Assist with day-to-day administrative tasks, including data entry, filing, and document preparation.
Answer direct phone calls, take messages, and respond to general inquiries.
Maintain and update client files, ensuring all information is accurate and confidential.
Support the team with scheduling appointments, meetings, and other administrative duties.
Help with the preparation of client correspondence, legal documents, and reports.
Ensure that office supplies and equipment are stocked and in working order.
Liaise with clients, suppliers, and colleagues professionally and courteously.
Work with senior staff to improve office systems and processes.
Support various departments within the firm, gaining exposure to different areas of legal practice.
Assist in managing the firm’s correspondence, filing, and archiving systems.
Opening incoming post.
Franking/ posting outgoing post
Managing the firm’s WhatsApp
Potential to assist with the firm’s social media
Training Outcome:After completing a Business Administration Apprenticeship, you’ll have a strong foundation for a variety of career paths across different industries. Your next steps will depend on your interests, skills, and experience, but here are some potential progression opportunities:
Career Progression Opportunities:Administrator / Office Manager – Take on more responsibility in business operations and office management.Executive Assistant / PA – Support senior management with administrative and strategic tasks.Business Development / Sales Executive – Move into sales or client relations, helping businesses grow.Further Education – Progress to a Level 4 Business Administration qualification or a degree in Business Management, HR, or Marketing.HR, Finance, or Marketing Assistant – Specialize in HR, finance, or marketing roles within a company.Team Leader / Supervisor – Move into a leadership role, managing a team and overseeing operations.Entrepreneurship – Use your skills to start and manage your own business!
Employer Description:Specialist Claim Solicitors
We’ve helped thousands of people just like you claim back millions of pounds in compensation since we launched in 2017.
Our clients are our business, so client care is a priority for us and an important part of what we do.Working Hours :Mon-Thurs 9am-5pm, Fridays 9am to 4pm (1 hour break each day)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Presentation skills,Administrative skills,Logical....Read more...
Providing administrative support to both operations andfinance department
Handle incoming calls from clients, service partners and field engineers
Assisting operations department to update operating software with accurate site information and subcontractor details
Assisting with document management to include photocopying, scanning and filing
Processing inbound documentation and inputting data onto the system
Assist the Operations team with operational tasks
Assist Finance with data-input and other ad-hoc tasks as required
Responsible for ordering office supplies
Greeting visitors, book meetings and travel
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Possible progression onto further employment within the business and onto higher apprenticeships
Employer Description:This company are a leading provider of enforcement, security and
property services. Delivering security solutions to an expanding
portfolio of clients across the UK. There enforcement services are
delivered by a team of certified and highly experienced agents who
work closely with the legal sector to ensure swift and effective
outcomes. There security teams are dedicated to protecting clients'
business assets, including their commercial property, by installing a
range of state-of-the-art security solutions.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: 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....Read more...
The actual work carried out varies depending on the needs of the business. In general, you will be required to undertake the following:
General basic administration duties, including filing, photocopying and scanning
Collecting and shredding confidential waste
Binding documents
Ensuring photocopiers are stocked with paper and staples
Assist in operating the company’s archive and storage procedures
Assist with postal duties, including delivering/collecting post to the Document Exchange drop off area and to the Post Office
Ensure that department communal work areas are kept neat and tidy
Opening and closing files manually and on the company’s electronic systems
Taking telephone messages
Data input
Typing file notes and correspondence
Undertaking searches such as a smart search or bankruptcy search
Reception duties
Training:
Business Administrator Level 3 Standard
Functional skills English (if required)
Functional skills Maths (if required)
The apprenticeship will be achieved within the workplace over the duration of the programme
Training Outcome:
Progression to higher qualifications
Employer Description:Hodgkinsons Solicitors are a specialist company providing a comprehensive range of legal services to clients across Lincolnshire, the East Midlands and beyond.Working Hours :Monday to Friday, 9am - 5pm, 1 hour unpaid lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Literacy skills....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate
You will be required to keep a log of each phone call received and the action taken
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required
You will also be expected to open new files, both on Case Manager and a hard copy of the file
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies
You will be required to place orders for new stationery as required
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion
Training:
Business administrator (level 3) Apprenticeship Standard
Equal to A level
All teaching & learning will be delivered remotely at your place of work
Training Outcome:Potential full-time role upon successful completion of the apprenticeship.Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate.
