Mortgage administration
Investment research
General office adminstration
Answering the telephone
Speaking to mortgage lenders and clients
Inputting data
Scanning
Training:
Level 3 Financial Services Administrator Apprenticeship Standard
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Successful completion of this apprenticeship may lead to opportunities to further develop with other apprenticeship programmes and qualifications
Employer Description:Archers Financial Services was established in 1991 and is today a leading provider of professional and independent financial advice in North London.
We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.Working Hours :Monday - Friday, 9.15am - 5.15pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Smart presentation,Willing to learn new things,Good telephone manner....Read more...
Sales Development Representative London Basic Salary: £30,000, On-Target Earnings: £90,000 (Uncapped)
The Company Our client is a fast-growing, global financial services and treasury solutions business, providing institutional, corporate and private clients with access to a broad range of products through both traditional and digital channels. Combining a consultative, concierge-style service with tier-one financial products, the business operates via regulated partners and delivers solutions including multi-currency banking, foreign exchange, risk management, digital asset processing, secured lending and card issuance. The organisation is built on high standards, ambition and performance. This is a business that rewards work ethic, resilience and results, offering long-term career progression for sales professionals who want more than a standard 9–5.
The Role This is an excellent opportunity for a Sales Development Representative with at least 12 months’ sales experience to join a high-performance financial services sales environment. You’ll be responsible for generating and qualifying new business opportunities, engaging senior decision-makers and managing prospects through the early stages of the sales cycle. High performers will have the opportunity to progress into senior sales, account management or specialist roles. This role suits someone commercially minded, target-driven and keen to develop deeper knowledge of financial markets and complex financial products.
Key Responsibilities
Proactively sourcing and qualifying new business opportunities
Outbound prospecting and cold calling to engage decision-makers
Identifying and targeting key sectors and industries
Booking and attending client meetings (internal and external)
Managing early-stage sales and onboarding processes
Attending networking events and industry exhibitions
Analysing prospective clients’ current providers and solutions
Preparing and presenting market updates and reports
Building knowledge of financial markets and economic data
Promoting the full product and partner offering
Working in line with compliance, AML and regulatory requirements
The Ideal Candidate
Minimum 1 year’s experience in a sales or business development role
Exposure to financial services, FX, banking, fintech or related sectors preferred
Confident with outbound sales and cold calling
Target-driven with a proven work ethic
Strong communication and relationship-building skills
Ambitious, resilient and commercially minded
Keen to build a long-term career in financial services sales
What’s on Offer
£30,000 basic salary
£90,000 OTE with uncapped commission
Clear progression into senior sales or specialist roles
Market-leading commission structure
Structured training and ongoing development
High-performance, high-reward sales environment
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Agile Delivery Lead – Financial Services Technology – London / Hybrid
(Key skills: Agile Delivery, Scrum, Kanban, Jira, SDLC, Stakeholder Management, Delivery Planning, Risk & Dependency Management, Agile Ceremonies, Data-Driven Delivery, Financial Services Technology)
Are you an experienced Agile Delivery professional who thrives on leading complex technology initiatives and enabling high-performing teams? Do you enjoy working at the intersection of business and technology, ensuring ambitious programmes are delivered efficiently, transparently and with real impact? If so, this could be an excellent next step.
Our client, a respected financial services technology organisation, is investing heavily in its digital platforms to enhance client experience and modernise core services. As part of this transformation, they are seeking an Agile Delivery Lead to take ownership of a high-profile technology programme, working closely with engineering, product, QA and business stakeholders to ensure successful delivery.
In this role, you will be responsible for guiding delivery teams through Agile best practices, ensuring work is prioritised effectively and delivered in line with agreed milestones. You will own delivery plans and roadmaps, lead task breakdowns, estimation and planning, and facilitate Agile ceremonies including stand-ups, sprint planning, reviews and retrospectives. Acting as a servant leader, you’ll remove blockers, manage dependencies and risks, and create an environment where teams can perform at their best.
You will play a central role in stakeholder communication, ensuring clear, consistent updates on progress, velocity, risks and outcomes. Using delivery metrics such as burndown, cadence and throughput, you will promote a data-driven approach to continuous improvement and flow optimisation. You’ll also manage external relationships where required, ensuring all parties are aligned to delivery goals.
The successful candidate will bring strong experience leading Agile delivery in a technology-driven environment, ideally within financial services or a regulated industry. You’ll have an excellent understanding of the software development lifecycle, be highly proficient with Jira, and be confident working with technical teams — able to challenge, coach and support without needing to be hands-on. Strong communication skills, emotional intelligence and the ability to manage conflict constructively are essential.
This is a fantastic opportunity to join a forward-thinking financial technology organisation where Agile delivery is central to strategy and success. You’ll work on meaningful, high-impact initiatives in a collaborative hybrid environment, with the autonomy to shape delivery outcomes and ways of working.
Location: London, UK / Hybrid working Contract: 12-month Fixed Term Contract Salary: £70,000 - £85,000 + Benefits
Experience within Financial Services (Banking / Hedge Fund / Wealth Management / Investment Banking) are essential.
Applicants must have the right to work in the UK.
