An exceptional opportunity for a Senior Business Development Manager with experience in selling services to the financial services industry, to join a pioneering provider of financial services education. We are seeking a Global Head of Business Development for an Financial educational start-up. This organisation stands at the forefront of financial services education, offering career-focused programs that are in a class of their own. With flagship initiatives like the Henley Executive Hedge Fund Program, they have cemented their reputation globally through an exclusive partnership with a leading business school.A glimpse into your future role: As the Global Head of Business Development, you will be stepping into a dynamic and critical role within the company. There is currently no dedicated sales function in the UK, and with your experience you will be the primary revenue generation, using your black book and background with selling into financial services. You will be responsible for identifying and engaging new leads, building pipelines, tracking prospects, and ultimately converting them into clients. Additionally, you will be managing and developing processes for small teams in Hong Kong. The expectation is for you to not only adapt swiftly but to excel from the onset, spearheading business development efforts with strategic acumen and visionary leadership.Here's what you'll be doing:Identifying prospective clients and generating recurring revenues in the UK Growing, leading and managing international teams, ensuring cohesion and peak performance across different geographies. Implementing robust relationship-based sales practices and processes across all BD teamsBuilding and nurturing high-value relationships within the financial services provider industry with networking and attending events as well as learning on your extensive network.Strategically expanding the company's global footprint through innovative business development initiatives. Here are the skills you'll need:Proven track record in business development within the financial services provider industry, with a strong preference for candidates possessing experience in sales related to tech, industry media, accounting, or fund administration. Exceptional relationship-building and networking skills, with a proven ability to engage with and influence key stakeholders. Experience in managing a BD team, with a flair for leadership that can transcends cultural and geographical boundaries. Excellent communication and negotiation skills, capable of articulating complex ideas with clarity and persuasiveness. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary - Reflective of skills and experience; specific range to be discussed during the interview process. Opportunity to play a pivotal role in the expansion of a leading company within the financial services education sector.Access to a global network of professionals and industry leaders. Why pursue a career in Financial Services Education?Embarking on a career as a Global Head of Business Development within the financial services education sector offers unparalleled opportunities to shape the future of finance professionals globally. This role not only places you at the heart of innovation in financial education but also in a position to influence the next generation of leaders in the financial services industry. With the sector's rapid evolution, driven by technological advancements and regulatory changes, your impact will extend far beyond business development, contributing significantly to the broader mission of enhancing financial literacy and competency across the globe.....Read more...
Project Manager – Financial Services – London / Hybrid
(Tech stack: Project Manager, Digital Transformation, SaaS, Prince2, Agile (Scrum), Financial Services, Jira, Process Improvement, Project Manager)
Our client is a well-established financial institution with a strong reputation for innovation and client-focused solutions. With a legacy of excellence in delivering tailored financial products and services, they are at the forefront of digital transformation, aiming to revolutionize their operational processes and customer experience.
We are looking for a Project Manager to spearhead strategic initiatives focused on technology integration, operational efficiency, and business process improvements. The ideal candidate will have a proven track record of leading transformation projects in the Financial Services experience, i.e. Financial Services, Wealth Management, Hedge Fund, etc., working closely with stakeholders to implement scalable solutions, have experience working in a Change Team of 8 or more people.
Our client fosters a culture of creativity, collaboration, and continuous learning, ensuring employees have the resources to thrive professionally. They are committed to investing in technology and people to drive long-term growth and industry leadership.
If you are ready to take on a challenging yet rewarding role, please send your CV to Sunny Bhalla at Noir.
Location: London / Hybrid.
Salary: £50K - £60K + Bonus + Pension + Benefits
Applicants must have experience in the Financial Services Industry, including Banking, Investment Management, or similar fields.
Applicants must be based in the UK and have the right to work in the UK, even though hybrid working is available.
Noir continues to be the leading technology recruitment agency; we can help you make the right career decisions!
