Audit SeniorJob Type: Full Time, PermanentLocation: BorehamwoodSalary: £CompetitiveAbout UsEstablished in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.The RoleWe're looking for an experienced Audit Senior To provide accurate auditing and assurance services to a diverse range of clients, as directed by Manager, within budget and in accordance with firm procedures. In addition, assisting in the development of junior staff to ensure they have the knowledge and skill to perform their job.
Accounts preparation for Limited companies and PartnershipsLeading on audit assignmentsProactive identification of key risk areas in audit planning process including identifying audit and control risks and tailoring of audit programsPreparation of audit planning memorandum, programmes and budget in a timely mannerSolid understanding and performance of substantive and compliance testing and evaluation and resolution of errorsEnsure all areas of responsibility on audit assignment are fully completed in an accurate and timely manner. Solid management and co-ordination of the audit team in accordance with time and budget constraintsEnsure accurate and efficient resolution of audit files with client/audit staff in a timely manner. Provide feedback to junior audit staff on their performance and linking to potential training and development areasLead client audit engagements, which include planning executing, directing, and completing financial audits, ensuring compliance with all relevant legislation and regulatory requirements and Sopher + Co standardsPrepare appropriate audit reportPrepare management letters and closing reports in accordance with legislation and Sopher + Co standardsWork closely with Management to develop ongoing effective relationships with clients, and ensure retentionEnsure all client work is completed within applicable reporting deadlines and client requests (if reasonable)Manage, coordinate and delegate client work to junior team members with an appropriate level of capabilityReview junior team members' work, ensuring compliance with Sopher + Co standardsEnsure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of jobAssist junior staff in developing their understanding of the various software packages, auditing, tax laws and statutory requirementsKeep abreast of developments in audit, accounting, taxation and relevant computer software
About you
Intermediate to Advanced professional accounting practice experienceSolid understanding of accounting and audit softwareAdvanced proficiency in MS Excel skillsACA/ACCA QualifiedHigh level communication skills between clients, staff and managementGood interpersonal skills with clients, staff and managementStrong time management skills and not fazed by deadlinesAbility to work unsupervisedAbility to work autonomouslyReliableOrganisedProvide good attention to detailEffective team memberProactive and Motivated
In ReturnWe will offer you a competitive package, including extensive benefits for you and your family, a comfortable, warm and friendly environment and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believes in staff development and continuously encourage internal progression.....Read more...
Job Description:
Our client, a global financial services firm, is looking for an Account Manager – TAX to join their team in Glasgow on a permanent basis.
This is a fantastic chance to expand your skills in a collaborative and fast-paced environment!
Essential Skills/Experience:
Experience of the process involved and documentation necessary for Tax reclaims and Relief at Source.
Practical knowledge of UK and / or Global markets demonstrated by experience of how market specific transactions operate.
Technical expertise including sound working knowledge of policies, procedures, regulations and legislation within client delivery.
Attention to detail
Innovation and continuous improvement – Use own initiative and ability to work under volume pressure.
Core Responsibilities:
Manual processing for all aspects of Tax.
Tax reclaim and Relief at Source tasks covering all markets and clients.
Tax reporting involvement.
Processing and completion of tasks are in line with procedures.
Ensuring all key controls and assigned tasks are completed in a timely manner.
Query management - ensuring these are answered in an accurate and timely manner.
Ensure key controls are updated and maintained.
Liaising with clients and internal parties to resolve any issues pertaining to custody activity.
Ensuring daily reconciliation and clearance of cash breaks.
Ensures that ROME Lite and all other Risk Framework is regularly updated to cover all
Adopting a pro-active approach to improve the current processing of work.
Build strong relationships with all parties and work together effectively.
Assists in building KPI / Metrics to monitor the risk and control framework.
Responsible for updating and maintaining procedures and proposes changes / improvements when appropriate.
Ad-hoc projects as required.
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: 16045
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, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland. This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional. The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research – ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player – collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
Benefits:
A 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: 16119
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, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland. This is a great opportunity for an individual to research funds and develop sector responsibility.
The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional. The role encompasses sector responsibility to research and recommend funds.
This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.
