An exciting opportunity has arisen for a Client Accountant (Property)to join a well-established estate agency, offering a full range of services including residential sales, lettings, property management, and block management.
As a Client Accountant, you will manage financial records, support regulatory compliance, and deliver accurate reporting to assist strategic decision-making. This full-time role offers a salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
* Preparing and maintaining financial statements, reports, and records in line with accounting standards.
* Managing accounts payable and receivable to ensure timely payments and collections.
* Conducting regular reconciliations of bank statements and general ledger accounts.
* Assisting with budgets and forecasts, providing insights into financial performance.
* Collaborating with other departments to deliver financial insights that support decision-making.
* Mentoring junior team members and sharing best practices in accounting processes.
* Using accounting software such as PeopleSoft, Sage, QuickBooks, Xero, or similar systems to manage financial data efficiently.
What we are looking for:
* Previously worked as a Service Charge Accountant, Management Accountant, Client accountant, Property accountant, Client Support Accountant or in a similar role.
* At least 2 years of experience in accounting.
* Must have experience using Qube.
* Understanding of financial management principles and practices.
* Skilled in accounting software including PeopleSoft, Sage, QuickBooks, or Xero.
* Effective communication skills for liaising with colleagues and stakeholders.
* Ideally have experience in financial accounting within the financial services sector.
Apply now for this great Client Accountantopportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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An exciting opportunity has arisen for a Service Charge Accountant to join a well-established estate agency, offering a full range of services including residential sales, lettings, property management, and block management.
As a Service Charge Accountant, you will manage financial records, support regulatory compliance, and deliver accurate reporting to assist strategic decision-making. This full-time role offers a salary range of £25,000 - £35,000 and benefits.
You will be responsible for:
* Preparing and maintaining financial statements, reports, and records in line with accounting standards.
* Managing accounts payable and receivable to ensure timely payments and collections.
* Conducting regular reconciliations of bank statements and general ledger accounts.
* Assisting with budgets and forecasts, providing insights into financial performance.
* Collaborating with other departments to deliver financial insights that support decision-making.
* Mentoring junior team members and sharing best practices in accounting processes.
* Using accounting software such as PeopleSoft, Sage, QuickBooks, Xero, or similar systems to manage financial data efficiently.
What we are looking for:
* Previously worked as a Service Charge Accountant, Management Accountant, Client accountant, Property accountant, Client Support Accountant or in a similar role.
* At least 2 years of experience in accounting.
* Must have experience using Qube.
* Understanding of financial management principles and practices.
* Skilled in accounting software including PeopleSoft, Sage, QuickBooks, or Xero.
* Effective communication skills for liaising with colleagues and stakeholders.
* Ideally have experience in financial accounting within the financial services sector.
Apply now for this great Service Charge Accountant opportunity to join a respected payroll services organisation and develop your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Responsibilities include:
Recording facilities on our banking system
Documenting Facility Letters, including Regulated Mortgage Contracts
Liaising with legal and valuation partners
Maintaining a clear audit trail of relevant documents.
Draw-down of facilities
Ensuring annual relationship management and insurance reviews are conducted
Confirming that loans have been repaid in full prior to release of security
Providing assurance to management that controls are being operated in order to mitigate risks
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
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:
There are opportunties for progression within the business
Employer Description:At Butterfield, we provide financial services with a personal touch. We focus on results, value relationships, and celebrate success.
Our team of financial services professionals comprises more than 1,300 employees in ten countries, working in progressive and rewarding roles across dozens of departments. Our team’s experience is enhanced by robust learning and development programmes, comprehensive benefits programmes, and preferred rates on various proprietary financial services.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative,Non judgemental....Read more...
An exciting opportunity has arisen for a Project Accountant to join a reputable international financial institution in Central London. They offer a comprehensive range of banking services and are known for their collaborative and high-performing culture.
As a Project Accountant, you will provide project and financial reporting support while assisting with day-to-day finance operations.
This role offers a salary of circa £80,000 and benefits.
You Will Be Responsible For
* Producing accurate and timely financial and project reports.
* Preparing and analysing financial statements, reconciliations, and management reports.
* Extracting and interpreting data from core banking systems to provide insights into financial performance.
* Ensuring compliance with IFRS, regulatory standards, and internal policies.
* Collaborating with IT and project teams to ensure smooth integration of financial reporting systems.
* Developing and maintaining dashboards and reporting tools to support decision-making.
