2025 Strategic Opportunity An advance notice for a distinguished position opening in Q1 2025, following a significant fund launch. This represents a unique opportunity for an accomplished Hedge Fund COO seeking a premium part-time engagement in London's Mayfair district.About the Future Fund Currently in development and scheduled for 2025 launch, this sophisticated investment management venture will deploy a specialized long/short equity strategy. The founding team brings significant industry pedigree, with the fund structured to capitalize on asymmetric risk-reward opportunities in global markets.Position Essence The incoming COO will be instrumental in establishing operational infrastructure from day one of the fund's launch. This strategic part-time role (2-3 days weekly) offers an exceptional opportunity to shape a new venture while maintaining optimal work-life balance.Primary MandatesSpearhead operational architecture for the 2025 fund launchDesign and implement institutional-grade operational frameworksOrchestrate investor due diligence processesEstablish and oversee risk management protocolsCurate relationships with prime service providersCreate scalable operational processes for future growthEssential CredentialsVerifiable success as a Hedge Fund COODemonstrable experience in successful fund launchesComprehensive grasp of institutional due diligence requirementsExpert knowledge of current regulatory landscapeProven ability to build operations from ground upStrategic mindset with practical execution capabilitiesUnique AdvantagesPremium compensation structureFlexible engagement (2-3 days per week)Prestigious Mayfair addressOpportunity to shape a new fund from inceptionLong-term growth potentialLocation & Requirements Mayfair, London Must possess valid UK work authorisation....Read more...
Skills/Experience
CA / ACA / ACCA or equivalent qualification
Educated at University level (Degree)
Track record of expertise within fund accounting and/or fund administration.
Experience with limited partnerships and the reporting requirements, including capital account statements, financial statements, and performance metrics (IRR, TVPI, MOIC, DPI).
Proficient in portfolio monitoring platforms such as or similar to iLevel, eFront and Geneva.
Highly experienced in Microsoft Excel.
Highly organised with an attention to detail.
Confident individual.
Ability to read, work with, analyse, and communicate data.
Passion to grow within a fast-paced environment whilst developing expertise.
Able to adapt efficiently within a constantly evolving industry.
Ability to work effectively in a team environment.
Core Responsibilities
NAV preparation and review, investor capital account statements, quarterly/annual reporting against governing fund documents (LPAs), and comfort with private equity fund structures and co-investment vehicles specifically.
Third-party oversight.
Treasury and cash management — bank account/cash monitoring, FX transaction coordination, credit facility usage.
Multi-jurisdictional regulatory awareness — exposure to offshore/onshore fund jurisdictions.
Performance metrics fluency — working knowledge of IRR, TVPI, MOIC and DPI, and how these feed into investor-facing performance reporting.
Familiarity with investor/LP reporting portals and portfolio monitoring or fund data platforms.
Audit support — preparing working papers and handling auditor queries directly.
Cross-functional stakeholder management.
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.....Read more...
Core-Asset Consulting is working with a leading investment management business to recruit a Senior Fund Administrator on a 12-month fixed-term contract based in Edinburgh. This role supports key Fund Administration activities, with a particular focus on NAV Oversight and Investment Operations across the investment lifecycle. The role will involve: • Performing and overseeing allocated activities across Investment Operations and NAV Oversight, ensuring tasks are completed accurately, on time and in line with documented procedures and control requirements. • Supporting oversight of investment operations processes across the trade and post-trade lifecycle, including monitoring operational events, exception management and follow-up of open items. • Investigating and helping to resolve trade issues, cash and position discrepancies, NAV breaks, pricing or valuation exceptions and stakeholder queries. • Acting as a senior point of contact for day-to-day queries, process interpretation and more complex operational items. • Working with internal teams and third-party providers to support timely completion of deliverables and resolution of operational issues. • Executing controls and maintaining supporting evidence to the required standard. • Contributing to operational resilience through accurate procedures, effective handovers and cross-training. • Identifying practical process improvements that enhance efficiency, accuracy, scalability and control effectiveness.