You will be required to keep a log of each phone call received and the action taken.
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion.
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required.
You will also be expected to open new files, both on Case Manager and a hard copy of the file.
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm.
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies.
You will be required to place orders for new stationery as required.
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion.
Training:
Business administrator (level 3) Apprenticeship Standard.
Equal to A level.
All teaching & learning will be delivered remotely at your place of work.
Training Outcome:Potential full-time role upon successful completion of the apprenticeship.Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate
You will be required to keep a log of each phone call received and the action taken
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required
You will also be expected to open new files, both on Case Manager and a hard copy of the file
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies
You will be required to place orders for new stationery as required
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion
Training:
Business Administrator (level 3) Apprenticeship Standard
Equal to A level
All teaching & learning will be delivered remotely at your place of work
Training Outcome:
Potential full-time role upon successful completion of the apprenticeship
Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate
You will be required to keep a log of each phone call received and the action taken
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required
You will also be expected to open new files, both on Case Manager and a hard copy of the file
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies
You will be required to place orders for new stationery as required
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion
Training:
Business administrator (level 3) Apprenticeship Standard
Functional Skills in maths and English if required
All teaching & learning will be delivered remotely at your place of work
Training Outcome:
Potential full-time role upon successful completion of the apprenticeship
Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate.
You will be required to keep a log of each phone call received and the action taken.
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion.
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required.
You will also be expected to open new files, both on Case Manager and a hard copy of the file.
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm.
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies.
You will be required to place orders for new stationery as required.
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion.
Training:
Business administrator (level 3) Apprenticeship Standard
Equal to A level
All teaching & learning will be delivered remotely at your place of work
Training Outcome:
Potential full-time role upon successful completion of the apprenticeship.
Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
Job Description:
We are working on an exciting opportunity for a Senior Fund Administrator to join the Private Capital Fund Administration team at a global financial services firm in their Glasgow office.
The successful candidate will work with their team to provide Private Capital fund administration, corporate services and investor services to private equity funds and underlying private equity fund vehicles ensuring that they are fully compliant with fund documentation, legal and regulatory requirements to which they are subject.
Skills/Experience:
Studying towards an accounting (e.g. ACCA) or a similar qualification.
Good understanding of the Private Capital industry is desirable
Experience of Private Capital and fund administration is desirable
Good understanding of fund structures and fund cash flows
Experience in the preparation of distribution/capital call notices
Experience in the preparation and execution of client payments i.e. invoice, investment, distribution and bridge facility repayment packs is desirable
Strong attention to detail
Core Responsibilities:
Prepare fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors.
Prepare payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments.
Assist with the preparation and compilation of board packs.
Assist in execution of documents and other ad hoc administrative client and investor requests.
Assist the Corporate Services team with the preparation of agendas, board minutes and board packs as required for all scheduled and ad hoc board meeting.
Day to day production contact with investor relations & other departments within the company to ensure that funds comply with statutory and regulatory requirements.
Liaise with various external and internal parties in the day-to-day administration of the Fund and other custom reporting and projects for specific investor needs.
Liaise with internal and external auditors and assist with the year-end/interim audit process via a monitored timetable and audit requirement list.
Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria.
Ensure compliance with all relevant internal processes, procedures and controls when discharging Fund Administration duties, using the appropriate system or platform in order to do so.
Support management in ensuring all checklists utilised in review and sign off clearly document controls and are kept up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16040
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...
Hire Controller Basildon £30,000 - £35,000 + Pension + Holidays + Training + Immediate Start Work in a well-established company as a Hire Controller offering a supportive work environment, where every day brings new challenges and opportunities for growth. Receive constant recognition, appreciation and enjoy unparalleled job security. A recognised leader in equipment and tool rental who have been around for over 35 years are now looking for a Hire controller. You’ll receive on the job training to excel in your role. Be a part of a team that values and rewards your hard work with appreciation and be more than just a number. The Hire Controller role will include:
Customer & Order Management: Handle customer enquiries, process hire contracts, manage accounts, and ensure accurate billing.
