edge technology. If you are looking for a high-impact role where your expertise will drive meaningful change, apply today.
Location: Edinburgh, Scotland, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
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An exciting opportunity has arisen for a Third Party Risk and Operational Resilience Analyst to join a prestigious foreign bank based in the heart of Central London. This is an office-based role offering a salary range of £40,000 - £50,000and excellent benefits. This role is ideal for someone with experience supporting vendor, supplier, or third-party risk management in a banking or regulated financial services environment.
As a Third Party Risk Analyst reporting into the Operational Resilience team, you will play a crucial role in managing and monitoring third-party and supplier risk, ensuring compliance with internal policies and regulatory standards such as FCA, GDPR, UK DPA, and ISO 27001.
You will be responsible for:
? Support the onboarding, risk assessment, and ongoing monitoring of third parties, vendors, and service providers.
? Assist with ensuring all supplier contracts, SLAs, and KPIs are aligned with internal governance and external regulatory expectations.
? Maintain up-to-date records on supplier due diligence, compliance checks, and risk metrics.
? Coordinate with internal teams (Legal, Procurement, Risk) to manage contractual reviews and support procurement processes.
? Track performance issues, escalate risk concerns, and help drive improvements in third-party oversight.
? Contribute to internal audits and regulatory reviews regarding third-party governance.
? Stay informed of changes to regulatory frameworks such as FCA rules, GDPR, and ISO 27001.
What we are looking for:
? Previous experience as a Risk Officer, Risk Analyst, Risk Specialist, Procurement Analyst, Supplier Relationship Manager, Supplier Management Analyst, Operational Resilience analyst or in a similar role within a regulated financial services environment.
? Understanding of risk and compliance requirements under FCA, ISO 27001, and UK GDPR/DPA.
? Familiarity with contract management, vendor onboarding, and procurement procedures.
? Strong administrativ....Read more...
We are a leading financial technology company providing cloud-based (SaaS) solutions for commission management and research evaluation in the investment industry. Our client base includes over 600 buy-side and sell-side institutions globally, including many of the world's largest asset managers, hedge funds, brokers and research providers. Role Overview We are seeking an experienced Technical Business Analyst with a strong consulting background to join our London-based product team. The ideal candidate will bring consulting expertise to help shape and evolve our product suite while acting as a bridge between client needs and technical delivery. This role offers unique exposure across the entire product lifecycle, from requirements gathering and analysis through to implementation and client success. Key AccountabilitiesLeverage consulting experience to analyse business processes, create prototypes, and specify product enhancements that align with both client needs and strategic visionTransform complex client requirements into clear product specifications and feature recommendationsLead discovery sessions with clients to understand their business challenges and translate them into product opportunitiesWork closely with internal teams (developers, testers, support) to ensure successful solution deliveryCollect and analyse system data and client feedback to identify product improvement opportunitiesCollaborate with clients and internal stakeholders to understand business requirements and industry challengesContribute to and maintain product documentation, training materials, user guides and release notesSupport the sales team with product demonstrations, presentations and proof of concept demosRequired Knowledge, Skills and ExperienceProven Business Analyst experience as a delivery/implementation consultant, solution architect, or technical analystBackground in financial services, particularly in research, investment management, or fintech preferred5-10 years of relevant experience, including client-facing rolesExperience with Agile development methodologiesStrong analytical skills with ability to navigate complex data, establish facts, and draw clear conclusionsProactive and enthusiastic approach with excellent communication skills for building consensus and influencing stakeholdersHighly organised and detail-oriented with ability to produce clear, concise documentation in Word, Excel, and PowerPointStrong SQL and Excel proficiencyAbility to build consensus through mockups and prototypes, combining web design and data skills What We OfferOpportunity to work with cutting-edge financial technologyExposure to global financial markets and institutionsCollaborative team environmentCentral London locationCompetitive salary and benefits packageThis role offers an excellent opportunity for a technical business analyst looking to make a significant impact in the fintech sector while working with leading financial institutions worldwide.....Read more...
An exciting opportunity has arisen for a Third Party Risk and Operational Resilience Analyst to join a prestigious foreign bank based in the heart of Central London. This is an office-based role offering a salary range of £40,000 - £50,000and excellent benefits. This role is ideal for someone with experience supporting vendor, supplier, or third-party risk management in a banking or regulated financial services environment.
As a Third Party Risk Analyst reporting into the Operational Resilience team, you will play a crucial role in managing and monitoring third-party and supplier risk, ensuring compliance with internal policies and regulatory standards such as FCA, GDPR, UK DPA, and ISO 27001.
You will be responsible for:
* Support the onboarding, risk assessment, and ongoing monitoring of third parties, vendors, and service providers.
* Assist with ensuring all supplier contracts, SLAs, and KPIs are aligned with internal governance and external regulatory expectations.
* Maintain up-to-date records on supplier due diligence, compliance checks, and risk metrics.
* Coordinate with internal teams (Legal, Procurement, Risk) to manage contractual reviews and support procurement processes.