Required Experience
Solid experience in Investment Operations across the trade and post-trade lifecycle
• Experience and working knowledge of Aladdin. • Knowledge of fund operations and/or fund administration, with relevant exposure to NAV Oversight, valuation support, Investment Operations or related activities within an asset management environment. • Good understanding of EMEA fund ranges, structures and associated operational requirements. • Comfortable working with Aladdin.
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.....Read more...
Sales Trading (Fixed Income) & Fund Capital Raising Role – LondonWe represent an innovative firm specialising in illiquid markets, serving institutional, professional, and high net worth investors. This firm offers ingenious solutions to effectively price and trade illiquid assets, including distressed debt and credit securities.Here's what you'll be doing:Executing sales trades in the fixed income market, focusing on illiquid assets such as distressed debt and credit securities.Cultivating and maintaining strong relationships with institutional clients, professional investors, and high net worth individuals to facilitate sales trading activities.Identifying opportunities for fund capital raising and pitching investment strategies to prospective clients.Collaborating with internal teams to provide advisory services on trading, settlement, and corporate restructuring within illiquid and distressed markets.Providing market insights and analysis to clients, guiding them on investment decisions and portfolio management strategies.Staying abreast of market trends, regulatory changes, and industry developments to enhance client service and drive business growth.Skills you'll need:Proven experience in sales trading within the fixed income market, with a focus on illiquid assets, preferably 3-5 years in finance.Strong network of institutional clients, professional investors, and high net worth individuals within the financial services industry.Excellent communication and negotiation skills, with the ability to articulate complex investment concepts and strategies effectively.Strategic mindset and business acumen, with the ability to identify and capitalize on market opportunities to drive revenue growth.Knowledge of regulatory frameworks and compliance requirements related to sales trading and fund capital raising activities.Relevant industry certifications (e.g., CFA, Series 7, Series 63) preferred.Here are the benefits of this job:Competitive salary from £100k+, commensurate with experience and performance.Opportunity to work in a dynamic and collaborative environment with a best-in-class team of professionals.Access to cutting-edge technology and resources to support your sales trading and fund capital raising activities.Potential for career advancement and professional development within a leading independent financial services boutique.Comprehensive benefits package, including healthcare, pension scheme, and performance-related bonuses.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
There is something uniquely compelling about joining an investment team where your ideas can directly influence performance from day one, and this Junior Portfolio Manager role offers exactly that. This opportunity is with a specialist London based investment firm focused on a global long/short equity strategy for professional investors. The team is known for delivering strong net returns since 2015, particularly during periods of market stress, and has built a reputation for disciplined research, innovative tools, and a best in class “quantamental” approach that blends proprietary technology with deep fundamental insight. In this Junior Portfolio Manager position, you will play a central role across the full investment lifecycle, from generating tradeable ideas to supporting portfolio construction and applying risk management techniques. This is a collaborative, entrepreneurial environment where your work will be visible and meaningful as the team expands its product range and prepares for the launch of a Cayman fund. Salary: £50,000 to £100,000 depending on experience Here's what you'll be doing:Working as a Junior Portfolio Manager on a diversified global long/short equity portfolio across multiple regions.Contributing to bottom up stock research, screening, and tradeable idea generation.Supporting portfolio construction through position sizing, entry and exit planning, and maintaining balance across 20 to 40 liquid positions.Executing trades efficiently across global markets while ensuring best practice and operational accuracy.Applying structured risk management using exposure limits, stop losses, and asymmetric risk reward principles.Using proprietary analytical systems for screening, monitoring and ongoing assessment of positions and portfolio level risk.Collaborating with senior investors to refine investment theses and respond quickly to new information or macroeconomic developments.Supporting the launch and ongoing management of the new Cayman fund, contributing to both investment and operational processes.Here are the skills you'll need:2 to 3 years of experience as a long/short