Essential Skills/Experience:
Front office experience in fund selection/fund research – ideally investment trust experience.
Degree in finance/ economics/ maths.
CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
Clear analytical ability - excellent attention to detail.
Enthusiastic, excellent interpersonal skills.
Strong IT skills, particularly Excel, ideally FactSet.
Proactive, with ability to work on own initiative.
Team player – collaborative and boutique team, requires good co-operational skills.
Ability to multitask, quick to learn.
Core Responsibilities:
Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.
Benefits:
A 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: 16119
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
An opportunity has arisen for a Senior Bookkeeper to join a well-established and steadily growing accountancy practice that supports a varied portfolio of businesses with tailored financial and bookkeeping services.
As a Senior Bookkeeper, you will be responsible for overseeing all aspects of bookkeeping, VAT and payroll for a range of clients, both from the office and, on occasion, on-site.
This full-time permanent role is fully onsite offering a salary range of £28,000 - £35,000 and benefits.
You will be responsible for:
* Managing day-to-day bookkeeping for assigned clients
* Preparing accounts up to trial balance
* Processing VAT returns in line with current HMRC regulations
* Handling weekly and monthly payrolls, including all relevant reporting
* Reconciling bank accounts and key control accounts
* Liaising with clients and internal teams to address queries and resolve issues
* Supporting management accounts preparation where needed
What we are looking for:
* Previously worked as a Bookkeeper, Accounts Assistant, Accounts Technician, Accounting Technician or in a similar role.
* At least 3 years' experience in bookkeeping role (including practice experience)
* Skilled in Sage 50 and Xero
* Strong knowledge of VAT procedures and payroll operations
* Exceptional attention to detail with the ability to manage time effectively
What's on offer:
* Competitive salary
* Positive and supportive team culture
* Scope for professional development and continued learning
This is a great opportunity for a Senior Bookkeeper to join a growing team in a dynamic, client-facing role.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Verifying sub-contractors and advising clients of CIS rules and registration.
CIS Contractor submissions.
Preparation of monthly payrolls including RTI submissions.
Client correspondence, assisting clients with various queries.
Updating and keeping current practice databased.
Scanning & Ad-hoc administration work.
Maintaining strong client relationships.
Reception duties - telephone, greeting clients, tea/water.
Assist with Preparation of year-end accounts for sole traders, partnerships and limited companies.
Assist with Calculating Corporation Tax liabilities including CT600s.
Assist with Preparation of Self-Assessment Returns.
Assist with Preparation of CIS, VAT returns and Bookkeeping.
Using accounting software such as VT, tax calc, Xero, Quickbooks.
Training Outcome:Gain experience and qualifications for a future client manager role.Employer Description:Hudson Conway & Co. is a leading London-based firm of accountants and business advisors. We have been providing accountancy, tax, consulting, business and financial advisory services to individuals, owner-managers and corporates for the last 25 years.
We are committed to delivering outstanding value to our clients, and pride ourselves on being able to offer fresh perspectives and practical advice to clients, delivering the ideas and solutions in the most efficient, effective and timely manner.
We are part of a national network of accountants which enables us to combine the experience, knowledge and resource pool of a larger organisation with the approachability and personal touch of having your own personal advisor. This gives us an opportunity to establish a long-standing, one-to-one relationship with you where we truly understand your challenges and can therefore help you realise your goals.
We also have accountancy partnership affiliations in Singapore, Hong Kong, United States, and Australia.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Proficient IT skills,Excel & Work proficient,Desire to learn,Desire to improve,Able to listen....Read more...
Job Description:
Do you have at least 5 years’ experience dealing with executries, and seeking your next career move? Our client, a law firm based in Edinburgh, is currently seeking a Private Client Paralegal to join their team on a permanent basis. In this role, you will administer and manage a caseload of executry files independently within a team of Executry Paralegals.
Skills/Experience:
Relevant formal qualification(s), preferably as recognised by the Law Society of Scotland Accredited Paralegal scheme
At least 5 years’ previous experience dealing with executries is essential
A commercial focus in managing workload effectively and efficiently
Excellent interpersonal skills, both written and oral
Able to build professional relationships with clients and third parties
Good organisational skills and the ability to prioritise tasks
A high level of accuracy and strong attention to detail
Ability to work independently as well as part of a team, delegating to and supporting colleagues
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Administer testate and intestate executries from initial meeting to conclusion.