* Track performance issues, escalate risk concerns, and help drive improvements in third-party oversight.
* Contribute to internal audits and regulatory reviews regarding third-party governance.
* Stay informed of changes to regulatory frameworks such as FCA rules, GDPR, and ISO 27001.
What we are looking for:
* Previous experience as a Risk Officer, Risk Analyst, Risk Specialist, Procurement Analyst, Supplier Relationship Manager, Supplier Management Analyst, Operational Resilience analyst or in a similar role within a regulated financial services environment.
* Understanding of risk and compliance requirements under FCA, ISO 27001, and UK GDPR/DPA.
* Familiarity with contract management, vendor onboarding, and procurement procedures.
* Strong administrative, organisational, and communication skills.
* Experience using vendor management systems (VMS) or similar tools would be beneficial.
Apply now to become a key part of a collaborative team and make an impact in the evolving world of third-party risk.
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 are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Role Summary A unique internship opportunity for undergraduates with strong analytical abilities and interest in financial services, commencing June/July for 2-4 months. Company Profile The Opportunity Hub UK has partnered with an established financial services organisation based across Woking and London locations. Our client combines technological innovation with financial expertise to deliver market-leading solutions to their customers. Internship Overview This structured programme offers practical experience in business and financial analysis within a technology-driven environment. You'll work within cross-functional teams to analyse data, develop insights, and contribute to business decision-making processes. Main DutiesSupport the analysis of financial data using various analytical toolsAssist in creating reports and dashboards for business intelligenceHelp identify patterns and trends in complex datasetsCollaborate with technical and non-technical stakeholdersContribute to process improvement initiativesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related disciplinesStrong analytical capabilities and attention to detailProficiency in data analysis tools (SQL, Excel, Python beneficial but not required)Excellent numerical and statistical reasoningStrong communication skills to present findings to varied audiencesLegal Requirements All candidates must have the right to work in the UK. We cannot provide visa sponsorship for this position. Professional Development This position offers a competitive salary of £24,000-£25,000 (pro-rated). The intersection of business analysis and financial services represents one of the most dynamic and rewarding career paths available. This internship provides foundational experience for roles such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within the financial services sector. The analytical skills developed are highly valued across industries.....Read more...
Job Description:
Do you have experience as a Business Analyst within financial services, and seeking your next career move? We are working on an excellent opportunity for a Business Analyst to join the team at a leading financial advisory firm. In this role you will work closely with stakeholders to gather requirements, analyse data, and support the delivery of innovative financial products and services.
Skills/Experience:
Proven experience as a Business Analyst in the financial services sector (banking, insurance, fintech)
Strong analytical and problem-solving skills
Proficiency in tools such as Excel, SQL, and business intelligence platforms
Excellent communication and stakeholder management abilities
Knowledge of regulatory frameworks (e.g., MiFID II, Basel III, GDPR) is a plus
Experience with Agile or Waterfall methodologies
Core Responsibilities:
Collaborate with stakeholders to elicit, document, and validate business requirements
Analyse and interpret complex data to support business decisions
Develop process models, workflows, and use cases
Support project delivery teams with clear and actionable insights
Ensure solutions align with regulatory requirements and business goals
Facilitate workshops, meetings, and presentations
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: 16111
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.
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JOB DESCRIPTION
Company Information
Kop-Coat is the world's leading supplier of innovative chemical products for the protection of farms, forests, and buildings. For over 25 years, Kop-Coat has provided superior solutions to control and eliminate mold, decay, insects, water damage, and more. And we do it while providing outstanding service for our customers.
Job Description
The Sr. Financial Analyst will serve as a financial partner in the organization by collaborating with business leaders in core functions across the Company. This role will support strategic projects, sales forecasting, segment & market analysis, financial statement analysis, annual budgeting, variance analysis, monthly reporting, dashboards, and other ad hoc requests. You will help drive process improvements that elevate the FP&A function to a higher level of operational excellence. The Analyst will maintain a financial reporting cadence and structure that consistently delivers timely and accurate financial statements. The candidate is expected to understand complex data and generate insights and should be competent in market research methodologies and segment market analysis. In this role, you will be expected to demonstrate knowledge and experience with an array of tools used to create and analyze big data, complex reports, and presentations. The candidate will be a self-starter with the aptitude to take initiative and be accountable for accurately presenting data. Demonstrate a willingness to take ownership of projects by taking the lead, anticipating potential problems, and contributing to solutions. The right candidate will be thorough with great attention to detail, have strong analytical skills and strategic awareness, and can read and interpret a complete set of financial statements.
Main Responsibilities
Prepare a collection of metrics and analyses including, but not limited to, prime/gross margin, SG&A, EBIT, Capex, supply/cost/volume, and other ad hoc tasks as assigned by leadership within Kop-Coat. Assist in preparing weekly, monthly, and quarter sales forecasts by collaborating with sales and leadership personnel. Provide support during month-end processing to multiple internal stakeholders to ensure the Company meets all internal and external month-end reporting deadlines. Partner with other internal departments to understand business needs and ensure metrics and analytics align with organizational goals. Assist in preparing annual financial budget (GTO, Goals/Targets/Objectives) to help drive both short- and long-term planning. Prepare consolidated financial reporting and analytics for the Director, FP&A. Provide actionable insights and intelligence into market trends by segment and sub-segment by conducting data analysis and market research. Develop and manage segmentation databases with relevant KPIs.