equity portfolio manager, or 2 to 10 years as an equity analyst or trader with measurable results.Experience as a proprietary trader or running a personal account strategy with verifiable performance will also be considered.Strong analytical ability and a detailed understanding of global equity markets, sector dynamics and macro themes.Ability to build portfolios that balance attractive returns with disciplined drawdown control.Comfortable executing trades and open to obtaining additional regulatory qualifications if required.Ideally experienced in short selling and managing both long and short books.A flexible investment mindset that draws on multiple styles, including value, momentum, fundamental and technical frameworks.Confident decision making combined with rigorous risk discipline and the ability to adapt quickly when market conditions change.A motivated, curious and hands on approach, with a commitment to becoming best in class in at least one area of investment expertise.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:Be part of a high performing investment team with a strong long term track record.Work in a collaborative environment where your contributions as a Junior Portfolio Manager directly influence portfolio performance.Competitive compensation structure with performance related incentives.Direct exposure to experienced investors, leading allocators and the opportunity to build a visible personal track record.Take part in the development and future scaling of a Cayman fund and further product launches.Building a career as a Junior Portfolio Manager in long/short equities provides a rare combination of analytical challenge, market impact and long term progression. It offers the chance to develop a robust investment process, refine risk management capability and ultimately build a track record that can open doors across hedge funds, asset managers and family offices.....Read more...
Handle day to day post routines including:
Scanning and filing relevant post
Franking and preparing post out
General Office Duties including:
Answering calls and taking messages
Dealing with client queries
Updating ‘task’ management system
Updating our back-office system
Welcoming visitors, making refreshments
Managing adviser’s appointments
Adviser Support including:
Requesting and collating plan information
Assisting in client meeting preparation
Preparing client letters and illustrations
Liaising with clients and providers
Ongoing Client Reporting and Review Documentation including:
Producing and sending portfolio reports to clients
Preparing review documents for adviser
Preparing fund performance information
To progress to Trading and New Business Processing including:
On-line submission of pension and investment applications
Buying and selling trades on Investment Platforms
Submitting client’s income requirements
Fund switch trading on investment platforms
Checking completion of all trades
Medical underwriting applications with clients for life cover
Training:
Day to Day in-house training, office based in Coltishall, Norfolk
External on-line support from apprenticeship training provider
Training Outcome:
After the successful completion of the apprenticeship to be employed as a Financial Services Administrator with a long term view to progress to paraplanning/advising if applicable
Employer Description:Our goal is simple: to build a firm we’d proudly recommend to our own friends and family, where clients are genuinely at the heart of everything we do. From our independent investment proposition to our competitive fee structure, every part of our service is designed to put your interests first.
We want every client to feel understood, supported and empowered, with clear, personal advice they can trust. As we continue to grow across Norwich, Norfolk and throughout the UK, we remain committed to our values, embracing innovation while never compromising on quality, integrity or service.Working Hours :Monday - Friday, 9.00am - 5.00pm with flexible working offered after probation,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,Creative,Initiative,Non judgemental....Read more...
PA & Client Servicing:
Executive & Diary Support: Manage the Business Owner’s inbox and calendar (scheduling meetings, debriefs, and client calls), provide personal / business 1:1 EA support.
Client Onboarding & Relations: Act as the first point of contact for prospect and incoming client queries (routing technical issues to Admin), schedule, confirm, and follow up on client meetings.
Service Proposition & Communications: Maintain client segmentation schedules (MiFID II), issue Wealth Accounts, distribute market announcements, and send client gifts.
Account Operations: Process fund switches, handle withdrawal requests, update CRM / Admin Centre data (address / bank details), and nurture client relationships for referrals.
Administration:
Meeting & File Preparation: Create client meeting packs, collaborate on APTs, onboard new clients post-processing, and take meeting minutes.
Task & Records Management: Input / delegate CRM tasks, maintain electronic / physical files, handle scanning, use internal intranet systems, and ensure GDPR compliance.