* Supporting monthly and year-end close processes, including income statement, balance sheet, and cash flow reporting.
* Liaising with internal and external auditors to maintain strong financial controls.
* Assisting with tax and regulatory reporting, including relevant submissions and returns.
What We Are Looking For
* Previously worked as a Project Accountant, Financial Reporting Accountant, Finance Analyst, Financial Analyst, Financial Reporting Analyst, Financial Accountant, Regulatory Reporting Accountant, Management Accountant or in a similar role.
* Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
* Experience within the financial services sector, preferably banking.
* Strong knowledge of financial reporting, IFRS, and core banking systems.
* Excellent analytical skills with the ability to interpret complex data.
* Proven experience supporting systems implementation or integration projects.
* Strong project management skills and ability to work across multiple teams.
What's On Offer
* The opportunity to work on a high-impact project within a prestigious financial institution.
* Exposure to complex financial reporting and regulatory frameworks.
* A collaborative environment where your contributions make a tangible difference.
* Competitive salary and benefits package.
This is a fantastic opportunity to advance your career in a dynamic and high-profile financial environment.
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 are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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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...
Lead financial strategy at London's most innovative regulatory technology company, where your expertise will drive PE value creation and shape the future of trade reporting solutions. Working at the intersection of finance and cutting-edge technology, this PE-backed RegTech specialist is transforming how financial institutions navigate complex regulatory landscapes. With sophisticated trade reporting platforms and a growing client base of tier-one financial services firms, they're seeking a senior finance professional to accelerate their expansion journey. The Company This dynamic RegTech business operates in one of the most challenging and lucrative sectors within financial technology. Backed by private equity investment, they've established themselves as leaders in trade reporting and regulatory compliance solutions, serving major financial institutions across Europe. Their platforms handle billions in transaction reporting, making regulatory compliance seamless for clients whilst generating substantial recurring revenue streams. Your Role as FP&A Director Reporting directly to the CFO, you'll become the strategic finance partner driving business growth and PE value creation. This isn't just about numbers - you'll be the financial voice guiding critical business decisions, from M&A opportunities to product development investments. Here's what you'll be doing:Develop sophisticated financial models that capture the complexity of RegTech revenue streams and regulatory capital requirementsPresent strategic insights to PE stakeholders and board members, translating complex financial data into actionable business intelligenceLead comprehensive budgeting and forecasting processes that align with aggressive growth targets and investor expectationsOversee regulatory reporting obligations, ensuring compliance with FCA requirements whilst optimising capital efficiencyDrive commercial analysis supporting pricing strategies, client profitability assessment, and market expansion initiativesManage relationships with external auditors, regulatory bodies, and PE partners through seamless financial reportingHere are the skills you'll need:5-8 years of progressive FP&A experience within financial services, RegTech, or high-growth FinTech environmentsProven track record working with PE stakeholders, including board presentations and investor relations activitiesStrong foundation in regulatory reporting and compliance, ideally with exposure to MiFID II, EMIR, or trade reporting frameworksProfessional qualification (ACA, ACCA, CIMA) with advanced Excel and financial modelling capabilitiesExceptional communication skills with ability to influence senior stakeholders and translate complex financial conceptsExperience in SaaS metrics and technology business models, understanding recurring revenue dynamics and growth indicatorsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Key perks and benefits:Highly competitive salary package £75,000 - £80,000 Performance-based bonus structure reflecting individual and company achievementsHybrid working arrangements with modern London office facilitiesComprehensive benefits including private healthcare, enhanced pension contributions, and professional development budgetDirect exposure to PE best practices and strategic planning methodologiesClear progression pathway within a rapidly scaling organisationWhy Choose RegTech Finance? The regulatory technology sector represents one of the fastest-growing segments within FinTech, driven by increasing compliance complexity and digital transformation across financial services. RegTech professionals enjoy exceptional career prospects, with demand for specialist skills consistently outstripping supply. This role offers unique exposure to both traditional finance excellence and innovative technology solutions, positioning you at the forefront of an industry reshaping global financial infrastructure. This exceptional FP&A Director opportunity is brought to you by The Opportunity Hub UK - connecting ambitious finance professionals with career-defining roles in London's most exciting growth companies.....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...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
