An exciting opportunity has arisen for a Semi Senior Accountant with 2 years experienceto join a well-established accountancy practice. This full-time role offers excellent benefits and a competitive salary.
As aSemi Senior Accountant, you will be supporting client onboarding processes and ensuring new clients receive a seamless and professional experience
You will be responsible for:
? Applying your accounting knowledge to address client queries during initial stages.
? Setting up account and administrative systems to meet individual client requirements.
? Liaising with internal teams and acting as a key point of contact for clients during onboarding.
? Ensuring communication is timely, clear and aligned with professional standards.
? Resolving issues related to onboarding promptly and effectively.
What we are looking for:
? Previously worked as a Semi Senior Accountant, Practice Accountant, Accounts Semi Senior, Accountant or in a similar role.
? At least 2 years experience within an accountancy practice, financial services, or similar environment.
? Knowledge of client service, administrative processes, and accounting fundamentals.
? Strong communication and interpersonal skills.
What's on offer:? Competitive salary
? Clear path for professional growth within a global business
? Supportive and inclusive team culture
? Opportunity to make a meaningful impact on client success and operational efficiency
Apply now to seize thisSemi Senior Accountant opportunity and embark your career with a dynamic accountancy firm.
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 you....Read more...
Job Description:
We are currently looking for a Project Manager who has experience within the financial services sector to join the team at leading financial services firm. As Project Manager, you will be responsible for planning, executing, and delivering projects on time and within budget, working closely with stakeholders across business and technology teams.
Skills/Experience:
Proven experience as a Project Manager in the financial services sector (banking, insurance, fintech)
Strong understanding of project management methodologies (Agile, Waterfall, or hybrid)
Excellent stakeholder management and communication skills
Ability to manage multiple projects in a fast-paced environment
PMP, PRINCE2, or Agile certification is a plus
Core Responsibilities:
Lead end-to-end project lifecycle from initiation to closure
Define project scope, goals, and deliverables in alignment with business objectives
Manage project budgets, timelines, and resource allocation
Identify and mitigate risks and issues proactively
Communicate project status to stakeholders and senior leadership
Ensure compliance with financial regulations and internal governance
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: 16110
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...
Assist Finance team with adhoc financial tasks
General administrative duties and support to the Goodwille team
Support in raising, issuing, and booking sales invoices to relevant ledgers in Xero
Support in processing purchase invoices on Dext & Approval Max
Support in processing employee expense claims using a range of systems, from paper based to various cloud-based tools
Support in setting up and processing of bank payments
Support in minute and note taking for the business
Training:
Accounts or finance Assistant (level 2) Apprenticeship Standard
AAT Level 2 Certificate in Accounting
You will attend training provided by Coventry and Warwickshire Chamber Training once a week, Commerce House, 123 St Nicholas Street, Radford, CV1 4FD
Training Outcome:
A permanent role within the business with career progression and the opportunity to complete AAT level 3
Employer Description:For over 25 years, Goodwille have helped hundreds of businesses from a variety of different industries, understand and navigate the complexities of UK business culture. From setting up your company in the UK to ongoing support with accounting, payroll and more, we offer a range of professional business services to ensure that your new UK establishment or subsidiary is properly administered, managed and monitored. For optimal efficiency, at Goodwille all your business needs are coordinated seamlessly through one company.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....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.
INDPERM....Read more...
An opportunity has arisen for an Accounts Assistant Manager to join a well-established and forward-thinking accountancy practice that provides bespoke financial and tax services to a diverse client base, ranging from SMEs to high-net-worth individuals.
As an Accounts Assistant Manager, you will be supporting a portfolio of clients with their accounting and tax needs while contributing to team development and client service excellence. This full-time role offers hybrid working options, a salary range of £45,000 - £58,000 and benefits.
You will be responsible for:
* Managing a varied portfolio of clients across sectors
* Reviewing statutory accounts for limited companies, partnerships and sole traders
* Overseeing the preparation and filing of corporation tax returns
* Reviewing VAT returns submitted under different schemes
* Assessing monthly and quarterly management accounts
* Liaising directly with clients to resolve queries, including support with accounting software
* Supporting and guiding junior team members, including oversight of workloads
What we are looking for:
* Previously worked as an Accounts Assistant Manager, Assistant Accounts Manager, Accounts Supervisor, Accounts Senior, Practice Accountant or in a similar role.
