Job Description:
Core-Asset Consulting is delighted to be partnering with a leading fintech firm to recruit a Technical Lead. This is an exceptional opportunity to play a key role in delivering complex platform implementations for high-profile financial services clients. This is a hybrid role, working from the London office.
Skills/Experience:
Experience in client-facing technical roles.
Experience delivering SaaS platforms, working between core engineering teams and client implementations.
A deep understanding of enterprise architecture, user experience principles, middleware technologies and challenges relating to scale and performance.
Strong knowledge of integration technologies, including security models, data integration approaches and hands-on API experience.
Proficiency with platform configuration tools, including JSON, HTML and Python.
Experience troubleshooting across all layers of the technology stack in an AWS-based environment.
Excellent communication skills, with the ability to engage senior technical stakeholders in both external and internal settings.
Collaborative and hands-on approach to delivery with a strong focus on meeting client deadlines.
Confidence working with top-tier financial services institutions.
Demonstrated ability to work effectively with global, multi-time-zone teams.
Core Responsibilities:
Drive the delivery of all technical aspects of platform implementations, including solution architecture, configuration and integration with client ecosystems.
Lead technical workstreams on client engagements, running workshops, preparing estimates, and managing client releases.
Collaborate with global product and engineering teams on feature development, configuration patterns, implementation methodology and integration best practice.
Manage technical sprints, including oversight of technical stories, allocation of work and proactive escalation of risks and issues.
Provide senior oversight of client-facing production support, including first-line triage, escalation management and communication during high-priority incidents.
Serve as the primary point of contact for technical escalations and coordinate internal responses to ensure timely resolution.
Document configuration requirements and produce technical configuration stories.
Configure the platform using front-end configuration tools, JSON, HTML and Python.
Test configuration changes using tools such as Postman and troubleshoot defects across test and production environments.
Deliver executive reporting on technical service provision for each client.
Represent the technical function at client governance forums.
Collaborate with peers across global offices to maintain and enhance implementation and service management documentation and processes.
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: 16319
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...
We are recruiting for an experienced Head of Compliance & Risk to join our client, a leading investment management firm in Dublin.
This is a senior leadership role with responsibility for maintaining robust compliance and risk frameworks across regulated fund management activities, including UCITS, AIFs, and segregated mandates.
This will be hired on an 18-month fixed term contract basis, and the successful candidate will be subject to regulatory approval.
Skills/Experience:
Significant senior experience in Compliance, Risk, or Regulatory roles within asset management, fund management, or regulated financial services.
Strong knowledge of Irish and EU regulatory frameworks, including UCITS, AIFMD, and Central Bank of Ireland requirements.
Experience engaging with regulators, Boards, senior stakeholders, and third-party service providers.
Proven ability to provide pragmatic regulatory advice and independent oversight.
Strong leadership, stakeholder management, and communication skills.
Experience operating in, or supporting, a regulated senior function (e.g. PCF, SMF, CF or equivalent) is highly desirable.
Core Responsibilities:
Lead and maintain the firm's Compliance and Risk frameworks, policies, and governance.
Provide strategic regulatory advice and independent challenge to senior management and the Board.
Oversee regulatory change, compliance monitoring, and risk management activities.
Manage relationships with the Central Bank of Ireland and other regulatory bodies.
Oversee compliance breaches, incidents, risk assessments, and remediation activities.
Monitor risk appetite, operational risk, outsourcing, and third-party oversight.
Prepare Board and committee reporting on compliance, risk, and emerging regulatory developments.
Lead, develop, and mentor the Compliance & Risk team while promoting a strong risk culture.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
JOB DESCRIPTION
Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; 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. We are looking for a Credit Analyst to support the Tremco Roofing & Building Maintenance division. This is intended to be a hybrid position, in which the individual would work both remotely as well as onsite at our Beachwood, OH location.
