To provide accounts & audit support to a busy Accountancy Practice.
Duties to include:
Assisting managers with a portfolio of clients
Preparation of annual accounts for sole traders, partnerships and limited companies
VAT Returns
Corporation tax returns
Personal tax returns
Partnership tax returns
Client Bookkeeping
Preparation of P11ds
Assisting managers with a portfolio of clients
Preparation of annual accounts for sole traders, partnerships and limited companies
VAT Returns
Training: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)
Training Outcome:Progression in career/studies.Employer Description:At SMH Group, our mission is simple yet powerful – to give everyone we work with the confidence to grow and shape their future. Whether clients navigating complex financial landscapes or building their careers, we are driven by our core behaviours: caring and doing the right thing, being client-centric, and acting as one firm. We combine the personal touch of a local advisor with the expertise and reach of a national group. From Accountants & Business Advisors, Financial Services, Wills & Probate, Commercial Finance, Residential Mortgages and Corporate Finance, we leave no stone unturned. Together, we are on a mission to support our clients’ ambitions, simplifying their journeys, and uncovering opportunities they didn’t know they had. As we continue to grow as a regional accountancy firm, we stay true to what matters: looking after our people, exceeding client expectations, collaborating across teams, and always keeping that value of delivering ‘small firm feel with a large firm experience’.
At SMH Group, our core values are the foundation of how we work with each other, our clients, and our communities. They guide every decision and define what it means to be part of SMH Group.
1. Caring – Do the right thing
We look after our clients, our colleagues, and our communities. We act with integrity, empathy, and always aim to do what’s right. We support each other and understand that real success comes from genuinely caring.
2. Client centric – Go above and beyond
Our clients are at the heart of everything we do. We listen, we anticipate needs, and we strive to exceed expectations. Whether it’s offering proactive advice or spotting opportunities others miss, we empower our clients with the confidence to grow and shape their future.
3. One firm – supporting each other
We succeed as a team. Collaboration across each of our advisory and accountancy firm offices, service lines, and expertise is how we deliver the best for our clients and each other. We share knowledge, celebrate achievements together, and always put ‘we before I’.Working Hours :Days and shifts TBC.Skills: IT skills,Communication skills,Organisation skills....Read more...
Job Description:
Core-Asset Consulting is supporting a leading investment firm in the appointment of an Investment Management Oversight Director.
The successful candidate will operate at a senior level, combining investment governance, regulatory oversight and operational leadership. The role also contributes to strategic initiatives, product development and change management, while leading and developing a specialist oversight team.
Essential Skills/Experience:
Extensive experience in investment oversight, fund governance or operations within a regulated financial services environment
Strong understanding of applicable regulatory frameworks and conduct requirements
Proven leadership and team management capability
Experience engaging with regulators and senior stakeholders
Strong technical knowledge of investment management and fund structures
Excellent written and verbal communication skills with the ability to present complex information clearly
Core Responsibilities:
Lead and maintain a robust investment oversight framework for delegated investment managers
Ensure governance reporting, dashboards and committee materials are accurate and up to date
Chair internal governance committees and contribute to product and investment discussions
Oversee the review and quality control of fund documentation and disclosures
Act as a key contact for regulators and external stakeholders on oversight matters
Lead and develop the fund oversight team, ensuring delivery of key activities and objectives
Monitor, assess and escalate risks, ensuring appropriate controls and mitigation are in place
Ensure compliance with relevant regulatory frameworks and conduct requirements
Contribute to strategic initiatives, business development and change programmes
Build and maintain effective relationships with internal and external stakeholders
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: (16465)
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 supporting a leading investment firm in the appointment of an Investment Management Oversight Director.
The successful candidate will operate at a senior level, combining investment governance, regulatory oversight and operational leadership. The role also contributes to strategic initiatives, product development and change management, while leading and developing a specialist oversight team.