NOIRUKTECHREC NOIRUKREC....Read more...
SAP Finance Solution Architect
Industry: Financial Services
Location: Dublin, Ireland
Contract: 6 months initial + extension option
The Role We are seeking an experienced SAP Finance Solution Architect to design and deliver an enterprise planning and reporting solution for a Financial Services organisation.
The role focuses on architecting and integrating SAP S/4HANA Finance with SAP Analytics Cloud (SAC), delivering robust cost allocation frameworks, segmental reporting, and advanced integrated planning models.
Key Responsibilities
- Define end-to-end solution architecture for SAP S/4HANA Finance and SAP Analytics Cloud (SAC) integration
- Design and implement cost allocation methodologies within S/4HANA Finance
- Architect segmental and fund-level profitability reporting structures
- Develop SAC planning models covering:
- Fee income planning (ISIN / share-class level)
- Delegate fee modelling
- Overhead cost allocation
- Asset depreciation and project planning
- Workforce planning and personnel cost modelling
- Ensure alignment with fund management and financial planning processes
- Integrate S/4HANA actuals with SAC planning and forecasting models
- Define data flows across MDH, S/4HANA, SAP Datasphere, and SAC
- Implement governance controls for master data consistency and reporting accuracy
- Enable SAC scenario modelling for profitability and cost simulations
- Design SAC stories and executive dashboards
- Ensure VAT compliance and audit readiness across finance processes
- Implement financial controls for allocation accuracy and regulatory compliance
- Collaborate closely with finance, actuarial, and investment teams
- Lead workshops and deliver end-to-end solution walkthroughs
Required Skills & Experience
- 12+ years experience delivering SAP Finance and Planning solutions
- Strong expertise in SAP S/4HANA Finance, including:
- General Ledger (GL)
- Controlling (CO)
- Profitability Analysis
- Proven experience in cost allocation frameworks and segmental reporting
- Advanced proficiency in SAP Analytics Cloud (Planning & Reporting)
- Experience integrating planning models with actuals from S/4HANA
- Solid understanding of fund management and enterprise financial planning processes
- Strong knowledge of VAT compliance and indirect procurement workflows
- Excellent solution design, documentation, and senior stakeholder engagement skills
Desirable
- SAP certifications in S/4HANA Finance and SAC Planning
- Previous experience within Financial Services, BFSI, or Asset Management
- Familiarity with SAP Datasphere or comparable integration technologies
ð Location: Ireland (Dublin)
ðªðº Candidates must be based in the UK or EU and eligible for on-site work....Read more...
SAP Analytics Cloud (SAC) Planning Lead Consultant
Industry: Financial Services
Location: Dublin, Ireland (on-site preferred)
Contract: 6 months initial + extension option
The Role We are seeking an experienced SAP Analytics Cloud (SAC) Planning Lead Consultant to lead an enterprise-wide planning and reporting transformation for a Financial Services client.
You will be responsible for designing and delivering integrated planning solutions using SAP Analytics Cloud and SAP Datasphere, enabling advanced scenario modelling and real-time integration with S/4HANA and other data sources.
Key Responsibilities
- Lead the design and implementation of SAC planning models, including:
- P&L, workforce, project, and depreciation planning
- Develop scenario modelling frameworks and value-driver trees for fund management planning
- Integrate SAC planning models with SAP Datasphere for real-time data connectivity and harmonisation
- Work closely with business stakeholders to gather requirements and translate them into robust planning solutions
- Ensure data governance, consistency, and best-practice model design across SAC and Datasphere
- Support advanced simulations and what-if analysis for profitability and cost-impact assessments
- Provide guidance on SAC planning best practices, version management, and data actions
Required Skills & Experience
- 8+ years experience in financial planning and reporting
- Strong hands-on expertise with SAP Analytics Cloud (Planning), including data actions and advanced formulas
- Practical experience with SAP Datasphere for data integration and modelling
- Solid understanding of:
- Fund management processes
- AUM-based fee structures
- Cost allocation methodologies
- Excellent stakeholder management, communication, and documentation skills
Desirable
- Background in Financial Services or Asset Management
- SAP certifications in SAC Planning and/or SAP Datasphere
- Exposure to S/4HANA Finance and integration with enterprise planning tools
ð Location: Ireland (Dublin)
ð®ðª Candidates must be based in Ireland or Europe and eligible to work on-site....Read more...
Engineering Manager – Technical Services
Salary: £49,677 – £52,509
Benefits: Excellent benefits package + Car Allowance
Please note: This role is open to experienced Engineering Managers and engineers who are ready to step up into management. Full support and training will be provided where required.
We are seeking an experienced and motivated Engineering Manager to lead a multidisciplinary Engineering Team within Technical Services. This is a senior role with responsibility for people management, budgets, contracts, and a diverse engineering and infrastructure portfolio.
You will have overall responsibility for the management, delivery, and financial control of the Engineering Team, ensuring high-quality delivery of engineering, asset management, CCTV, car parking, and infrastructure services in line with organisational priorities, legislative requirements, and financial constraints.
Key Responsibilities
- Provide strategic and operational management of the Engineering Team, including CCTV and car park maintenance and inspection.