* Possess at least 3 years' experience working in practice
* ACA or ACCA qualified with 1-2 years PQE
* Strong technical understanding of UK GAAP and FRS 102
* Familiarity with accounting software such as CCH, Sage, Xero, QuickBooks and Alphatax (preferred)
* Proficient in Microsoft Excel, Word and Outlook
What's on offer:
* Competitive Salary
* Flexible hybrid working arrangements
* Early finish every Friday at 2.30pm
* Discretionary annual bonus
* Pension scheme
* 23 days annual leave plus bank holidays, increasing annually with service
* Corporate rewards programme
* Quarterly social events
* Free on-site parking
This is a great opportunity for an Accounts Assistant Manager to join a progressive and supportive practice that values growth, flexibility and professional development.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
JOB DESCRIPTION
BUILD YOUR FUTURE WHILE YOU HELP BUILD A BETTER WORLD!
Tremco Construction Products Group brings together Roofing & Building Maintenance, Commercial Sealants, Waterproofing divisions, Tremco Barrier Solutions Inc., Dryvit, Nudura and Willseal brands, Prebuck LLC, Weatherproofing Technologies, Inc., Weatherproofing Technologies Canada and PureAir Control Services, Inc.
Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
If you're looking for a place to build a career and a life, with great benefits, advancement opportunity, technology, people and a commitment to a sustainable future, you've found it with us.
Reporting & Compliance Administrator
GENERAL PURPOSE OF THE JOB: The Reporting & Compliance Administrator is responsible for conducting financial analyses and audits to support contract compliance and profitability across construction projects. This position ensures accuracy in billing, forecasting, and reporting through detailed reviews and verification of data within enterprise systems such as SAP and eBuilder. The role is also critical in ensuring compliance with internal audit controls and external regulations by maintaining accurate documentation and collaborating closely with cross-functional stakeholders.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Hindsight Analysis
Conduct monthly reviews of contracts to identify fluctuations in gross margin due to change orders, cost increases/decreases, or unforeseen impacts.
Extract and validate project financial data from SAP.
Analyze cost changes and their effect on gross profit.
Deliver detailed reports highlighting key drivers of margin fluctuations.
Provide insights to stakeholders for informed decision-making.
2. Underbilling Analysis
Identify projects where incurred costs exceed billed amounts.
Extract and verify billing data from SAP to ensure accuracy.
Document findings and recommend corrective actions to address revenue leakage and improve cash flow.
3. Audit Controls
WTI_3: Cost Model
Review and Verify Audit Controls: Ensure that current audit controls meet internal policy requirements and external regulatory standards. Identify and address any gaps in control procedures.
Update and Document Report Selection Process: Evaluate current report selection methods for audit reviews. Update documentation to reflect changes, maintaining clarity and consistency.
Request and Obtain Audit Selection Report: Coordinate with Finance to obtain comprehensive and accurate audit selection reports including financial and project-level data.
Collect Relevant Data: Extract required project data from SAP and eBuilder systems. Confirm data integrity through cross-referencing with source documentation.
Verify and Analyze Data: Conduct in-depth data reviews to identify and investigate discrepancies or irregularities.
Report Findings and Recommend Corrective Actions: Summarize audit findings, propose actionable solutions, and support their implementation.
Address Audit Follow-Ups: Respond to audit-related questions promptly and provide additional documentation or explanations as required.WTI_6: Hindsight Analysis
Review and Verify Audit Controls: Reaffirm alignment of audit controls with compliance expectations.
Update and Document Report Selection Process: Maintain up-to-date records of report criteria and selection methodology.
Request and Obtain Audit Selection Report: Ensure audit selection reports from Finance are received timely and contain relevant project financials.
Collect Relevant Data: Pull and organize key project and cost data from SAP and eBuilder.
Verify and Analyze Data: Scrutinize data for accuracy and consistency, resolving any issues found.
Report Findings and Recommend Corrective Actions: Deliver clear, detailed reporting that outlines margin impacts and related drivers, and provide recommendations for resolution.WTI_7: Review of Completed Jobs
Review and Verify Audit Controls: Confirm that audits of completed jobs meet required standards and expectations.
Update and Document Report Selection Process: Ensure audit process steps and criteria for completed jobs are clearly documented and repeatable.
Request and Obtain Audit Selection Report: Partner with Finance to retrieve job completion reports for review.
Collect Relevant Data: Extract data related to job performance and completion metrics from SAP and eBuilder.
Verify and Analyze Data: Conduct reconciliation and validation of cost, billing, and completion status.
Report Findings and Recommend Corrective Actions: Summarize discrepancies and risks, and communicate corrective measures to operational and finance leaders.
Address Audit Follow-Ups: Provide any additional data requested and ensure all questions are answered thoroughly to close out the audit cycle.GRIR Audit Report
Extract GRIR (Goods Receipt / Invoice Receipt) account balances from SAP.
Pull and organize data including:
Purchase Orders (POs)
Goods Receipts (GRs)
Invoice Receipts (IRs)
Vendor master data
Aging reports
Material and invoice documents
Match GR and IR transactions against POs to identify:
Fully matched items
Timing differences or mismatches
Open items (e.g., GR without IR, IR without GR)
Reconcile and investigate:
Quantity and price variances
Duplicate entries
Delayed postings
Categorize open GRIR items by age and root cause.