#NOIRUKTECHREC
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Role Summary A unique internship opportunity for undergraduates with strong analytical abilities and interest in financial services, commencing June/July for 2-4 months. Company Profile The Opportunity Hub UK has partnered with an established financial services organisation based across Woking and London locations. Our client combines technological innovation with financial expertise to deliver market-leading solutions to their customers. Internship Overview This structured programme offers practical experience in business and financial analysis within a technology-driven environment. You'll work within cross-functional teams to analyse data, develop insights, and contribute to business decision-making processes. Main DutiesSupport the analysis of financial data using various analytical toolsAssist in creating reports and dashboards for business intelligenceHelp identify patterns and trends in complex datasetsCollaborate with technical and non-technical stakeholdersContribute to process improvement initiativesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related disciplinesStrong analytical capabilities and attention to detailProficiency in data analysis tools (SQL, Excel, Python beneficial but not required)Excellent numerical and statistical reasoningStrong communication skills to present findings to varied audiencesLegal Requirements All candidates must have the right to work in the UK. We cannot provide visa sponsorship for this position. Professional Development This position offers a competitive salary of £24,000-£25,000 (pro-rated). The intersection of business analysis and financial services represents one of the most dynamic and rewarding career paths available. This internship provides foundational experience for roles such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within the financial services sector. The analytical skills developed are highly valued across industries.....Read more...
This is a fantastic graduate sales development opportunity for a highly driven and articulate candidate looking to break into financial services industry. Step into the future of financial advisory services with an innovative company that has redefined investment management. This firm is recognised internationally for its commitment to quality, innovation, and technology in the financial advisory sector. They provide a multi-layered investment proposition, focusing on independent investment management and leveraging cutting-edge technology to enhance advisory services. Job Overview: We are seeking a Graduate Sales Development Representative to join our London team. This role is ideal for an ambitious graduate looking to kickstart a career in sales within the financial services industry. You will be at the forefront of our business development efforts, helping to expand our reach and influence within the financial advisory community. Here's what you'll be doing:Generating new business opportunities by identifying and qualifying potential leads for the senior sales team and directors to get over the line. Engaging with prospective clients to introduce them to our unique investment management solutions.Collaborating with the marketing team to refine outreach strategies and implement sales campaigns.Conducting market research to stay informed about industry trends and competitor activities.Participating in training and development sessions to enhance your sales techniques and financial product knowledge.Here are the skills you'll need:A degree in Business, Finance, or a related field.Excellent communication and interpersonal skills.Strong organisational and time-management abilities.A proactive mindset and eagerness to take on new challenges.Ability to work effectively in a team-oriented environment.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:A starting salary of £30,000.Comprehensive training program tailored to your professional growth.Opportunities for career advancement within a rapidly growing international company.Access to cutting-edge tools and technologies in financial services.Involvement in a company culture that values innovation and employee contribution.Embarking on a career as a Graduate Sales Development Representative in the financial services industry offers a dynamic and rewarding pathway. You will be part of a sector that is at the forefront of combining financial expertise with technological advancement, providing you with the skills and experiences necessary to excel in the modern economic landscape. This opportunity not only allows you to develop a robust understanding of financial markets but also equips you with critical sales and business development skills that are highly valued across industries.....Read more...
An opportunity has arisen for a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
? Delivering tailored advice on a range of mortgage products to suit individual client needs
? Conducting thorough financial assessments and recommending appropriate lending options
? Supporting clients throughout the mortgage application process
? Ensuring all documentation is accurately completed and regulatory requirements are met
? Keeping up to date with changes in the mortgage market and lender criteria
? Building lasting client relationships through excellent service and professional guidance
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Demonstrable experience in financial services or a related sector
? Proficiency in numeracy with confidence in financial calculations
? CeMAP (or equivalent) qualification is essential
? Ability to explain complex financial matters clearly and concisely
? Track record of delivering first-class client service
What's on offer:
? Competitive salary
? Performance-based bonuses
? Pension scheme
? Health & wellbeing initiatives
? Casual dress and team events
? Staff discounts
? On-site parking
? Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this ro....Read more...
