The Company
Our client is a long-standing financial services provider operating in Australia and New Zealand, offering solutions in banking, retirement, and wealth management. With a strong focus on supporting customers through every stage of life, they leverage a leading digital platform to assist financial advisers in delivering personalised advice. Backed by over a century of experience and a commitment to social impact through their philanthropic initiatives, our client is dedicated to driving positive outcomes for customers, employees, and the broader community.
The Opportunity
As the business continues to grow and evolve, there is an increasing emphasis on leveraging data to deliver more personalised experiences, improve operational efficiency, and support strategic decision-making.
In this newly created role, the Senior Data Strategy Manager/Analyst will lead the development and delivery of the platform’s data strategy. You’ll be instrumental in ensuring data is structured, governed, and utilised effectively across the business. This role is ideal for a strategic thinker with strong technical expertise and a passion for using data to create value.
This is a 6-month contract opportunity for an immediately available, Sydney or Melbourne based candidate.
Key Accountabilities
Lead the Data Strategy: Partner with senior leaders to shape a long-term data vision and translate business goals into actionable data initiatives.
Design Fit-for-Purpose Data Solutions: Build scalable and compliant data environments that support both analytical and operational use cases.
Enable Insight-Driven Decisions: Establish best practices for data analysis and reporting that empower teams to make evidence-based decisions.
Implement Data Governance Frameworks: Create and embed policies that uphold data accuracy, privacy, and security in line with regulatory standards.
Engage with Key Stakeholders: Work collaboratively across functions to align data practices with business needs and drive support for strategic data initiatives.
Ideal Experience
Formal qualifications in Data Science, Analytics, Information Management, or a related discipline.
Significant experience in a senior data-focused role, with a track record of delivering data strategies in complex business environments.
Experience in the financial services industry
Strong technical expertise in data architecture, data management platforms, and analytics tools.
Proven ability to turn complex business requirements into scalable, data-driven solutions.
Excellent communication skills with the ability to influence stakeholders at all levels.
A detail-oriented mindset with a strategic outlook and strong problem-solving capabilities.
Why Apply
Work in a collaborative environment that values diverse perspectives
Opportunity to influence strategy through data-driven insights
Flexible working arrangements with hybrid work options
If you're passionate about using data to drive strategic outcomes and want to contribute to improving retirement outcomes for Australians, we'd love to hear from you.
Whether you are a sports fanatic, shark diver or part time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.....Read more...
Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm. In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm. In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
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...
Finance Support
Assist in the processing and entry of purchase orders and supplier invoices
Support the preparation and administration of the central BACS payment run
Help track and upload credit card receipts and statements from schools
• Ensure financial records are accurately maintained and filed for audit purposes.
Assist with monthly financial routines, including the preparation of month-end packs
School Liaison & Communication
Act as a first point of contact for school finance queries and direct to the appropriate team member where necessary
Support the collation of documentation from schools for audits, month-end, and monitoring purposes
Ensure schools are supported in understanding centralised processes and timelines
System Administration
Use Access Finance software to assist in maintaining accurate financial data and reports
Support the onboarding of new users, including helping schools access and use relevant finance portals
Contribute to the testing and updating of any electronic requisition or workflow systems
Procurement & Compliance
Maintain supplier records, ensuring appropriate documentation (e.g., contracts, insurance) is up-to-date
Assist with gathering quotes and documentation in line with procurement procedures
Help ensure purchase activity complies with trust financial regulations
Training and Development
Participate fully in all training and development activities as part of the apprenticeship programme
Engage in opportunities to shadow and learn from other members of the Finance Team, including exposure to bank reconciliation and monitoring processes
Other duties
Carry out general administrative tasks as required by the Senior Finance Officer or Director of Finance
Support central team meetings, reports, and updates by preparing materials or taking notes if required
Travel occasionally to schools within the trust to support training or audits (mileage reimbursed per trust policy)
Training:
AAT Level 2
Training will take place in the workplace and will be delivered weekly
Training Outcome:
Possibility to continue onto Level 3 whislt working for the organisation
Wider opportunities across education and the public sector generally