GENERAL PURPOSE OF THE JOB: Provide a superior level of credit and collection expertise within clear and concise guidelines. Responsible for the collection of A/R and credit review of orders. Must display a high degree of tact, professionalism and cooperation with customers, management, sales force and internal personnel.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Establish credit lines for new and existing accounts Credit release all orders within company policy Collection of all receivables for a specific geographic area Develop payment plans for all past due accounts Assist regional managers in controlling receivables to meet the standards of the division Assess problem accounts and make recommendations Analysis and interpretation of financial statements Prepare monthly receivable commentaries and various reports Maintain knowledge of all bonding and lien laws in assigned states Identify discrepancies in a timely manner
EDUCATION:
Associates degree, BS/BA degree preferred
EXPERIENCE:
Credit and/or customer service background with 1-2 years of credit experience
SKILLS AND ABILITIES:
Must understand state laws, tax laws, timing requirements and types of financial securities Knowledge or understanding of financial statements, perform ratio analysis of customers' financial statements Knowledge of credit/accounting principles, practices, procedures on automated systems Knowledge of SAP and GETPAID a plus
OTHER QUALIFICATIONS:
Must have the ability to assess problem accounts and make recommendations Ability to determine eligibility for materials release to an account who is not financially able to handle the purchase Must exercise good sound business decisions that would not result in a monetary loss to Tremco CPG Inc High degree of flexibility requiring excellent customer service skill and orientation Excellent communication skills with the ability to read, write and communicate fluently in English The salary range for applicants in this position generally ranges between $55,000 and $63,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, and continuing education.
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...
Handling incoming and outgoing post, including: Franking outgoing mail and recording in the post book
Scanning post, saving to client files, and distributing to clients and internally
Maintaining physical permanent files and file explorer records, ensuring they are accurate and kept up to date
Onboarding new clients, including: Setting up permanent files
Preparing engagement letters and 64-8 forms (and other relevant documentation)
Completing AML procedures (including TrustID checks)
Managing professional clearance requests
Preparing covering letters for and submitting accounts and tax returns
Communicating with clients via phone, Microsoft Teams calls, and WhatsApp
Registering clients for PAYE and VAT
Reviewing client HMRC records and liaising with HMRC to resolve issues or make amendments where required
Maintaining Excel control lists to monitor deadlines and ensure timely completion of work
Liaising with HMRC, clients, and third parties via routine calls and correspondence
Company Secretarial (CoSec) duties, including: Preparing and filing Confirmation Statements (CS01s)
Incorporating new companies
Updating company information where required (including share changes)
Assisting with probate-related documentation and completing various forms for submission
Raising invoices using Xero
Ordering office stationery and assisting with arranging travel, meetings, and office events
Handling general administrative duties such as photocopying and document preparation
Supporting ad hoc projects, such as: Creating and maintaining Excel spreadsheets for Christmas Hampers
Marketing content and digital campaigns
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
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:This role is for individuals who are driven by financial target achievement as well as providing our customers with a great experience. This could lead to completing a financial qualification once the apprenticeship has been successfully completed.Employer Description:Expertax is a trusted accounting solutions provider offering comprehensive accounting and taxation services to businesses of all sizes. Alongside accounts preparation services include bookkeeping and VAT returns, payroll, company secretarial services, tax planning and more.Working Hours :09:00– 17:00 Monday to Friday (1 hour for lunch)
Office Based x 5 daysSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Analytical skills,Logical....Read more...