General Practice Support:
Team Collaboration: Support the Director and Admin team, assist colleagues with urgent priorities, and answer incoming calls professionally while logging interactions on CRM.
Operational Quality: Identify service improvements, keep office areas tidy, and ensure secure shredding of confidential documents.Training:Remote Learning via Teams.Training Outcome:To be discussed nearer the end of the apprenticeship. Employer Description:Clarence Place Wealth Management Ltd is a UK-based financial planning firm and Senior Partner Practice of St. James’s Place Wealth Management. Located in London/Kent, the firm provides tailored financial advice and wealth management strategies to individual and corporate clients.Working Hours :Monday - Friday 9.00am - 5.00pm (lunch hour to be discussed and agreed).Skills: IT skills,Attention to detail,Organisation skills,Team working,Initiative,Able to prioritise,Flexible approach to workload,Enjoys working in a PA/ Admin,Accuracy,Trustworthy and loyal.....Read more...
Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment.What Makes This Role SpecialThis isn't just another financial planning position. You'll be joining a forward-thinking financial planning business that's reimagined what modern wealth management looks like. Our unique approach to "Life Landscaping" goes beyond traditional financial advice, focusing on enriching lives through meaningful client relationships and comprehensive planning strategies.Your Responsibilities Will Include:Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation. You'll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.What We're Looking For:We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.Why Choose This Opportunity?Beyond the competitive salary, you'll enjoy 31 days annual leave (including bank holidays), comprehensive benefits including income protection, life assurance, Employee Assistance Programme, wellness support, and financial wellbeing resources. Most importantly, you'll work within a culture that genuinely values your contribution and supports your professional growth.Salary: Up to £35,000Location: Newcastle-under-LymeHours: Full-time (35 hours weekly)Ready to Apply?Please ensure your CV clearly demonstrates your relevant experience and achievements. Only candidates meeting our criteria will be contacted for interview.....Read more...
We are looking for two motivated and detail-oriented Financial Planning Apprentices to join our team. Working closely with our Financial Advisers, Paraplanners and administrators, you will gain practical experience across the financial advice process while developing your technical knowledge.
Under supervision, you will:
Conduct product and fund research to support financial-planning strategies
Liaise with providers to obtain accurate and up-to-date client information
Maintain client information on our CRM system and use specialist financial-planning tools
Support the preparation of accurate and compliant client files, recommendations and suitability reports, working under the supervision of experienced colleagues
Work towards gaining professional qualifications (R01, R02, R03, R04, R05 & R06) and developing knowledge of financial products and planning techniques
Provide administrative support as needed to ensure smooth client service delivery
Training:Paraplanner and Financial Planner Level 4.
This is a work-based apprenticeship with no day release. All training and support will be delivered in the workplace and also by the training provider.Training Outcome:Subject to successful completion and performance and business requirements, there will be an opportunity to progress into a permanent Associate Paraplanner Position. Candidates interested in financial advice may subsequently be supported towards an adviser pathway and further Level 6 or Chartered qualifications.Employer Description:Castell Wealth Management is an award-winning Senior Partner Practice of St. James’s Place, based in the City of London.
We were recognised among the FTAdviser Top 100 Financial Advisers in 2024. We are an ambitious and growing practice with a collaborative team and a strong commitment to developing new talent.Working Hours :Working hours are Monday to Friday, 8:30am to 5:30pm, including hour lunch break.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,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Core-Asset Consulting is working with a financial services business to recruit a Reconciliations Administrator on a 12-month fixed-term contract based in Glasgow. The role will be responsible for delivering key CASS operational controls and supporting compliance with FCA CASS requirements through timely reconciliations, effective risk management and continuous improvement of processes and controls. The role will involve:
• Completing daily internal and external client money reconciliations accurately and within required timescales. • Investigating, resolving and escalating reconciliation discrepancies, shortfalls and control exceptions. • Completing internal and external custody asset reconciliations across daily, weekly and monthly timescales. • Liaising with internal teams and external service providers to support timely resolution of outstanding items. • Completing weekly managed fund reconciliations and progressing outstanding discrepancies with relevant stakeholders. • Producing accurate and timely management information to support governance, oversight and business reporting. • Carrying out CASS controls within required timescales and maintaining clear evidence of completion.