Employer Description:CDAT is a multi academy trust established to support primary schools. There are presently 24 schools within the trust. The services provided to schools include legal, human resources, estates, health and safety, and data protection. We also have a school improvement team and a finance team.Working Hours :Monday-Friday, 9.00am to 4.00pm (with 30 minutes lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Support bookkeeping, VAT returns, and payroll processing
Assist in preparing client reports, financial summaries, and Excel models with advanced formulas
Handle admin and PA responsibilities, including diary scheduling, inbox support, and internal follow-ups
Help maintain internal systems and workflows, and ensure accurate file organisation (mainly digital)
Contribute to marketing support, including website edits, Social media adverts and LinkedIn activity
Assist with preparing daily and monthly sales, commission, and performance reports for telecom retail clients
Training:On-the-job training will be delivered by senior team members, including regular 1:1 support, feedback, and practical coaching.Training Outcome:Upon successful completion of the apprenticeship, the candidate may progress into a permanent finance role within the company, with increased responsibilities in client management and reporting. They may also have the opportunity to support financial advisory projects, explore further qualifications, and take on client-facing or operational roles as the business grows.Employer Description:Tax Effective Ltd is a boutique accountancy firm based in London, specialising in tax-efficient solutions for healthcare professionals and growing small businesses. We combine traditional accounting services with modern cloud-based tools to deliver efficient, personalised support. As a growing firm, we’re committed to training and developing junior talent through hands-on experience, mentoring, and exposure to real client work. Our culture is collaborative, agile, and focused on long-term career growth.Working Hours :Monday to Friday, 9.00am to 5:30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
An exciting opportunity has arisen for a Third Party Risk and Operational Resilience Analyst to join a prestigious foreign bank based in the heart of Central London. This is an office-based role offering a salary range of £40,000 - £50,000and excellent benefits. This role is ideal for someone with experience supporting vendor, supplier, or third-party risk management in a banking or regulated financial services environment.
As a Third Party Risk Analyst reporting into the Operational Resilience team, you will play a crucial role in managing and monitoring third-party and supplier risk, ensuring compliance with internal policies and regulatory standards such as FCA, GDPR, UK DPA, and ISO 27001.
You will be responsible for:
* Support the onboarding, risk assessment, and ongoing monitoring of third parties, vendors, and service providers.
* Assist with ensuring all supplier contracts, SLAs, and KPIs are aligned with internal governance and external regulatory expectations.
* Maintain up-to-date records on supplier due diligence, compliance checks, and risk metrics.
* Coordinate with internal teams (Legal, Procurement, Risk) to manage contractual reviews and support procurement processes.
* Track performance issues, escalate risk concerns, and help drive improvements in third-party oversight.
* Contribute to internal audits and regulatory reviews regarding third-party governance.
* Stay informed of changes to regulatory frameworks such as FCA rules, GDPR, and ISO 27001.
What we are looking for:
* Previous experience as a Risk Officer, Risk Analyst, Risk Specialist, Procurement Analyst, Supplier Relationship Manager, Supplier Management Analyst, Operational Resilience analyst or in a similar role within a regulated financial services environment.
* Understanding of risk and compliance requirements under FCA, ISO 27001, and UK GDPR/DPA.
* Familiarity with contract management, vendor onboarding, and procurement procedures.
* Strong administrative, organisational, and communication skills.
* Experience using vendor management systems (VMS) or similar tools would be beneficial.
Apply now to become a key part of a collaborative team and make an impact in the evolving world of third-party risk.
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.
....Read more...
To provide an administrative service to the team and maintain effective business support systems in respect of telephone messages, word processing, databases, registers, correspondence, minute taking, photocopying, filing and stationery supplies.
To maintain and update service user and financial record systems to agreed standards.
To input referrals and update appropriate database systems
To provide administrative support to the team e.g. produce and send ad-hoc / template letters
To process orders, Barclaycard purchases and invoices for goods and services e.g. stationery, furniture.
To organise and maintain diaries, schedule meetings and take minutes as required, and to agreed standards.
To assist managers, where appropriate, to record information within the human resources computerised system e.g. timesheets
Archive / retrieve / destroy files and maintain accurate records.
To oversee the admin PPN process.
To provide support to meetings and events for the service where required.
To liaise with appropriate departments / agencies / organisations as required.
To provide statistical information as required.