What You'll Learn
Throughout your apprenticeship, you'll gain practical experience in:
Business administration and office management
Bookkeeping and financial administration
Invoice management and credit control
Xero accounting software
Client communication and customer service
Microsoft 365 and business systems
Professional services within the property and construction industry
Key Responsibilities
Finance Administration
Create and maintain job files and project records
Update company job tracking systems
Monitor outstanding invoices and payment status
Assist with preparing and issuing client invoices
Categorise invoices and financial transactions using Xero
Chase outstanding VAT receipts and expense documentation
Support bookkeeping and general finance administration
Assist with updating profit and loss records using Xero data
Manage client invoicing through online customer portals
Maintain invoicing and financial tracking spreadsheets
Support credit control and payment monitoring activities
Business Administration
Manage electronic and physical filing systems
Create and organise project folders and documentation
Print, scan, bind and prepare professional documents
Provide administrative support to Building Surveyors
Assist with Microsoft 365 and Outlook administration
Manage PDF documents, electronic signatures and Adobe software
Book travel and accommodation when required
Answer telephone enquiries and direct calls professionally
Welcome visitors and clients to the office
Act as a professional ambassador for Lantern Building Consultancy
General Office Operations
Monitor and order office stationery and supplies
Support the smooth day-to-day running of the office
Assist with business improvement and operational initiatives
Provide ad hoc administrative support across the wider team
Training:
4 days per week at Lantern Building Consultancy
1 day per week at Newcastle College
Training Outcome:At Lantern Building Consultancy, we're committed to investing in our people.
Upon successful completion of the apprenticeship, there is the opportunity to secure a permanent full-time position within the business, with a salary increase. Potential career pathways include:
Business Administrator
Finance Administrator
Office Operations Administrator
Office Manager (with future progression)
We are looking for someone who wants to build a long-term career with a growing professional consultancy and become a valued member of our team.Employer Description:Lantern Building Consultancy is a growing and ambitious building surveying consultancy providing professional property and construction advice to commercial clients across the UK.
As our business continues to expand, we are looking for a motivated and organised Business & Finance Administrator Apprentice to join our friendly team. This is an excellent opportunity for someone looking to begin a career in business administration, finance and professional services while gaining a nationally recognised Level 3 qualification.
You will play an important role in supporting the day-to-day operations of the business, developing valuable skills in administration, bookkeeping, finance, customer service and office management.Working Hours :Hours: Monday to Friday, 9:00am - 5:30pm (37.5 hours per week).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
Core-Asset Consulting is delighted to be recruiting on behalf of a successful financial services firm for an Operational Risk Analyst to join their growing risk function.
This is an excellent opportunity for an operational risk professional to contribute to the continued development and delivery of an enterprise-wide operational risk framework. You'll work across a broad range of operational risk initiatives, partnering with stakeholders throughout the business to strengthen risk management practices, enhance operational resilience and support effective governance.
The role offers excellent exposure across the organisation and the opportunity to build relationships with senior stakeholders while developing your expertise in a dynamic and evolving risk environment.
Essential Skills/Experience:
At least three years' experience in operational risk management or a related discipline.
Experience supporting operational risk, business continuity or operational resilience activities.
Knowledge of Risk and Control Self-Assessments (RCSAs).
Experience producing or working with risk monitoring and reporting dashboards.
Strong analytical skills with the ability to interpret information, identify trends and recommend practical solutions.
Excellent verbal and written communication skills.
The confidence to challenge stakeholders professionally and constructively, including more senior colleagues where appropriate.
Experience using Governance, Risk and Compliance (GRC) or other risk management systems would be advantageous.
A degree in Finance, Risk Management or a related discipline is desirable but not essential.
Core Responsibilities:
Support the implementation and ongoing delivery of the operational risk management framework.
Review, analyse and report on operational processes, controls and service quality to identify opportunities for improved efficiency and effectiveness.
Partner with business areas to identify, assess and mitigate operational risks, providing guidance on remediation activities and regulatory considerations.
Maintain and update operational risk procedures, guidance documents and supporting tools.
Identify operational and regulatory control weaknesses, escalating risk events where appropriate.
Monitor the organisation's risk and control environment, providing constructive challenge to ensure risks remain within agreed appetite.
Analyse and interpret risk data, presenting findings and recommending practical risk mitigation and process improvement solutions.
Coordinate and support business continuity and recovery exercises, with a focus on operational resilience.