- Lead, manage and develop staff, including appraisal, deployment, motivation and discipline.
- Manage service budgets, ensuring effective financial control and value for money.
- Act as the Service lead for Health and Safety and represent the Service on the corporate Health and Safety Group.
- Assist the Head of Technical Services with operational management, service priorities, policy development and performance monitoring.
- Manage and deliver engineering projects relating to car parking, drainage, bridges and organisational land assets.
- Oversee inspection, maintenance and management of bridges.
- Manage winter maintenance and drainage inspection regimes.
- Oversee the Electric Vehicle charge point contract within car parks.
- Liaise with partners and contractors in relation to CCTV operations and contracts.
- Assist with flooding issues and liaise with relevant external agencies.
- Prepare reports, management information and statutory returns accurately and on time.
- Support the Head of Technical Services with budget preparation and financial management.
- Ensure compliance with all relevant legislation, policies, Standing Orders and Financial Rules.
Essential Requirements:
- Significant experience managing engineering or technical services.
- Proven experience in managing staff, budgets and contracts.
- Strong knowledge of Health and Safety legislation and compliance.
- Experience in project and asset management.
- Ability to produce clear professional reports and provide technical advice.
Full driving licence and ability to meet Essential Car User requirements.
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a "clean" copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR - Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market...
....Read more...
Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.
Skills/Experience:
CII Diploma in Financial Planning or equivalent (essential)
CII Chartered Financial Planner status (desirable)
Minimum 2–3 years’ paraplanning experience, ideally within a team structure.
Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
In-depth understanding of pension arrangements and estate planning.
Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
Accompany Financial Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
Collaborate closely with colleagues to meet team income objectives.
Brief Financial Planning Directors on client issues and maintain direct client contact where necessary.
Identify and share best practice ideas and contribute to continuous process improvements.
Manage your workload effectively, meeting agreed expectations for quality and timeliness.
Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
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: 16214
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:
Do you have experience as a Business Analyst within financial services, and seeking your next career move?
We are working on an excellent opportunity for a Business Analyst to join the team at a leading financial services firm. In this role you will work closely with stakeholders to gather requirements, analyse data, and support the delivery of innovative financial products and services.
Skills/Experience:
Proven experience as a Business Analyst in the financial services sector (banking, insurance, fintech)
Strong analytical and problem-solving skills
Proficiency in tools such as Excel, SQL, and business intelligence platforms
Excellent communication and stakeholder management abilities
Knowledge of regulatory frameworks (e.g., MiFID II, Basel III, GDPR) is a plus
Experience with Agile or Waterfall methodologies
Core Responsibilities:
Collaborate with stakeholders to elicit, document, and validate business requirements
Analyse and interpret complex data to support business decisions
Develop process models, workflows, and use cases
Support project delivery teams with clear and actionable insights
Ensure solutions align with regulatory requirements and business goals
Facilitate workshops, meetings, and presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16283
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...
Harper May is partnering with a fast-growing financial services business specialising in innovative, fully regulated solutions within the payments sector. With a dual focus on B2B and B2C markets, the company is well-positioned for continued growth and is seeking a commercially driven CFO to lead the finance function and help guide the organisation through its next strategic phase.Role Overview: The CFO will be a key member of the executive leadership team, responsible for overseeing all financial operations, contributing to business strategy, and supporting future fundraising and investor engagement. This is a high-impact role suited to a finance leader with a strong track record in regulated financial services environments.Key Responsibilities:
Lead the development of corporate strategy, business planning, and financial forecasting
Work closely with the CEO and Board to shape the company’s strategic vision
Support fundraising activities and manage relationships with investors and external stakeholders
Lead and develop the finance team, embedding best practices across financial operations
Maintain robust financial controls, processes, and compliance with regulatory requirements
Oversee budgeting, cash flow forecasting, and financial performance monitoring
Deliver accurate and timely financial reporting, including statutory accounts and board packs
Monitor and manage the organisation’s tax position, audit processes, and banking relationships
Identify commercial opportunities and contribute to new business initiatives and growth strategies
Key Requirements:
ACA / ACCA / CIMA qualified (or equivalent)
Extensive experience in senior finance leadership, ideally within regulated financial services or fintech
Strong technical accounting knowledge and a deep understanding of compliance frameworks
Proven experience in leading finance functions, building high-performing teams, and managing investor relationships
Commercially minded, with the ability to balance strategic oversight and operational execution
Excellent communication and stakeholder engagement skills
Strong Excel skills and financial modelling capability
Adaptable, detail-oriented, and comfortable operating in a fast-paced environment....Read more...
SAP Data Architect Industry: Financial Services
Location: Dublin, Ireland
Contract: 6 months initial + extension option
The Role We are seeking an experienced SAP Data Architect to lead the assessment and design of a Financial Services organisations data landscape.
The role focuses on enabling seamless integration across SAP S/4HANA, SAP Analytics Cloud (SAC), and evaluating the introduction of SAP Datasphere to support advanced data management, governance, and enterprise decision-making.
You will assess existing data flows, define integration strategies, and produce functional specifications to ensure scalability and alignment with future reporting and planning requirements.