This position will entail undertaking all administration tasks for the team including:
Calling providers and following up anything outstanding
Updating their spreadsheet with their updates
Eventually updating the clients directly via email
General administration tasks
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 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.
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. Employer Description:Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey.
You can access services such as mortgages, insurance policies for both your family.Working Hours :Monday to Friday, 9.30am - 5.30pm.Skills: Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management....Read more...
Business Analyst - Wealth Management - London
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Our client is a highly respected wealth management firm renowned for delivering tailored investment solutions and financial planning services to institutional clients and high-net-worth individuals. With a strong legacy of excellence, the company is committed to innovation and is undergoing a major digital transformation to enhance client experiences, streamline operations and future-proof its services in an ever-evolving financial landscape.
As part of this transformation, the firm is expanding its change team to drive strategic initiatives, optimise business processes and implement cutting-edge technology solutions. As such we are seeking Business Analyst to join their team. This is an exciting opportunity to be part of a forward-thinking organisation that blends tradition with innovation, offering a dynamic environment where your expertise will make a tangible impact on the future of wealth management.
The ideal Business Analyst candidates will have previous experience within the financial services sector, ideally in wealth management. Strong expertise in digital transformation and business process change projects is required. Excellent requirement gathering, process mapping and documentation skills are essential. Strong stakeholder management abilities, working with both technical and non-technical teams is required as is experience of working within Agile and change management environments. Knowledge of regulatory and compliance requirements in financial services is desirable.
All Business Analyst positions come with the following benefits:
Flexible working arrangements, including hybrid options.
Private healthcare and life insurance.
Gym membership & wellness programs.
Generous training and development allowance, including certifications and industry conferences.
Company-sponsored social events and networking opportunities.
30 days holiday plus UK Bank Holidays.
This is a fantastic opportunity for a Business Analyst to drive change within a prestigious wealth management firm and work on transformational projects that shape the future of financial services.
Location: London, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
NOIRUKTECHRECNOIRUKREC....Read more...
Job Description:
Our client, a financial planning firm in London, is recruiting for a Client Services Executive to join their team on a 12 month fixed term contract basis.
Working closely with Financial Planners, you’ll coordinate workflows, maintain high standards of client communication, and support the smooth running of investment and financial planning operations.
This is a full-time position and offers hybrid working.
Skills/Experience:
Previous experience in a client services or financial planning support role
Strong organisational and time management skills, with the ability to manage multiple priorities
Excellent written and verbal communication
Knowledge of financial services administration; DFM knowledge is a plus
Understanding of regulatory standards and a client-first mindset
CII qualifications are advantageous but not essential
Core Responsibilities:
Proactively engage with clients on behalf of Financial Planners to progress ongoing work
Assist with the preparation of financial advice related to investments, pensions, and estate planning
Coordinate and schedule annual client reviews and maintain service continuity
Support new business applications, ensuring accuracy and timeliness
Maintain CRM systems and ensure all client records meet compliance standards
Communicate with internal teams and external providers to deliver seamless client service
Provide general administrative and project support to the Financial Planning team
Adhere to all compliance requirements, including AML, MiFID II, and complaints handling
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: 16126
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 a Mortgage Advisor to join a well-established and fast-growing financial services organisation, offering tailored lending solutions across a range of residential and specialist markets.
As a Mortgage Advisor, you will be providing expert mortgage advice to clients, supporting them in securing lending solutions suited to their financial circumstances.
This full-time role offers a salary range of £38,000 - £48,000 with OTE up to £60,000 and benefits.
You will be responsible for:
* Delivering tailored advice on a range of mortgage products to suit individual client needs
* Conducting thorough financial assessments and recommending appropriate lending options
* Supporting clients throughout the mortgage application process
* Ensuring all documentation is accurately completed and regulatory requirements are met
* Keeping up to date with changes in the mortgage market and lender criteria
* Building lasting client relationships through excellent service and professional guidance
What we are looking for:
* Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
* Demonstrable experience in financial services or a related sector
* Proficiency in numeracy with confidence in financial calculations
* CeMAP (or equivalent) qualification is essential
* Ability to explain complex financial matters clearly and concisely
* Track record of delivering first-class client service
What's on offer:
* Competitive salary
* Performance-based bonuses
* Pension scheme
* Health & wellbeing initiatives
* Casual dress and team events
* Staff discounts
* On-site parking
* Sick Pay
This is an excellent opportunity for a Mortgage Advisor to progress your career within a respected financial services organisation.