Logistics & Fleet Coordination: Schedule deliveries/collections, track equipment availability, and liaise with transport and workshop teams.
Administration & Reporting: Maintain hire records, process invoices, and generate reports on performance and customer trends.
The successful Hire Controller will have:
Previous customer service experience, ideally with an admin background.
Strong organisational and communication skills, with the ability to handle multiple tasks simultaneously.
A commitment to providing excellent service and supporting the team with daily tasks.
A proactive and flexible approach to work.
For immediate consideration, contact Wesley on 020 4578 4570 or apply today. Keywords: hire controller, administrator, equipment rental, customer service, admin, logistics, fleet coordination, operations, compliance, hire contracts, customer relationships, sales support, reporting, Basildon, UK. This vacancy is being advertised by Future Engineering Recruitment Ltd. The services of Future Engineering Recruitment Ltd are that of an Employment Agency. Please visit our website at futureengineer.co.uk to view other positions we are currently handling. Future Engineering Recruitment Ltd can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit or are pending an application to obtain this right or permit should not apply as your details will not be processed. We will endeavour to respond to all applicants; however, due to the sheer volume of responses, we can only guarantee that shortlisted candidates will be contacted.....Read more...
Job Description:
Our client, a leading financial services firm has an exciting new role for a NAV Oversight Analyst to join their team in Edinburgh. The successful candidate will play a key role in delivering processes and controls, and to be an SME within the team on NAV oversight.
Essential Skills/Experience:
Experience of NAV oversight within asset management and/or asset servicing environment
Proven organisational skills
Strong team player
Strong attention to detail
Excellent problem solver
Experience in producing MI and regular reporting
Core Responsibilities:
Delivery of NAV oversight activities ensuring that effective NAV oversight controls are in place, and the delivery of pricing is accurate.
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Oversight of third-party administrator; including monitoring and recording of the timeliness and quality of deliverables
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate
Preparing procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date
Involvement in project and change activity including fund change, client take on and transition activity
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: 15794
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, a leading UK-based fund manager, is currently seeking an Operations Oversight Analyst to join the Operations team based in either Edinburgh or London. This is a fantastic opportunity for someone who has investment operations knowledge across a range of investment instruments, fund types and products.
Skills/Experience:
Experience working within investment operations
Organisational skills, can demonstrate ability to meet deadlines and undertake and manage multiple tasks
Team player
Strong attention to detail
Excellent written communication skills
Experience in producing MI and regular reporting
Core Responsibilities:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives.
NAV oversight related tasks.
Complaint handling – ensuring regulatory requirements are met in the management of client complaints.
Oversight of fund audit process and completion of fund audit related activity.
Oversight of custody markets and eligible markets including liaison with Front Office and custodian.
Oversight of retail client AML & KYC documentation and processing.
Other Operations related activity.
Investigate and resolve day to day operational queries, issues and incidents across a range of services provided by third party providers.
Ongoing oversight of third-party administrator.
Prepare and maintain procedures, processes and controls documents, ensuring all procedures and checklists remain up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16022
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have experience in investment operations with a passion for financial services?
Our client, a reputable financial services firm, is looking for a dynamic Investment Operations Administrator to join their Edinburgh team on a permanent basis.
In this role, you’ll be the go-to support for Investment Managers, Portfolio Managers, and clients, handling administrative tasks and ensuring smooth operations across the board.