Key Responsibilities Data Landscape Assessment
- Analyse existing data sources across the organisation
- Document current ingestion processes and identify gaps in automation and standardisation
Data Readiness Evaluation
- Assess data completeness, accuracy, consistency, and timeliness across:
- Actuarial
- Investment
- Policy administration domains
- Develop a data readiness scorecard for each data stream
Integration Design
- Define source-to-target mappings for SAP S/4HANA and SAP Analytics Cloud
- Establish business transformation rules, validation logic, and exception-handling procedures
- Recommend ETL / MDH-based data harmonisation strategies
SAP Datasphere Assessment
- Evaluate feasibility and business benefits of introducing SAP Datasphere
- Define use cases where Datasphere can enhance analytics, governance, and decision-making
Governance & Compliance
- Ensure data architecture aligns with regulatory and governance requirements, including:
- Solvency II
- ORSA
- AML
- Define data ownership, stewardship, and governance models
Documentation & Deliverables
- Produce functional specification documents per data stream
- Create integration architecture diagrams and an automation roadmap
Required Skills & Experience Technical Expertise
- Strong knowledge of:
- SAP S/4HANA
- SAP Analytics Cloud (SAC)
- SAP Datasphere
- Large data lake platforms (e.g. Snowflake, MDH)
- Experience with ETL tools, APIs, and enterprise data integration frameworks
- Strong data modelling and architecture design capabilities
Domain Knowledge
- Familiarity with Financial Services / Insurance data domains:
- Actuarial
- Investment
- Policy administration
- Understanding of regulatory frameworks such as Solvency II and ORSA
Soft Skills
- Excellent documentation and stakeholder communication skills
- Comfortable working in multi-vendor, cross-functional environments
Desirable
- 8+ years experience in data architecture and integration programmes
- Previous experience in Financial Services, BFSI, or Insurance environments
- SAP certifications in data integration or analytics (preferred)
ð Location: Ireland (Dublin)
ðªðº Candidates must be based in the UK or EU and eligible for on-site work....Read more...
To provide high level administrative support to the Partner and advisers
To ensure that the relationships with their clients can be optimised
Assist with the daily operation of the office
Training:
Full comprehensive training within the practice, with support from SJP including some mandatory training
External learning leading to RO1 / CF1 qualification
Apprenticeship training to be completed 1 day per week leading to Financial Services apprenticeship level 3 qualification remotely with Davies
Functional Skills in maths/English if required
Training Outcome:
Successful completion of your apprenticeship can lead to a variety of roles, including Trainee Paraplanner, Trainee Financial Advisor or Client services manager
Employer Description:Tailored Face to Face financial advice to both private and corporate clients across the south of England.Working Hours :Monday- Friday 9am- 5pm
Hybrid Working 3 Days in the office, 2 days home basedSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
FP&A and Financial Integration Analyst Location: 3 Days Wilmslow HQ, 2 days from home Salary: CompetitiveHeadquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The Citation Group has grown rapidly over the past few years and has big ambitions for the future. As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.The role This is an exciting opportunity for a motivated and analytical finance professional to join a high-growth business as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. In this pivotal role, you will combine forward-looking financial analysis with hands-on integration support, shaping the financial strategy and performance visibility of a rapidly expanding organisation. You’ll play a key role in driving planning accuracy, supporting strategic decision-making, and ensuring seamless financial integration across new acquisitions — making this a highly visible and influential position within the finance function.Financial Planning & Analysis • Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership • Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives • Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions • Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis • Prepare presentations and analysis for senior management and investors • Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information. • Working with the divisional finance teams regarding the preparation of financial information in line with Group standards and timings. Financial integration • Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies• Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and how these impact the Group post deal • Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues • Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks • Manage the consolidation of accounting and reporting systems • Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions Data, systems and process improvement • Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy • Identify opportunities to automate reporting processes and ensure the accuracy, consistency, and reliability of financial data across systems • Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation • Support compliance with corporate financial policies, controls, reporting standards, ensuring data quality throughout the planning processOther ad hoc projects• Assist in the group audit of new acquisitions in the year • Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.)• Readiness reviews in advance of Group exit from current PE cycleAbout you• Hold an ACA (or equivalent) qualification• A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions. • Strong communication skills, both verbal and written• Excellent interpersonal skills and an ability to engage non-Finance colleagues • Advanced Excel and data manipulation is essential• Technically strong with a good depth of understanding and experience of financial reporting • Experience of improving processes and control environments• Ability and desire to work in a fast-paced and ever-evolving Private Equity environment• Experience in working with subscription business metrics (ARR, NRR, churn etc) preferableJoin us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!....Read more...
