Job Description:
We are working on an excellent opportunity for an Investment Administrator to join the Private Client Administration team at a prestigious investment management firm in East Lothian. In this role, you will ensure the provision of an effective and efficient administration service for private clients of the firm.
Please note that the role holder will be required in the office 5 days per week (at least initially).
Skills/Experience:
Previous experience in a comparable position is beneficial.
Well-organised, with the ability to manage multiple responsibilities and meet deadlines effectively whilst maintaining accuracy.
Clear and confident communicator, both verbally and in writing.
Candidates should hold at least National 5 qualifications (or equivalent) in Maths and English.
Core Responsibilities:
Handling client-related queries and coordinating with internal teams, external partners, and clients to deliver a consistently high standard of service.
Reviewing and issuing regular client reports, including quarterly valuations and annual review documentation.
Overseeing and processing cash and asset transfers across private client portfolios with accuracy and efficiency.
Ensuring all client records are maintained to the required regulatory and internal standards, and that systems are consistently up to date.
Supporting internal projects and contributing to the implementation of regulatory or business process changes.
Taking part in routine risk reviews and helping to drive ongoing improvements across operational procedures.
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: 16162
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...
Internal hiring:
At Fawkes & Reece, we value independence and believe in empowering individuals to excel in their roles. We also provide comprehensive support and guidance for those with less experience, ensuring that everyone has the opportunity to thrive and develop their skills.
As a Recruitment Consultant, you will undergo industry-related and recruitment-specific training that is tailored to your level of entry. This training will equip you with the knowledge and skills necessary to effectively identify, engage, and assess potential candidates. You will learn how to utilize various sourcing techniques, such as job boards, social media platforms, and networking events, to build a strong pipeline of qualified candidates.
In addition to sourcing candidates, you will also be responsible for conducting initial screenings, assessing candidate suitability, and coordinating interviews with clients. Your ability to effectively communicate and build relationships with both candidates and clients will be crucial in ensuring successful placements.
Furthermore, as a member of our team, you will have access to ongoing support and mentorship from experienced recruitment professionals. This collaborative environment will provide you with the opportunity to learn from industry experts and continuously improve your recruitment skills.
Duties will include:
Identifying and developing existing and new client job opportunities
Management of clients and candidates through recruitment process from carrying out initial interview to job offer and placement
Ensuring high standards of service delivery to company standards at all times
Training:
Recruitment Level 3 Apprenticeship Standard
13 months office-based training at the employer's location
Functional Skills in maths and English (if required)
Training Outcome:
Possible progression into recruitment consultant after successful completion of apprenticeship
Employer Description:Established in 2001 Fawkes & Reece was launched with a clear vision of becoming a market leading recruiter across construction, house building and the civil engineering sectors.
The business has at all times relied upon traditional values such as a strong work ethic, team work and the idea of going the extra mile for our customers. We understand that hard work and commitment is appreciated by everyone in our sector; be they clients or candidates. We are committed to delivering a first class recruitment service.
We feel that consistency, loyalty from our staff and the loyalty that we, as a business demonstrate to our clients and candidates has helped us to be recognised for having our own style, approach and individuality.
As we find ourselves in a highly competitive industry and one that we are perfectly built for, an important part of our DNA is to care. Care about the level of service we provide, care about our corporate responsibilities and care about securing the right outcome for the parties we work with.
Today our values are upheld by a workforce of over 140 members of staff across 6 offices, who share in what the business believes in and stands for. With the benefit of core values, Fawkes & Reece has become the chosen and preferred recruitment partner to the very best names in the construction, house building and civil engineering sectorsWorking Hours :Monday- Friday
8.30am- 5.30pm
Finish at 4.30pm on a FridaySkills: Communication skills,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Team working,Proficiency....Read more...
Where you will play a crucial role in sourcing and attracting top talent for our clients.
At Fawkes & Reece, we value independence and believe in empowering individuals to excel in their roles. We also provide comprehensive support and guidance for those with less experience, ensuring that everyone has the opportunity to thrive and develop their skills.