Proactively manage your own caseload and provide an excellent client service.
Communicate with Executors and other third parties as required.
Identify and resolve any problems experienced by our clients in a professional manner.
Demonstrate a good working knowledge of inheritance tax exemptions and reliefs and be able to produce inheritance tax calculations.
Complete HMRC inheritance tax forms.
Prepare Executry accounts.
Knowledge of legal rights including calculations and experience of the issues that can arise with such claims.
Build good relationships internally and advise colleagues with different specialisms.
Adhere to firm processes in relation to financial policies, time recording and AML compliance.
Maintain accurate records on the firm’s document management system.
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: 16079
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a leading financial advisory firm, is currently recruiting for a Transfer Administration Manager to join the team on a permanent basis. In this role, you will be responsible for the process management and performance of the business’s Investments pension transfers processing and servicing teams.
Skills/Experience:
Transfer administration experience
Proven track record of leading high performing team
Experience in similar role, managing both pensions/ISA/GIA transfers processing and servicing teams around the flow of work, achieving customer satisfaction.
Strong excel skills
Project management skills
Process improvement skills
Core Responsibilities:
Manage the pensions/ISA/GIA transfers processing & servicing teams
Create a high performing team
Take ownership of incidents updates and closures.
Support your teams by overseeing quality checks, complaint handling, breach reporting, escalation, attestation and resolution and to ensure and your teams tasks completed is of a high standard and compliant.
Take ownership of team reports & MI produced for the management teams including Monthly MI/Reports and ensure completion within timescales.
Manage any third-party relationships with regulators & suppliers
Monitoring the performance of the teams against SLAs and taking steps to maintain high levels of service as required.
Produce & maintain teams MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions.
Mange delivery of routine project work when required.
Take ownership of new and inflight RFWs to completion.
Ensure pensions/ISA/GIA transfers processing and servicing tasks are carried out correctly in the teams within Service Level Agreements (SLAs).
Ensure that Service Level Agreements (SLAs) are in place.
Ensure that complaints are resolved within KPI timescales
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: 16112
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, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
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, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
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, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
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, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
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: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are looking for an Investment Governance Manager to join the team at a boutique financial services firm. The successful candidate will focus on managing client relationships, and the selection and oversight of suitable investment consultants and fiduciary managers.
This is a great opportunity for an experienced candidate with strong investment knowledge and client relationship experience.
This role is hybrid 2-3 days in the office, and is flexible on location (Edinburgh, London, Manchester, Bristol), and will involve travel to London if based elsewhere.
Skills/Experience:
Pension scheme and investment experience with seven to ten years’ experience.
Proactive, self-starter with the ability to focus on the tactical implementation of that strategy for the firm.
Ability to communicate effectively, strong relationship and presentation skills, good written skills, appropriate MS and data tool skills and emotionally intelligent.
Ideally working towards or already qualified in IMC/CFA for example
Ability to interpret investment data, performance metrics, and fee structures.
Experience of conducting in-depth assessments of fiduciary managers and investment consultants would be beneficial
Strong communication and interpersonal skills to deliver tailored advice and recommendations.
Solid understanding of investment markets, fiduciary management, and defined benefit/contribution pension schemes.
Competence in drafting clear, concise, and insightful research and oversight reports.
Comfortable working with colleagues across levels to support analysis and client deliverables.
Accuracy in data handling, report creation, and compliance with internal processes.
Ability to manage multiple projects and deadlines efficiently.
Staying informed on developments in the UK pension and investment industry.
Awareness of and adherence to relevant regulatory and internal compliance frameworks.
Core Responsibilities:
Provide advice to clients on the selection and oversight of fiduciary managers and investment consultants.
Support due diligence research on fiduciary management and investment advisory firms.
Analyse fee structures and investment data related to these firms.
Maintain up-to-date knowledge of market trends, new products, and developments in the UK DB and DC pension space.
Attend industry conferences as needed.
Contribute to the drafting and writing of research reports.