Determine appropriate resolution:
Write-off
Vendor follow-up
Internal investigation
Collaborate with Procurement and Accounts Payable to confirm goods receipt and invoice verification.
Escalate or resolve discrepancies per internal policy.
Create the GRIR audit report with:
Summary of findings
Key metrics (e.g., open items, aging, write-offs)
Root cause analysis
Improvement recommendations
Document actions taken, such as item clearance or pending investigations.
Recommend preventative controls and process improvements, including automation where applicable.
Establish recurring GRIR monitoring tools or dashboards.
Ensure financial adjustments are properly booked and reflected in accounting systems.
4. Procurement Vehicle Fee Check Requests
Review cooperative sales reports to identify projects requiring procurement vehicle (e.g., co-op or government contract) fee processing.
Verify accuracy of cooperative contract usage and confirm eligibility for associated fee payments.
Process procurement vehicle fee check requests in compliance with internal guidelines and contract terms.
Collaborate with Procurement, Project Administration, and Accounts Payable to ensure proper documentation and timely processing.
Maintain records of fee check submissions and approvals for audit and reconciliation purposes.
Follow up on outstanding check requests and ensure financial postings are correctly applied in SAP or applicable financial systems.
5. Other Projects as Needed
Support ad hoc reporting, analysis, and compliance projects as assigned.
Assist with cross-functional initiatives involving Finance, Operations, Procurement, and Business Operations teams.
Adapt quickly to evolving business needs by providing timely data, insights, and administrative support.
Participate in process improvement initiatives or system implementations related to financial reporting and compliance.
Take ownership of assigned tasks and ensure follow-through to completion with accuracy and attention to detail.
Education:
Bachelor's degree from four or 5-year college or university
Experience:
Two to four years related experience and/or training.
Skills and Abilities:
Strong analytical skills with the ability to interpret financial data and identify trends or anomalies
Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and data validation
Experience with ERP systems, particularly SAP, for financial reporting and data extraction
Familiarity with GAAP and basic accounting principles for interpreting financial statements and cost data
Understanding of job cost accounting and the impact of billing, invoicing, and procurement processes on project profitability
Strong analytical skills with the ability to interpret financial data and identify trends or anomalies
Advanced proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and data validation
Experience with ERP systems, particularly SAP, for financial reporting and data extraction
Familiarity with GAAP and basic accounting principles for interpreting financial statements and cost data
Understanding of job cost accounting and the impact of billing, invoicing, and procurement processes on project profitability
Detail-oriented with a high level of accuracy in financial data review, reconciliation, and audit documentation
Ability to reconcile complex accounts, such as GRIR (Goods Receipt / Invoice Receipt) and underbilling scenarios
Knowledge of internal control frameworks and experience conducting or supporting audits
Strong written and verbal communication skills to document findings and present recommendations clearly
Time management and organizational skills to handle multiple projects and deadlines with minimal supervision
Collaborative mindset with the ability to work cross-functionally with Finance, Procurement, Operations, and Project Admin teams
Process improvement mindset, able to identify inefficiencies and propose automation or streamlined workflows
Comfort working with confidential or sensitive financial information
Familiarity with construction industry terminology and cost drivers (preferred but not required)
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
Job Description:.
We're working with a leading financial planning firm to recruit an experienced Paraplanner on a 12-month fixed-term contract in Edinburgh. This is a fantastic opportunity to join a well-established team of Financial Planning Directors, supporting the delivery of high-quality, client-focused advice.
Skills/Experience:
CII Diploma in Financial Planning (essential)
Chartered status or working towards (desirable)
Proven paraplanning experience
Strong knowledge of UK tax and pension legislation
Core Responsibilities:
Prepare suitability reports and client cashflow models
Attend client meetings and provide research and follow-up support
Assist with annual reviews and ongoing client service
Manage your own workflow and ensure timely, accurate output
Support the delivery of team income objectives
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: 16106
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...
Job Description:
Our client, a wealth management firm in Edinburgh’s city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you’d be required to be in the office 5 days per week.
Skills/Experience:
Previous experience in an IFA or financial services administration role
Strong understanding of financial products, platforms, and the advice process
Excellent communication and organisational skills
Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial products
Maintain accurate client records using our back-office system (e.g. Intelligent Office or similar)
Liaise with product providers and clients to obtain necessary information and updates
Support the production of client review packs and documentation ahead of meetings
Ensure compliance and regulatory requirements are met throughout all administrative processes
Monitor and follow up on outstanding documentation and pipeline business
Assist in managing the advisers’ diaries and meeting arrangements
Provide general office and client support as required
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: 16124
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. ....Read more...