As a Recruitment Consultant, you will undergo industry-related and recruitment-specific training that is tailored to your level of entry. This training will equip you with the knowledge and skills necessary to effectively identify, engage, and assess potential candidates. You will learn how to utilise various sourcing techniques, such as job boards, social media platforms, and networking events, to build a strong pipeline of qualified candidates.
In addition to sourcing candidates, you will also be responsible for conducting initial screenings, assessing candidate suitability, and coordinating interviews with clients. Your ability to effectively communicate and build relationships with both candidates and clients will be crucial in ensuring successful placements.
Furthermore, as a member of our team, you will have access to ongoing support and mentorship from experienced recruitment professionals. This collaborative environment will provide you with the opportunity to learn from industry experts and continuously improve your recruitment skills.
Duties will include:
Identifying and developing existing and new client job opportunities
Management of clients and candidates through recruitment process from carrying out initial interview to job offer and placement
Ensuring high standards of service delivery to company standards at all times
Training:
Recruitment Level 3 Apprenticeship Standard
13 months office-based training at the employer's location
Functional Skills in maths and English (if required)
Training Outcome:
Possible progression into recruitment consultant after successful completion of apprenticeship
Employer Description:Established in 2001 Fawkes & Reece was launched with a clear vision of becoming a market leading recruiter across construction, house building and the civil engineering sectors.
The business has at all times relied upon traditional values such as a strong work ethic, team work and the idea of going the extra mile for our customers. We understand that hard work and commitment is appreciated by everyone in our sector; be they clients or candidates. We are committed to delivering a first class recruitment service.
We feel that consistency, loyalty from our staff and the loyalty that we, as a business demonstrate to our clients and candidates has helped us to be recognised for having our own style, approach and individuality.
As we find ourselves in a highly competitive industry and one that we are perfectly built for, an important part of our DNA is to care. Care about the level of service we provide, care about our corporate responsibilities and care about securing the right outcome for the parties we work with.
Today our values are upheld by a workforce of over 140 members of staff across 6 offices, who share in what the business believes in and stands for. With the benefit of core values, Fawkes & Reece has become the chosen and preferred recruitment partner to the very best names in the construction, house building and civil engineering sectorsWorking Hours :Monday - Friday, 8.30am - 5.30pm.
Finish at 4.30pm on a Friday.Skills: Communication skills,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Team working,Proficiency....Read more...
Job Description:
Are you passionate about leveraging technology to drive efficiency and innovation within a Finance function? We’re partnering with a leading global financial services firm to recruit a Digital Finance Specialist to support their Finance Projects team in Glasgow.
This is an excellent opportunity to join a fast-paced, collaborative environment where your digital skills will have direct impact on strategic reporting and regulatory change initiatives. You’ll play a hands-on role in shaping automation solutions that serve a global Finance function, while working alongside expert colleagues across multiple regions.
Essential Skills/Experience:
Proven experience in a digital, automation, or Finance technology-focused role
Strong proficiency with Alteryx, Tableau, Power BI, and UI Path
Advanced Excel, Access, and PowerPoint skills (including translating macros and formulas into Alteryx/Tableau functions)
Excellent communication skills with an ability to manage stakeholders across regions
Data-focused problem solver with strong attention to detail and a high standard of accuracy
Comfortable working in dynamic, fast-paced environments and with virtual teams
Experience promoting digital tools and delivering user training advantageous
Understanding of finance processes, controls, and regulatory reporting desirable
Project management skills or experience working on transformation/change initiatives a bonus
Core Responsibilities:
Support the global Finance team by developing and implementing digital tools to enhance effectiveness and efficiency
Automate manual processes and optimise workflows from the ground up
Troubleshoot and enhance existing automation solutions
Provide technical guidance and digital tool training to Finance team members
Act as an advocate for digital innovation and contribute to broader change initiatives
Deliver clear reporting and updates to stakeholders across regions
Support ad hoc projects, regulatory change workstreams, and management reporting
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: 16158
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a leading financial advisory firm, is currently recruiting for a Transfer Administration Manager to join the team on a permanent basis. In this role, you will be responsible for the process management and performance of the business’s Investments pension transfers processing and servicing teams.