Desired Experience:
Experience of reconciliations within financial services and knowledge of FCA CASS requirements are desirable.
• The ability to interpret, investigate and resolve reconciliation discrepancies and control exceptions. • Good numerical skills and the ability to produce accurate management information.
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.....Read more...
This is a fantastic opportunity for someone with exceptional proficiency in Python, SQL, HTML looking to work remotely with a leading Hedge fund. A distinguished player in the quantitative trading industry, renowned for delivering best-in-class solutions to financial institutions, hedge funds, and technology organizations. With over 15 years of expertise, they are at the forefront of quantitative trading technology and business development, navigating the complexities of the electronic trading landscape to achieve strategic objectives.Overview of the roleWe are seeking a highly skilled Quantitative Developer to join our dynamic team. This full-time position involves working closely with our lead developer and the Founder/Portfolio Manager. The role is primarily remote, with required training and occasional travel to London.Key responsibilitiesDatabase Management: Maintain, organise, and expand the SQL Server database. Ensure data integrity and optimise database performance for efficient data retrieval and processing.Back testing and Strategy Development: Develop and implement back testing and stock screening strategies using Python. Collaborate with the investment team to refi ne and test new strategies.Process Automation: Design and execute process automation to streamline operations and improve efficiency. Implement automated workflows and scripts to reduce manual intervention.Risk Management: Assist in developing and monitoring the risk management system. Analyse risk metrics and provide insights to mitigate potential risks.User Interface Development: Create intuitive and user-friendly interfaces for internal tools and applications. Ensure seamless user experiences through effective design and functionality.Code Documentation: Add comprehensive comments and documentation to the codebase to facilitate collaboration and future development.System Development: Maintain and enhance our proprietary investment management system and libraries. This includes writing clean, scalable, and efficient code to support our investment strategies.Key requirementsEducational Background: Graduate with a master's degree in computer science, Information Technology, or a related field. Strong foundation in mathematics, statistics, and computer science principles.Experience: At least 2 years of professional experience, with a minimum of 1 year in a development team. Proven track record of delivering high-quality software solutions.Technical Skills: Advanced proficiency in Python programming is crucial. Experience with SQL, HTML, and VBA is a plus. Familiarity with cloud computing platforms and automation tools is beneficial.Analytical Skills: Strong analytical and problem-solving skills. Ability to work with large datasets and derive actionable insights.Communication Skills: Excellent verbal and written communication skills. Ability to convey complex technical concepts to non-technical stakeholders.Work Ethic: Strong work ethic, can-do attitude, and willingness to contribute from day one. Self-motivated and able to work independently in a remote setting.Team Collaboration: Desire to work in an entrepreneurial environment. Ability to collaborate effectively with cross-functional teams and contribute to a culture of openness, honesty, and engagement.Perks and benefits of the roleCompetitive Salary based on experienceFlexible hybrid working model.Opportunities for professional growth and development.Exposure to cutting-edge technology and innovative projects.Collaborative and inclusive company culture.....Read more...
Job Description:
Core-Asset Consulting is partnering with a leading financial services firm to recruit a Fund Control Analyst for their growing Newcastle upon Tyne team.
This is an exciting opportunity where you will play a key role in ensuring accurate performance reporting, portfolio valuations, and Net Asset Value (NAV) oversight across multiple asset classes.