Key Qualifications
Bachelor's degree in Business, Finance, Accounting or related field. 5+ years of experience in finance or analytical role. High proficiency in Microsoft Office tools, including Word, Excel, PowerPoint, and other programs.
Preferred Qualifications
MBA or Master's degree in relevant field. CPA/CMA/CFA certification. Prior experience in cost accounting and/or manufacturing. Apply for this ad Online!....Read more...
Within the apprenticeship you will have the opportunity to develop your accounting and finance skills in a practical setting. You will support your line manager and the team in providing analysis and developing financial modelling skills in addition to your study material. Some of the key tasks you will perform are:
Carry out valuation bridging analysis where we compare a company or asset's current valuation to its previous valuation, highlighting the factors that caused the change. This could include changes in revenue, operating costs, market conditions, capital expenditure, or adjustments in discount rates. The goal is to break down changes in these components so that investors can understand what has driven the increase or decrease in value over time. The findings are then presented in a way that is straightforward, helping investors grasp the key insights and trends
You will support experienced team members in building detailed financial models that help evaluate investment opportunities, asset performance, and financial decisions for funds. This includes assisting with key business activities like buying and selling assets, as well as refinancing deals to improve financial conditions
As a new employee, the company will provide hands-on training in financial modelling techniques, guiding you through the process and teaching you how to apply these models in real-world scenarios. You'll learn best practices and gain practical experience by working alongside experts
Present your analysis and financial models to clients, explaining how the results apply to real-world asset or fund performance
Review legal documentation including letters of engagement and project documents
Provide training and feedback to colleagues or clients on relevant topics
Administrative and office support duties which may include data entry, correspondence and ad-hoc internal project support
Training:At the end of the qualification, you should expect to receive a Level 3 apprenticeship and a level 3 AAT qualification. Following this, we would encourage and support you to take the level 4 AAT qualification before moving into a CIMA (Chartered Institute of Management Accountants) or CFA (Chartered Financial Analyst) qualification.
You will have the option to study from home using BPP's online or online live courses or you may choose to attend in centre classrooms for your study, depending on your preference.
The training is generally one day per week, however certain courses may have a block release.
Functional skills in maths (if required).Training Outcome:Amberside are also keen to retain good employees and offer a varied and challenging career, including opportunities with our sister company Amberside Valuations.
However if the apprentice chooses to leave once the apprenticeship is completed and with the experience gained at Amberside Valuations, apprentices will be well suited to an investment analyst role within funds or working towards investment banking if this is your preference.Employer Description:Amberside Valuations provides financial modelling and asset valuation services to fund managers who invest in infrastructure and energy transition assets. We regularly value over 300 assets for some of the largest European infrastructure investors with total fund values of over £5bn.
In addition to running valuation services for our clients, we build fund financial models, financial models for the assets they invest in, and assist with their acquisitions, asset sales and refinancings. Throughout all our mandates financial modelling is a core element.Working Hours :Monday to Friday 9am to 5.30pm, shifts, may work evenings and weekends.Skills: IT skills,Attention to detail,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Lead Business Analyst, Credit Risk - Investment Banking - London
(FIS Adaptiv, Murex, Java, Credit Risk Modelling, Machine Learning, Java, Regulatory Compliance, Advanced Analytics)
Our client, a globally renowned investment bank with a commanding presence in financial markets and commodities trading, is seeking a Lead Credit Risk Business Analyst to join their cutting-edge Risk Technology division.
This is a high-impact role offering the chance to shape critical credit risk solutions that underpin the bank’s strategic operations. You’ll collaborate with technologists, risk managers, and senior stakeholders to deliver advanced risk models, data-driven analytics, and regulatory-aligned systems. It’s a fantastic opportunity to be at the heart of a fast-moving, innovation-focused environment where your expertise will influence global risk strategy.
Ideal candidates will have deep credit risk domain knowledge and experience leading business analysis initiatives in complex financial environments. Familiarity with FIS Adaptiv or Murex, Java-based systems, and credit risk modelling is essential. Exposure to machine learning, regulatory frameworks, and cross-functional stakeholder engagement is highly valued.
Key responsibilities include leading requirements analysis, implementing and enhancing risk models, ensuring regulatory alignment, improving data integrity, and driving process optimisation.
Market-Leading Benefits Package:
Hybrid & flexible working with core hours
Private medical, dental, and optical insurance
10% employer pension contribution (with matching)
Annual bonus + long-term incentive plans
£2,000 annual personal development budget
Unlimited access to global learning platforms & conferences
Gym membership, wellness allowance, and mental health support
Enhanced parental leave and family care support
30 days annual leave + bank holidays + option to buy/sell
Regular team retreats, networking events & volunteering days
Location: London, UK / Hybrid
Salary: £85,000 - £105,000 + Bonus + Exceptional Benefits
Eligibility: UK-based applicants with the right to work in the UK only.