To provide cover at other centres as necessary.
Duties also involve, updating databases (CareFirst) and spreadsheets, managing a team mailbox, placing orders for goods/services via SAP, paying invoices, the administration of the team Barclaycard, taking team minutes and other general office duties.
Requirement:
Dealing with the public
Dealing with a variety of tasks & demands relevant to the post
Must be able to work as part of a team and contribute to effective team-working
Ability to be flexible and cope positively with change
Ability to deal with issues of a confidential nature
Non-judgemental attitude
Skills in the use of database / financial system.
Word processing skills.
Ability to communicate accurately/concisely and sensitively.
Ability to organise and prioritise own workload.
Commitment to produce quality work.
Ability to use initiative.
If interested, please submit CV and call Varsha on 02036913890 between 9am to 5pm (Mon to Fri)....Read more...
My client are a global financial services firm with hubs scattered across the USA and EMEA. Due to a planned expansion and internal promotion, we are seeking to appoint a Senior Internal Auditor to join the London team.
Key responsibilities will include:
Participating in internal audits designed to evaluate the adequacy of controls for the business and key business processes. This is an end to end internal audit role.
Included in this responsibility are:
Completing audit test procedures.
Communicating audit findings noted from the review to the Senior Internal Audit Manager.
Assisting the Senior Internal Audit Manager in the development of an audit approach and testing strategy for assigned audit projects to ensure all key business risks and controls are evaluated.
Making, or assisting in making oral and written presentations to management throughout and at the conclusion of the examination by discussing process and control deficiencies, recommending corrective actions and other suggestions for improvements in operations and/or reductions in costs.
Applicants will be able to deliver an end to end internal audit but this can be whilst under supervision from the Senior Internal Audit Manager.
The company culture for this client is extremely dynamic and ambitious candidates are well looked after. 75% of the current leadership team have been internally promoted into the role and other senior operational Line Managers also originated from within internal audit. It has an excellent reputation for getting strong candidates noticed and then poached into group operational roles.
Applicants will ideally be qualified or studying towards one of the following: ACA/ACCA/CIIA/CIA or equivalent.
Communication skills and particularly the ability to articulate risks and controls are essential for this role. A good work/life balance exists and the team operate a “grown up approach” to time keeping with core hours being 9.30-5.30pm. The team work in a hybrid manner with 2 days a week in the office and the rest from home.
Applications are welcome from internal auditors seeking a move or external auditors who have been working on a financial services portfolio seeking to make their first move into industry. These candidates must be able to identify and articulate risk.
For more information, please click to apply.....Read more...
Job Description:
Do you have experience in handling payments and performing cash and holding reconciliations from within an asset management firm? Ideally you will have experience in using Simcorp Dimension
We are working on an exciting role with a leading financial services firm, for a Transaction Processing Contractor to join our client, remotely, on an initial 9-month contract.
Skills/Experience:
Degree in Finance or Accounting or equivalent area
Technical skills in Microsoft Office with a focus on Excel, Teams, etc.
Awareness of the investment lifecycle and/or experience in the asset management or banking industries
Minimum 2-4 years of working experience
Strong written and verbal communication in English
Prior experience with Simcorp Dimension (desirable)
Strong attention to detail with a passion for problem solving (desirable)
Ability to multi- task and work independently in addition to collaborating with a team (desirable)
Strong sense of accountability (desirable)
Core Responsibilities:
Reconcile positions to custody in Simcorp Dimension
Reconcile custodian cash balances daily
Monitor, investigate & resolve exceptions
Liaise with the custodian bank or other third parties as necessary when investigating an exception. Escalate missing statements to custodian
Communicating the break details of material exceptions to stakeholders around the business, as appropriate
Calculate, process and report monthly fees
Ensure accurate trade data is maintained in the system
Coordinate and execute payments
Lead and/or support process improvement efforts
Provide other routine and ad hoc support for trading activities
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: 16096
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:.
Our client, an investment bank in London, is recruiting for an EU Regulatory Remuneration Policy Specialist / Compensation and Benefits Specialist to join their compensation team on a 12-month contract.
The successful individual will play a key role in supporting the implementation, review, and compliance of remuneration policies across the EMEA region.