Essential Skills/Experience:
Extensive experience in investment oversight, fund governance or operations within a regulated financial services environment
Strong understanding of applicable regulatory frameworks and conduct requirements
Proven leadership and team management capability
Experience engaging with regulators and senior stakeholders
Strong technical knowledge of investment management and fund structures
Excellent written and verbal communication skills with the ability to present complex information clearly
Core Responsibilities:
Lead and maintain a robust investment oversight framework for delegated investment managers
Ensure governance reporting, dashboards and committee materials are accurate and up to date
Chair internal governance committees and contribute to product and investment discussions
Oversee the review and quality control of fund documentation and disclosures
Act as a key contact for regulators and external stakeholders on oversight matters
Lead and develop the fund oversight team, ensuring delivery of key activities and objectives
Monitor, assess and escalate risks, ensuring appropriate controls and mitigation are in place
Ensure compliance with relevant regulatory frameworks and conduct requirements
Contribute to strategic initiatives, business development and change programmes
Build and maintain effective relationships with internal and external stakeholders
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: (16465)
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 fast-growing and innovative organisation operating within the technology and financial services sector, is seeking an Executive Assistant to support senior stakeholders in Newcastle.
This is a varied, fast-paced role requiring a highly organised individual who can effectively manage both professional and personal priorities. You will play a key role in ensuring the smooth day-to-day coordination of activities, while working closely with teams across the business.
Essential Skills/Experience:
Minimum 2:1 degree from a Russell Group University (or international equivalent) with a strong academic background.
At least 2 years’ experience in an Executive or Personal Assistant role
Strong Microsoft Office skills, particularly PowerPoint, Excel, Outlook, and Word
Proven ability to handle confidential information with discretion
Excellent organisational skills with strong attention to detail
Strong communication skills, both written and verbal
Ability to manage competing priorities and work to tight deadlines
Proactive, solutions-focused mindset with the ability to anticipate needs
Collaborative approach with a professional and positive attitude
Core Responsibilities:
Proactive diary management, coordinating complex schedules and meetings
Organising meetings end-to-end, including logistics and preparation
Supporting the creation of presentations and documentation
Managing calls, correspondence, and external communications
Coordinating business and personal travel, including itineraries and bookings
Providing support with personal administration, appointments, and reservations
Undertaking ad hoc administrative tasks, research, and record-keeping
Building strong relationships with stakeholders across the organisation
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: (16467)
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 supporting a leading investment firm in the appointment of an Investment Management Oversight Director.
The successful candidate will operate at a senior level, combining investment governance, regulatory oversight and operational leadership. The role also contributes to strategic initiatives, product development and change management, while leading and developing a specialist oversight team.
Essential Skills/Experience:
Extensive experience in investment oversight, fund governance or operations within a regulated financial services environment
Strong understanding of applicable regulatory frameworks and conduct requirements
Proven leadership and team management capability
Experience engaging with regulators and senior stakeholders
Strong technical knowledge of investment management and fund structures
Excellent written and verbal communication skills with the ability to present complex information clearly
Core Responsibilities:
Lead and maintain a robust investment oversight framework for delegated investment managers
Ensure governance reporting, dashboards and committee materials are accurate and up to date
Chair internal governance committees and contribute to product and investment discussions
Oversee the review and quality control of fund documentation and disclosures
Act as a key contact for regulators and external stakeholders on oversight matters
Lead and develop the fund oversight team, ensuring delivery of key activities and objectives
Monitor, assess and escalate risks, ensuring appropriate controls and mitigation are in place
Ensure compliance with relevant regulatory frameworks and conduct requirements
Contribute to strategic initiatives, business development and change programmes
Build and maintain effective relationships with internal and external stakeholders
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: (16465)
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 our client in Newcastle who are looking to recruit a Senior Developer.
This is a senior-level opportunity for an experienced technical specialist to play a key role in shaping development strategy and delivering complex technology solutions.
Essential Skills/Experience:
Proven experience in a senior or staff-level development role within a complex environment
Experience in C# .NET development within a commercial environment
Strong technical design and architecture expertise
Experience leading technical decision-making and influencing across teams
Ability to deliver scalable, secure, and high-quality solutions
Excellent stakeholder management and communication skills
Demonstrated experience mentoring and developing developers
Strong focus on quality, continuous improvement, and engineering best practice
Core Responsibilities:
Lead technical design and development across complex systems and projects
Deliver high-impact initiatives while providing guidance to development teams
Establish and maintain technical standards to ensure scalable, secure, and maintainable solutions
Oversee delivery quality, including development frameworks, testing practices, and performance standards
Collaborate with senior stakeholders to support technology strategy and decision-making
Communicate complex technical concepts to non-technical audiences
Drive innovation, continuous improvement, and system modernisation initiatives
Provide mentorship and support the development of technical capability across teams
Promote knowledge sharing and contribute to a high-performing engineering culture
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: (16468)
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 organisation to recruit an Investment Analyst to join its Real Assets team in Edinburgh.