NOIRUKTECHREC
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Lead Business Analyst, Market Risk - Investment Banking - London
(Murex, Market Risk Models, Advanced Analytics, Machine Learning, Regulatory Compliance, Data Integrity, Stakeholder Management)
A global financial markets and commodities bank is seeking a Lead Market Risk Business Analyst to join their dynamic Risk Technology division. With a unique international footprint and a culture that blends technical excellence with entrepreneurial energy, this is a rare opportunity to play a key role in the evolution of their market risk capabilities.
This high-impact position focuses on delivering scalable market risk solutions across asset classes. You’ll lead business analysis for critical technology initiatives, collaborate with cross-functional teams, drive model and system enhancements, and ensure compliance with global regulatory frameworks. This is a chance to shape the future of market risk at an organisation committed to innovation, integrity, and impact.
Ideal candidates will have at least 7 years' experience in market risk management with strong business analysis and IT delivery credentials. Familiarity with Murex, advanced analytics, and regulatory frameworks is essential. Exposure to machine learning, data governance, and stakeholder engagement across business and IT is highly valued.
Key responsibilities include requirements gathering, market risk model delivery, regulatory compliance oversight, data integrity management, and continuous improvement leadership.
Market-Leading Benefits Package:
Hybrid & flexible working with core hours
Private medical, dental, and optical insurance
10% employer pension contribution (with matching)
Annual bonus + long-term incentive plans
£2,000 annual personal development budget
Unlimited access to global learning platforms & conferences
Gym membership, wellness allowance, and mental health support
Enhanced parental leave and family care support
30 days annual leave + bank holidays + option to buy/sell
Regular team retreats, networking events & volunteering days
Location: London, UK / Hybrid
Salary: £85,000 - £105,000 + Bonus + Exceptional Benefits
Eligibility: UK-based applicants with the right to work in the UK only.
NOIRUKTECHREC
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Develop your skills in data analysis, coding and data visualisation software
Work with business stakeholders to design and deliver analytical solutions and reports
Work with other data professionals including and business stakeholders to automate and productionise outputs
Communicate with stakeholders in a non-technical manner, providing advice, understanding and insight
Collaborate with individuals across LGIM
Have guidance from your team and manager who will support you and teach you the day-to-day role
Apply the knowledge and skills that you’ve learnt from your training into the role
Have the opportunity to meet and network with new colleagues within your team, but also across the wider organisation
Learn through live interactive workshops lead by Data Scientists and via highly tailored online learning and practice
Training:Join us on an 20-month programme which includes sponsorship to study for an industry recognised Level 4 Data Analyst Qualification, whilst building your business acumen.
You’ll receive on the job training and coaching from your line manager. Alongside this you’ll complete training workshops and assignments, delivered by a leading apprenticeship training provider. Combined, these will fully equip you to be successful in your role, with the knowledge and skills required to apply to real world business challenges.Training Outcome:Post completion of the apprentice there is a possibility of continued, permanent employment with Legal & General with further opportunties to develop your skillset and career within data.Employer Description:Established in 1836, we are a leading financial services group and major global investor, safeguarding people's financial futures around the world.Working Hours :Monday- Friday
9.00am- 5.00pm
Not shiftsSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working....Read more...
Develop your skills in data analysis, coding and data visualisation software
Work with business stakeholders to design and deliver analytical solutions and reports
Work with other data professionals including and business stakeholders to automate and productionise outputs
Communicate with stakeholders in a non-technical manner, providing advice, understanding and insight
Collaborate with individuals across LGIM
Have guidance from your team and manager who will support you and teach you the day-to-day role
Apply the knowledge and skills that you’ve learnt from your training into the role
Have the opportunity to meet and network with new colleagues within your team, but also across the wider organisation
Learn through live interactive workshops lead by Data Scientists and via highly tailored online learning and practice
Training:Join us on an 20-month programme which includes sponsorship to study for an industry recognised Level 4 Data Analyst Qualification, whilst building your business acumen.
You’ll receive on the job training and coaching from your line manager. Alongside this you’ll complete training workshops and assignments, delivered by a leading apprenticeship training provider. Combined, these will fully equip you to be successful in your role, with the knowledge and skills required to apply to real world business challenges.Training Outcome:Post completion of the apprentice there is a possibility of continued, permanent employment with Legal & General with further opportunties to develop your skillset and career within data.Employer Description:Established in 1836, we are a leading financial services group and major global investor, safeguarding people's financial futures around the world.Working Hours :Monday - Friday, 9.00am - 5.00pm. Not shifts.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working....Read more...
Job Description:
Are you a Chartered Accountant seeking your next career move? We are working on a fantastic opportunity for a Fund Research, Associate - Alternatives to join the team at a leading global financial services firm. You will be responsible for performing operational due diligence reviews for investments into hedge funds and other private market funds.