FP&A and Financial Integration Analyst Location: 3 Days Wilmslow HQ, 2 days from home Salary: CompetitiveHeadquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The Citation Group has grown rapidly over the past few years and has big ambitions for the future. As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.The role This is an exciting opportunity for a motivated and analytical finance professional to join a high-growth business as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. In this pivotal role, you will combine forward-looking financial analysis with hands-on integration support, shaping the financial strategy and performance visibility of a rapidly expanding organisation. You’ll play a key role in driving planning accuracy, supporting strategic decision-making, and ensuring seamless financial integration across new acquisitions — making this a highly visible and influential position within the finance function.Financial Planning & Analysis • Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership • Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives • Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions • Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis • Prepare presentations and analysis for senior management and investors • Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information. • Working with the divisional finance teams regarding the preparation of financial information in line with Group standards and timings. Financial integration • Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies• Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and how these impact the Group post deal • Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues • Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks • Manage the consolidation of accounting and reporting systems • Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions Data, systems and process improvement • Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy • Identify opportunities to automate reporting processes and ensure the accuracy, consistency, and reliability of financial data across systems • Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation • Support compliance with corporate financial policies, controls, reporting standards, ensuring data quality throughout the planning processOther ad hoc projects• Assist in the group audit of new acquisitions in the year • Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.)• Readiness reviews in advance of Group exit from current PE cycleAbout you• Hold an ACA (or equivalent) qualification• A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions. • Strong communication skills, both verbal and written• Excellent interpersonal skills and an ability to engage non-Finance colleagues • Advanced Excel and data manipulation is essential• Technically strong with a good depth of understanding and experience of financial reporting • Experience of improving processes and control environments• Ability and desire to work in a fast-paced and ever-evolving Private Equity environment• Experience in working with subscription business metrics (ARR, NRR, churn etc) preferableJoin us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!....Read more...
As a marketing apprentice, you will learn about how companies execute marketing strategies within financial services You will have the opportunity to work as part of a friendly and collaborative team.
In year one and two, you will work on the agency’s owned media titles (Capital Pioneer and Financial Promoter), assisting with marketing operations, events administration, media production, sales support and market research.
From year two, you will also begin to work as a part of the agency's client teams, across the marketing mix from researching themes, creating content, podcasts and studio based filming to the production of commercial content in both written and broadcast formats.
You will regularly be invited to client events and will be expected to manage your own workload. Some domestic and international travel can be expected.
This is a fantastic opportunity to work for an agency with bold ambition, in an innovative and multi-layered role designed to give you the skills and experience that will benefit you throughout your long-term career. Training:The programme is perfect for outgoing individuals looking to begin a career in sales in Financial Services Marketing. It is based at our Chelmsford office for three days each week with one day each week dedicated to university lectures in London, and another earmarked for study (at home, at the office or on university campus).
You will develop an understanding of how financial companies market their products, establish your own extensive contact book and have the opportunity to write news, features and commercial work for a host of companies.Training Outcome:All the way through the training, employability skills are promoted – with guest speakers from industry, business insights, graduate start-up and entrepreneur schemes.
Digital marketers lead on the creation and execution of a digital marketing strategy. They recognise and respond to business opportunities and customer requirements through a range of digital channels (such as social media, websites, email). They actively employ content marketing and campaign management principles, and financial and analytical tools, to deliver successful initiatives that meet the needs and aspirations of their organisation.
Jobs directly related to a degree in Digital Marketing include:
Digital Marketing Executive/Officer
Digital Marketing Account Manager
Digital and Social Media Executive
Digital Marketing AnalystDigital Marketing Campaign ManagerOnline and Digital Marketing Lead
Online and E-commerce Marketing Specialist
Social Media Specialist
Content Marketing ExecutivePay Per Click Analyst
Search Engine Optimisation Executive
Display Advertising Executive
Digital Producer
Programmatic Executive
Former graduates of this programme have become commercial editors, marketing managers and internal communications specialists.Employer Description:Rhotic Media is a financial services marketing and events agency. The company owns two media titles - Financial Promoter and Capital Pioneer for which there are associated events.
It also operates an agency business offering strategic support to global businesses in marketing strategy, content delivery, training, presenting and live event production.
Our clients rely on us to have a comprehensive understanding of the global economic and capital markets landscape to enable them to stand out from their competitors and achieve cut-through in their marketing. Rhotic’s team take client business objectives and translate them into strategies and assets serving an overall corporate aim. They do this through a consultative approach that stems from an ability to recognise important themes and unravel technical jargon. The agency works across three key client segments – capital markets, personal finance and financial technology. These segments span every area of finance, including accounting, banking, insurance, investment, pensions, payments, and securities services.Working Hours :Monday, 09.00 until 17.30 - Office based.
Tuesday, 09.00 until 17.30 - Office based.
Wednesday, 09.00 until 17.30 - Office based.
Thursday, 09.00 until 17.30 - University.
Friday, 09.00 until 17.30 - Study day.Skills: Communication skills,Interest in City of London....Read more...
Senior Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
NOIRAUSTRIAREC
NOIREUROPEREC....Read more...
You’ll be working at the very heart of an expanding local business. Once trained, you will specialise in speaking home and motor insurance customers, along with dealing with financial services enquiries and providing admin support. You would be expected to provide exceptional customer service as well as proactively maximising sales by both cross-selling products to existing clients and generating new business leads. You’ll be required to apply your excellent telephone manner to make the most of every prospect and promote the organisation at every opportunity. Duties to be completed once trained:
Handle inbound and outbound telephone enquiries from new and existing customers
Respond to motor and home insurance and financial services enquiries accurately and professionally
Assess customer needs and explain appropriate insurance products and services
Prepare, explain, and process insurance quotations and policy amendments
Manage renewals, mid-term adjustments, and general policy queries
Provide support to the business in respect of administration duties.