Harper May is partnering with a fast-growing financial services business specialising in innovative, fully regulated solutions within the payments sector. With a dual focus on B2B and B2C markets, the company is well-positioned for continued growth and is seeking a commercially driven CFO to lead the finance function and help guide the organisation through its next strategic phase.Role Overview: The CFO will be a key member of the executive leadership team, responsible for overseeing all financial operations, contributing to business strategy, and supporting future fundraising and investor engagement. This is a high-impact role suited to a finance leader with a strong track record in regulated financial services environments.Key Responsibilities:
Lead the development of corporate strategy, business planning, and financial forecasting
Work closely with the CEO and Board to shape the company’s strategic vision
Support fundraising activities and manage relationships with investors and external stakeholders
Lead and develop the finance team, embedding best practices across financial operations
Maintain robust financial controls, processes, and compliance with regulatory requirements
Oversee budgeting, cash flow forecasting, and financial performance monitoring
Deliver accurate and timely financial reporting, including statutory accounts and board packs
Monitor and manage the organisation’s tax position, audit processes, and banking relationships
Identify commercial opportunities and contribute to new business initiatives and growth strategies
Key Requirements:
ACA / ACCA / CIMA qualified (or equivalent)
Extensive experience in senior finance leadership, ideally within regulated financial services or fintech
Strong technical accounting knowledge and a deep understanding of compliance frameworks
Proven experience in leading finance functions, building high-performing teams, and managing investor relationships
Commercially minded, with the ability to balance strategic oversight and operational execution
Excellent communication and stakeholder engagement skills
Strong Excel skills and financial modelling capability
Adaptable, detail-oriented, and comfortable operating in a fast-paced environment....Read more...
An exciting opportunity has arisen for a Semi Senior Accountant with 2 years experienceto join a well-established accountancy practice. This full-time role offers excellent benefits and a competitive salary.
As aSemi Senior Accountant, you will be supporting client onboarding processes and ensuring new clients receive a seamless and professional experience
You will be responsible for:
* Applying your accounting knowledge to address client queries during initial stages.
* Setting up account and administrative systems to meet individual client requirements.
* Liaising with internal teams and acting as a key point of contact for clients during onboarding.
* Ensuring communication is timely, clear and aligned with professional standards.
* Resolving issues related to onboarding promptly and effectively.
What we are looking for:
* Previously worked as a Semi Senior Accountant, Practice Accountant, Accounts Semi Senior, Accountant or in a similar role.
* At least 2 years experience within an accountancy practice, financial services, or similar environment.
* Knowledge of client service, administrative processes, and accounting fundamentals.
* Strong communication and interpersonal skills.
What's on offer:* Competitive salary
* Clear path for professional growth within a global business
* Supportive and inclusive team culture
* Opportunity to make a meaningful impact on client success and operational efficiency
Apply now to seize thisSemi Senior Accountant opportunity and embark your career with a dynamic accountancy firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
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.
INDPERM....Read more...
Support bookkeeping, VAT returns, and payroll processing
Assist in preparing client reports, financial summaries, and Excel models with advanced formulas
Handle admin and PA responsibilities, including diary scheduling, inbox support, and internal follow-ups
Help maintain internal systems and workflows, and ensure accurate file organisation (mainly digital)
Contribute to marketing support, including website edits, Social media adverts and LinkedIn activity
Assist with preparing daily and monthly sales, commission, and performance reports for telecom retail clients
Training:On-the-job training will be delivered by senior team members, including regular 1:1 support, feedback, and practical coaching.Training Outcome:Upon successful completion of the apprenticeship, the candidate may progress into a permanent finance role within the company, with increased responsibilities in client management and reporting. They may also have the opportunity to support financial advisory projects, explore further qualifications, and take on client-facing or operational roles as the business grows.Employer Description:Tax Effective Ltd is a boutique accountancy firm based in London, specialising in tax-efficient solutions for healthcare professionals and growing small businesses. We combine traditional accounting services with modern cloud-based tools to deliver efficient, personalised support. As a growing firm, we’re committed to training and developing junior talent through hands-on experience, mentoring, and exposure to real client work. Our culture is collaborative, agile, and focused on long-term career growth.Working Hours :Monday to Friday, 9.00am to 5:30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
Getting to know the team; services and processes
Getting to know our systems
Assist Finance team with adhoc financial tasks
General administrative duties and support to the Goodwille team
Support in raising, issuing, and booking sales invoices to relevant ledgers in Xero
Support in processing purchase invoices on Dext & Approval Max
Support in processing employee expense claims using a range of systems, from paper based to various cloud-based tools
Support in setting up and processing of bank payments
Support in minute and note taking for the business
Training:Accounts/Finance Assistant Apprenticeship Level 2 - AAT
This apprenticeship is a perfect match for someone without any accountancy or bookkeeping knowledge. On this programme they will learn the building blocks of the modern accountant. Not only will they grasp the fundamentals of bookkeeping but we will help them develop those vital skills and behaviours to enable them to put their knowledge into action.