Collaborate with associates to analyse performance data and prepare client oversight reports.
Ensure compliance with the firm's regulations and procedures.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16066
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have a fantastic opportunity for an individual with valuations experience in private credit or leveraged finance to join a leading financial services firm in London.
This will be an initial 9 – 12 month contract.
Essential Skills/Experience:
Experience within an investment manager or valuation’s role.
Excellent working knowledge of the principals of fair value, IPEV Guidelines and valuation methodologies.
Experience within the Private Credit or Leveraged Finance industry.
Strong analytical and quantitative skills.
Good understanding of valuation models and ability to translate investments economics and performance into valuation inputs.
Core Responsibilities:
Liaise with third party valuation agents and auditors (internal and external) to support their independent valuation roles.
Maintain a robust valuation process and ensure continued best practices to support the valuation cycles for the European Private Credit (EPC) Funds.
Take the lead on discussions where there are discrepancies in valuations and involve relevant people as needed.
Maintain the valuation model to prepare FV marks for all EPC portfolio assets.
Support the onboarding of new portfolio monitoring and reporting system and work with the vendors to develop customised solutions.
Manage the quarterly investor reporting process including preparing the portfolio overview related sections and liaising with the broader European Private Credit team on other various sections.
Act as the point of contact for all valuation related questions and provide valuation support for portfolio / asset events as required.
Lead the valuation committee process including preparing committee agendas and meeting materials and presenting valuation recommendations to the committee.
Oversee the portfolio monitoring process including collating deal team inputs and commentary, reviewing the quarterly portfolio review pack, preparing portfolio summary, and discussing portfolio company performance with deal team.
Support the development of the reporting function, using automated system generated reports where possible and to meet investor and other stakeholder needs.
Maintain internal Fund / Platform dashboards.
Provide valuation support on restructuring and bespoke investment situations.
Prepare track record and performance analysis at investment, portfolio, and fund level, as well as FV movements and impacts at fund and platform level.
Support with the building out of the systems framework to deliver a scalable and efficient portfolio management function.
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: 16134
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a global asset management firm, is seeking an experienced Client Onboarding Analyst to join their Edinburgh team on a 12-month fixed term contract basis.
Essential Skills/Experience:
Prior experience working within asset management or asset servicing firm.
Experience reviewing investment management agreements, platform agreements, rebate agreements and/or distribution agreements.
Experience in initial and ongoing AML/KYC checks.
First-hand experience of onboarding pooled and/or segregated clients.
Core Responsibilities:
Manage all transition types for mandate clients and pooled fund clients, as well as ensuring smooth exit process when clients terminate their mandate/investment for the firm.
Key point of contact for client on-boarding activity.
Manage the investment management agreement review and amendment process.
Manage the distribution agreement, platform agreement, rebate agreement and terms of business process.
Ensure operational client on-boarding is delivered.
Conducting due diligence on clients to assess potential risk.
Ensure all client-side letters are managed in accordance with established processes.
Reviewing and verifying client identification and documentation.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16108
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
An opportunity has arisen for an Accounts Senior to join a a well-established and forward-thinking accountancy practice that provides bespoke financial and tax services to a diverse client base, ranging from SMEs to high-net-worth individuals.
As an Accounts Senior, you will be primary contact for a mixed portfolio, producing accounts, tax and management information while mentoring juniors. This full-time role offers hybrid working options, a salary range of £36,000 - £45,000 and benefits.
You will be responsible for:
* Preparing statutory accounts for companies, partnerships and sole traders
* Drafting corporation tax computations and online submissions
* Managing bookkeeping and VAT returns across multiple schemes
* Producing monthly and quarterly management accounts for decision-making
* Handling client queries and maintaining strong relationships
* Coaching trainee team members and reviewing their work
* Assisting managers with ad-hoc assignments and projects
What we are looking for:
* Previously worked as an Accounts Senior, Accounts supervisor, Accounts & Audit Senior, Accounts semi senior, Accountant, Practice Accountant, Client Accountant, Audit & Accounts Senior or in a similar role.