This role offers the opportunity to support a high-performing investment team managing a diversified real assets portfolio. The successful candidate will contribute to research, analysis, and portfolio monitoring, supporting informed investment decision-making within a collaborative environment.
Essential Skills/Experience:
Experience in an Investment Analyst or similar role
Exposure to real assets (desirable), experience with other asset classes will also be considered.
Full CFA qualification (essential) or due to sit Level III shortly.
Strong analytical and research skills
Excellent written and verbal communication abilities
Proficiency in MS Excel.
Strong academic background (degree level preferred)
Core Responsibilities:
Conduct research on existing and potential investments, including asset-level and macro analysis
Perform due diligence, assessing key drivers of returns and incorporating responsible investment considerations
Monitor portfolio performance, cash flows, and underlying investments
Produce analysis and investment recommendations for senior stakeholders
Ensure accuracy and integrity of investment data through collaboration with internal teams and external providers
Support implementation of investments in line with legal, regulatory, and internal policy requirements
Prepare written and verbal reporting for investment committees and stakeholders
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: (16470)
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 global asset management firm to recruit a Client Service Officer on an initial 12-month contract in Edinburgh.
This role sits within a client-focused team responsible for delivering a high-quality service experience to institutional and professional clients. You will act as a key point of coordination across internal teams, ensuring client requirements are met efficiently and to a high standard.
The position offers broad exposure to client relationship management, operational processes, and cross-functional collaboration. It is well suited to candidates with a proactive, solutions-driven mindset and a strong focus on client outcomes.
Essential Skills/Experience:
Experience in client services, ideally within asset management
Strong analytical and problem-solving skills with attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in digital tools used in client service delivery
A proactive approach with a strong commitment to delivering high-quality client outcomes
Core Responsibilities:
Build and maintain strong client relationships, managing expectations and delivering a high level of service
Act as a primary contact for client queries, ensuring timely and accurate responses
Coordinate across internal teams to deliver client outputs, including reporting, invoicing, and data provision
Manage client-driven operational requests and communicate progress to relevant stakeholders
Support regulatory, platform, and client-related projects
Identify and resolve service issues, including root cause analysis and implementation of long-term improvements
Take ownership of the overall client service experience, particularly in relation to implementation impacts
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: (16452)
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 technology and consulting organisation to recruit a Recruitment Co-ordinator to join its Newcastle-based team.
This role will support the delivery of recruitment processes across experienced and graduate hiring. Acting as a key point of contact for candidates and stakeholders, the successful individual will ensure a seamless and efficient recruitment and onboarding experience.
The position requires strong organisational capability, attention to detail and the ability to manage multiple priorities effectively.
Essential Skills/Experience:
1–2 years’ recruitment administration experience within a corporate environment
Exceptional attention to detail and strong written and verbal communication skills
Excellent organisational skills with the ability to manage competing priorities
A proactive and curious approach to improving processes and efficiencies
Strong stakeholder management skills with the ability to collaborate across teams and engage at senior levels
Ability to adapt in a dynamic, fast-moving environment
Minimum 2:1 bachelor’s degree (or international equivalent) with strong academic performance
Core Responsibilities:
Provide administrative support across experienced and graduate recruitment processes
Liaise with candidates, recruitment partners and internal stakeholders
Review CVs to ensure minimum criteria are met and support screening processes
Coordinate interviews, assessments and testing logistics
Invigilate assessment environments as required
Collate and consolidate interview feedback and assessment results
Manage live vacancies and candidate pipelines within the applicant tracking system, including reporting on hiring progress
Support the onboarding process to ensure a smooth transition for new joiners
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: (0000)
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 hiring! Due to continued growth of our business, we are seeking a motivated Trainee Recruitment Consultant to join the team in Edinburgh!
This is an exciting opportunity where no two days are the same. You will support the delivery of recruitment mandates while developing market knowledge, candidate networks, and client relationship skills.
Working closely with experienced colleagues, you will gain exposure to the full recruitment lifecycle and contribute to delivering a high-quality, professional service to both clients and candidates.