If you’re new to accountancy and finance, looking to change your career into accountancy or have previously worked in an accounts department this level is ideal for you. You don’t need any prior experience working in accounts to study AAT Level 2 Certificate in Accounting. There are no entry requirements, but you do need good maths, IT and English skills, and a willingness to learn.
You’ll learn a broad range of core accounting skills, including double-entry bookkeeping and basic costing as well as accountancy related business skills and personal skills. You must successfully complete the following:
Introduction to Bookkeeping (ITBK)
Principles of Bookkeeping Control (POBC)
Principles of Costing (PCTN)
Business Environment (BESY)
You will also be required to complete an End Point Assessment (EPA), which will include a synoptic assessment and interview with supporting portfolio.
Training will be provided by attending either face-to-face classroom based lessons or Live Online. An apprenticeship has to be relevant to the job you are undertaking and you must dedicate time to off the job training, as well as completing knowledge, skills and behaviours associated with your apprenticeship.Training Outcome:Progression into Finance team, to a Finance Assistant and then Finance Controller.Employer Description:For over 25 years, Goodwille have helped hundreds of businesses from a variety of different industries, understand and navigate the complexities of UK business culture. From setting up your company in the UK to ongoing support with accounting, payroll and more, we offer a range of professional business services to ensure that your new UK establishment or subsidiary is properly administered, managed and monitored. Working Hours :37.5 hours per week - Monday to Friday. Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Getting to know the team; services and processes
Getting to know our systems
Assist Finance team with adhoc financial tasks
General administrative duties and support to the Goodwille team
Support in raising, issuing, and booking sales invoices to relevant ledgers in Xero
Support in processing purchase invoices on Dext & Approval Max
Support in processing employee expense claims using a range of systems, from paper based to various cloud-based tools
Support in setting up and processing of bank payments
Support in minute and note taking for the business
Training:Accounts/Finance Assistant Apprenticeship Level 2 - AAT
This apprenticeship is a perfect match for someone without any accountancy or bookkeeping knowledge. On this programme they will learn the building blocks of the modern accountant. Not only will they grasp the fundamentals of bookkeeping but we will help them develop those vital skills and behaviours to enable them to put their knowledge into action.
If you’re new to accountancy and finance, looking to change your career into accountancy or have previously worked in an accounts department this level is ideal for you. You don’t need any prior experience working in accounts to study AAT Level 2 Certificate in Accounting. There are no entry requirements, but you do need good maths, IT and English skills, and a willingness to learn.
You’ll learn a broad range of core accounting skills, including double-entry bookkeeping and basic costing as well as accountancy related business skills and personal skills. You must successfully complete the following:
Introduction to Bookkeeping (ITBK)
Principles of Bookkeeping Control (POBC)
Principles of Costing (PCTN)
Business Environment (BESY)
You will also be required to complete an End Point Assessment (EPA), which will include a synoptic assessment and interview with supporting portfolio.
Training will be provided by attending either face-to-face classroom based lessons or Live Online. An apprenticeship has to be relevant to the job you are undertaking and you must dedicate time to off the job training, as well as completing knowledge, skills and behaviours associated with your apprenticeship.Training Outcome:Progression into Finance team, to a Finance Assistant and then Finance Controller.Employer Description:For over 25 years, Goodwille have helped hundreds of businesses from a variety of different industries, understand and navigate the complexities of UK business culture. From setting up your company in the UK to ongoing support with accounting, payroll and more, we offer a range of professional business services to ensure that your new UK establishment or subsidiary is properly administered, managed and monitored. Working Hours :37.5 hours per week - Monday to Friday. Times to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Job Description:
Are you an experienced Float EA with financial services experience?
Our client, an investment bank in London, is recruiting for a Float Executive Assistant to join their team on a 12 month contract basis. This full-time role is based at Canary Wharf and requires the role holder to be in the office for a minimum of 4 days per week.
Skills/Experience:
Previous experience within a similar Float EA position
Previous experience in investment banking or financial services (preferred)
Experienced with Microsoft Outlook, Concur, Zoom, and CRM systems
Strong organisational and communication skills
Core Responsibilities:
Cover EA absences across the division, ensuring seamless support
Coordinate internal and external meetings, calls, and events
Maintain accurate client contact information
Provide professional telephone coverage and inbox management
Proactively manage complex calendars, avoiding scheduling conflicts
Act as a gatekeeper to protect time and priorities for senior stakeholders
Arrange global travel and logistics, including flights, hotels, and visas
Prepare detailed itineraries and agendas
Process expenses via Concur and SMAART, ensuring compliance with firm policy
Assist with event coordination
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: 16135
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...