Essential Skills/Experience:
A minimum 2:1 degree from a Russell Group university or equivalent
1–3 years’ experience in Product Control, Valuations, or Audit within investment banking, buy-side, or professional services
Knowledge of financial products such as Bonds, Equities, and simple derivatives is advantageous
Strong attention to detail and excellent written and verbal communication skills
Proficiency in Microsoft Excel
Familiarity with SQL, Python, or Tableau is desirable
Core Responsibilities:
Deliver accurate P&L reporting, breaking down performance by asset class, strategy, and risk measures
Conduct valuations testing to ensure portfolio accuracy using independent pricing sources
Provide NAV reporting for internal stakeholders and regulators, including management and performance fee review
Support additional team projects and contribute to continuous improvement initiatives
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: (16437)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
An 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 CompanyThis 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 RoleAs 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 ServicesThe 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...
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 CompanyThis 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 OverviewAs 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.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...
An excellent opportunity for an organised and proactive Executive Assistant with experience in asset management to build their career within a respected financial services firm in Central London. If you are looking for a varied, hands-on Executive Assistant role that offers real responsibility and genuine career development, this full-time position in the heart of Central London could be exactly what you have been looking for. Supporting a close-knit leadership team alongside the sales function, this is a role where no two days are identical and your contribution will genuinely matter. About the Business This is a boutique financial services firm with a strong reputation within the investment and advisory space, situated in the City of Westminster in Central London. The team is collaborative, focused, and values the contribution of its support staff. The Role Based full-time at the firm's Central London offices in the City of Westminster, you will provide reliable day-to-day support to the leadership team whilst also helping the sales team stay on top of client follow-ups and prospect communications. There is an opportunity for hybrid working when the Chief Executive Officer is travelling internationally, offering a degree of flexibility as the role develops. You will need to be adaptable, discreet, and confident managing a busy workload. Attention to detail is essential, though we are looking for someone practical and solutions-focused rather than a perfectionist. This role is best suited to someone with previous Executive Assistant experience within the asset management industry. Ideally, you will have exposure to hedge fund environments or similar investment management firms, though experience within private equity or venture capital environments will also be considered. A key part of the role will involve investor relations support, including client onboarding, client follow-ups, and ongoing client communication. Alongside this, supporting email and calendar management for senior stakeholders remains essential. In addition, there will be involvement in marketing and sales support activities, so confidence or interest in these areas would be highly beneficial. Here's what you'll be doing:Managing executive diaries, scheduling meetings, and coordinating logisticsSupporting investor relations activity, including client onboarding and client follow-upsAssisting the sales team with prospect communications and client engagementSupporting marketing and sales initiatives where requiredAssisting with onboarding of new team members and general human resources administrationHandling confidential information with professionalism and discretionOrganising travel arrangements and coordinating internal and external eventsProviding general administrative support across the businessAssisting with ad hoc projects as required by the leadership teamHere are the skills you'll need:Previous experience in an Executive Assistant, Personal Assistant, or administrative support roleExperience within asset managementExposure to investor relations responsibilities such as client onboarding and client follow-upsComfortable supporting both leadership and commercial sales functionsStrong written English and confident verbal communication skillsExcellent organisational ability with a talent for juggling multiple prioritiesProficient in Microsoft Office, particularly Outlook and ExcelAble to work independently and use your own initiativeAn interest in financial services and a desire to develop within the sectorWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Key perks and benefits:Salary of up to forty-five thousand pounds depending on experienceFull-time role based in Central London, City of WestminsterHybrid working available when the Chief Executive Officer is travelling internationallyExposure to senior leadership within a reputable financial services firmGenuine opportunity for career progression and skills developmentAccess to Central London networking events and industry exposureA supportive and professional working environmentWhy This Role Could Be the Right Next Step For an Executive Assistant ready to step into a more dynamic and commercially connected position, this Central London role offers exactly the right environment to grow. Financial services firms at this level expect professionalism and discretion, and in return they offer genuine development opportunities that are harder to find in larger, more rigid organisations. Whether your longer-term ambitions lie in operations, human resources, investor relations, or senior Executive Assistant work, a position like this in the heart of Central London provides a strong and credible platform to build from. The Opportunity Hub UK is delighted to be supporting the recruitment for this Executive Assistant role in Central London.....Read more...