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...
Position Overview: An exceptional opportunity for an undergraduate with strong writing skills and a demonstrated interest in marketing within the financial services sector. Ideal for final year students or those seeking a placement year starting in June/July. About the Company: This forward-thinking financial services firm, based in Woking, delivers innovative solutions to clients across the sector. The company values fresh perspectives and is dedicated to developing emerging talent in a dynamic, professional environment. Key Responsibilities:Assist in creating compelling marketing content for various platformsSupport the development and execution of marketing campaignsHelp analyse marketing metrics and campaign performanceContribute to social media strategy and content creationParticipate in market research activitiesAssist with copywriting for website, newsletters, and promotional materialsSupport brand development initiativesEssential Requirements:Currently pursuing an undergraduate degree in Marketing, Communications, Business, English or related disciplineDemonstrable interest in financial services (through coursework, projects, or extracurricular activities)Excellent writing and communication skillsStrong attention to detail and creative thinking abilitiesProficiency with digital marketing platformsAbility to work independently as a self-starterMust be able to work in the office 4-5 days per week in WokingAll applicants must have the right to work in the UKDesirable Skills:Experience with content management systemsUnderstanding of SEO principlesBasic graphic design skillsExperience with analytics toolsKnowledge of financial products and servicesDuration: Preference will be given to final year students or those seeking a longer assignment such as a placement year, rather than a short-term internship. Compensation: Competitive annual salary ranging from £24,000 to £25,000, based on skills and experience. Development Opportunities: This role provides valuable exposure to marketing in the financial services sector. You'll gain hands-on experience working with marketing professionals, developing skills that are highly transferable across industries. This placement serves as an excellent foundation for careers in financial marketing, content creation, brand management, or communications. Work Authorisation: Candidates must have the legal right to work in the United Kingdom. Please note that visa sponsorship is not available for this role.....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Speaking with product providers to request information
Being a point of contact for clients by phone and email
Checking and recording information on to back office systems
Responding to in bound enquiries
Preparation of files and printed items
Training:Financial Services Administrator Level 3 Apprenticeship Standard:
CII - Financial Services, Regulation and Ethics (R01) qualification
Learning will be a combination of remote classroom and digital learning
Training will be flexible around the role, but will account for 20% of time at work
Training Outcome:
There will be the ability to move into a full time administration role immediatately after successful completion
Following this, the career routes could include paraplanning, operations or client facing advice roles
Employer Description:We are a Financial Planning business based in Gloucester. We serve clients across the South West of the UK.
Our advice and services are all centred around clients, their family, their business, and helping them to make their future financial aspirations a reality.Working Hours :Monday - Friday. 9.30am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
Job Description:
We are recruiting on behalf of a leading wealth and financial planning firm for a Client Services Executive to join their team in Newcastle on a 12-month basis.
This role sits within the Financial Planning department and offers a hybrid working model of 3 days in the office and 2 days at home.
Skills/Experience:
Confident user of Microsoft Word (Advanced) and Excel (Intermediate).
Previous experience in a similar client-focused or support role within financial services is highly desirable.
CII qualifications are beneficial but not essential.
Core Responsibilities:
Proactively engage with clients to ensure information is current and compliant (MiFID II).
Support the preparation of financial advice across investments, pensions, estate, and tax planning.
Schedule and manage annual client reviews, tracking associated actions.
Collaborate with Financial Planners and Paraplanners to deliver excellent client service.
Maintain accurate client records and update internal systems.
Process new business applications and documentation efficiently.
Provide administrative support to Financial Planners and the wider team.
Offer cross-office assistance when required.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16155
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...