Skills/Experience:
Transfer administration experience
Proven track record of leading high performing team
Experience in similar role, managing both pensions/ISA/GIA transfers processing and servicing teams around the flow of work, achieving customer satisfaction.
Strong excel skills
Project management skills
Process improvement skills
Core Responsibilities:
Manage the pensions/ISA/GIA transfers processing & servicing teams
Create a high performing team
Take ownership of incidents updates and closures.
Support your teams by overseeing quality checks, complaint handling, breach reporting, escalation, attestation and resolution and to ensure and your teams tasks completed is of a high standard and compliant.
Take ownership of team reports & MI produced for the management teams including Monthly MI/Reports and ensure completion within timescales.
Manage any third-party relationships with regulators & suppliers
Monitoring the performance of the teams against SLAs and taking steps to maintain high levels of service as required.
Produce & maintain teams MI and assist in the analysis and identification of relevant trends and issues, making appropriate recommendations and implement appropriate actions.
Mange delivery of routine project work when required.
Take ownership of new and inflight RFWs to completion.
Ensure pensions/ISA/GIA transfers processing and servicing tasks are carried out correctly in the teams within Service Level Agreements (SLAs).
Ensure that Service Level Agreements (SLAs) are in place.
Ensure that complaints are resolved within KPI timescales
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: 16112
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:
Are you a qualified accountant with experience working within Finance Operations in a Financial Services environment? Ideally, you’d have experience in leading a small team of staff. If this sounds like you, we’d love to hear from you.
Our client, a leading global asset management firm, are seeking an experienced Revenue Rebate Accountant to join their team in Edinburgh on an initial 6-month contract basis. This is a unique opportunity to join a high‑performing team and play a central role in optimising critical rebate accounting processes during a period of transformation.
Essential Skills/Experience:
Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
Strong financial services or asset management background; previous audit (Big 4 preferred) or financial control experience
Proven leadership of teams (ideally 5+) and experience managing outsourced service provider
Deep technical knowledge of IFRS, UK GAAP and a strong internal control mindset
Exceptional analytical and problem-solving ability with high attention to detail
Confident user of financial systems (e.g., Oracle) and advanced Excel skills
Effective collaborator with excellent communication and stakeholder management skills
Core Responsibilities:
Own the end-to-end rebate accounting cycle, including data validation, posting, reconciliation, and stakeholder engagement
Ensure accuracy and control by reviewing offshore partner outputs and strengthening governance
Collaborate with internal teams (Revenue, Operations, Audit) to uphold compliance and enhance internal controls
Manage month-end and year-end close for rebate-related entries
Prepare detailed analysis and general ledger reconciliations each month
Support audit processes, contributing to both internal and external reviews
Drive targeted finance transformation projects, such as balance sheet attestations and process optimisation
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: 16165
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Are you a qualified accountant with experience working within Finance Operations in a Financial Services environment? Ideally, you’d have experience in leading a small team of staff. If this sounds like you, we’d love to hear from you.
Our client, a leading global asset management firm, are seeking an experienced Revenue Rebate Accountant to join their team in London on an initial 6-month contract basis. This is a unique opportunity to join a high‑performing team and play a central role in optimising critical rebate accounting processes during a period of transformation.
Essential Skills/Experience:
Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
Strong financial services or asset management background; previous audit (Big 4 preferred) or financial control experience
Proven leadership of teams (ideally 5+) and experience managing outsourced service provider
Deep technical knowledge of IFRS, UK GAAP and a strong internal control mindset
Exceptional analytical and problem-solving ability with high attention to detail
Confident user of financial systems (e.g., Oracle) and advanced Excel skills
Effective collaborator with excellent communication and stakeholder management skills
Core Responsibilities:
Own the end-to-end rebate accounting cycle, including data validation, posting, reconciliation, and stakeholder engagement
Ensure accuracy and control by reviewing offshore partner outputs and strengthening governance
Collaborate with internal teams (Revenue, Operations, Audit) to uphold compliance and enhance internal controls
Manage month-end and year-end close for rebate-related entries
Prepare detailed analysis and general ledger reconciliations each month
Support audit processes, contributing to both internal and external reviews
Drive targeted finance transformation projects, such as balance sheet attestations and process optimisation
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: 16165
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a global financial services firm, is looking for an Account Manager – TAX to join their team in Glasgow on a permanent basis.