The successful candidate will be undertaking:
Processing receipts, sales invoices and payments
Maintaining financial records which accurately record the business’ incoming and outgoing finances
Completing VAT return forms, once trained
Ensuring that accounts are accurately monitored and recorded
Dealing with a company’s payroll by processing wages and employee expense claims
Preparing profit and loss accounts sheets, once trained
Preparing balance sheets
Answering the telephone
Reading/sending emails to clients
Minuting meetings/ photocopying/ filing and other administrative duties, ranging from filing, scanning, data entry, typing document and raising invoices.
Working as part of a team in a customer facing role; working within a multi discipline team and where necessary supporting senior management.
Be able to work under own initiative and having the ability and willingness to acquire job related knowledge through self-development and by learning from others
Providing excellent customer services to our clients, through incoming and outgoing calls, emails and face-to-face meetings
Exposure to a wide variety of software packages, including Microsoft Excel, Outlook & Word
Exposure to internal software packages
Identifying customer needs and responding to them quickly and efficiently
Demonstrate flexibility in order to meet Company needs .
Can demonstrate excellent communication skills with a range of people including customers, managers, and team members
To ensure and maintain confidentiality within the working environment at all times.
The Apprenticeship Training Programme forms part of your duties as well as helping your personal and professional development; the requirements to complete the programme are as follows:
Attend and be punctual for all induction, work-based training/support sessions and AAT lessons
Complete all required assignments, build up your portfolio of evidence on-going.
Access support from your tutor/assessor, manager and other college staff and attend mentoring sessions
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which is relevant to your post within the company to meet the overall business objectives.Training:The Accounting/Finance Apprenticeship Level 2 Standard will require the candidate to demonstrate the following Knowledge, Skills and Behaviours during their apprenticeship:
Knowledge
Accounting Systems & Processes
General Business
Understanding Your Organisation
Basic Accounting
Ethical Standards
Attention to Detail
Communication
Uses Systems and Processes
Personal Effectiveness
Behaviour
Personal Development
Team Work
Customer Focus
Professionalism
In addition to the above, as part of the apprenticeship standard the candidate will undertake and achieve the AAT (Association of Accounting Technicians) Level 2 Certificate and this will be delivered at Kirklees College.
The AAT L2 Certificate qualification covers the following:
• Bookkeeping Transactions• Bookkeeping Controls• Elements of Costing• Using Accounting Software• Work effectively in Finance
Online exams taken.
You will be required to attend Kirklees College in Huddersfield one day as part of your apprenticeship.Training Outcome:
An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence
Potential for full time employment on successful completion of the apprenticeship
Transferable skills that are invaluable in the wider world of work
Employer Description:Almo Accountants is a firm of Chartered Certified accountants located on Leeds Road in Huddersfield and has been established since 2010 by a group of accountants and tax experts with a focus to providing advisory/accountancy services to both personal and business clients.
Our friendly expert Accountants and Tax Professionals have experience in several industries sectors and have provided valuable advice which made our clients’ businesses successful.
We differentiate ourselves from the rest as being friendly and reachable at all times. Your success is our success.
We consider every client as distinct and tailor our service to meet its particular needs.
We are well equipped with qualified and experienced staffs who command up-to- date knowledge to provide you with all the services required to support your business throughout its lifecycle.
We can handle every step of the process for you; from keeping the books of accounts through to preparing the accounts.Working Hours :Monday to Friday- 10 am start-
Times can be flexible - Every 2 weeks you will work with our bookkeeper on a Saturday morning but time off will be provided.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Excellent attendance,Excellent timekeeping....Read more...
Dynamic, multi-disciplinary law firm known for providing exceptional legal services across multiple offices in Lancashire are looking for a Legal Cashier to join their Accounts team located in their Blackburn office.
The Legal Cashier will play an essential role in the financial operations of the firm, with your key responsibilities including:
Daily bank reconciliations to ensure accurate financial records
Processing client and office account transactions including payments, receipts, transfers, and billing
Compliance with SRA Accounts Rules
Preparation of monthly and quarterly reports
Assisting with month-end and year-end account procedures
Managing queries from fee earners and clients in a professional and timely manner
Liaising with external auditors and assisting in annual audit processes
Within this role, the successful candidate will have at least 1 years’ previous experience within a similar role, is proficient in legal accounting software, has strong attention to detail and excellent organisational skills.
If you meet the above requirements and are eager to make an impact within a reputable law firm, we invite you to apply for this opportunity.
This is a fantastic opportunity to join a fast growing and dynamic organisation with excellent opportunities for development and career growth.
If you feel you have the required skills and experience for this Legal Cashier role in Blackburn, please send through your CV to Leona Taylor on leona.taylor@saccomann or call on 0161 831 6890.