German-Speaking FX & Trade Finance Broker - City of London A game-changing opportunity for a German-speaking FX and Trade Finance Broker to accelerate their career with a dynamic financial services specialist in the heart of London. Step into the fast-paced world of foreign exchange and commercial finance, where your German language skills and expertise will directly impact how European businesses and high-net-worth individuals navigate international markets and secure growth capital. About the Company This established financial services firm specialises in delivering comprehensive foreign exchange and commercial finance solutions across global markets. Operating throughout the UK, EMEA, APAC, and the Americas, they've built a reputation for providing seamless financial transactions that outperform traditional banking solutions. Their client base spans high-net-worth individuals, SMEs, and corporate entities seeking sophisticated currency management and tailored funding solutions, with a particular focus on expanding their German market presence. The Role at a Glance As a German-speaking FX and Trade Finance Broker, you'll be instrumental in developing the company's German market expansion whilst delivering exceptional service across international payment solutions and commercial finance products. This role combines relationship building with technical expertise and cultural understanding, offering the perfect platform for bilingual professionals to make their mark in London's financial district. Your Key Responsibilities:Drive new business acquisition within the German market through proactive client outreach and relationship developmentProvide expert guidance to German clients on foreign exchange solutions, including competitive rates and hedging strategiesStructure and deliver commercial finance solutions including trade finance, invoice finance, and asset finance for German-speaking businessesConduct client meetings and presentations in German to build trust and understanding with European prospectsManage the complete sales cycle from initial contact through to deal completion and ongoing account managementCollaborate with internal teams to ensure seamless service delivery and cultural sensitivity for German clientsEssential Skills and Experience:Native or fluent German language skills with excellent business communication abilitiesProven track record in sales with demonstrable results and target achievementStrong customer service orientation with excellent relationship-building capabilities across culturesOutstanding communication and negotiation skills in both German and EnglishAbility to work both independently and collaboratively within a team environmentExceptional attention to detail with strong analytical and problem-solving abilitiesAdvanced computer literacy and proficiency with financial software systemsBackground in financial services or German market experience preferred but not essential for the right candidateWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Exceptional Benefits Package:Highly competitive base salary with commission earning potentialFlexible hybrid working arrangement - London office Monday to Thursday, home working FridaysAccelerated career progression opportunities within a rapidly expanding organisationComprehensive training and professional development programmes including German market insightsDynamic, supportive team culture focused on individual and collective successPrime City of London location with excellent transport connectivityWhy Build Your Career in International Financial Services? The foreign exchange and commercial finance sector continues to evolve rapidly, driven by increasing globalisation and digital transformation. For German-speaking professionals, this presents exceptional opportunities to bridge markets and develop specialised expertise in high-demand areas. With European businesses increasingly seeking sophisticated financial solutions to manage international operations and growth funding, bilingual brokers can expect strong career prospects, attractive earning potential, and the opportunity to work with diverse, high-value client portfolios across multiple markets. This exceptional German-speaking FX and Trade Finance Broker opportunity is brought to you by The Opportunity Hub UK - your gateway to career-defining roles in international financial services.....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...
Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region. About the Company This established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey. The Role Overview As an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success. Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning? The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals. This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.....Read more...
Job Description:
Our client, a leading global asset manager, is seeking a qualified accountant to join their Financial Reporting team, on an initial 12 month contract, based in their Edinburgh office. This is an exciting opportunity to contribute to a dynamic organisation with a global footprint, where you’ll play a key role in ensuring robust regulatory reporting and driving process improvements.
Working in a collaborative environment, you’ll gain exposure to complex legal entities, international accounting standards, and cross-functional projects. This role offers both challenge and growth, with the chance to make a tangible impact while developing your expertise in financial services.
Essential Skills/Experience:
Qualified accountant (CA/ACA/ACCA/CIMA) with a strong academic background.
Post-qualification experience, ideally within financial services.
Strong technical knowledge of accounting standards (US GAAP and/or IFRS preferred).
Excellent communication skills, with the ability to engage confidently across all levels of the business.
Organised, detail-focused, and able to deliver under tight deadlines.
A proactive, adaptable team player who thrives in a fast-paced environment.
Core Responsibilities:
Deliver high-quality financial and regulatory reporting across a range of legal entities.
Provide insightful commentary on financial performance, helping to shape decision-making and strengthen controls.
Partner with stakeholders across Finance, Tax, and Corporate Control to enhance processes and ensure accurate reporting.
Lead on key adjustments between US GAAP and local GAAP, ensuring compliance with global accounting standards.
Identify and implement opportunities for process efficiency and automation.
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: 16240
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...