Skills/Experience:
A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
Strong working knowledge related to Global Markets or Asset Management space and their financial instruments. Specific involvement with hedge funds, private equity funds would be desirable.
Experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers.
Highly analytical.
Excellent organisation skills.
Core Responsibilities:
Conduct operational due diligence of external investment / fund managers as part of the company’s investment process.
Document due diligence meetings and present findings to the various committees and stakeholders.
Perform regulatory research and reviews of investment & wealth managers.
Analyse underlying manager financial statements.
Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
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: 16093
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.
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The role of the degree apprentice is to gain a deep understanding of the structure of the Financial Services industry with a focus on secondary market trading and client relationships. You will learn the businesses from the ground up by assisting more experienced colleagues, then progressing to more independent tasks with greater influence and responsibility. Sound understanding of the financial product landscape, client/customer segments that the organisation delivers to and trading and risk management will be gained.
You will participate in a range of activities :
Preparing trade ideas for clients
Deal processing
Pricing products
Quantitative analysis
Risk management tasks
Training:Our specialised BSc (Econ) in Applied Finance programme combines the academic rigour of Queen Mary University of London's academic excellence with the achievement of industry-recognised professional qualifications and work experience within partner organisations.
Designed to build diversity in the financial profession, this programme will support you to develop the skills necessary to become a highly competent professional who excels in the financial sector.
With a specially designed curriculum, the programme will take a block teaching approach which is strongly supported with online independent learning activities and workplace learning. In particular, the block-teaching approach for the on-campus teaching enables apprentices to have uninterrupted periods on the trading floor outside of the on-campus periods, which is essential for their understanding of how financial markets operate.
Apprentices will develop deep understanding of:
The structure of the Financial Services industry and in particular the role their part of the sector and organisation plays; the purpose of the function in which they work and how their function relates to the wider business
The relevant Financial Services legal and regulatory framework and ethics, and the purpose behind them
The relevant Financial Services products and services and a broad understanding of the organisation’s policies and procedures
Proficiency in relevant IT skills, and organisation and Financial Services specific software/systems, as required to deliver the role outcomes
The programme follows a block-teaching approach for the on-campus teaching, as this enables apprentices to have uninterrupted periods on the trading floor outside of these periods, which is essential for their understanding of how financial markets operate.
The intensive on-campus sprints are designed to provide in depth coverage of the academic knowledge and skills required, which apprentices will then apply in the workplace between sprints. In this period, learning and teaching will continue through online material and assessments (formative and summative) to keep apprentices engaged with their studies and enable them to learn at their own pace.
The work-based modules enhance these elements by providing important opportunities for students to engage in structured learning activities in the workplace, which will build workplace specific knowledge and skills, develop professional behaviours, and facilitate the implementation of the academic and technical capabilities developed as part of the apprenticeship programme.Training Outcome:
Upon successful completion of the Apprenticeship, candidates will have the opportunity to apply for a full-time Analyst position with CIBC
Employer Description:We are a leading and well-diversified North American financial institution committed to creating enduring value for our clients, team, communities and shareholders as we activate our resources to create positive change and contribute to a more secure, equitable and sustainable future.
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
• Thrive: Benefit from an open and approachable culture
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity across our global offices
• Develop: Grow your skills and career through ongoing learning opportunities, individual development planning, and comprehensive product training
• Prosper: Share in our collective success with a competitive salary, incentive pay, employee banking benefits, health benefits program, and employee share purchase planWorking Hours :Shift Days (including college day): Monday- Friday
Day Hours: 7
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative,Highly Motivated....Read more...
Software Tester – Fintech – Bern, Switzerland
(Tech stack: Software Tester, QA Engineer, Test Automation, Manual Testing, Selenium, C#, Postman, REST, SOAP, .NET, Azure, Agile, Scrum, Kanban, QA Analyst, Qualitätssicherung, Test Engineer, ISTQB, UI Testing, API Testing)
We have several fantastic new roles for Software Testers to join a fast-growing and forward-thinking FinTech company that is disrupting the world of private wealth management. This is a rare opportunity to work with a brilliant cross-functional team and help ensure the highest levels of software quality across brand-new, ground-breaking financial platforms.
Our client’s latest product suite has already transformed how clients manage and grow their wealth, offering flexible, scalable and highly personalised financial solutions.
They are seeking talented Software Testers with strong experience in manual and automated testing, along with knowledge of tools like Selenium, Postman, and a general understanding of C#, REST/SOAP APIs, and Azure-based applications. You’ll be working in an Agile environment and contributing to the design, execution, and improvement of testing strategies from the ground up.
The company will also provide training and mentoring in tools and practices such as:
.NET 9, C#, Selenium, JavaScript Testing, REST, SOAP, Azure DevOps, API Testing, Test Automation Frameworks, Agile, BDD, TDD, Cypress, Postman, Performance Testing, and more.
This is your chance to join a greenfield development and testing project—where quality is a first-class citizen and innovation is encouraged at every step.