Skills/Experience:
Robust experience in EU regulatory remuneration within financial services (CRDV, IVV, EBA Guidelines)
Strong analytical skills and ability to interpret complex regulatory frameworks
Highly organised with strong project management and prioritisation skills
Detail-oriented with a problem-solving mindset and the confidence to challenge where needed
Background in Compensation, HR Risk Management, or Compliance preferred
Core Responsibilities:
Support the annual review and implementation of Material Risk Taker (MRT) identification frameworks for European entities
Prepare reports and briefing materials for regulatory bodies and internal governance committees, including Management Boards and Remuneration Committees
Communicate regulatory impacts to business heads and stakeholders, including those arising from Brexit
Model fixed pay allowances for MRTs and enhance analytics on remuneration structures
Lead the development and submission of key regulatory disclosures including CRR450, Section 12, High Earners and Benchmarking reports
Serve as a subject matter expert on EU remuneration regulations (CRDV, UCITS V, IFD, IFPR, etc.)
Provide regulatory expertise and support to Internal Audit, External Auditors, and Remuneration Officers
Collaborate closely with global Compensation teams in New York and Asia to ensure consistency and compliance
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: 16104
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Our client, a successful investment management firm, has a great opportunity for a Client Service Executive based in their Manchester office. This is a permanent opportunity to play a key role in supporting the client relationship management process and ensuring the highest standards of service delivery.
As a Client Service Executive, you will act as the primary contact for client enquiries and take full responsibility for client life-cycle processes. You will work closely with investment managers, operations, and other internal stakeholders to deliver seamless and efficient service to clients.
Essential Skills/Experience:
Experience in a client-facing or client-support role within the financial services sector.
Strong knowledge of the regulatory environment and investment products/services.
Proven ability to manage end-to-end client administration processes with accuracy and attention to detail.
Experience in managing or mentoring administrative staff is desirable.
Excellent interpersonal and communication skills, with the confidence to represent the firm in client interactions.
Minimum of GCSEs (A–C) or equivalent in English and Maths.
Core Responsibilities:
Serve as the first point of contact for clients, building strong relationships and delivering a responsive, professional service.
Manage all aspects of the client life-cycle, including on-boarding, account maintenance, and periodic reviews.
Liaise between clients and internal teams to ensure clear communication and timely resolution of requests.
Adhere to internal operating models and regulatory standards while actively identifying opportunities for process improvement.
Support the investment team with client suitability requirements, including the collection of relevant documentation and production of client summaries and correspondence.
Attend client meetings as needed, providing administrative expertise and ensuring client needs are met efficiently.
Collaborate with colleagues across the wider operations and administration functions to develop and promote best practices.
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: 16116
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...
Prospecting
Selling and Servicing
Administration
Training:You will work towards your:
Insurance Practitioner Level 3 Apprenticeship Standard
Certificate in Insurance (Cert CII). (if applicable)
Level 2 Functional Skills in English and maths (if required)
Training will be via Davies, virtually. 6 hours per week off the job training
Training Outcome:
We would expect the candidate to progress to Commercial Insurance Account Executive
Employer Description:General Insurance and Financial Services providerWorking Hours :Monday - Friday, 9.00am - 5.00pm.
45 minutes Lunch break.Skills: Communication skills,Attention to detail,Customer care skills,Administrative skills,Initiative,Patience....Read more...
Are you an experienced Family Solicitor looking to progress your career with a dynamic and well-established firm? We are seeking a Senior Family Associate to join a growing team in Cheltenham.
About the Firm
A well-established independent legal practice with over 35 years of experience. • Known for providing expert legal services to both private clients and businesses. • Supportive and collaborative work environment, with a focus on professional development and career growth.
Job Role
As a Senior Family Associate, you will be responsible for managing a diverse caseload of private family matters, including divorce, matrimonial finance, Child Arrangement Orders, post-nuptial arrangements, and cohabitation disputes. You will also have the opportunity to lead the development of the Family team and contribute to the growth of the business.
Key Responsibilities
Handling a varied caseload of private family matters, including divorce, financial settlements, Child Arrangement Orders, and post-nuptial agreements. • Supervising and mentoring junior fee earners and trainees. • Proactively engaging in business development activities to enhance the firm’s profile. • Achieving financial targets and maintaining strong commercial awareness. • Utilising case management systems to efficiently manage your caseload.