About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
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:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 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:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
Harper May is presently collaborating with a prominent financial services group. Our client is actively in search of a skilled and driven FP&A Manager to become a part of their amicable finance team. The perfect candidate should hold full qualifications and possess experience in the financial services sector.Functioning within the senior management team, this position bears the main responsibility for brand-related planning and forecasting. Key responsibilities for the FP&A Manager:
As FP&A Manager you will work closely with senior management to increase a company's efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan
Work closely with senior management to build budgets
Delivery of competitor analysis, market trends and associated commentary to the Leadership team
Accurate forecasting of monthly revenues, costs and results
Management of the finance department as well as the purchasing/goods receiving team - team of 4
Margin analysis
Experience working with SAP System, F&B Shop and Opera is desirable
Required Skills
Been a previous FP&A Manager
Qualified Accountant (ACA/ACCA/CIMA)
Advanced Excel skills
Good communication skills both verbal and written
Good planning and organisational skills
Professional approach to work ethics
Previous experience within the financial services sector is a necessity
Lastly, if you are looking for a FP&A Manager role within financial services this is a fantastic role for you.....Read more...
Business Analyst - Wealth Management – Edinburgh, Scotland
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Are you a Business Analyst looking to take your career to the next level? Do you want to be part of a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move.
Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an ambitious transformation to future-proof its services, optimise business processes and elevate client experiences. With a strong heritage in providing tailored financial solutions to high-net-worth individuals and institutional clients, they are now investing in state-of-the-art technology and innovation to stay ahead of the curve.
To support this, they are expanding their change and transformation team and are looking for a talented Business Analyst to drive key digital and process improvement initiatives. This is an exciting opportunity to play a pivotal role in shaping the future of a top-tier financial institution, working alongside senior stakeholders to redesign processes, integrate cutting-edge solutions and deliver high-impact projects.
The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management and the ability to work with both technical and non-technical teams is required. Experience working in Agile environments and change management initiatives is essential. Knowledge of financial services regulations and compliance is desirable.
All Business Analyst positions come with the following benefits:
Annual bonus and profit-sharing scheme, rewarding your contributions.
Hybrid working model, with the flexibility to balance remote and in-office work.
Pension scheme with enhanced employer contributions to secure your future.
Private healthcare, dental, and life insurance – covering you and your family.
Fully funded training & development programs, including industry certifications.
Global mobility opportunities, with options to work on international projects.
Gym membership, wellness programs, and mental health support.
Daily meal allowances and exclusive corporate dining discounts.
Generous holiday package (30+ days) + the option to buy additional leave.
Company-sponsored retreats, networking events and luxury team-building experiences.
This is a rare opportunity to be at the forefront of financial services innovation, working for a firm that blends tradition with cutting-edge technology. If you are looking for a high-impact role where your expertise will drive meaningful change, apply today.
Location: Edinburgh, Scotland, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
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As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 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:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
Position: Account Manager - Financial Services PR Location: Central London Salary: £35,000 - £40,000 Working Pattern: Hybrid (3 days office-based) The Opportunity A dynamic Corporate Communications agency in Central London seeks an experienced Account Manager to join their award-winning team. This role offers the perfect platform for an ambitious PR professional looking to specialise in Financial Services while working with a diverse portfolio of prestigious clients. Your Role As Account Manager, you'll shape and deliver strategic communications campaigns while mentoring junior team members and maintaining excellent client relationships. This position combines strategic thinking with hands-on campaign execution. Key AccountabilitiesCraft and implement strategic PR initiativesLead and develop a high-performing teamEstablish trusted client partnershipsDrive media relations and content strategyAnalyse campaign effectivenessCoordinate integrated communicationsPioneer innovative PR approachesEssential ExperienceProven PR account management backgroundDemonstrable campaign success storiesFinancial Services sector knowledgeTeam leadership capabilitiesStrategic planning expertiseCrisis communications managementBudget management proficiencyThe Ideal Candidate You'll be a natural relationship builder with strong commercial acumen and a passion for Financial Services. Your ability to navigate complex stakeholder relationships will be matched by your creative approach to communications challenges. Personal QualitiesStrategic mindsetCreative problem-solverExcellent communicatorNatural leaderDetail-orientedResults-drivenCommercially astutePackage & BenefitsCompetitive base salaryFlexible working arrangementsProfessional development opportunitiesIndustry networking eventsModern central London officeCollaborative team environmentCareer progression pathway....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...