Essential Skills/Experience:
A Bachelor’s Degree in any discipline (essential)
At least one year’s experience working in a corporate environment (essential)
Strong organisational skills with the ability to manage multiple priorities
Excellent communication and interpersonal skills
High attention to detail and commitment to quality
Proactive and professional approach, with a willingness to learn
Ability to work effectively in a target-driven environment
Core Responsibilities:
Support the delivery of live recruitment mandates across permanent and temporary roles.
Assist with the full candidate lifecycle, from sourcing and screening through to offer stage.
Conduct research to understand role requirements and candidate criteria.
Format and submit candidate applications in line with client expectations
Draft, post, and manage job advertisements.
Build and maintain candidate pipelines, including targeted shortlists.
Collaborate with colleagues to ensure consistent service delivery.
Maintain accurate records, including candidate communications and GDPR compliance.
Contribute to the management of existing client relationships within structured frameworks.
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: (14389)
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 our client, a lead fintech company, to recruit a Client Test Lead on a permanent basis. This is a remote position with access to office space in London and Edinburgh.
The Client Test Lead will oversee the full testing lifecycle across client implementations, including planning, execution and reporting of manual and automated testing activities. Working closely with internal delivery teams and external stakeholders, the role focuses on aligning testing with business requirements, supporting releases and maintaining robust QA standards throughout the development process.
Essential Skills/Experience:
Experience in manual and test automation, including cross-browser and device testing
Strong client-facing communication and stakeholder management skills
Experience with low code automation tools (e.g. Testim.io) and working knowledge of JavaScript & JSON
Experience using Postman, Jira and Confluence
Experience using browser DevTools
Good understanding of web/application architectures and Agile methodologies
Solid knowledge of the testing lifecycle and testing types
Core Responsibilities:
Lead end-to-end testing for client implementations
Develop test plans and detailed test cases aligned to business requirements
Contribute to sprint stories, acceptance criteria and test specifications
Execute manual functional and non-functional testing
Build and maintain low code/no code automated end-to-end tests
Liaise with client-facing test teams and internal delivery stakeholders
Analyse test results, manage defects and escalate issues where required
Produce client-facing test reports and support release documentation
Support release activities including smoke and regression testing
Participate in agile ceremonies and story estimation
Benefits:
A highly competitive salary
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: (16376)
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 technology-led investment firm to recruit a Senior Software Engineer to support the evolution of a business-critical Order Management and Execution System in Newcastle.
This role will focus on improving the testability, structure, and long-term maintainability of an existing production platform. You will work closely with senior engineers to refactor components, enhance system design, and embed robust automated testing practices within the development lifecycle.
Essential Skills/Experience:
Strong software engineering fundamentals with experience working on complex systems
Proven experience improving the structure and testability of existing codebases
Hands-on experience with automated testing and TDD
Experience with at least one backend or systems language (e.g. C++, Java or similar)
Ability and willingness to learn new technologies
Good understanding of modular design and testable architecture
Experience working with CI/CD pipelines
Holds a First-Class Honours degree
Strong communication skills and a collaborative approach
Core Responsibilities:
Refactor existing code to improve testability, modularity, and maintainability
Simplify complex or tightly coupled components and improve separation of concerns
Collaborate with engineers to deliver architectural enhancements
Apply test-driven development (TDD) practices to new and existing code
Contribute to a comprehensive automated testing strategy (unit, integration, acceptance)
Deliver high-quality production code across backend technologies
Ensure automated tests run effectively within CI/CD pipelines
Support the ongoing development of system features over time
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: 16427
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 dynamic and growing organisation to recruit an Executive Assistant to support its Chief Executive in Edinburgh. This is a key role requiring a high level of trust, discretion, and professionalism, with responsibility for supporting both business and personal priorities.
The successful candidate will operate as a trusted partner, ensuring the CEO’s time is effectively managed and day-to-day activities run smoothly. This is a varied position suited to an individual who is highly organised, proactive, and comfortable working in a collaborative, fast-paced environment.
This is a hybrid position and can be either full-time or part-time role.