* Possess at least 2 years' experience working in practice
* AAT qualified and part-qualified ACA / ACCA
* Sound knowledge of UK GAAP, including FRS 102
* Familiarity with accounting software such as CCH, Sage, Xero, QuickBooks and Alphatax (preferred)
* Proven ability to build rapport with clients and work under your own initiative
* Proficient in Microsoft Excel, Word and Outlook
What's on offer:
* Competitive salary
* Annual bonus
* Flexible hours, hybrid working and early-finish Fridays
* Full study support where required
* Pension scheme
* Enhanced annual leave that increases with tenure
* Corporate rewards platform, regular social events and onsite parking
This is a great opportunity for an Accounts Senior to join a forward-thinking practice and advance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An opportunity has arisen for an Accounts Manager to join a well-established and forward-thinking accountancy practice that provides bespoke financial and tax services to a diverse client base, ranging from SMEs to high-net-worth individuals.
As an Accounts Manager, you will be the trusted lead for a diverse client portfolio, reviewing compliance work and guiding juniors. This full-time role offers hybrid working options, a salary range of £58,000 - £70,000 and benefits.
You will be responsible for
* Overseeing a varied portfolio and signing off statutory accounts for companies, partnerships and sole traders
* Reviewing corporation tax computations and returns before submission
* Finalising monthly and quarterly VAT returns across differing schemes
* Preparing and analysing management accounts to a high standard
* Helping to onboard new mandates and nurture enduring client relationships
* Resolving technical queries, translating regulation into practical solutions
* Coaching and supervising junior colleagues while managing team workflow
What we are looking for
* Previously worked as an Accounts manager, Accounts Senior, Assistant Accounts Manager, Accounts Supervisor, Client Manager, Practice Accountant, Accounts Assistant Manager or in a similar role.
* Possess at least 3-4 years' experience working in practice
* ACA or ACCA qualified with 2-3 years PQE
* Strong technical understanding of UK GAAP and FRS 102
* Familiarity with accounting software such as CCH, Sage, Xero, QuickBooks and Alphatax (preferred)
* Proficient in Microsoft Excel, Word and Outlook
What's on offer
* Competitive Salary
* Flexible hybrid working arrangements
* Early finish every Friday at 2.30pm
* Discretionary annual bonus
* Pension scheme
* 23 days annual leave plus bank holidays, increasing annually with service
* Corporate rewards programme
* Quarterly social events
* Free on-site parking
This is a great opportunity for an Accounts Manager to advance your career with a forward-thinking advisory firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a highly respected financial service firm to recruit a Data Engineer for a permanent position based in Newcastle. This is a fantastic opportunity to join an organisation with a clear commitment to innovation and insight-led decision-making.
As a Data Engineer, you will play a critical role in transforming complex operational data into meaningful insights. Working across analytics, data science, and development teams, you will design and implement robust data pipelines, optimise data models, and ensure high-quality, reliable outputs that drive strategic business decisions.
Essential Skills/Experience:
Strong proficiency in T-SQL and experience developing complex queries and procedures.
Expertise in Spark and PySpark for scalable data processing.
Solid understanding of OLTP and OLAP architectures and data modelling principles.
Experience with Microsoft Azure, including Fabric, Azure Data Factory, Data Lake, Data Warehouse, and Blob Storage.
Sound knowledge of ETL/ELT best practices.
Strong analytical and problem-solving skills with a focus on data accuracy and reliability.
Excellent collaboration and communication skills, with the ability to translate business requirements into technical solutions.
Comfortable working in dynamic environments and committed to continuous improvement.
Core Responsibilities:
Translate complex transactional data into optimised analytical models (facts and dimensions) to support reporting and insights.
Design, build, and enhance data pipelines within Microsoft Fabric to improve performance, scalability, and data quality.
Engineer new integrations from internal and external data sources using best-practice ETL/ELT methodologies.
Monitor and optimise SQL-based workflows to ensure accuracy and efficiency in daily data processing.
Lead efforts to migrate legacy reporting datasets to modern platforms, ensuring minimal disruption.
Collaborate with analytics teams to develop custom data models and engineered datasets tailored to business requirements.
Partner with data science colleagues to create summary and aggregated datasets for advanced analytics and predictive modelling.