Looking for a finance role with responsibility, variety and a positive community impact? Join a leading organisation in a role that offers the chance to make a tangible impact, develop your skills, and be part of an exciting and evolving finance function. In the Finance / Accountancy Officer role, you will be:
Providing financial support services to Headteachers and Governing Bodies, including advice on budgets and resolving queries Assisting with the preparation of annual school budgets, financial projections, and year-end accounts Maintaining and reconciling financial reporting systems to ensure accuracy and compliance Visiting schools regularly to present and explain financial information and offer tailored guidance Ensuring compliance with VAT regulations, Financial Regulations, and other financial codes of practice
To be successful, you will need:
Financial / accounts experience within an office environment AAT qualification (or equivalent/part-qualified) Strong accountancy and numeracy skills, with experience of financial systems and IT packages Excellent communication skills, with the ability to present financial information clearly to a range of stakeholders Strong organisational skills, with the ability to plan, prioritise and work to deadlines independently
This is a temporary position for a period of 12 weeks initially, working full time 37 hours per week, Monday to Friday. You'll be based from modern offices in Colwyn Bay and starting on an hourly rate of £14.82 plus holiday pay, weekly pay and other benefits. If you are looking for a dynamic role where you can provide expert financial support and make a difference to local schools, we want to hear from you.....Read more...
Our client is a leading firm specialising in comprehensive asset management services. Their commitment to excellence and strategic investment solutions has earned them a distinguished reputation in the industry. They are seeking a dynamic and experienced Financial Controller to join their team and drive financial leadership within the organisation.Position Overview:As the Financial Controller, you will play a pivotal role in overseeing financial operations, ensuring robust financial management, and guiding strategic decision-making. This role is critical in managing financial reporting, forecasting, budgeting, and compliance, contributing to the company's continued growth and success.Key Responsibilities:
Drive the preparation of management accounts and comprehensive board report schedules, guiding strategic decision-making processes.Spearhead the forecasting and budgeting initiatives, ensuring alignment with organisational objectives and market dynamics.Oversee revenue recognition processes, supported by meticulous documentation, to maximise financial performance.Facilitate PE and investor reporting, fostering transparent communication and trust with stakeholders.Provide weekly insights into working capital, including cash flow, accrued revenue, and debtors, to maintain financial stability.Manage tax obligations such as PAYE, VAT, and CT, alongside annual returns, statutory accounts preparation, and audit processes.Drive continuous improvement initiatives to refine reporting mechanisms and operational processes.Lead by example, fostering a culture of excellence while mentoring and developing the finance team.
Desired Skills and Experience:
Previous experience as a Financial Controller, demonstrating proficiency in financial leadership.Fully qualified with ACA, CIMA, or ACCA accreditation.Experience in investor reporting is advantageous, highlighting your ability to navigate complex stakeholder relationships.Mastery of Excel and financial modelling skills, enabling data-driven decision-making and forecasting accuracy.Excellent interpersonal and communication abilities.Ability to thrive in a fast-paced environment, maintaining a high level of accuracy while meeting strict deadlines.
If you are a results-driven financial leader with a passion for excellence, you are invited to apply for the Financial Controller position at our client's esteemed asset management company.....Read more...
Job Description:
Do you have experience in AML / KYC case management? Core-Asset Consulting is working with a leading global financial services firm to recruit an KYC Analyst for their Glasgow office (hybrid working).
This is an exciting opportunity to join a dynamic, fast-paced environment where you will play a key role in client due diligence and regulatory compliance. This 12-month contract offers excellent exposure to financial services operations, with strong potential for career growth in a global organisation
Skills/Experience:
Previous experience in a case management AML/KYC role, ideally within financial services or a regulated environment.
A meticulous approach to reviewing and validating documentation, with the ability to maintain high accuracy under pressure.
Strong written and verbal skills, with the ability to clearly explain requirements and influence both internal colleagues and external stakeholders.
The capability to assess information critically, recognise potential risks, and apply sound judgement in escalating issues.
A solid understanding of regulatory frameworks, controls, and risk considerations in relation to financial crime and client due diligence.
Ability to manage a high volume of cases, prioritise effectively, and deliver against tight deadlines.
Strong interpersonal skills, with a willingness to share knowledge and work effectively within a team environment.
Skilled in using Microsoft Office applications, particularly Excel, to manage and analyse client data.
Core Responsibilities:
Carrying out detailed investigations into new and existing clients, ensuring all required documentation is accurate, up to date, and complete.