To hear about other legal opportunities that we have available, please visit our website. Alternatively, if you know anybody who would be suitable for this role then please let them or us know as we offer a reward for successful referral. For full terms, please visit our website. ....Read more...
1. Purchase ledger
Ensure that purchase requisition requests are received and processed on the accounting system in a timely manner
Ensure that all purchase requisitions have been approved by the appropriate budget holder and in line with the scheme of delegation
Receive and process all invoices for the Midlands ledger, ensuring that the goods/ services have been received, and the expenditure has been approved (i.e. via purchase requisition or approval of invoice on receipt)
Ensure that all expenditure is recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
Prepare the weekly/ fortnightly BACs payment run and ensure that suppliers are paid within payment terms
Receive and check all statements from suppliers
Investigate and action any issues that arise with regard to creditors
Regular review and maintenance of the outstanding purchase order and goods received notes report
2. Sales ledger
Ensure that sales orders/ requests are received and processed on the accounting system in a timely manner
Ensure that all income is recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
Ensure that all requests for sales invoices are processed and sent to debtors promptly
Ensure that all invoices are monitored and chased so that prompt payment is received
3. Bank account
Ensure that paying in slips/ remittances are received and processed on the accounting system in a timely manner
Ensure that payment request forms are received and processed on the accounting system in a timely manner
Ensure that all payments are recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
4. Other balance sheet accounts
Ensure that credit card returns are received and processed on the accounting system in a timely manner
Prepayments - ensure that all invoices covering more than one period and meeting the materiality limits are recorded on a spreadsheet for monthly posting by the regional accountant
Accruals – ensure that all outstanding invoices for services/goods delivered which meet the materiality limits are recorded on a spreadsheet for monthly posting by the regional accountant
5. Other duties:
Posting journals to the accounting system to correct coding errors where necessary
Recording of payroll expenses on a monthly basis, ensuring that all VAT is reclaimed where necessary
Monitoring and actioning of emails received in the finance inbox
Health and Safety Statement
So far as is reasonably practicable, the post holder must ensure that safe working practices are adopted by employees, and in premises/work areas for which the post holder is responsible, to maintain a safe working environment for employees and service users. These are defined in the Oasis Community Learning Health and Safety policy, departmental policies and codes of practice.
Safeguarding Statement
Oasis Community Learning is committed to the safeguarding of all of its young persons and expects all staff, volunteers and adults to work within the parameters of the policies and procedures as agreed by the Executive Board to ensure the safety of all young persons within its care.
OTHER:
The above responsibilities are subject to the general duties and responsibilities contained in the Statement of Conditions of Employment. The duties of this post may vary from time to time without changing the general character of the post or the level of responsibility entailed.Training:Foundation covers the basic principles of accountancy, and is your starting point if you’ve never studied accountancy before. You’ll learn the basic principles of accountancy, such as double-entry bookkeeping, costing and preparing financial statements, as well as how to use accountancy software.
This level is ideal if you’re new to accountancy and finance, have previously worked in an accounts department, or are looking to change your career into Accountancy.
To pass this level, you'll be examined on five units. All assessments are computer-based exams (CBE). The areas you will cover include bookkeeping transactions. Bookkeeping controls. Elements of costing. Using accounting software. Foundation Synoptic Assessment.
Training will be provided either via classroom or remote sessions.
An apprenticeship has to be relevant to the job you are undertaking, and you must dedicate 20% of your time towards it.Training Outcome:Oasis Community Learning is a family of 54 academies across the UK with new opportunities arising as we expand and grow.Employer Description:Multi-Academy Trust, made up of 52 primary, secondary and all-through academies in five regions across England. Oasis Community Learning was established as a Multi-Academy Trust in 2004 with the vision to create “Exceptional Education at the Heart of the Community”. We now run academies in five main regions throughout the UK, providing either Primary, Secondary or All-through education to over 32,000 young people.Working Hours :Monday - Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Job Description:
We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh. The successful candidate will look after all elements of managing client portfolios for the business, including client relationships, portfolio construction, investment research and business development.
Skills/Experience:
CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods and investment risk
Excellent communication skills with the ability to summarise complex issues clearly and succinctly.
Core Responsibilities:
Responsible for the construction, implementation and monitoring of suitable client portfolios.
Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm’s processes.
Ensure first class standard of client service to build significant and long-lasting client relationships.
Playing an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).
Develop the business by marketing the firm to potential new clients.
Work closely with the Financial Planners to provide a full service to a growing number of clients.
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: 16144
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 leading investment company in Dublin, is seeking someone with corporate governance experience to join its well-established governance team. This is an excellent opportunity to join a growing team to play a vital role in supporting corporate governance activities across the business. You’ll be responsible for delivering high-quality Board and Committee support, developing strong working relationships with senior stakeholders, and ensuring regulatory and statutory obligations are met.