Essential Skills/Experience:
Proven experience as a PA, EA, or Private PA supporting a senior executive
Experience managing both professional and personal responsibilities
Strong organisational, administrative, and communication skills
High level of discretion and ability to handle confidential information
Proactive, with the ability to anticipate needs and take initiative
Comfortable working in a small, collaborative environment
Strong attention to detail and ability to manage multiple priorities effectively
Core Responsibilities:
Proactive diary and inbox management, ensuring effective prioritisation
Coordination of meetings, travel, and logistics
Preparation of briefing materials and follow-up actions
Acting as a key point of contact, managing communications on behalf of the CEO
Supporting personal commitments, including appointments and household administration
Assisting with oversight of property and estate-related matters, including liaison with external providers
Managing documentation, expenses, invoices, and general administration
Supporting ad hoc projects and ensuring smooth day-to-day operations
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: (0000)
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 well-established professional services organisation, is seeking an Early Careers Recruitment Coordinator to support the delivery of graduate, internship and apprenticeship recruitment programmes in Newcastle.
This role offers the opportunity to contribute to the end-to-end early careers recruitment process, supporting attraction activities, coordinating selection processes and ensuring a positive candidate experience.
Working closely with internal stakeholders and external recruitment partners, the successful candidate will play an important role in supporting early talent initiatives within a fast-paced and collaborative environment.
Essential Skills/Experience:
Excellent attention to detail with strong written and verbal communication skills.
Strong organisational and time management skills, with the ability to manage multiple priorities.
Ability to collaborate effectively with a range of stakeholders across teams and seniority levels.
A proactive and inquisitive approach, with an interest in improving processes and operational efficiency.
1–2 years’ recruitment administration experience within a corporate environment.
Experience supporting early careers recruitment would be advantageous.
Minimum 2:1 bachelor’s degree (or international equivalent) with strong A-level results.
Core Responsibilities:
Support the end-to-end early careers recruitment process across graduate, internship and apprenticeship programmes.
Assist in delivering attraction and outreach activities, engaging with schools, colleges, universities and training providers.
Maintain candidate pipelines and track applications using the organisation’s applicant tracking system, producing reports where required.
Coordinate assessment centres, interviews and onboarding activities to ensure a smooth recruitment process.
Support campus engagement and careers events to strengthen the organisation’s presence among early career talent.
Build effective relationships with internal stakeholders and recruitment partners to support hiring activities.
Provide administrative and logistical support for early careers programmes, including scheduling, induction activities and documentation management.
Gather feedback from candidates and stakeholders to support continuous improvement of recruitment processes and candidate experience.
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: (16402)
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 successful investment firm, is seeking a Product Governance Director to lead and evolve its product governance framework.
Acting as the senior point of accountability, you will lead regulatory interpretation, ensure alignment with evolving regulatory expectations (including Consumer Duty), and provide oversight across governance processes. You will also chair the Product Governance Committee and work closely with senior stakeholders to ensure governance standards are embedded, evidenced and continuously improved.
Essential Skills/Experience:
Extensive experience within product governance, fund governance or investment management
Strong knowledge of UK regulatory frameworks, including PROD, COLL, COBS and Consumer Duty
Proven experience operating at a senior level within a regulated environment
Demonstrated ability to interpret complex regulatory requirements and apply them in practice
Experience across product lifecycle management, regulatory change and governance frameworks
Strong stakeholder management skills, with the ability to influence at senior levels
Excellent analytical, communication and leadership capabilities
Experience working within the Senior Managers & Certification Regime (SMCR) preferred
Core Responsibilities:
Lead and develop the Product Governance Framework, ensuring robust standards across product approval, change and oversight
Provide senior oversight of fund launches, product changes and lifecycle events
Chair the Product Governance Committee, ensuring effective governance and decision-making
Interpret and implement regulatory developments impacting products
Oversee product monitoring activities, including value assessments, target market reviews and risk assessments
Ensure high-quality governance reporting, management information and regulatory submissions
Support and oversee product-related regulatory change initiatives
Work closely with stakeholders to ensure product initiatives are operationally deliverable and effectively embedded
Contribute to product strategy and support commercial decision-making
Lead and develop teams, promoting a strong culture of governance and accountability
Act as a senior point of contact for internal and external stakeholders, including regulators and advisers
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: (16457)
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 successful investment firm, is seeking a Product Governance Director to lead and evolve its product governance framework.