An outstanding new job opportunity has arisen for an experienced Executive Director of People and Workforce Development to lead the People and Learning Culture Directorate for an exceptional organisation based in the Kirkby area. You will be working for one of the UK’s leading specialist organisations
This organisation is a leading care company supporting individuals with learning disabilities and autism across the North West, providing a wide range of specialist services and support to help improve the lives and wellbeing of the people it serves
As the Executive Director of People and Workforce your key responsibilities include:
Lead the development, implementation and continuous improvement of the People and Learning Culture Strategy, ensuring clear alignment with organisational strategy and operational plans
Provide strategic advice and constructive challenge to the Chief Executive Officer, Board, Executive Team and senior leaders on people, workforce, culture and organisational learning matters
Lead the People and Learning Culture Directorate to deliver high-quality and effective services across employee relations, recruitment, retention, learning and development, workforce planning, organisational development, pay and reward
Develop a modern, inclusive and values-led culture in which staff are supported, engaged, accountable and able to contribute to continuous improvement
Provide executive leadership for organisational change, including restructures, service redesign, and workforce transformation and new operating models
Lead strategic workforce planning to ensure the organisation has the right people, skills, capacity and leadership capability to meet current and future service needs
Lead strategies that strengthen employee engagement, retention, wellbeing, recognition and the overall employee experience
Act as a trusted executive advisor and senior leader, contributing to organisational strategy, corporate decision-making, risk management and effective governance
The following skills and experience would be preferred and beneficial for the role:
Significant senior leadership experience in a people, HR, organisational development or learning culture function
Experience of developing and delivering people strategy, workforce planning, organisational culture and change at senior level
Significant proven knowledge of UK employment law, safer recruitment, safeguarding-related people practice, employee relations risk and workforce governance
Experience of advising Chief Executives, Executive Teams and senior managers on complex people, culture, organisational change and employment risk matters
Ability to prepare and present strategic reports, Board papers and workforce analysis
Strong analytical skills with the ability to use workforce data, evidence and insight to inform decisions
Strong communication and leadership skills, with the ability to influence, negotiate and engage credibly with the Board, Executive Team, managers, staff and external stakeholders
**To be considered for this position you must have a CIPD Level 7 qualification or equivalent senior professional experience in people, organisational development or learning leadership**
The successful Director of People and Learning Culture will receive an excellent salary up to £90,000 per annum. This exciting position is a permanent full time role working 40 hours a week. In return for your hard work and dedication you will receive the following generous benefits:
Staff wellbeing designated fund
Employee assistance programme
Long service awards
Annual leave buy back
Enhanced sick pay
NEST pension scheme
Ongoing professional development
Enhanced maternity/adoption pay
Extended leave for parents and partners who have a premature baby
Paternity leave for partners
Shared parental leave
Yearly staff awards ceremony
Employee of the month
Reference ID: 7415
To apply for this fantastic job role, please call on 0121 638 0567 or send your CV ....Read more...