Job Requirements
A minimum of 8 years PQE in family law (although those with more or less experience will be considered). • Proven experience handling complex family law matters and achieving financial targets. • Strong supervisory and mentoring skills. • A passion for business development and a proactive approach to expanding the firm’s client base. • Excellent communication and client relationship-building skills.
What’s on Offer
Competitive salary, commensurate with experience. • A comprehensive benefits package, including pension, private medical insurance, and income protection. • 25 days annual leave plus bank holidays, with additional discretionary leave days. • Access to an employee assistance programme and mental health first aiders. • A friendly and social working environment with regular events such as after-work drinks, charity fundraising activities, and social gatherings.
This is a fantastic opportunity for a senior family solicitor to join a well-regarded firm and take the next step in their career. If you are passionate about family law and business development, this could be the perfect role for you.
If you would be interested in knowing more about this Cheltenham based Senior Family Associate role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com....Read more...
New Business Processing:
Prepare and submit advice sets for new business cases, including illustrations, applications, and suitability letters for cash-based investments
Prioritise casework as directed by the Practice Manager, ensuring completion within agreed service level agreements (SLAs)
Client Meeting Follow-Up:
Format meeting notes and ensure all post-meeting actions are completed accurately and promptly.
Update internal systems, including iBusiness and Salesforce, as well as document all tasks completed on behalf of the Partner/Adviser
Follow timelines and priorities set by the Practice Manager
Client Review Management – Assisting Head of Client Servicing:
Provide ongoing support to the Head of Client Servicing in the coordination of the review process, ensuring all review-related tasks are scheduled, monitored, and delivered in accordance with internal standards and SLAs.
Client Communication & Call Handling:
Answer incoming telephone calls in a professional, friendly, and client-focused manner.
Record and resolve or escalate client queries in accordance with the firm’s business process and client service standards.
Mail & Document Processing:
Manage all incoming and outgoing mail according to internal processes.
Prioritise, scan, and log correspondence accurately, ensuring all actions are completed within agreed turnaround times.
Marketing & Client Engagement:
Organise and distribute marketing materials for campaigns, birthdays, and special occasions.
Ensure that client communications are accurate, segmented appropriately, and comply with the firm’s standards and branding guidelines.
Case & Pipeline Management:
Maintain end-to-end ownership of allocated client cases.
Ensure timely follow-up of provider requests such as Letters of Authority (LOAs) after five working days.
Maintain accurate client records and documentation throughout the case lifecycle.
Track and chase pipeline business weekly—monitor submitted and pending cases through to payment.
Meeting Preparation & New Client Onboarding:
Prepare and organise client files ahead of scheduled meetings.
For new clients, ensure full setup across all relevant systems (PROMs, Curo) and that data is accurate and complete.
Professional Written Communication:
Draft and send client, provider, and internal communications that are clear, professional, grammatically correct, and aligned with brand tone.
Other adhoc administrative and support duties:
Please note that at times, critical to the needs of the business, you may be asked to complete and/or support other administrative tasks or duties to ensure the smooth and efficient running of the office.
Training:Training and support will be provided by our specialist Apprenticeship training provider, Smart Training & Recruitment.Training Outcome:Upon successful completion of the Apprenticeship there will be the opportunity to diversify into one of the specialist areas of the business. This may include; Client Services, IT, Marketing or to work towards becoming a Qualified Financial Adviser.Employer Description:McMillan Financial Advice Limited evolved from McMillan Wealth Consultants Limited which was created in 2015 by its Principal and Director Suresh McMillan. Already an established Partner of trusted wealth management group, St. James’s Place, Suresh wanted to create a new Partner Practice to provide first class financial advice to clients in the South East, encompassing a breadth of areas of wealth management.
With offices in Brighton and London and an experienced team of professional financial planners, we provide holistic financial advice to both private individuals and businesses.Working Hours :Monday to Friday, 9.00am - 5.00pm, with unpaid 45min break for lunch.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,Confident telephone manner....Read more...