Acting as the senior point of accountability, you will lead regulatory interpretation, ensure alignment with evolving regulatory expectations (including Consumer Duty), and provide oversight across governance processes. You will also chair the Product Governance Committee and work closely with senior stakeholders to ensure governance standards are embedded, evidenced and continuously improved.
Essential Skills/Experience:
Extensive experience within product governance, fund governance or investment management
Strong knowledge of UK regulatory frameworks, including PROD, COLL, COBS and Consumer Duty
Proven experience operating at a senior level within a regulated environment
Demonstrated ability to interpret complex regulatory requirements and apply them in practice
Experience across product lifecycle management, regulatory change and governance frameworks
Strong stakeholder management skills, with the ability to influence at senior levels
Excellent analytical, communication and leadership capabilities
Experience working within the Senior Managers & Certification Regime (SMCR) preferred
Core Responsibilities:
Lead and develop the Product Governance Framework, ensuring robust standards across product approval, change and oversight
Provide senior oversight of fund launches, product changes and lifecycle events
Chair the Product Governance Committee, ensuring effective governance and decision-making
Interpret and implement regulatory developments impacting products
Oversee product monitoring activities, including value assessments, target market reviews and risk assessments
Ensure high-quality governance reporting, management information and regulatory submissions
Support and oversee product-related regulatory change initiatives
Work closely with stakeholders to ensure product initiatives are operationally deliverable and effectively embedded
Contribute to product strategy and support commercial decision-making
Lead and develop teams, promoting a strong culture of governance and accountability
Act as a senior point of contact for internal and external stakeholders, including regulators and advisers
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: (16457)
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 investment management firm to recruit a Front Office based Portfolio Risk Analyst to join their team in London.
The successful candidate will focus on portfolio risk monitoring and mandate adherence, combining structured assurance activity with responsiveness to business queries and initiatives.
Essential Skills/Experience:
Degree educated or equivalent professional experience
Experience in an analytical role, ideally within investment management
Experience within a discretionary or advisory environment, with exposure to retail clients
Strong Excel skills
Understanding of FCA conduct and regulatory requirements
Good investment knowledge across asset classes, including equities and fixed income
Ability to interpret portfolio risk and investment data
Strong communication and stakeholder management skills
High attention to detail and a proactive approach
Core Responsibilities:
Support the development and enhancement of portfolio risk monitoring frameworks
Perform regular monitoring activities in line with established plans
Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes
Support the identification, investigation, and resolution of mandate breaches
Contribute to reporting for internal governance forums, including boards and committees
Act as a point of contact for Front Office portfolio risk matters
Collaborate with stakeholders across Front Office, Risk, and Compliance
Support the delivery of portfolio risk training where required
Contribute to initiatives focused on process efficiency, data usage, and automation
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: (16456)
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...
Facilities Engineering / Technical Manager - Client Direct / In-house - Data Centre - Slough - £60,000 per annum Are you looking for a role Client side / In-house?Are you looking to come off Shift?Are you looking for a role in Slough and have Data Centre experience?Fantastic opportunity to work as part of the In-house maintenance team for an established Data Centre provider. CBW are currently recruiting for a Facilities Engineering / Technical Manager to be based on a critical data centre in Slough. The successful candidate will be electrically qualified with a proven track record in critical environments (Ideally a Data Centre). Hours of workMonday to Friday - 08:00am to 17:00pmFlexible approach to working hours (Out of hours work) Key duties & ResponsibilitiesManage day to day operation including repair and maintenance, Security, change control process, procurement, accounting & budgeting related issueManage subcontractors and provide a 12 month planner of contractor site visits/ PPMsManage/execute Data Centre’s expansion, modification, maintenance or new customer move- in projects.Preparation of maintenance contract & tender document.Supervise and liaise with external vendors in respect of regular communications and ad-hoc work and respond to issues that arise.Manages specifications, problems, issues, performance, and administration.Prepare Management report, Power point presentation, SOP/EOP, Critical activities planning such as Power down & Pull-the-Plug test, Emergency / Disaster Recovery plans / Business Continuity Plans, Data Centre customers’ reportAs an incident manager to manage all incidents and prepare incident reports.Engages with internal stakeholders to gain feedback on customers’ enquiry.Intervenes, analyses, manages and resolves business conflicts between the company and the vendors / suppliers.Implementing procedures of safety system and performance measurement like scorecard to ensure quality and reliability of services meeting client’s