Are you an experienced construction professional looking to use your skills in a different way? Would you enjoy passing on your knowledge and helping the next generation develop practical construction skills?YTKO are looking for a Construction Tutor to join their team across Devon and Cornwall, with both full-time and part-time positions considered. Offering a salary of £34,000-£36,000 per annum, depending on experience, this could be a great opportunity for someone from a construction background looking to move into training and education, or an experienced tutor looking for their next role.YTKO is a leading business support and training provider, delivering high-quality Skills Bootcamps and funded programmes that help individuals develop in-demand skills and support employers to address workforce needs. Working in partnership with local authorities, employers and the DWP, we deliver practical, employer-led training that enables learners to progress into new roles, gain additional responsibilities or advance their careers while supporting businesses to build a skilled and resilient workforce.In the South West of England, YTKO is an established public sector delivery partner, helping local authorities including Devon County Council, Cornwall Council and the West of England Mayoral Combined Authority to support underrepresented communities, groups, and individuals so that they can access skills, training, and business support.Overview of Role:The Construction Tutor role will be working as part of the Skills Bootcamp programme, in partnership with local authorities and the DWP.The successful candidate will be working on a range of Skills Bootcamps, including Women in Construction, Property Maintenance and Retrofit Readiness, and Project Management and Leadership in Construction. Skills Bootcamps aim to address skills gaps for all types of businesses and individuals through a range of strategic & theoretical skillsets.The role involves delivering engaging training covering construction industry practices, health and safety legislation, the safe use of tools and equipment, property maintenance and repair techniques, retrofit readiness, energy efficiency principles, sustainable construction practices, and practical skills development through in-person masterclass refreshers in areas such as decorating, tools, plumbing, carpentry and other core construction trades. The Construction Tutor will also be delivering workshops and 1:1 advice to help ambitious businesses achieve their goals.No two days are ever the same and we need a proactive, and driven person to support the delivery of our programs in the regions. Working in a small team, as the Construction Tutor, you will be expected to undertake the following:Specific Duties:
Deliver engaging workshops, masterclasses and practical training sessions across a range of construction-related Skills Bootcamps.Support learners to develop practical construction skills, employability skills and confidence for progression into employment or career advancement.Deliver practical refresher sessions covering areas such as decorating, plumbing, hand and power tools, basic carpentry and other core construction disciplines where appropriate.Promote safe working practices and ensure all practical activities comply with current Health & Safety legislation and organisational policies.Work with the team to develop and update course materials, presentations and practical learning resources to ensure they remain current with industry best practice and employer needs.Attend networking events, employer forums and community engagement activities to promote Skills Bootcamps and recruit new learners.Deliver one-to-one mentoring to learners, supporting them to achieve their learning objectives and career aspirations.Build and maintain strong relationships with employers, local authorities, community organisations and referral partners.Deliver excellent customer service to learners, employers, funders and stakeholders at all times.
Please note the Construction Tutor may also be called upon to complete a range of other duties for YTKO Group, as reasonably required.PERSON SPECIFICATION:Essential:
Relevant qualification in Construction, Property Maintenance, Building Services or a related discipline.Recent industry experience within the construction sector.Sound knowledge of construction legislation, health and safety requirements and current industry best practice.Experience delivering training, mentoring or coaching to adults or apprentices, both to small groups and 1:1s.Excellent communication and presentation skills, with the ability to engage learners from a range of backgrounds.Ability to plan and deliver engaging theoretical and practical learning sessions.Experience assessing learner progress and providing constructive feedback.Ability to motivate, support and inspire learners to achieve positive outcomes.Strong organisational skills with the ability to manage competing priorities and meet deadlines.Confident using Microsoft Office, online learning platforms and CRM systems.Ability to build effective relationships with employers, partners and stakeholders.Full UK driving licence and willingness to travel across the delivery area.
Desirable:
Teaching experienceExperience delivering government-funded programmes such as Skills Bootcamps, Apprenticeships or Adult Skills Fund provision.Experience delivering practical training in areas such as property maintenance, retrofit, decorating, plumbing, carpentry or other construction trades.Experience working with women returning to employment or individuals entering the construction sector for the first time.Experience engaging with SMEs and supporting employer workforce development.Knowledge of construction project management principles.CSCS Card, SMSTS or SSSTS qualification.
The closing date for applications is 5pm on Thursday 13th August.YTKO has a strong value set to which all our team have contributed to and demonstrate on a daily basis. We welcome applications from all candidates fulfilling the job requirements, regardless of race, age, gender, sexual orientation, religion, or disability, firmly believing that a diverse and inclusive team, underpinned by a great, flexible culture, is fundamental to our success.....Read more...