Respond efficiently to ad hoc data requests, ensuring outputs are timely, accurate, and aligned to stakeholder needs.
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: 16151
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM
....Read more...
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm’s investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact. Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc. Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:.
Our client, a pensions provider, is recruiting for a Contact Centre Projects Manager to join their team on a 9 month fixed term contract basis (hybrid working model).
The successful candidate will drive the optimisation of contact centre systems and processes, with a particular focus on telephony and customer contact technologies.
Skills/Experience:
Proven experience in a contact centre management or telephony projects role.
Strong understanding of contact centre systems and networking technologies.
A proactive and analytical approach to improving service and technology use.
Strong communication skills, with the ability to engage across technical and non-technical teams.
Experience managing supplier relationships and delivering cost-effective solutions.
Core Responsibilities:
Managing the contact centre's telephony systems (including IVR, call recording, call routing).
Leading the review and implementation of best practice in contact and call management processes.
Collaborating with vendors and internal stakeholders on upgrades and enhancements.
Monitoring system usage and operational performance metrics.
Delivering training and supporting staff on system usage and optimisation.
Managing costs and identifying efficiency savings in telephony operations.
Staying up to date with trends in contact centre technologies and innovations.
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: 16125
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...
An exciting opportunity has arisen for a Practice Manager to join a growing accountancy practice supporting small businesses and sole traders across the region.
Our client is a well-established, client-focused accountancy firm dedicated to helping small enterprises thrive through personalised financial support and advisory services.
As a Practice Manager, you will be responsible for overseeing day-to-day office operations, managing the team and workflow, and ensuring an exceptional standard of client care and service delivery. This role offers salary range of £35,000 - £40,000 and benefits.
You will be responsible for:
* Supporting small businesses with their accounting and tax needs, using technology to help them achieve their goals.
* Managing the office and team, including outsourced staff, ensuring smooth workflow and meeting deadlines.
* Reviewing work for accuracy and quality, rather than preparing it yourself.
* Building strong client relationships through exceptional customer service and effective communication.
What we are looking for:
* Previously worked as a Practice Manager, Practice Accountant, Client Manager, Accounts Senior, Senior Accountant, Accounts Supervisor, Accounts Manager, Audit and Accounts Senior or in a similar role.
* Experience in managing an accountancy office and team.
* AAT or ACCA qualified / part-qualified, or QBE.
* Understanding of business accounts and Tax Returns Corp Tax/ Self-Assessment completion.
* Ability to lead staff, allocate workloads, and meet critical deadlines.
* Skilled in QuickBooks, Sage, VT, TaxCalc, and Microsoft Excel.
* Full UK driving licence and access to a vehicle would be preferred.
Shifts:
* Monday - Thursday: 9:30 - 5:00
* Friday: 9:30 - 4:30pm
What's on offer:
* Competitive salary
* 25 days annual leave plus statutory holidays
* Employee Assistance Programme (Health Assured)
* Ongoing training and professional development through a national support network
Apply now for this exceptional Practice Manager opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Job Description:
Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.
Essential Skills/Experience:
Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
Self-motivated with the ability to recognise when to escalate issues appropriately. Must be able to work collaboratively within a team and take on additional responsibilities as needed.
Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues. Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
Capable of meeting deadlines and working independently on client projects and queries.
Passionate – feel personal ownership for their work and an aspiration to be better.
Brave – are happiest outside of the comfort zone.
Experimental – like to innovate and self-develop.
Curious – like to learn new things and outsmart the problem.
Open – value and respect input from others.
Core Responsibilities:
Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
Understanding our clients’ needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
Working closely with senior team members in achieving seamless client service for their strategic clients.
Occasionally required to lead on projects representing the client and the team.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16114
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:
We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh. The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification.
Skills/Experience:
NQ – 3 years PQE
Previous experience dealing with high-net-worth individuals in a private client environment is desirable
Previous experience dealing with trusts
A commercial focus in managing workload effectively and efficiently
Mindset to exceed team and client expectations
Working towards or prepared to start STEP qualifications
Excellent interpersonal skills, both written and oral is essential
Able to build professional relationships with clients and third parties
A high level of accuracy and strong attention to detail
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Advise high net worth clients and family business clients (including entrepreneurial clients) on the protection of their assets.