Essential Skills/Experience:
Experience gained working in an investment operations role within Wealth or Investment Management
Excellent stakeholder management skills and the ability to engage with clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
Passion and energy to deliver successful outcomes for advisers and clients
Excellent organisation, planning and prioritising skills
Strong attention to detail
Core Responsibilities:
Answer & respond to client queries on the phone and email
Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
Liaise with appropriate teams for the effective onboarding of new clients
Instruct internal transfers of cash and stock from one portfolio to another
Complete client KYC data amendments and account amendments
Assist with meeting preparation, including printing and binding client and introducer reports and presentations
Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if 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: 16038
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, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
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: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
As our HR and Operations Assistant, you will play a key role in supporting both HR processes and general office operations, with support from both the HR Manager and Office Manager. Your responsibilities will include:
HR and Recruitment Support: 1. Assist in tracking recruitment activities, managing applicant information, and scheduling interviews with candidates.2. Help ensure compliance with company policies by managing and updating employee records, including driving licence checks, visa checks, and other necessary documentation.3. Keep the HR system up to date with accurate employee data and ensure records are maintained in line with legal requirements.4. Ensure we have up-to-date and accurate HR template letters for various processes such as onboarding and employment changes.5. Provide general administrative support to the HR Manager, including managing HR correspondence, filing, and responding to queries in a professional manner.6. Act as a point of contact for employee queries, handling them with confidentiality, professionalism, and discretion.
General Office Administration: 1. Assist with ordering and managing office supplies, including stationery, Amazon orders, and food deliveries for the office.2. Support in coordinating lunch orders for meetings.3. Greet visitors and answer the phone to ensure a friendly and professional first impression.4. Scan and organise documents.5. Assist with new starter onboarding, ensuring new employees have everything they need to get started smoothly.6. Assist with any other activities or tasks as required, helping the team with ad hoc requests and ensuring the smooth running of day-to-day office operations.Training:This role offers plenty of room for growth and development, and we’re excited to support you as you begin your HR career through an apprenticeship! You will gain your education through Cambridge Regional College, and you'll be working towards a Level 3 HR Support apprenticeship standard.Training Outcome:As an Apprentice HR and Operations Assistant, you’ll gain valuable real world experience and skills that will set you up for a successful career in HR, operations, or admin coordination.
Upon successful completion of the apprenticeship, you could advance into roles such as HR or Recruitment Coordinator, Office Administrator, or even work towards a more senior position within HR or administration, depending on your interests and performance. You will have access to continued training and development, and we encourage internal growth, with the potential to take on greater responsibilities in the future.Employer Description:Echion is a world-leading battery technology developer based in Sawston, near Cambridge. We have developed advanced materials enabling the next-generation superfast charging batteries. This enables a fundamental rethink of how products are designed and used, from industrial e-mobility applications, consumer electronics, and more.
It's a fantastic time to join Echion. The company is now successfully trading with its flagship XNO® product. We have big commercial ambitions and a super exciting roadmap of new products to develop.
We’re looking for like-minded people to be part of our journey towards a successful future. Learn more at www.echiontech.com.Working Hours :Monday to Friday, 9.00am to 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Job Description:
Our client, a reputable Chartered Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions. You will work closely with the directors, assisting them in their daily responsibilities and ensuring seamless operations. This position offers the unique chance to join a boutique, high-performing team in Glasgow where your work will have a direct impact.
With excellent potential for career progression and professional growth, this role is ideal for a motivated individual eager to advance within the wealth management sector.
Essential Skills/Experience:
Complete appropriate progression through CII exams
Focused with a high level of attention to detail.
Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way.
Proactive and able to prompt using initiative and anticipating requirements.
Analytical with the ability to problems solve.
Skilled oral and written communicator.
Systems skills and agility; efficient in all MS Office applications, platforms, and websites
Understanding and knowledge of financial services products, providers, and regulation
Collaborative and a strong team player
Core Responsibilities:
Delivering a valued, first-class support service to clients
Key client contact: phone calls, arranging meetings, etc.
Preparing Client Agreements.
Organising adviser diary.
Managing client reviews/Preparing Meeting Packs.
Driving and preparing meeting agendas.
Drafting Client communications including some Suitability Reports.
Managing post meeting actions.
Updating systems.
Technical support and analysis.
Researching and reviewing existing and new plans.
Track utilisation of allowances etc in current tax year.
To deliver support in a profitable manner, making use of existing and new technology.