Preparing cases for review by supervisors and escalating issues where higher-level scrutiny is required.
Partnering with client-facing teams to collect, review and validate documents for onboarding, periodic reviews, and remediation exercises.
Identifying and escalating potential AML/KYC risks, including unusual client structures, financial products, or transactions that may present concerns.
Working closely with Compliance teams to resolve issues around client types, risk categories, and regulatory interpretation.
Acting as a reference point for queries on AML/KYC documentation requirements and best practices.
Supporting initiatives to streamline processes, improve efficiency, and adapt to changing regulations.
Serving as a key point of contact for both internal colleagues and external stakeholders on KYC matters.
Collaborate with Compliance on AML risk-related issues concerning clients, products, and services.
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: 16230
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:
Do you have experience in AML / KYC case management? Core-Asset Consulting is working with a leading global financial services firm to recruit an KYC Analyst for their Glasgow office (hybrid working).
This is an exciting opportunity to join a dynamic, fast-paced environment where you will play a key role in client due diligence and regulatory compliance. This 12-month contract offers excellent exposure to financial services operations, with strong potential for career growth in a global organisation
Skills/Experience:
Previous experience in a case management AML/KYC role, ideally within financial services or a regulated environment.
A meticulous approach to reviewing and validating documentation, with the ability to maintain high accuracy under pressure.
Strong written and verbal skills, with the ability to clearly explain requirements and influence both internal colleagues and external stakeholders.
The capability to assess information critically, recognise potential risks, and apply sound judgement in escalating issues.
A solid understanding of regulatory frameworks, controls, and risk considerations in relation to financial crime and client due diligence.
Ability to manage a high volume of cases, prioritise effectively, and deliver against tight deadlines.
Strong interpersonal skills, with a willingness to share knowledge and work effectively within a team environment.
Skilled in using Microsoft Office applications, particularly Excel, to manage and analyse client data.
Core Responsibilities:
Carrying out detailed investigations into new and existing clients, ensuring all required documentation is accurate, up to date, and complete.
Preparing cases for review by supervisors and escalating issues where higher-level scrutiny is required.
Partnering with client-facing teams to collect, review and validate documents for onboarding, periodic reviews, and remediation exercises.
Identifying and escalating potential AML/KYC risks, including unusual client structures, financial products, or transactions that may present concerns.
Working closely with Compliance teams to resolve issues around client types, risk categories, and regulatory interpretation.
Acting as a reference point for queries on AML/KYC documentation requirements and best practices.
Supporting initiatives to streamline processes, improve efficiency, and adapt to changing regulations.
Serving as a key point of contact for both internal colleagues and external stakeholders on KYC matters.
Collaborate with Compliance on AML risk-related issues concerning clients, products, and services.
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: 16230
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 delighted to be partnering with a leading financial services organisation to recruit a Finance Risk Business Partner. This is senior level role, offering the opportunity to play a pivotal part in strengthening financial resilience and ensuring regulatory compliance within a complex and evolving environment.
Skills/Experience:
Strong knowledge of ICARA, IFPR, and UK regulatory capital frameworks.
Proven experience in financial risk management within a regulated financial services institution.
Excellent analytical, modelling, and scenario planning capabilities.
Ability to communicate complex risk concepts clearly to non-specialist stakeholders.
Professional qualifications such as ACA, CFA, or FRM (desirable).
Experience with ICAAP/ICARA in investment firms or asset managers (desirable).
Familiarity with enterprise risk management tools and methodologies (desirable).
Strategic thinker with strong attention to detail.
Proactive, resilient, and adaptable in a fast-paced environment.
Strong interpersonal skills with the ability to influence at senior levels.
High integrity and a collaborative approach.
Core Responsibilities:
Lead and manage the end-to-end ICARA process, including scenario analysis, stress testing, and capital planning.
Ensure compliance with regulatory requirements under the Investment Firms Prudential Regime (IFPR).
Provide independent insight to senior leadership on financial risk, resilience, and mitigation strategies.
Identify, assess, and monitor risks including liquidity, credit, market, and operational risk.
Partner with Finance to embed a risk-aware culture across the business.
Prepare and present reports to Boards and Risk Committees.
Deliver timely, accurate regulatory submissions and respond to supervisory queries.
Contribute to the ongoing development of the firm’s Risk Management Framework.
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: 16241
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...