Provide effective challenge and support informed decision-making through robust risk analysis.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Corvee Property Services in Kettering help to keep Northamptonshire homes safe, warm, and running- and do it in a way that homeowners can trust completely. That means Gas Safe engineers on every gas job, free no-obligation quotes before they start.They are now looking for an apprentice to join their friendly team.This is an excellent opportunity for a motivated individual to gain hands-on experience across all areas of business administration while working towards a nationally recognised Level 3 Business Administrator qualification. The successful candidate will play a key role in the day-to-day running of the office, acting as a central point of contact between customers, engineers and the management team.Full training and support will be provided throughout the apprenticeship, with dedicated time allocated each week for off-the-job training and coursework in line with the apprenticeship standard.Key Duties and Responsibilities:Customer Service & Communications:
Answering incoming calls and making outbound calls to customers in a professional and friendly manner
Booking appointments, confirming job details and providing updates to customers
Handling customer enquiries and complaints, escalating to management where appropriate
Following up with customers after completed works to gather feedback and ensure satisfaction
Sales & Business Development:
Contacting new and existing customers to promote the company's services
Following up on quotations and converting enquiries into confirmed bookings
Supporting the preparation of quotations, estimates and sales correspondence
Assisting with marketing activities, including social media and email campaigns
Helping to build and maintain relationships with key clients such as estate agents and landlords
Administration:
Producing, formatting and maintaining accurate records, letters, emails and reports
Data entry and maintaining customer and job records on company systems
Raising invoices, processing purchase orders and assisting with basic financial administration
Filing, scanning and general office duties to keep the office running smoothly
Managing diaries and scheduling jobs for engineers
Ordering office supplies and materials as required
Handling incoming and outgoing post and email correspondence
Liaising with Engineers & Management:
Acting as the first point of contact between the office, engineers on site and management
Communicating job details, changes and updates to engineers throughout the day
Assisting management with reports, meeting preparation, minute taking and ad hoc projects
Supporting the planning and coordination of workloads and schedules
Training:
Level 3 Business Administration
Level 2 Functional Skills English and maths
Training Outcome:
The opportunity of a permanent, full-time Business Administrator position on successful completion of the apprenticeship
Progression routes towards Senior Administrator or Office Manager as the business continues to grow
The opportunity to specialise in areas such as accounts and invoicing, sales and client relationships, or job scheduling and operations coordination
Support for further qualifications for the right candidate, such as a Level 4 apprenticeship, AAT accounting or team leading qualifications
Employer Description:Corvee Property Services in Kettering help to keep Northamptonshire homes safe, warm, and running — and do it in a way that homeowners can trust completely. That means Gas Safe engineers on every gas job, free no-obligation quotes before they start.Working Hours :Monday to Friday
9.00am to 3.00pmSkills: communication skills,IT skills,Organisation skills,Professional....Read more...
JOB DESCRIPTION
The Sr. Accountant will prepare month-end journal entries and account reconciliations for certain Balance Sheet accounts. Manages the company's expense reimbursement system. Manages and maintains the Mexican general ledger for calendar year statutory and fiscal year internal purposes. Manages the payment side of the Wells Fargo ePayables system. Manages the 1099 and 1096 filings for the corporation. In addition, this position is cross-trained in accounts payable, credit and collections, cash applications.
Responsibilities
Balance Sheet Account reconciliations
Perform Balance Sheet account reconciliations on a monthly basis, making appropriate adjusting Journal Entries as necessary when authorized to do so by the Controller and/or the CFO. Corresponds with banks regarding reconciliation problems.
Manages the ePayables Program
Manages the payment process of the ePayables program. Ensures that vendors have taken their posted payments and generates YTD status reports based on vendor activity.
Manages the corporate-wide Concur Expense Reimbursement system
Manages, maintains, approves, audits and processes expense reports for payment of all DAP employees.
Maintains the integrity of the expense reimbursement system by adding and deleting associates when needed and making sure that the correct information is attached to each employee.
Applies the corporate reimbursement policies when making payments to employees to ensure proper reimbursement.
Creates rules and policies in Concur so that the system automatically audits according to our corporate policies.