Cross-sell and upsell relevant insurance and financial products to existing customers
Identify and generate new business leads during customer interactions
Build and maintain strong, professional relationships with customers
Use an excellent telephone manner to maximise every sales and service opportunity
Accurately record customer interactions and update internal systems and records
Comply with regulatory, data protection, and company procedures at all times
Represent and promote the organisation positively in every customer interaction
Training:Insurance Practitioner Level 3 Apprenticeship Standard:
Your training will be completed online from your employers working address
Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital CII study books and exam entries
Resit costs for CII exams and End-Point-Assessment will be covered by the employer
Fortnightly workshops for each CII exam
All workshops recorded and available on demand Interactive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionals
Exam tips, tricks, and strategies
Regular tutorials and assessments with sector experts
Training Outcome:To progress to a full-time role within the business whether this be focused in customer service, commercial account handler or bespoke home specialist. Employer Description:NFU Mutual (The National Farmers Union Mutual Insurance Society Limited) is a leading UK mutual insurance and financial services provider, known for its customer-focused approach and strong presence across local communities. Established in 1910, NFU Mutual operates through a nationwide network of agency offices offering a wide range of products including home, motor and business insurance, as well as investments, pensions and financial advice.Working Hours :Monday to Friday, 9:00am to 5:00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Team working....Read more...
Job Description:
Core-Asset Consulting is partnering with a leading financial services firm in search of a talented B2C Marketing Manager to join their team on a 12-month, fixed-term contract based in Newcastle.
This is a strategic, hands-on role with real ownership: you will shape and execute integrated campaigns that drive client acquisition, deepen engagement, boost cross-sales, and improve retention across all B2C channels.
Skills/Experience:
Proven experience in a B2C marketing role, preferably within financial services or another regulated sector.
History of planning and executing multi-channel marketing campaigns with measurable business outcomes.
Strong grasp of CRM, email marketing and digital advertising fundamentals.
Excellent verbal and written communication skills, with the ability to simplify complex information into clear and client-friendly messages.
Highly data-driven, with a mindset focused on continuous improvement and learning.
Well organised and proactive, capable of juggling multiple priorities in a fast-paced environment.
Confident working independently and collaboratively, with strong stakeholder-management skills.
Desirable:
Experience with HubSpot, Salesforce, or similar CRM platforms.
Familiarity with regulatory communication requirements (e.g., FCA).
Understanding of financial products such as pensions or investment propositions.
Core Responsibilities:
Plan, execute and optimise multi-channel B2C marketing campaigns to drive acquisition, engagement, cross-selling and retention across digital, social, email, paid media, events and internal sales/advice channels.
Use segmentation to tailor messaging, create clear and compliant communications, and simplify complex financial topics to strengthen client understanding and relationships.
Apply data and audience insight to identify opportunities, test and refine activity, and contribute to regular reporting to enhance ROI and business impact.
Partner with senior marketing leaders (e.g., B2C Channel Manager) to align marketing activity with business objectives.
Work with Product, Operations, Client Services, and Compliance teams to support strategic business initiatives.
Liaise with Brand and Communications teams to maintain a consistent client-facing tone and experience.
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: 16297
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a leading financial services organisation to recruit a Channel Marketing Manager.
We are keen to consider candidates who are experienced strategic marketers and can work with Heads of Departments to identify what is needed from a Channel Marketing perspective. The role holder must be experienced writing business plans, pulling plans together, you must have strong strategic planning experience, business planning and business marketing experience. This is a hybrid senior opportunity with a leading financial services firm in Newcastle.
Candidates should have previous channel, partner, or B2B marketing experience ideally within financial services.
Skills/Experience:
Essential
Track record in channel, partner, or B2B marketing, ideally within financial services.
Strong understanding of partner ecosystems and go-to-market models.
Experience in developing and delivering integrated marketing campaigns.
Excellent stakeholder management, communication, and relationship-building skills.
Analytical mindset with strong data interpretation and reporting skills.
Ability to balance multiple priorities in a fast-paced environment with attention to detail.
Desirable
Background in B2B/B2C partner, distributor, or reseller marketing.
Familiarity with CRM, CMS, and marketing automation platforms.
Core Responsibilities:
Develop and deliver the overall channel marketing strategy to drive partner recruitment, activation, and growth.
Build and execute integrated marketing plans with strategic partners, aligning objectives, audiences, and value propositions.
Create and maintain partner enablement materials, including sales collateral, toolkits, and training content.
Plan out and implement co-branded marketing campaigns across digital, social, event, and field channels.
Manage marketing development funds (MDF), co-op budgets, and partner investments to maximise return on investment.
Support the launch and promotion of new products, services, and incentive programmes within the partner network.
Ensure brand consistency and messaging alignment across all partner activities.
Measure and report on marketing performance, campaign results, and ROI to inform future initiatives.