requirements.Provide superior customer service to clients through all Facility functions.Routinely inspect all areas to ensure performance measures are being maintained and proactively self- reporting the problems of facilities.Able to track and update on the financial budget.Liaise with MEP, IDC, Security and Office Manager and produce datacentre operation report on a weekly basis.Responsible for Data Centre Facility Management operations.Establish engineering and operation procedures and roll out for site staff.Ensure compliance with all local statutory regulations.Managing all vendors to carry out maintenance for all installations during weekend and review maintenance reports.Provide solutions for technical issuesParticipate in Disaster Recovery Plan per the Client’s requirement.Manage and Monitor the Data Centre Infrastructure Management System and all sub systems including but not limited to BMS, PMS, and SMS. Update technical drawing regularly / Inventory list / Asset listAudit FM shift handover/performance/work/Procedure monthly and CMI own the right to audit internally.RequirementsCity & Guilds Level 2&3 and AM2 or equivalentCity & Guilds 18th Edition IEE RegulationsProven track record of handling Uptime Certification is a must.HV & LV Authorised Person (Highly desirable / Not essential)Experience in facilities operation in Data Centre, Telecommunications industry.Able to coordinate with utility company and deal with High Voltage.Knowledge of critical facilities including Chiller, CRAC, UPS, STSStrong leadership, people, and communication skillsStrong PC literacy and proven ability to manage daily activities using various systems including MS excel and PowerPoint.Please send your CV to Katie@cbwstaffingsolutions.com for more information. ....Read more...
Job Description:
Core-Asset Consulting is working with a leading investment management firm to recruit a Front Office based Portfolio Risk Analyst to join their team in Edinburgh.
The successful candidate will focus on portfolio risk monitoring and mandate adherence, combining structured assurance activity with responsiveness to business queries and initiatives.
Essential Skills/Experience:
Degree educated or equivalent professional experience
Experience in an analytical role, ideally within investment management
Experience within a discretionary or advisory environment, with exposure to retail clients
Strong Excel skills
Understanding of FCA conduct and regulatory requirements
Good investment knowledge across asset classes, including equities and fixed income
Ability to interpret portfolio risk and investment data
Strong communication and stakeholder management skills
High attention to detail and a proactive approach
Core Responsibilities:
Support the development and enhancement of portfolio risk monitoring frameworks
Perform regular monitoring activities in line with established plans
Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes
Support the identification, investigation, and resolution of mandate breaches
Contribute to reporting for internal governance forums, including boards and committees
Act as a point of contact for Front Office portfolio risk matters
Collaborate with stakeholders across Front Office, Risk, and Compliance
Support the delivery of portfolio risk training where required
Contribute to initiatives focused on process efficiency, data usage, and automation
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: (16456)
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...
Engineering Job Allocation: Assign jobs effectively based on customer requirements, ensuring accurate scheduling
Customer Contact & Coordination: Liaise with customers to confirm service needs, scheduling, and any additional clarifications required post-sale
Clarifying Questions: Use post-sale follow-ups to ensure engineers have the right job details and required equipment
Order & Quote Management: Generate and process customer orders and quotes promptly
CRM & Systems Management: Maintain and update customer records using Freshsales CRM, InControl for ticketing, and XERO for invoicing and accounting
Process Improvement: Identify inefficiencies and recommend improvements to enhance workflow and customer experience
Support Cross functional support between technical and operations
Adhoc any other duties as required to fulfil role
Training:
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying
College or training organisation - ISALES ACADEMY LIMITED
Your training course - Business Administrator
Equal to Level 3 (A level)
Course contents:
Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches' others in the processes required to complete these tasks
Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate
Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge
Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively
Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department
Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches' others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues
Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities
Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation
Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required
Your training plan - Level 3 Business Administration Apprenticeship Classroom sessions are bi-weekly.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:This business is approaching it’s tenth year and is a specialist provider of fully managed connectivity and telecommunications services, providing mobile based (4G/5G/WiFi/Starlink) solutions to customers when traditional fixed line services cannot meet their requirements. Their teams deliver tailored engineering to SME customers across the UK in a multitude of business verticals.Working Hours :Monday to Friday, 9:00am - 5:30pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Initiative....Read more...