Manages the Mexican General Ledger in SAP
Manages and maintains both the internal fiscal year general ledger as well as the statutory calendar year general ledger in SAP to comply with Mexican law. Works with the Mexican auditors to close the statutory ledger during the annual audit
Other
Provide support for and files the Sales & Use tax filings. Completes and files US Dept of Commerce and Census government forms as needed. Manages the 1099 and 1096 filings for the corporation.
Researches journal entries and miscellaneous budgetary variances during the month-end process.
Cross trains in aspects of our A/P, A/R, and Cash Application functions in order to provide a viable backup to those critical areas of the Finance Department operation.
Assists in the annual budget preparation. Inputs and revises departmental budget information. Creates monthly reports for department heads and communicates directly with them regarding monthly budgetary variances.
Other projects as deemed necessary by Finance Department managers.
Requirements
Bachelor's degree in accounting or finance
Strong spreadsheet skills, ability to understand accounting and financial reporting systems.
Working knowledge of SOx procedures and SAP, HFM and Concur experience a desired, but not required.
7+ years of experience in the relevant field.
Benefits
Medical, Dental and Vision Insurance
Company Provided Life Insurance
Paid Time Off (PTO)
Company-paid short-term and long-term disability
401(k) plans
Employer-funded pension plan
Tuition Reimbursement
Pay Range
$85,000 to $100,000 per year.
About DAP
DAP is a market leading manufacturer, innovator and marketer of home repair and construction products including caulks, sealants, spray foam insulation, adhesives, and patch and repair products. DAP is part of RPM International Inc., a $6.1 billion, multinational company with subsidiaries that are world leaders in specialty coatings, sealants, building materials and related services.
You will find DAP products in the hands of professional painters, remodelers, builders, and do-it-yourselfers, and in 60,000 retail outlets, ranging from home centers and mass merchandisers to your local hardware, pro contractor channels and paint stores. DAP's eight manufacturing and distribution facilities in the United States of America and Canada service North America and the world.
At DAP, we hire the best people and give them a collaborative and rewarding work environment that empowers them to succeed! We support associates in continuous professional growth and collaborate on the steps it takes to get to the next level in their careers. Our associates enjoy a comprehensive benefits package including 401(k) with company match, pension, paid parental leave, competitive health insurance rates, employee stock purchase plan, tuition reimbursement, free wellness programs and more! Learn more about DAP's history, culture and benefits at www.dap.com/careers/
DAP - On the job since 1865.Apply for this ad Online!....Read more...
Process supplier invoices and credit notes, in accordance with firm policies and procedures.
Allocate receipts, maintain debtor records and monitor aged receivables.
Assist with credit control activities, including polite and professional follow-up with clients/customers in accordance with internal protocols.
Support the resolution of billing queries, escalating where appropriate. Post bank transactions and maintain accurate cashbook records.
Perform regular bank reconciliations and investigate discrepancies promptly.
Assist with management of petty cash (where applicable), including reconciliations and controls.
Process staff expense claims in line with policy and verify supporting receipts.
Ensure correct VAT treatment (where applicable) and coding to cost centres/matters/projects as required.
Follow internal procedures designed to support compliance with the SRA Accounts Rules and the firm’s COFA framework.
Maintain financial records in accordance with SRA accounts rules, data protection requirements and the firm’s retention policies.
Provide administrative support to the finance team, including filing, scanning, and responding to internal queries.
Undertake other reasonable finance-related tasks consistent with the role and business needs Maintain accurate records within accounting software including Leap and Xero.
Identify process improvements to enhance efficiency and accuracy.
Operate within defined procedures and approval limits.
May recommend payment scheduling and propose corrections to postings/coding; final approvals remain with Finance Manager.
Escalates discrepancies, control failures, suspected fraud indicators, or material errors promptly to the Finance Manager.
Maintain strict confidentiality and discretion when handling client, matter and finance-related information, including any personal data.