Benefits Include:
Shares in the company
3 hours of weekly “tech exploration time” to try new tools and ideas
Flexible working hours
Remote work options available
Free yoga sessions at the on-site studio (lunchtime or after work)
Location: Bern, Switzerland / Hybrid Working
Salary: €80,000 – €100,000 + Bonus + Benefits
Applicants must be based in Switzerland and have the right to work in Switzerland.
Noir continues to be the leading Microsoft recruitment agency; we can help you make the right career decisions!
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NOIRSWITZERLANDREC
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NC/DK/BER80100....Read more...
The Company
Our client is a long-standing financial services provider operating in Australia and New Zealand, offering solutions in banking, retirement, and wealth management. With a strong focus on supporting customers through every stage of life, they leverage a leading digital platform to assist financial advisers in delivering personalised advice. Backed by over a century of experience and a commitment to social impact through their philanthropic initiatives, our client is dedicated to driving positive outcomes for customers, employees, and the broader community.
The Opportunity
As the business continues to grow and evolve, there is an increasing emphasis on leveraging data to deliver more personalised experiences, improve operational efficiency, and support strategic decision-making.
In this newly created role, the Senior Data Strategy Manager/Analyst will lead the development and delivery of the platform’s data strategy. You’ll be instrumental in ensuring data is structured, governed, and utilised effectively across the business. This role is ideal for a strategic thinker with strong technical expertise and a passion for using data to create value.
This is a 6-month contract opportunity for an immediately available, Sydney or Melbourne based candidate.
Key Accountabilities
Lead the Data Strategy: Partner with senior leaders to shape a long-term data vision and translate business goals into actionable data initiatives.
Design Fit-for-Purpose Data Solutions: Build scalable and compliant data environments that support both analytical and operational use cases.
Enable Insight-Driven Decisions: Establish best practices for data analysis and reporting that empower teams to make evidence-based decisions.
Implement Data Governance Frameworks: Create and embed policies that uphold data accuracy, privacy, and security in line with regulatory standards.
Engage with Key Stakeholders: Work collaboratively across functions to align data practices with business needs and drive support for strategic data initiatives.
Ideal Experience
Formal qualifications in Data Science, Analytics, Information Management, or a related discipline.
Significant experience in a senior data-focused role, with a track record of delivering data strategies in complex business environments.
Experience in the financial services industry
Strong technical expertise in data architecture, data management platforms, and analytics tools.
Proven ability to turn complex business requirements into scalable, data-driven solutions.
Excellent communication skills with the ability to influence stakeholders at all levels.
A detail-oriented mindset with a strategic outlook and strong problem-solving capabilities.
Why Apply
Work in a collaborative environment that values diverse perspectives
Opportunity to influence strategy through data-driven insights
Flexible working arrangements with hybrid work options
If you're passionate about using data to drive strategic outcomes and want to contribute to improving retirement outcomes for Australians, we'd love to hear from you.
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.....Read more...
Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm. In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
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:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm. In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
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...
Do you have Fund Research experience? Are you currently an investment analyst or investment manager in the Multi-Asset space?
We have a great permanent opportunity available for a VP - Investments to join a private wealth management firm in London. The ideal candidate will have investment experience, preferably across multiple asset classes at a large established wealth manager or similar institution. Fund research experience and client facing skills are essential in this role.
You will be passionate about investing with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes).
This role is to assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
Benefits:
A highly competitive compensation structure
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: 16001
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:
Our client, a global asset management firm, is seeking an experienced Client Onboarding Analyst to join their Edinburgh team on a 12-month fixed term contract basis.
Essential Skills/Experience:
Prior experience working within asset management or asset servicing firm.
Experience reviewing investment management agreements, platform agreements, rebate agreements and/or distribution agreements.
Experience in initial and ongoing AML/KYC checks.
First-hand experience of onboarding pooled and/or segregated clients.
Core Responsibilities:
Manage all transition types for mandate clients and pooled fund clients, as well as ensuring smooth exit process when clients terminate their mandate/investment for the firm.
Key point of contact for client on-boarding activity.
Manage the investment management agreement review and amendment process.
Manage the distribution agreement, platform agreement, rebate agreement and terms of business process.
Ensure operational client on-boarding is delivered.
Conducting due diligence on clients to assess potential risk.
Ensure all client-side letters are managed in accordance with established processes.
Reviewing and verifying client identification and documentation.
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: 16108
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Resolve or escalate system support issues in line with policy and procedures
Ensure all business as usual tasks and processes are delivered in accordance with our policy and procedures
Provide end user feedback to help shape the training strategies for all financial system users
Assist with support and training documentation for the applications (Cognos Controller, Power BI, Tableau and more)
Assist with the communication of updates and improvements to all financial users
Assist the team in ensuring the successful transition from design and development to go live is in accordance with policy and procedures
Assist the team in ensuring the successful delivery of projects
Assist with report creation and developments within Power BI
Assist with data collection tasks and help develop ways to automate processes
Training:This Professional Degree Apprenticeship is designed to produce future Digital and Technology Solutions Professionals and Leaders. It has been awarded the Tech Industry Gold Accreditation by TechSkills, an organisation that brings together employers and universities to create highly skilled digital graduates.