Our client is a well-established and expanding financial services organisation known for its customer-centric approach and strong regulatory foundations. As the company enters a new phase of operational maturity and digital transformation, they are seeking a proactive Financial Controller to lead core finance operations and strengthen financial governance.Role Overview: The Financial Controller will oversee all financial reporting and control activities, ensuring compliance with regulatory requirements and supporting senior leadership with accurate, timely financial insight. This is a hands-on role offering broad responsibility across statutory reporting, budgeting, and process improvement.Key Responsibilities:
Deliver accurate monthly and quarterly management accounts, including full balance sheet and cash flow reporting
Lead budgeting and forecasting processes across business units
Ensure compliance with relevant accounting standards and financial regulations
Oversee year-end audit and statutory reporting requirements
Strengthen financial controls, policies, and procedures across the business
Work with operational teams to analyse performance and drive efficiency
Manage treasury reporting, reconciliations, and financial risk controls
Lead and mentor a small finance team to support professional growth and high-quality delivery
Candidate Profile:
ACA / ACCA / CIMA qualified with strong post-qualified experience
Experience in a financial services or regulated environment (e.g. banking, lending, or credit)
Strong knowledge of accounting standards and statutory compliance
Confident communicator with the ability to influence internal stakeholders
Excellent Excel and system skills, with a continuous improvement mindset
Hands-on, organised, and detail-oriented approach....Read more...
Job Description:
Are you a part-qualified accountant, ideally with some experience working within a financial services setting? Core-Asset Consulting is partnering with a leading global asset management firm to recruit a Global Revenues Analyst for their Edinburgh office.
This is an exciting opportunity to join a highly respected firm with an international presence, working at the heart of their finance function. The successful candidate will play a key role in revenue reporting, financial controls, and supporting strategic business initiatives.
Skills/Experience:
Part-qualified CA/ACA/ACCA/CIMA preferred.
Previous experience within financial services, ideally investment management.
Strong analytical and problem-solving skills, with the ability to summarise complex information.
Highly organised, detail-focused, and comfortable working to tight deadlines.
Excellent communication skills, both written and verbal, with confidence engaging across all levels of the business.
Proactive and adaptable, with the initiative to identify and deliver process improvements.
Core Responsibilities:
Ensure strong financial controls and procedures are maintained across the general ledger.
Review and record revenue, accruals, and related expenses in accordance with US GAAP.
Perform monthly reconciliations of invoices and balance sheet accounts.
Analyse monthly revenue figures and accruals, providing insightful commentary on revenue and debtors.
Support ad hoc projects including updates to operational policies and procedures.
Provide timely responses to internal and external stakeholders on finance-related queries.
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: 16221
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...
My client, a leading provider or facilities services are on the hunt for an experienced Contract Director to lead the delivery of soft services within a healthcare setting. This senior leadership role is pivotal in ensuring that patients, staff, and visitors experience safe, compliant, and high-quality services every dayKey Responsibilities
Lead soft service operations, ensuring compliance with healthcare, safety, and infection control standards.Build strong client and stakeholder relationships, acting as the senior point of contact for service delivery.Drive operational excellence, innovation, and continuous improvement across services.Manage budgets and resources effectively, achieving performance and financial targets.
Requirements
Senior management experience in healthcare facilities, with soft FM contract managementStrong knowledge of healthcare compliance, safety, and infection prevention standards.Proven ability to lead, motivate, and develop diverse operational teams.Commercial acumen with strong financial and analytical skills.
More info? Send your CV to Joe at COREcruitment dot com....Read more...
An exciting opportunity has arisen for a Bookkeeper to join a well-established accountancy practice supporting a diverse client base delivering high-quality financial services across multiple sectors.
As a Bookkeeper, you will be responsible for maintaining accurate financial records and supporting efficient financial operations.
This full-time, permanent role offers a salary range of £25,000 - £30,000 and benefits.
You will be responsible for
? Maintaining and updating financial records using accounting software
? Managing accounts payable and receivable
? Reconciling bank statements and monitoring cash flow
? Preparing monthly financial reports for clients
? Supporting audits with accurate documentation
? Ensuring compliance with financial regulations and internal policies
What we are looking for
? Previously worked as a Bookkeeper, Accounts Assistant, Finance Assistant, Assistant Accountant, Junior Accountant, Accounts Clerk, Accounting Assistant or in a similar role preferably within accountancy practice
? Highly skilled in accounting software such as QuickBooks, Sage, or Xero
? Solid understanding of accounts payable and receivable processes
? Strong organisational skills and attention to detail
? Ability to work independently and manage multiple priorities
What's on offer
? Competitive salary
? Company pension
? Private medical insurance
? Sick pay
This is a fantastic opportunity for a Bookkeeper to join a supportive team and play a key role in the smooth running of financial operations.