Use data-driven insights and partner feedback to optimise marketing strategies and improve effectiveness.
Work alongside Sales, Product, and Marketing teams to align efforts and share best practice.
Build and nurture trusted relationships with channel partners as the primary marketing point of contact.
Manage and host partner-focused webinars, training sessions, and events to enhance engagement and enablement.
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: 16273
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 Summary:
You will be a key member of the finance team, responsible for overseeing and supporting various financial operations to ensure accurate and timely financial reporting and administration. This role involves assisting with daily financial tasks, managing accounts, and providing analytical insights to support the finance team and the broader organisation. You will also contribute to the development of financial policies and procedures, liaise with other departments, and handle inbound calls related to financial enquiries. You will also be enroled in an Accounting and Finance Manager Degree Apprenticeship with Teesside University.
Responsibilities:
Financial Administration Support: Provide efficient support to the finance team, including handling accounts payable, accounts receivable, treasury management, and data entry using Sage 50.
Reporting: Prepare and deliver financial reports on a daily, weekly, and monthly basis, ensuring accuracy and timeliness.
Analytical Assistance: Assist the head of finance in drawing up analytical conclusions on performance, contributing to the understanding of financial metrics and trends.
Policy Development: Collaborate with the business to improve and develop financial policies and procedures, ensuring they align with organisational goals and compliance requirements.
Interdepartmental Liaison: Work closely with other departments to support their financial needs and ensure effective communication and coordination across the organisation.
Financial Administration Maintenance: Ensure that all financial administration tasks are up-to-date, maintaining accurate and organised records.
Ad Hoc Project Work: Undertake ad hoc projects as required, managing them within specified timeframes to support various business needs.
Inbound Call Handling: Manage and respond to inbound calls related to financial enquiries, providing accurate information and resolving issues as needed to ensure customer satisfaction and efficient financial operations.
Personal Attributes:
You should have good telephone manners, be friendly, confident and be able to work under high pressure. You should be able to take instructions, follow procedures and adhere to rules and plans. You should also be able to use your own initiative to put forward ideas to the team and contribute 110% to your working day.Training Outcome:Potential permanent position may be available upon successful completion of the apprenticeship program.Employer Description:Unity World delivers B2B IT Support, Cloud Services, Telecommunications, Internet, VoIP, Hardware and Bespoke Software - Based in MiddlesbroughWorking Hours :Monday - Friday.
Shift patterns TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Initiative....Read more...
Job Description:
Core-Asset is working with a leading financial services firm who is seeking an experienced Investment Accounting Oversight Specialist to join their team in London on a 12-month fixed-term contract. This is a great opportunity for someone with extensive NAV experience working in financial services to join a well-established firm.
Essential Skills/Experience:
Experience of the pricing and workings of investment funds
Accountant by qualification or experience
Experience of different asset types
Experience within an accounting oversight function within Financial Services
Excellent process improvement skills
Excellent influencing skills
Core Responsibilities:
Assist with the onboarding of a new supplier and contribute to the implementation process
Act as a liaison with third-party administrators and key internal stakeholders across the organisation
Serve as the primary contact for all matters related to third-party accounting data
Work collaboratively to maintain and enhance controls and to support improvement of the overall control environment
Ensure compliance with governance standards for managing and overseeing third-party suppliers
Create and maintain the oversight framework while driving continuous process improvements
Keep all processes thoroughly documented and up to date.
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: 15675
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...
Senior IT Security Architect – Financial Services – Lugano / Hybrid
(Key skills: IT Security Architecture, Cybersecurity, Security Frameworks, Cloud Security, Network & System Security, Identity & Access Management, Secure Design, Threat Modelling, Security Standards (ISO 27001, NIST), Risk Management, Architecture Governance, Stakeholder Advisory)
Are you an experienced security architect with a passion for designing robust, scalable and compliant security solutions in complex environments? Do you want to work at the forefront of protecting critical financial services platforms and customer data? If so, we have an exciting opportunity for you to influence security strategy and shape secure architectures at scale.
Our client, a highly reputable financial services organisation, is seeking a Senior IT Security Architect to lead the design and implementation of enterprise-level security architectures across business-critical systems. You will play a strategic role in shaping how secure digital services are delivered across the organisation, advising on security standards, controls and optimisations that protect both customers and internal operations.
As Senior IT Security Architect, you will partner with cross-functional teams including cloud engineering, software development, infrastructure, risk and compliance. You will define secure architecture patterns for both on-premise and cloud services, review designs and implementations, and ensure alignment with regulatory and internal security requirements. You’ll be instrumental in developing threat models, conducting security risk assessments and embedding secure design principles into project lifecycles.
In this role, you will develop security reference architectures, recommend security controls, and guide technical teams on secure implementation practices. You will be a trusted advisor to senior stakeholders, providing insight on emerging threats, vulnerability mitigations and compliance obligations. You’ll help maintain and enhance the organisation’s security frameworks and contribute to continuous improvement of security governance and monitoring capabilities.