The Digital and Technology Solutions Professional Degree Apprenticeship blends online learning, face-to-face workshops and on-the-job experience to transform learners into highly skilled tech professionals. The Degree Apprenticeship is available in four specialisms:
Network Engineer
Software Engineer
IT Consultant
Data Analyst
This programme develops core technical skills, knowledge and behaviours for the development of innovative digital solutions. Further specialism modules offer opportunities to develop technical areas of relevance to the learners’ roles.
Who it’s a good fit for?
New staff focussing on a plan to pursue a career associated with the technical department of the business
Existing staff wishing to expand their skills and career together with gaining academic skills and qualifications while studying to degree level
Existing staff that would benefit from a comprehensive personal development plan to advance their skills to a higher level
As part of their programme learners will complete:
Fourteen learning knowledge modules teaching theory and practical application. These are primarily taught online and are supported by classroom training workshops. Five modules are taught at level 4, five at level 5 and four at level 6
Work-based portfolios & projects will be completed at work, over the course of the programme to demonstrate practical abilities.
Microsoft Azure Certification:
As part of the professional practice, learners will be able to access Cloud Academy resources which will prepare them for taking official Microsoft certifications.
An example route of this, for Data Analysts, would be for learners to complete the Microsoft Azure Fundamentals course in Level 4 and then the Microsoft Data Engineering on Microsoft Azure at level 5. Completion of both these exams would result in the learners completing the Microsoft learning journey of Microsoft Certified Azure Data Engineer Associate. At Level 6 there will be additional Microsoft preparation content available if the learner and employer feel that there is a specific need.Training Outcome:There is an opportunity to continue working for the Companies Data & Analytics Team on successful completion of the apprenticeship with a full-time permanent position, which includes a salary enhancement and more training throughout your career.Employer Description:RPC Containers is a leading global supplier of a broad range of innovative rigid, flexible, and non-woven products used every day within consumer and industrial end markets. They are a Fortune 500 company, have over 70,000 employees and generated approximately $23 billion of sales in fiscal year 2024 with operations that span over 400 locations in 140+ countries.Working Hours :Monday - Friday, 9:00am - 5:15pm.Skills: Communication skills,Attention to detail,Problem solving skills,Analytical skills,Team working....Read more...
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc. Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
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: 16001
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...
Throughout the apprenticeship, you’ll work at our Support Office within the Customer Success Team, where you will learn to:
Contribute to a wide-reaching review process, identifying and suggesting business improvements, streamlining operations across a large national company
Understand key business systems and databases, learning to create and manage reports, build dashboards, and maintain high-quality digital data to support Sales, Marketing and Customer Service teams
Use the CRM platform, Salesforce, to effectively to manage workflows, report on business metrics and customise reports
Develop your technical skills to contribute to the business digital transformation project
Build project management skills, learning to manage small-scale projects and helping with planning, setting timelines, tracking progress and reporting outcomes
Understand and use project management tools and methodologies
Identify potential inefficiencies and suggest improvements, learning root cause analysis methods and Lean Principles
Build an understanding of the principles of continuous improvement, participating in developing new ideas for process optimisation
Become an ambassador for our “Customer First” culture, resolving any issues quickly and keeping your colleagues and customers informed, so they feel truly valued
Manage multiple tasks and deadlines as part of a varied workday in a fast-paced operational environment
Training:You will complete a level 3 Business Administrator Apprenticeship Standard. This programme will be delivered using a combination of:
Workplace experience to gain practical skills
Guidance and training from an experienced workplace mentor
Industry-recognised training leading to an apprenticeship qualification. You will attend training workshops both online and in person. These will take place within the workplace and at other training locations
On successful completion of the level 3 apprenticeship, there will be an opportunity to continue your development and progress to a level 4 qualification
Training Outcome:On successful completion of the level 3 apprenticeship, there will be an opportunity to continue your development and progress to a level 4 qualification. This would support the opportunity to progress to a Customer Success Analyst role.Employer Description:Sunbelt Rentals is the leader in equipment rentals in the UK, Ireland, US and Canada - as well as specialist operations in Europe. We provide a range of solutions to every market and sector, including construction, industrial, energy, infrastructure, government and events. Our teams make the impossible possible and the unthinkable doable. Turning what if into what is. Our people are at the heart of our values and they’re our greatest asset. We rely on you to look after our customers so in return, we take good care of you. We recognise the value and uniqueness of our team-mates and are committed to creating a diverse and inclusive Sunbelt Rentals, providing equality of opportunity and a culture of fairness and respect. Your health, safety and wellbeing is really important to us. We’re raising awareness and providing support through initiatives such as our mental health awareness campaign and first-aider programme. You’ll also be able to access a 24-7 employee assistance helpline, counselling services and financial wellbeing support.Working Hours :In agreement with the manager, but Monday–Friday between the hours of 8.00am - 5.30pm e.g., 8.00am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
Accurate data in compliance with applicable legislation
Assist with administration of receivable and payable processes
Complete regulatory checks on cash transactions in and rectify issues within timeframe
Assist with preparation of weekly/monthly cash postings
Assist with preparation of ad hoc journal postings (e.g. loan interest, adjustments)
Assist with preparation of monthly finance packs for executive reporting
Assist with given project work
Complete all mandatory training issued by Vision or Rathbones within the deadlines
Job swap with other teams in head office to gain a wider understanding of how Vision functions as a whole
Attend all AAT sessions and complete exams working towards their AAT qualification
Extra study time will be given where needed and time will be given for off-the-job learning
Acts with the best interest of clients at all times
Must be self-motivated and enjoy working in a small team environment
Takes responsibility for managing individual workload
Communicates clearly and willingly with all members of the team and advisor community
High level of attention to detail
Adheres to vision values
Training:BPP apprenticeship training programmes are delivered virtually by a fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.Training Outcome:Career progression after this apprenticeship would likely be to move on to further accountancy qualifications. Employer Description:Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth.