To provide administrative support to the Partner/Practice Manager to ensure that the Partner’s relationships with their clients can be optimised and assist with the daily operation of the office.
Provide high-level technical and administrative support to the Partner (Adviser)
Deal effectively with queries from clients and other parties through effective communication
Prepare files including required compliance documentation; research; illustrations and supporting documentation
Ensure that files are complete with all required client identification documentation and necessary application forms
Process applications accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
Carry out training as required to fulfil role effectively, online, in-house and externally (expenses will be paid where required)
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 of 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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and could 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:Administration, through to Paraplanning (including further apprenticeship), through to Advising (full training given via St. James's Place) and ultimately business ownership if chosen.Employer Description:We believe that our clients want a service that is simple, transparent and effective. We use a straightforward process designed to systematically assess, organise, deploy and monitor the on-going management of our clients’ wealth.
We provide three key services to help you to build, manage and protect your wealth;
Advice to make sure you are taking the right action. This includes tailored and comprehensive financial planning, using sophisticated lifetime cash flow analysis to help quantify your goals, objectives and lifestyle requirements. We also provide focused advice on specific areas to help you meet your financial objectives.
When we fully understand your requirements, we will recommend options that will help you to achieve your goals. We do this in a way that allows our clients to only pay attention to what is important, rather than dealing with reams of paperwork.
Finally - and perhaps most importantly - we keep things under regular review.Working Hours :Monday to Thursday, 9am-5pm and Friday 9am-4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Initiative,Patience,Positive attitude....Read more...
Job Description:
We are working on a fantastic opportunity for a Financial Reporting Assistant Manager to join a leading investment management firm on a fixed-term contract running to the end of the year. This is a fully remote opportunity.
The successful candidate will be responsible for the financial statements for a range of UK funds.
Skills/Experience:
Accounting and reporting knowledge of UK Funds (UCITS) is a must
Ability to organise themselves and tasks
Attention to detail
Strong creative and analytical thinking
Strong interpersonal skills
Diversity of thought, complementary skills and capabilities
Ability to work to tight deadlines
Ability to work collaboratively with internal and external stakeholders
Core Responsibilities:
Assist with the management of the preparation and completion of all statutory financial statements and regulatory filings.
Assist with the development and training of the Fund Financial Reporting team
Assistance with the preparation and filing of corporation tax returns for funds
Management of the audit process including signing of financial statements, letters of representation etc
Assist in supporting for the implementation of technical accounting, taxation and regulatory changes impacting fund accounting
Assist in supporting corporate events on funds such as liquidations, launches and mergers from an accounting and taxation perspective
Manage production of Key Performance Indicators (KPIs) and Management Information (MI) for Fund Financial Reporting and Taxation
Manage year end adjustments and ongoing adjustments for financial statements and any associated NAV impact
Manage offshore funds and Excess Reportable Income (ERI) adjustments and manage relationship with ERI data provider including accumulation dividend adjustment process
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: 16137
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 Financial Reporting Assistant Manager to join a leading investment management firm on a fixed-term contract running to the end of the year. This is a fully remote opportunity.
The successful candidate will be responsible for the financial statements for a range of UK funds.
Skills/Experience:
Accounting and reporting knowledge of UK Funds (UCITS) is a must
Ability to organise themselves and tasks
Attention to detail
Strong creative and analytical thinking
Strong interpersonal skills
Diversity of thought, complementary skills and capabilities
Ability to work to tight deadlines
Ability to work collaboratively with internal and external stakeholders
Core Responsibilities:
Assist with the management of the preparation and completion of all statutory financial statements and regulatory filings.