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 p....Read more...
Job Description:
Are you an experienced financial crime compliance professional ready to take on a senior leadership role?
Our client, a leading financial services organisation headquartered in London, is seeking an MLRO to oversee and strengthen its anti-money laundering and counter-terrorist financing framework.
The successful candidate will combine strategic oversight with hands-on delivery, acting as the key point of contact with regulators, driving best practice across the business, and embedding a strong compliance culture.
Essential Skills/Experience:
Extensive experience in regulatory compliance and anti-money laundering framework oversight, including AML/CFT, sanctions, KYC/EDD, and transaction monitoring.
Prior exposure to managing Suspicious Activity Reporting (SAR) and oversight of regulatory filings.
Strong understanding of relevant UK/EU regulatory landscape (e.g. FCA, AML regulations) and experience implementing / interpreting regulation into policy and process.
Proven leadership ability - able to influence cross-functional teams (legal, operations, reporting, audit etc).
Excellent communicator - able to articulate complex issues clearly to senior stakeholders and the board.
High level of integrity, professionalism, attention to detail and capacity to work under pressure.
Core Responsibilities:
Leading the design, implementation and continuous improvement of the AML/financial crime control framework: policies, processes, monitoring & reporting.
Overseeing investigations of potential financial crime, managing SARs, and ensuring timely, accurate regulatory reporting.
Acting as the key liaison with regulatory bodies and external auditors on matters of financial crime compliance.
Providing expert advice and training to internal stakeholders to ensure compliance awareness and ownership across the organisation.
Ensuring oversight of customer due diligence (CDD/KYC/EDD) and transaction monitoring, with robust processes for on boarding as well as ongoing reviews.
Preparing and delivering regular reports to senior management / board with insight, risk assessments, metrics, emerging themes.
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: 16234
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...
As an Apprentice Paraplanner you will learn the technical aspects of financial planning whilst developing your knowledge of financial products and services under the guidance of a senior paraplanner and the advisers.
Your role will be to assist the Financial Advisors with the:
Preparation of client reports
Conducting research
Managing administrative tasks
Gathering financial data
Ensuring all regulatory and compliance standards are met
Liaising with 3rd party providers to capture product details
Training:You will access your training online from the employers site address.Training Outcome:
Opportunity to achieve a Level 4 Diploma in Financial Planning
Progression opportunity to a Financial Planning position
Support for the right candidate to Chartered Financial Planning
Employer Description:Our business is built around our core principles of trust, integrity, openness, and a commitment to consistently deliver superior customer service and expert advice.
At the heart of everything we do is the strength of the relationships we have built and continue to build with our clients and their families. We take great pride in the personable service and quality advice that we provide and we feel privileged to advise clients who have trusted us with their financial planning needs.
We firmly believe that always acting in our clients' best interests will allow us to continue to look after our existing clients as well as working with new ones through continued personal recommendation.
We very much see EA Wealth as a family Practice and look forward to delivering the same quality of advice to the future generations for many years to come.
We offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
• Build or preserve capital to achieve your future aspirations
• Simply invest tax efficiently
• Gain financial protection against risk
• Manage your wealth for succession planningWorking Hours :Monday - Friday, 9.00am - 5.00pm, with 1hr lunch break.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative....Read more...
Assisting with daily financial transactions, including data entry and maintaining accurate records using accounting software
Processing invoices, and supporting the reconciliation of bank statements
Supporting payroll preparation and contributing to month-end and year-end financial reporting tasks
Performing general administrative duties such as filing, responding to finance-related queries, and organising financial documents
Training:Attendance at college will be required one morning session per week, to study embedded units:
Level 2 Foundation Certificate in Accounting
Level 2 Diploma in Financial and Management Accounting
Level 2 Certificate in Bookkeeping
Apprenticeship session to assist with portfolio building and preparation for End Point Assessment.Training Outcome:To move onto Level 3 Assistant Accountant Apprenticeship.Employer Description:Accountancy & taxation services.Working Hours :Monday - Friday, 8.00am - 4.00pm.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....Read more...