Ensure all such information is managed in accordance with UK GDPR requirements, internal policies and information security procedures, including secure storage and controlled access to finance records.
This position is subject to an enhanced DBS check and probationary period.Training:Accounts Level 2 apprenticeship alongside internal training on policies and procedures.Training Outcome:The role includes career progression for the right candidate progressing over time to management level by way of working towards Level 4 AAT qualifications and relevant accreditations.Employer Description:Richard Reed Solicitors is forward thinking, team centred, values driven, award winning and expanding law firm based centrally in Sunderland.
Our motto is ‘Big enough to know, small enough to care’.
We put people at the heart of our firm, with a clear, structured career‐progression framework for every role. You’ll have defined evaluation criteria, regular check-ins to support your Development Plan, and opportunities to grow-whether that means earning industry-recognised accreditations, mastering new technical skills, or honing your leadership and business-development capabilities.
Our firm was established in 1948 and has for a long time been, and continues to be, the go to Solicitors practice for both individuals and businesses seeking legal advice in and around the Sunderland area.
As a Lexcel accredited practice, we pride ourselves on providing outstanding client care and excellent quality legal services whilst offering our employees an enjoyable and supportive working environment.
Our busy and expert team cover: Family Law Wills, Trusts & Probate Dispute Resolution Corporate & Commercial Property (Residential and Commercial) Agricultural Law Employment & HR Notary Public services.Working Hours :35 hours per week. Monday to Friday, 9.00am - 5.00pm, with 1 hour lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Creative,Initiative,Non judgemental....Read more...
Job description
Our client, a highly respected asset management firm, is seeking an experienced Investment Director to join its established investment team in Edinburgh. This is an excellent opportunity for an accomplished investment professional to play a key role in managing global equity portfolios, contributing to investment decision-making, and supporting the delivery of strong risk-adjusted returns for clients.
Working within a collaborative and high-performing investment team, you will be responsible for helping manage a portfolio of client assets while actively contributing to all aspects of the global equities investment process. You will undertake fundamental research, formulate investment recommendations, participate in portfolio construction and monitoring, and represent the business with clients and prospects.
Skills / Experience
Demonstrable experience managing or analysing global equity portfolios using a fundamental, long-term investment approach. Candidates with experience across international, EMEA or other regional equity strategies will also be considered.
Strong fundamental research and portfolio management capabilities.
Excellent analytical, communication, and stakeholder management skills.
The ability to operate effectively within a collaborative team environment.
Relevant investment management qualifications, such as the CFA or equivalent, would be advantageous.
Core Responsibilities
Conduct detailed fundamental research on existing and prospective global equity investments.
Develop robust investment recommendations aligned with the team's investment philosophy and process.
Ensure investment decisions remain appropriate and consistent with client objectives and portfolio restrictions.
Monitor market and economic developments and assess their impact on portfolios.
Analyse portfolio performance, benchmark comparisons, risk-adjusted returns, and performance attribution.
Work closely with portfolio managers and dealing teams to implement investment and trading strategies efficiently.
Contribute actively to investment forums and portfolio decision-making discussions.
Support the delivery of the team's overall investment performance objectives.
Build and maintain relationships with existing and prospective clients, consultants, and other external stakeholders.
Mentor and support the development of junior investment professionals within the team.
Benefits:
Opportunity to join a highly regarded investment team.
Significant involvement in investment decision-making and client engagement.
Hybrid working arrangement based in Edinburgh (4 days per week in the office).
Strong long-term career development prospects within a collaborative environment.
Competitive compensation and 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.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
Job Description:
Core-Asset Consulting is delighted to be supporting a leading investment management organisation in the search for a Board Governance Specialist.
This is an excellent opportunity for an experienced governance professional to play a key role in supporting Boards and Committees, ensuring the highest standards of corporate governance and regulatory compliance across a complex business environment.
Essential Skills/Experience:
Qualified or part-qualified Company Secretary preferred.
Experience supporting Boards and Committees within the investment management or funds industry.