Develop your skills in data analysis, coding and data visualisation software
Work with business stakeholders to design and deliver analytical solutions and reports
Work with other data professionals including and business stakeholders to automate and productionise outputs
Communicate with stakeholders in a non-technical manner, providing advice, understanding and insight
Collaborate with individuals across LGIM
Have guidance from your team and manager who will support you and teach you the day-to-day role
Apply the knowledge and skills that you’ve learnt from your training into the role
Have the opportunity to meet and network with new colleagues within your team, but also across the wider organisation
Learn through live interactive workshops lead by Data Scientists and via highly tailored online learning and practice
Training:Join us on an 20-month programme which includes sponsorship to study for an industry recognised Level 4 Data Analyst Qualification, whilst building your business acumen.
You’ll receive on the job training and coaching from your line manager. Alongside this you’ll complete training workshops and assignments, delivered by a leading apprenticeship training provider. Combined, these will fully equip you to be successful in your role, with the knowledge and skills required to apply to real world business challenges.Training Outcome:Post completion of the apprentice there is a possibility of continued, permanent employment with Legal & General with further opportunties to develop your skillset and career within data.Employer Description:Established in 1836, we are a leading financial services group and major global investor, safeguarding people's financial futures around the world.Working Hours :Monday- Friday
9.00am- 5.00pm
Not shiftsSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working....Read more...
Develop your skills in data analysis, coding and data visualisation software
Work with business stakeholders to design and deliver analytical solutions and reports
Work with other data professionals including and business stakeholders to automate and productionise outputs
Communicate with stakeholders in a non-technical manner, providing advice, understanding and insight
Collaborate with individuals across LGIM
Have guidance from your team and manager who will support you and teach you the day-to-day role
Apply the knowledge and skills that you’ve learnt from your training into the role
Have the opportunity to meet and network with new colleagues within your team, but also across the wider organisation
Learn through live interactive workshops lead by Data Scientists and via highly tailored online learning and practice
Training:Join us on an 20-month programme which includes sponsorship to study for an industry recognised Level 4 Data Analyst Qualification, whilst building your business acumen.
You’ll receive on the job training and coaching from your line manager. Alongside this you’ll complete training workshops and assignments, delivered by a leading apprenticeship training provider. Combined, these will fully equip you to be successful in your role, with the knowledge and skills required to apply to real world business challenges.Training Outcome:Post completion of the apprentice there is a possibility of continued, permanent employment with Legal & General with further opportunties to develop your skillset and career within data.Employer Description:Established in 1836, we are a leading financial services group and major global investor, safeguarding people's financial futures around the world.Working Hours :Monday - Friday, 9.00am - 5.00pm. Not shifts.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working....Read more...
Daily duties will include:
Answering the telephone
Telephoning mortgage and insurance companies for updates on clients’ applications
Providing updates to clients by email and telephone
Updating the client computer database
Providing support to our team of financial advisers
Completing online applications for mortgages
Providing support to the team of administrators
Training:The successful candidate will work towards the Level 3 Business Administrator Apprenticeship Standard. This will involve one day a month group training at our centre in Newbury, and a 1-1 monthly training and review meeting with their training consultant.
Functional skills English and maths Level 2 will be delivered through weekly sessions if required at our training centre in Newbury.Training Outcome:On going training and personal development are encouraged and supported.Employer Description:Firstxtra Financial Services is a long established, successful family owned business with professional advisers covering the UK with the head office in Newbury, Berkshire.
Firstxtra has been trading for over 20 years with a team of highly skilled and enthusiastic professional advisers and administrators who specialise in mortgages and protection insurance.
Our philosophy is to provide the highest level of customer service and advice to all our clients. We are very proud of our advice and service and this is reflected in the number of repeat customers that we have, and from the number of customer recommends and testimonials that we receive on a regular basis.Working Hours :8.45am - 5.15pm (1-hour for lunch)
Monday to Friday plus a min of 1-Saturday per month after a qualifying periodSkills: Communication skills,IT skills,Customer care skills,Team working,Confident,Outgoing Personality....Read more...