Help families to decide on the most appropriate structures for owning assets (trusts, partnerships, family investment companies).
Accurately prepare and draft legal documentation and correspondence relating to family and business governance, commercial and corporate issues, asset protection, succession and tax planning, and mediation.
Help clients navigate through tax planning issues and work alongside existing tax advisors and accountants.
Assist clients to work out a succession plan alongside their Wills and estate planning.
Help family business clients to manage business continuity, conflicts or challenging family dynamics and help them to deliver their philanthropic objectives.
Proactively manage your own caseload and drive forward work for others within the team.
Identify and resolve any problems experienced by our clients in a professional manner.
Meet or exceed individual financial targets.
Have a good working knowledge of private client law and keep up to date with any developments through events/training.
Collaborate with other professionals – accountants/wealth planners/tax advisers/lawyers (as part of trusted adviser teams) to deliver solutions for clients.
Actively seek to build your professional network and promote the business to external peers.
Prepare articles and blogs for the website and press/professional publications.
Build good relationships internally, support senior colleagues and advise colleagues with different specialisms.
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: 16078
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a global investment management firm based in Edinburgh, is looking for a Controls Assurance Manager to join on an initial 6-month day rate contract.
The successful candidate will have a track record of successfully leading teams and projects, to establish a centralised control testing function.
Essential Skills/Experience:
Internal control framework – experience of testing internal controls, in particular design effectiveness and operating effectiveness, control quality, and high-quality evidencing standards
Global approach – although the primary focus will be UK, many processes and controls operate across the global business and therefore experience of operating across a global business is desirable.
Interpersonal skills - deliver with quality and impact in a proactive and collaborative manner
Impact and influence - operates with intellectual curiosity to understand and surface insights that helps strengthen the design and operation of the internal control framework
Collaboration - outcome focussed with ability to facilitate collaborative working within and across teams
Communication - ability to communicate effectively with the team, and within stakeholder meetings
Attention to detail – works with precision to deliver requirements
Core Responsibilities:
Reviewing testing of the design and operating effectiveness of controls; and managing reporting of results with key stakeholders into the business.
Overseeing a team of control testers to deliver high-quality testing across the company control environment.
Working collegiately with the wider assurance team, providing training and best practice guidance, supporting overall team activities, supporting deliverables, and assisting with other risk and control related activities as required.
Where controls are identified as ineffective or require improvement, work collaboratively with business leads to agree testing results.
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: 16117
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client a leading global investment management firm are looking for a Client Contracting Associate to join their team in Edinburgh.
The team is responsible for drafting and negotiating investment management agreements, investment guidelines, and other contractual arrangements between the firm and their new and existing clients.
Essential Skills/Experience:
Legal qualification - Qualified Lawyer/Solicitor/Paralegal
OR experience working in a contract management or negotiation type role
Experience drafting and negotiating contracts is essential
Excellent attention to detail, organisation, and presentation
Knowledge of the asset management industry (fund types, client base and strategies, operational set up and products) and applicable law would be beneficial
Strong awareness of process efficiency and the need to mitigate risk through team
Exemplary analytical, communication (verbal and written) and interpersonal skills with the ability to communicate with both internal and external clients at all levels and
Proven skills in successfully managing competing internal and external demands within compressed timeframes
Core Responsibilities:
Accurate drafting, negotiation and coordination of contractual documentation for Institutional Clients
Facilitation and coordination of all internal SME stakeholders across different regions involved in the contracting process ensuring their comments flow through to the contract and requisite approvals are obtained
Partnering with various teams to ensure contractual terms and minimize risk
Ensuring that the appropriate contracting process is followed for all contract processing to mitigate risk to the firm
Negotiating client documentation within the remit of the Client Contracting team, escalating appropriate risk where necessary
Supporting the sales team with contractual documentation
Communicating any contractual documentation changes to a client mandate to applicable internal
Capturing and recording relevant non-standard contractual clauses on an ongoing basis and maintaining the contractual documentation
Participating in research initiatives or projects that are requested by the sales, product or legal
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: 16006
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...