Strong understanding of governance frameworks, delegation models, and Board reserved matters.
Excellent written and verbal communication skills.
Proven ability to produce high-quality Board and Committee minutes.
Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
High attention to detail and excellent time management capabilities.
Ability to build effective relationships with stakeholders at all levels, including Board Directors and senior management.
Confident presenting information and producing clear, detailed reports.
Desirable Skills/Experience:
A strong interest in investment funds and the asset management industry would be beneficial.
Experience using governance platforms and entity management systems is advantageous.
Knowledge of the regulatory environment applicable to management companies is desirable.
Experience within UCITS, AIF, or management company environments would be advantageous.
Core Responsibilities:
Support the delivery of high-quality corporate governance across a range of legal entities and committees.
Manage Board and Committee activities, including agenda planning, preparation and distribution of Board packs, monitoring actions, and overseeing delegated authority frameworks.
Draft accurate, concise, and high-quality minutes for Board and Committee meetings.
Review and challenge Board submissions to ensure materials are of an appropriate standard and address key governance considerations.
Maintain and coordinate Board and Committee calendars and annual work plans.
Update company records and governance documentation, including templates, policies, and procedures.
Assist with the ongoing review and maintenance of Committee and Board Terms of Reference.
Identify and advise on corporate governance risks and best practice.
Manage relationships with internal teams and external service providers in a professional and collaborative manner.
Support governance and control frameworks by ensuring adherence to regulatory, statutory, and internal requirements.
Provide governance advice and support to Directors and business stakeholders.
Collaborate with Compliance teams in responding to regulatory information and document requests.
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: 16519
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. ....Read more...
Role overview
The role is designed to combine hands-on, practical experience with formal training to deliver solvent liquidations (members’ voluntary liquidations, MVLs), administrations and other corporate restructuring solutions for SMEs and large groups, while working towards a Level 4 Apprenticeship.
As a Trainee Apprentice, you will work closely with the Restructuring team to support the efficient delivery of restructuring assignments, focusing on compliance, documentation, and communicating with multiple stakeholders.
As you develop and gain more experience, you will begin to start dealing with more complex case specific matters, taking on greater responsibility.
Key Responsibilities include:
Perform office administration tasks including dealing with visitors and handling post
Respond to incoming calls and correspondence and drafting letters and reports as required as part of the case management team
Assist Managers and the wider team with their portfolio of cases including producing statutory paperwork and other legal documents, managing 'take on' administration processes and maintaining files
Maintain the case management system and other software to document statutory compliance and transactions
Diary management and scheduling meetings both internally and with clients
Producing time cost summaries for statutory reports
Answering main office phone during busy periods, transferring calls and passing on messages for staff members.
Our Values
Straightforward: We provide clear, no-nonsense advice.
Confident: Our guidance is backed by expertise and evidence.
Pragmatic: We focus on practical solutions and tangible outcomes.
Real: We are professional yet approachable, understanding the challenges our clients face.
Our Commitment to You and the Environment
At FRP, sustainability is integral to our strategy and operations. Our sustainability depends on building and maintaining meaningful, long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on the natural environment.
We are always striving to improve in all areas – whether it’s our people, our clients, our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We are committed to fostering an inclusive, equitable, and diverse culture for our people.
Our learning and development programmes enable us to invest in growing our employees’ careers. We aim to empower our team members to each achieve their potential.
We are committed to growing long-term relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We are emotionally invested in our clients right from the beginning.Training Outcome:Upon successful completion of the Level 4 Professional Accounting Technician Apprenticeship, the apprentice will have the opportunity to continue their professional development such as the Level 7 ACCA.Employer Description:At FRP, we are a leading national business advisory firm based in the UK. With over 900 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory, and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value.
Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals.Working Hours :Monday - Friday, 09:00 - 17:30, with 1 hour paid lunch break.Skills: Communication skills,Attention to detail,Highly motivated team player,Written communication skills,Interpersonal skills,Willingness to learn,Adaptable and flexible....Read more...