Technical Services Manager – Amazing Building – North London - 65-70K Would you like to work at a unique building based in North London? Have you got a proven track record with the technical facilities and maintenance services industry? If so please read on... An excellent opportunity has arisen to join one of the UK's leading companies in the facilities industry. They currently maintain a number of prestigious contracts across the UK and are looking for a Technical Services Manager to work on a high profile contract based in North London. The building itself is truly unique and offers a totally different working environment. The Technical Services manager role is a brand new position and will be responsible for managing the on-site maintenance team, making sure that the M&E services are delivered to a high standard and with minimal disruption to the buidling. Duties of the role will include the following:Managing the on site maintenance teamManage all technical issues across the building in relation to ongoing maintenance works.Issuing permits to workManage agreed KPI and SLA’s.Responsible for managing the company’s H&S and environmental performance on site.Plan and implement shutdowns Management of reports.Applicants for this role must be able to demonstrate the following:Qualified in electrical or mechanical engineering discipline; C&G, HNC, HND or higher.Strong understanding of building management systems.Strong technical engineering understanding.Previous experience of managing contractors. Experience of service delivery in high profile financial offices or critical data centres.Ability to communicate both verbally and in writing with all levels of staff and clients.Ability to manage and prioritise a demanding and varying workload.....Read more...
Job Description:.
Are you an experienced administrative professional looking for your next challenge?
Our client, a global asset manager in London’s city centre, is recruiting for an Administrative Business Lead on an initial 9 month contract. This role supports the Head of International Government Affairs & Public Policy and the wider team.
This is a full-time position which requires you to be in the office 4 days per week.
Skills/Experience:
Proven experience in a corporate administrative or business support role, ideally within corporate affairs or financial services.
Proven ability to work confidently with senior leaders in a fast-paced environment.
Exceptional communication and interpersonal skills, with a high level of emotional intelligence and discretion.
Strong organisational skills with the ability to think ahead and anticipate needs.
Proficiency in Concur, Microsoft Office suite, and comfort with learning new systems and technologies.
Core Responsibilities:
Act as a strategic partner in managing the Head’s calendar, priorities, and meeting preparation, with a strong sense of discretion and confidentiality.
Coordinate complex international travel arrangements using Concur, ensuring seamless logistics and preparation of relevant materials.
Lead on administrative tasks including calendar management, visitor reception, and coordination of internal and external meetings across global time zones.
Collaborate with the executive business manager and COO team on internal meetings, events, and strategy sessions.
Demonstrate agility in adjusting schedules, solving problems, and re-prioritising tasks as business needs evolve.
Produce high-quality presentations and reports using Microsoft Word, Excel, PowerPoint, and Adobe.
Manage expenses and compliance processes including Gifts & Entertainment and expense reporting using Concur.
Foster productive working relationships with stakeholders across the organisation, acting as a trusted point of contact.
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: 16101
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a global financial services firm, is looking for an Account Manager – TAX to join their team in Glasgow on a permanent basis.
This is a fantastic chance to expand your skills in a collaborative and fast-paced environment!
Essential Skills/Experience:
Experience of the process involved and documentation necessary for Tax reclaims and Relief at Source.
Practical knowledge of UK and / or Global markets demonstrated by experience of how market specific transactions operate.
Technical expertise including sound working knowledge of policies, procedures, regulations and legislation within client delivery.
Attention to detail
Innovation and continuous improvement – Use own initiative and ability to work under volume pressure.
Core Responsibilities:
Manual processing for all aspects of Tax.
Tax reclaim and Relief at Source tasks covering all markets and clients.
Tax reporting involvement.
Processing and completion of tasks are in line with procedures.
Ensuring all key controls and assigned tasks are completed in a timely manner.
Query management - ensuring these are answered in an accurate and timely manner.
Ensure key controls are updated and maintained.
Liaising with clients and internal parties to resolve any issues pertaining to custody activity.
Ensuring daily reconciliation and clearance of cash breaks.
Ensures that ROME Lite and all other Risk Framework is regularly updated to cover all
Adopting a pro-active approach to improve the current processing of work.
Build strong relationships with all parties and work together effectively.
Assists in building KPI / Metrics to monitor the risk and control framework.
Responsible for updating and maintaining procedures and proposes changes / improvements when appropriate.