Skills/Experience:
Proven experience in a corporate governance or administrative support role within financial services
Fund governance knowledge is essential
Exceptional organisational skills and attention to detail, with the ability to manage competing priorities
Strong written and verbal communication skills
Experience preparing Board documentation
Proven ability to develop and maintain strong working relationships at all levels, including with Board Directors
Comfortable working in a fast-paced environment and adapting to change
Experience with Blueprint software is desirable
A genuine interest in financial services, investment markets, or fund governance is a plus
Core Responsibilities:
Support corporate governance across the business entities, ensuring compliance with best practices and regulatory standards
Coordinate and manage Board and Committee meetings, including preparing agendas, Board packs, and taking accurate minutes
Maintain and update company records using internal systems and governance software
Assist with the planning and administration of shareholder meetings
Work closely with Chairpersons and Directors to provide governance support and advice
Monitor Board delegations, policies, and ensure governance frameworks remain robust and up to date
Provide governance input to business units and help shape process improvements in response to regulatory developments
Contribute to the ongoing review and update of terms of reference and governance procedures
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: 16044
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:
Are you an experienced finance professional, with a proven ability to manage the workload of junior colleagues, building strong working relationships? If this sounds like you, we’d love to hear from you.
Our client, a global financial services firm based in Glasgow, has an exciting opportunity for a contractor to join their Liquidity Reporting team, initially to the end of December 2025 on a hybrid working setup.
Skills/Experience:
Relevant degree and/or equivalent work experience.
Experience of managing people, delegating tasks, providing career guidance and developmental feedback.
Talent and responsibility - you take pride in the quality of your work and your contribution to the team.
Collaboration - you enjoy working within a team to achieve common goals.
Communication - you are able to communicate and build relationships with a diverse range of people with varying levels of knowledge and experience.
Experience using MS Office (Excel, PowerPoint, and Word) beneficial.
The ability to work independently in a self-directed way in a collaborative, team-oriented environment.
Prior experience of working in the financial services industry or the Finance department of an organisation.
Core Responsibilities:
Review sections of the daily and monthly liquidity reporting for the Firm.
Manage individuals’ workload and offering professional support.
Develop collaborative working relationships with a range of stakeholders including Corporate Treasury and Technology, across different departments and regions.
Undertake analysis of liquidity reporting data to validate, understand and provide commentary on key business drivers.
Participate in improvement efforts including department level work streams and IT automation initiatives.
Ensure liquidity reporting adheres to the defined control framework and is consistent with other reporting produced across the wider team.
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: 16140
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...
Job Description:
Are you passionate about technology risk and governance? Core-Asset Consulting is partnering with a leading UK-based financial services organisation to recruit an experienced IT Risk Analyst.
This is an exciting opportunity to join a highly collaborative risk and compliance team, playing a key role in embedding effective risk management practices across a growing and dynamic business.
Essential Skills/Experience:
Prior experience working in a risk-based role within financial services
Understanding of IT risk frameworks and control environments
Knowledge of risk methodologies such as RCSA, KRI/KCI design and incident/root cause analysis
Solid grasp of cyber/information security concepts and controls
Familiarity with frameworks such as ISO 27001, NIST, or similar
Strong stakeholder engagement and communication skills, including the ability to explain technical risk concepts to non-technical audiences
Proficiency with Microsoft Office tools (Excel, Word, PowerPoint)
Working knowledge of UK regulatory standards (e.g., FCA, GDPR, Consumer Duty)
Experience supporting or engaging with internal audit functions
Certifications such as CompTIA Security+, CISA, CISSP, CISM or CRISC (or studying towards)
Exposure to technology change risk assessments and remediation planning
Core Responsibilities:
Facilitate IT and business risk assessments and control testing exercises
Maintain and update risk and control registers
Support the design and tracking of key risk indicators (KRIs) and key control indicators (KCIs)
Assist in the review and validation of root cause analysis from risk events and incidents
Monitor and report on remediation plans and internal loss events
Support IT risk dashboards, reporting packs, and regulatory insights for senior stakeholders
Contribute to the development of a strong risk culture across the organisation
Collaborate with internal teams to oversee the risk impact of technology change programmes
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: 16145
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 UK-based professional services firm to recruit a Legal Counsel – Disputes in Glasgow. This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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 a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract. The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.
Skills/Experience:
Experience working in a similar role in Financial Services managing end-to-end administration processes.
Knowledge of regulatory environment.
Understanding of the products and services.
Experience managing administrative staff (desirable).
Client Facing Experience (desirable).
Core Responsibilities:
Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Manage the client lifecycle administration process to ensure a timely and efficient client experience.
Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
Work closely with the team and wider administration functions to develop and share best practice.
Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
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: 16148
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...
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel – Disputes in Edinburgh or Glasgow. This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
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: 16141
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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