Ensuring Client records are up to date and accurate, data and documents.
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: 15677
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...
Tasks, Activities and Responsibilities
Provide professional administrative and secretarial support, this includes:
Audio and manuscript typing of general correspondence, letters, reports
Ensure reports and letters are formatted to company’s standards
Issue LoR and Liaise with Legal Team and Clients
Minute internal and external meetings to a high standard as required
Printing, copying and collating of documentation
Maintain and manage diaries on a daily basis and ensure that the meetings that you have arranged are scheduled within appropriate timescales, and service the meeting appropriately
Booking and arranging travel, transport and accommodation as required. Ensuring details are communicated and shared ahead of time
Process expenses on behalf of Directors
Complete weekly timesheets for yourself and Directors where required
Screen calls where necessary, ensure messages are relayed accurately, without delay, and proactively use your initiative to answer queries where appropriate
Create new project files and project codes
Update and issue contact lists to ensure current and accurate information
Ensure filing is kept in an efficient manner and in accordance with the company’s filing system including archiving of old projects files
Send emails on behalf of team members when required
Provide secretarial support to other members of the team when required
To assist with processing of invoices to include:
Preparing fee schedules within Business Central or Fee files
Managing Invoice process both Internal and External
Liaising with the Accounts Department on invoicing queries
Raising purchase orders on Business Central/Account system
To assist with the management of the office to include:
Setting up and clearing down meeting rooms for both internal and external meetings
Co-ordinating refreshments and host attendees for both internal and external meetings and events
Processing incoming /outgoing post
Arranging couriers or special delivery service for urgent packages or letters and being present for courier collection
General office duties including, answering the main door, signing for deliveries and putting stock orders away
Ensuring the appearance of the office is tidy and well organised
Job Description & Person Specification
Duties and Responsibilities:
To ensure confidentiality at all times in all matters relating to any work or communication with the company and clients
Establish and maintain effective working relationships across the business
Ensure regular communication with those that you support
Have a knowledge and understanding of the business to give confidence to clients that they are dealing with a professional representative of the company who is able to assist with their queries
To observe the company’s policies in all aspects of employment and service provision
To be aware of, and comply with, the company’s policies and procedures on health and safety at work by adopting safe working practices
Comply with the ISO 9001, 14001 and 45001 standards
Play an effective part in developing and maintaining effective working practices at team level
Liaise with Line Manager regarding workload
Work with your Line Manager and to take responsibility for own performance and training and development
To act as Business Central Super User for support within the office
Assist with other duties as and when required
Training:Level 3 Business Administrator Apprenticeship Standard which includes:
Level 2 Functional Skills in maths and English (if required)
End-Point Assessment (EPA)
Blended on/off the job training and location to be confirmed.
Via your ITEC tutor and on-the-job training, you'll get the opportunity to learn:
IT
Record and document production
Decision making
Interpersonal skills
Communication
Quality
Planning and organisation
Project management
Relevant regulation
Policies
External environment factors
Training Outcome:
Possibility of a full-time position upon completion of the apprenticeship
Employer Description:Pegasus Group was established in 2003 and has grown to become a leading independent development consultancy with offices throughout the UK.
Starting with around 10 employees working from our registered Cirencester office, we specialised only as a planning consultancy, known as Pegasus Planning Group. Our company has since grown to more than 400 employees across 13 locations. The expertise that we offer has expanded from planning, to design, to environmental consultancy advice, evolving to economics, heritage expertise, transport and infrastructure and finally land and property. Our expertise now spans the entire development process.Working Hours :Exact hours to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Creative....Read more...
Job Description:
We are working on a fantastic opportunity for a Senior Trade Processing Administrator to join a global financial services firm in Glasgow. This will be a fixed term contract until the end of 2025.
Core Responsibilities:
Trade capture
Trade matching via electronic platform and manual confirmations
Trade settlement
Cash and Stock Reconciliation
Client, Broker and Custodian Reporting
Skills/Experience:
Previous experience working with a trade processing environment.
Computer literacy with ability to use enhanced, specialist applications
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: 16023
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.
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