Ad-hoc projects as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16045
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
My client is seeking an experienced Operations Professional to oversee and drive excellence for their cleaning services. This role involves managing daily operations, ensuring service quality, and leading teams to deliver outstanding results.Requirements:
Significant experience in operations management, including leadership of multi-site teams in cleaning services – ideally within healthcare or educationStrong financial and analytical skills, with hands-on experience in budget management and performance trackingProven ability to lead teams, communicate effectively, and build lasting client relationshipsSolid understanding of health and safety standards, with proficiency in operations tools and Microsoft Office
Key Responsibilities:
Lead day-to-day operations across various sites, ensuring high standards, safety compliance, and excellent client serviceManage budgets, track performance metrics, and implement strategies to improve efficiency and profitabilityFoster strong relationships with clients, suppliers, and internal teams to support service excellenceCoach, support, and develop operational staff while promoting a culture of safety, accountability, and continuous improvement
For more on this one, reach out to Joe at COREcruitment dot com....Read more...
Job Description:
We have a fantastic opportunity for a Senior Facilities Manager to join the team at a leading financial services firm in their London office on a permanent basis. In this varied role, you will provide Facilities Management support to key stakeholders across all offices under role remit (covering London, South & Channel Islands).
There is travel associated with this role; and you will be expected to provide flexibility in working hours to support with out of hours office works, events or projects as advised.
Skills/Experience:
Experience of managing a team/strong team & people leadership skills.
Experience of managing reactive and planned maintenance schedules.
Excellent interpersonal skills to build strong stakeholder relationships.
Excellent communication skills, both written and verbal communication.
High level of attention to detail & planning and organisational skills.
Experience using MS Office particularly Word Excel and PowerPoint.
Significant experience within the FM industry.
Comprehensive statutory and regulatory knowledge and understanding in FM, H&S and Environmental, benchmarking and best practice.
Ability to travel to UK offices to ensure the single team ethos is maintained across teams.
Passionate, high energy, self-starting team player who achieves goals and strives for continuous improvement.
Financially astute; able to work to a budget, manage costs/identify savings opportunities.
Competent user of AutoCAD software
Project/Environmental Management qualification
Level 4 IWFM or equivalent
NEBOSH General or equivalent
Core Responsibilities:
To assist the Head of Property & Facilities in driving the strategic direction of Group Property & Facilities activities.
You will also be responsible for covering day-to-day facilities activities, including Front of House and Events, ensuring that Facilities/Office Services, and Front of House teams operate effectively, and processes operate efficiently.
To support the oversight of, and ensure the efficiency day-to-day operations of, the Group Property & Facilities teams.
Delivering greater adaptability, flexibility and sustainability for the business.
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.
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.
Job reference: 15904....Read more...
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
Benefits
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
Benefits
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, an esteemed financial services consultancy, is seeking an experienced Pensions Consultant - Actuarial to join their team in Birmingham, Edinburgh, Glasgow, or London.
This is an excellent opportunity to build relationships with key decision makers and support the progression of less experienced colleagues.
Essential Skills/Experience:
Qualified Actuary.
Ideally, a professional qualification (or part-qualification) in pensions (e.g. APMI, AFPC or IFoA) and holder of an Honours Degree.
Experience of operating successfully in a previous consultancy role or else have experience of leading and advising UK pension funds within a complex pension's environment in a Trustee Executive or Pension Scheme Management role.
Strong organisational and analytical skills.
Strong influencing skills.
Good written communication skills.
Core Responsibilities:
Leading and supporting on strategic and technical aspects related to wind ups.
Consult with client contacts to agree budgets and deadlines for work, ensuring necessary service agreements are in place.
Leading on a number of Buy-out and Wind-up projects including being the direct contact for the trustees/working party and liaising with other relevant stakeholders.
Prospecting for future wind-up cases and helping them plan for their end game.
Encourage effective communication within client teams to support the delivery of work and understanding of client commercials.
Providing oversight and direction when both planning for and carrying out scheme wind up projects.
Working collaboratively as part of the team in the preparation of advice including reviewing/checking calculations.
Pitching for new business and supporting business development opportunities.
Prepare client invoices within the internal deadlines and subject to internal procedures.
Managing the delivery of our core services efficiently and in line with agreed utilisation and recovery objectives.
Manage all work on nominated clients to ensure that work is done in a timely, efficient way and within budget including maintaining project plans.
Benefits
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16118
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