Our purpose, which is to think, act and invest responsibly, is delivered through our corporate values – Responsible and entrepreneurial in creating value, collaborative and empathetic in dealing with people, courageous and resilient in leading change, professional and high-performing in all our actions.
Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK’s most responsible wealth manager.
We want Rathbones to be a company where everyone has the opportunity to build a successful career and find the right balance between work and personal life, regardless of age, ethnicity, gender, religion or background.
Rathbones recognises that our high standards of service and our reputation depends upon us employing the right people, with the right skills and experience. We recruit individuals who match our values – those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.
We choose to invest significantly in the development of our people. We also encourage our employees to take relevant business qualifications and offer generous support packages. Our investment professionals are required to achieve standards above the regulatory minimum with a particular focus on the Chartered Wealth Manager and Chartered Financial Analyst qualifications.
We are an equal opportunity employer, and it is our policy to ensure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief, or sexual orientation.Working Hours :Monday-Friday, between 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Willingness to learn....Read more...
The role of the degree apprentice is to undertake all requirements during the solution development life-cycle from analysis, design, code, build, test, implementation and support. Follow a systematic methodology for initiating, planning, executing, controlling, and closing technology solutions projects using industry standard processes, methods, techniques and tools to execute and manage projects. Communicate effectively with a range of stakeholders both technical and non-technical at all levels of influence and responsibility. Design, build and test high-quality software solutions.
You may also be required to work with other team members on the wider solution and product managers and UX designers in implementing solutions. You will apply software engineering principles to all stages of the solution life-cycle, undertaking analysis and design, development of code and data requirements whilst also ensuring security feature are addressed. As well as creating new code, you can support existing code by troubleshooting, reverse engineering and conducting root cause analysis.
You will typically work as part of a large collaborative team and will have responsibility for significant elements of software solutions. Our degree apprentices will engage in continuous professional development and mentoring others in the development and implementation of digital and technical solutions.
You will participate in a range of activities :
Software development in key languages (python/java/C#/C++)
Systems design
System resilience
Data management
Quality assurance testing
Micro-services based architectures
Dashboards
Dev ops
Training:Our specialised BSc in Digital and Technology Solutions combines the academic rigour of Queen Mary University of London's academic excellence with practical work experience within leading employer organisations.
During the programme, candidates will create digital and technology solutions that enable businesses to develop new products and services and increase productivity. The programme emphasises a hands‑on approach to learning programming skills. On completion of the programme, Degree Apprentices will be able to:
Critically analyse a business domain in order to identify the role of information systems
Identify organisational information requirements and model data solutions using conceptual data modelling techniques
Undertake a security risk assessment for a simple IT system and propose resolution advice
Apply organisational theory, change management, marketing, strategic practice, human resource management and IT service management to technology solutions development
Whilst the weekly delivery takes place at the LCIOT, your sprint teaching will take place at Mile End.
You will attend lectures, seminars, labs and tutorials during your on campus days. Your on campus requirement will be one day per week plus one week sprint teaching each semester and you will be in teaching during Semester A, B and C.
Your on campus time will be a minimum of 20% of your total weekly working hours and averages about 5-10 hours contact time.
Further information about the programme can be found here: https://www.qmul.ac.uk/undergraduate/coursefinder/courses/2025/digital-and-technology-solutions-software-engineering/Training Outcome:Upon successful completion of the Apprenticeship, candidates will have the opportunity to apply for a full-time Analyst position with CIBC. Employer Description:We are a leading and well-diversified North American financial institution committed to creating enduring value for our clients, team, communities and shareholders as we activate our resources to create positive change and contribute to a more secure, equitable and sustainable future.
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
• Thrive: Benefit from an open and approachable culture
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity across our global offices
• Develop: Grow your skills and career through ongoing learning opportunities, individual development planning, and comprehensive product training
• Prosper: Share in our collective success with a competitive salary, incentive pay, employee banking benefits, health benefits program, and employee share purchase planWorking Hours :Shift Days (including college day): Monday - Friday.
Day Hours: 7.Skills: Communication skills,Number skills,Team working,Motivated....Read more...