Assist with the development and training of the Fund Financial Reporting team
Assistance with the preparation and filing of corporation tax returns for funds
Management of the audit process including signing of financial statements, letters of representation etc
Assist in supporting for the implementation of technical accounting, taxation and regulatory changes impacting fund accounting
Assist in supporting corporate events on funds such as liquidations, launches and mergers from an accounting and taxation perspective
Manage production of Key Performance Indicators (KPIs) and Management Information (MI) for Fund Financial Reporting and Taxation
Manage year end adjustments and ongoing adjustments for financial statements and any associated NAV impact
Manage offshore funds and Excess Reportable Income (ERI) adjustments and manage relationship with ERI data provider including accumulation dividend adjustment process
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: 16137
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...
Key Responsibilities
Assist in the preparation of client financial statements including:
Detail client information on to in-house accounting system using both manual and computerised data
Prepare working papers to support financial statements
Prepare fixed asset register
Prepare summary of debtors, creditors pre-payments and accruals
Prepare VAT reconciliations
Post accounts to the system
Prepare bank reconciliations
Post financial information onto the in house accounting software
Provide support to the Audit Team including:
Undertaking systems testing
Trace outstanding information
Undertake balance sheet audit test
Assist with stock takes
Assist with tax including:
Prepare draft Personal Tax Return
Prepare draft Company Corporation Tax Returns
File self-assessment Tax returns, VAT returns and Company Annual returns on line
Training Outcome:This role can progress to further professional qualifications and Chartered accountant status.Employer Description:We are a leading professional services firm specializing in audit, tax, consulting, and financial advisory services. Our firm prides itself on delivering exceptional service to a diverse portfolio of clients ranging from small enterprises to multinational corporations. We are currently seeking a Accounts Trainee to join our accounts and audit team to study and progress through the AAT / ACCA / ACA qualification.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
An exciting opportunity has arisen for a Senior Debt Advisor to join a well-established not-for-profit organisation focused on delivering high-quality, community-based advice services in East London and beyond.
As a Senior Debt Advisor, you will be providing tailored debt and financial advice to individuals facing complex financial challenges, while also contributing to the development of the wider service offer.
This full-time role offers a salary of £35,875 for 37-hour work week and benefits.
You will be responsible for:
? Delivering specialist debt advice and complex casework in line with regulatory standards (FCA).
? Assessing individual client needs and making appropriate internal and external referrals.
? Supporting the preparation and submission of Debt Relief Order (DRO) applications.
? Providing advice across multiple channels, including in-person, telephone, email, and online platforms.
? Liaising with partner organisations and stakeholders to ensure coordinated support for clients.
? Recruiting, onboarding and supervising volunteers and staff within the advice team.
? Maintaining accurate records and data using client management systems.
What we are looking for:
? Previously worked as a Debt Advisor, Debt Adviser, Debt Caseworker, Money Adviser, IVA Advisor, Money Support Advisor, Customer Service Advisor or in a similar role.
? Experience providing debt advice and handling complex financial casework.
? Qualified DRO Intermediary or willingness to work towards this within six months.
? Educated to degree level or holds a relevant advice or advocacy qualification.
? Awareness of the voluntary sector, with a sound understanding of the strategic and policy frameworks that shape the delivery of advice services.
? Familiarity with challenges faced by communities affected by financial hardship and social exclusion.
What's on offer:
? Competitive salary.
? 28 days annual leave plus bank holidays, increasing to 33 days wi....Read more...
Job Description:
Our client, a wealth management firm in Edinburgh’s city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you’d be required to be in the office 5 days per week.
Skills/Experience:
Previous experience in an IFA or financial services administration role
Strong understanding of financial products, platforms, and the advice process
Excellent communication and organisational skills
Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial products
Maintain accurate client records using our back-office system (e.g. Intelligent Office or similar)
Liaise with product providers and clients to obtain necessary information and updates
Support the production of client review packs and documentation ahead of meetings
Ensure compliance and regulatory requirements are met throughout all administrative processes
Monitor and follow up on outstanding documentation and pipeline business
Assist in managing the advisers’ diaries and meeting arrangements
Provide general office and client support as required
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16124
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. ....Read more...