The ideal candidate will bring extensive experience in security architecture — particularly within financial services, banking or other regulated sectors — and a strong understanding of security frameworks such as ISO 27001, NIST, OWASP and CIS Controls. You’ll be comfortable working with cloud platforms (e.g., Azure, AWS), identity and access management solutions, encryption technologies and enterprise networking/security stacks. Your ability to communicate complex security concepts to both technical and non-technical stakeholders will be key to your success.
This is a rare opportunity to own security architecture for an organisation where digital innovation, data protection and security best practices are integral to the business strategy. You’ll join a collaborative team that values experience, initiative and leadership — and you’ll have significant influence over the future of secure technology delivery.
Location: Lugano, Switzerland / Hybrid working
Salary: CHF 100,000 – CHF 120,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Switzerland.
NOIRSWITZERLANDREC
NOIREUROPEREC....Read more...
Job Description:
Core-Asset is working with a leading financial services firm who is seeking an experienced Investment Accounting Oversight Specialist to join their team in Edinburgh on a 12-month fixed-term contract. This is a great opportunity for someone with extensive NAV experience working in financial services to join a well-established firm.
Essential Skills/Experience:
Experience of the pricing and workings of investment funds
Accountant by qualification or experience
Experience of different asset types
Experience within an accounting oversight function within Financial Services
Excellent process improvement skills
Excellent influencing skills
Core Responsibilities:
Assist with the onboarding of a new supplier and contribute to the implementation process
Act as a liaison with third-party administrators and key internal stakeholders across the organisation
Serve as the primary contact for all matters related to third-party accounting data
Work collaboratively to maintain and enhance controls and to support improvement of the overall control environment
Ensure compliance with governance standards for managing and overseeing third-party suppliers
Create and maintain the oversight framework while driving continuous process improvements
Keep all processes thoroughly documented and up to date.
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: 15675
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...
Our client is a financial services organisation operating within a regulated, performance-driven environment. With continued focus on forecasting accuracy, commercial insight, and strategic planning, the business is strengthening its FP&A capability to support informed decision-making. As part of this, they are seeking an FP&A Manager to lead planning, analysis, and performance insight across the organisation.The Role Reporting into senior finance leadership, the FP&A Manager will take ownership of budgeting, forecasting, and performance analysis, providing clear insight to support strategic and commercial decisions. The role offers broad exposure across senior stakeholders within a structured financial services environment.Key Responsibilities
Lead the budgeting, forecasting, and long-term planning processes
Produce performance reporting with variance analysis and actionable insight
Analyse revenue, costs, and profitability to support strategic decision-making
Build and maintain financial models for forecasting, scenario analysis, and business cases
Partner with senior stakeholders to provide clear financial insight and challenge
Support management reporting and Board-level analysis
Improve FP&A processes, reporting, and forecasting accuracy
Support ad hoc analysis to inform commercial and strategic initiatives
Candidate Profile
ACA, ACCA, or CIMA qualified
Previous FP&A or commercial finance experience within financial services
Strong analytical and financial modelling capability
Confident communicator comfortable working with senior stakeholders
Detail-focused with the ability to translate data into clear insight
Comfortable operating in a deadline-driven, regulated environment....Read more...
Liaising with clients and obtaining information and documentation in order to update files
Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
Helping existing clients to update their online portal
General office duties (taking calls, helping on reception, filing and arching old data)
Helping complete mortgage application data for pre-submission checks
Organising diary and scheduling appointments
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Employer Description:With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.Working Hours :Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative....Read more...
Product Owner – Insurance Technology – Solothurn / Hybrid
(Key skills: Product Ownership, Event-Driven Architecture, Agile (Scrum / SAFe), Backlog Management, Stakeholder Engagement, Integration Platforms, Roadmaps, Data & APIs, Financial / Insurance Services)
Are you a Product Owner with a strong technical mindset who enjoys shaping platform products that enable seamless system integration? Do you thrive in collaborative environments where technology underpins critical insurance and financial services? If so, this is a compelling opportunity to make a real impact.
Our client, a progressive insurance technology organisation, is looking for a Product Owner to lead the development and evolution of an event-based integration platform. This platform plays a key role in enabling reliable, scalable data exchange across internal systems and external partners.
In this role, you will own and prioritise the product backlog, working closely with engineering, architecture and business stakeholders to translate requirements into clear user stories. You’ll define and maintain the product roadmap, balancing innovation with operational stability, and ensure delivery aligns with strategic objectives. You’ll also track progress and value delivery using meaningful KPIs and Agile metrics.
You’ll operate in an Agile environment (Scrum / SAFe), facilitating planning and refinement activities while acting as the key point of contact for stakeholders. Strong communication skills and the ability to align technical teams with business goals will be central to your success.
The ideal candidate will have proven experience as a Product Owner, ideally working with integration platforms, event-driven systems or data-centric products. Experience within insurance or financial services is advantageous but not essential.
This is an excellent opportunity to own a core platform product within an insurance-focused technology environment, where your decisions will directly influence system connectivity and business efficiency.
Location: Solothurn, Switzerland / Hybrid working
Salary: CHF 90,000 – CHF 115,000 + Bonus + Benefits
Applicants must have the right to work in Switzerland.
NOIRSWITZERLANDREC
NOIREUROREC
....Read more...