This is a fantastic chance to expand your skills in a collaborative and fast-paced environment!
Essential Skills/Experience:
Experience of the process involved and documentation necessary for Tax reclaims and Relief at Source.
Practical knowledge of UK and / or Global markets demonstrated by experience of how market specific transactions operate.
Technical expertise including sound working knowledge of policies, procedures, regulations and legislation within client delivery.
Attention to detail
Innovation and continuous improvement – Use own initiative and ability to work under volume pressure.
Core Responsibilities:
Manual processing for all aspects of Tax.
Tax reclaim and Relief at Source tasks covering all markets and clients.
Tax reporting involvement.
Processing and completion of tasks are in line with procedures.
Ensuring all key controls and assigned tasks are completed in a timely manner.
Query management - ensuring these are answered in an accurate and timely manner.
Ensure key controls are updated and maintained.
Liaising with clients and internal parties to resolve any issues pertaining to custody activity.
Ensuring daily reconciliation and clearance of cash breaks.
Ensures that ROME Lite and all other Risk Framework is regularly updated to cover all
Adopting a pro-active approach to improve the current processing of work.
Build strong relationships with all parties and work together effectively.
Assists in building KPI / Metrics to monitor the risk and control framework.
Responsible for updating and maintaining procedures and proposes changes / improvements when appropriate.
Ad-hoc projects as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16045
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Are you passionate about technology risk and governance? Core-Asset Consulting is partnering with a leading UK-based financial services organisation to recruit an experienced IT Risk Analyst.
This is an exciting opportunity to join a highly collaborative risk and compliance team, playing a key role in embedding effective risk management practices across a growing and dynamic business.
Essential Skills/Experience:
Prior experience working in a risk-based role within financial services
Understanding of IT risk frameworks and control environments
Knowledge of risk methodologies such as RCSA, KRI/KCI design and incident/root cause analysis
Solid grasp of cyber/information security concepts and controls
Familiarity with frameworks such as ISO 27001, NIST, or similar
Strong stakeholder engagement and communication skills, including the ability to explain technical risk concepts to non-technical audiences
Proficiency with Microsoft Office tools (Excel, Word, PowerPoint)
Working knowledge of UK regulatory standards (e.g., FCA, GDPR, Consumer Duty)
Experience supporting or engaging with internal audit functions
Certifications such as CompTIA Security+, CISA, CISSP, CISM or CRISC (or studying towards)
Exposure to technology change risk assessments and remediation planning
Core Responsibilities:
Facilitate IT and business risk assessments and control testing exercises
Maintain and update risk and control registers
Support the design and tracking of key risk indicators (KRIs) and key control indicators (KCIs)
Assist in the review and validation of root cause analysis from risk events and incidents
Monitor and report on remediation plans and internal loss events
Support IT risk dashboards, reporting packs, and regulatory insights for senior stakeholders
Contribute to the development of a strong risk culture across the organisation
Collaborate with internal teams to oversee the risk impact of technology change programmes
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: 16145
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working with our client, a financial advisory firm, on an excellent opportunity for an Investment Assistant to join the team based in Dundee. The successful candidate will play a key role in supporting to the team with focus on using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are happy to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s presentations
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: 16175
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 websit
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working on an excellent opportunity for a Business Analyst to join the team at a leading investment firm based in Edinburgh on an initial 6-month FTC. The successful candidate will produce high-quality documentation to support operational readiness and change delivery for a fund launch.
Skills/Experience:
Experience in business analysis, change delivery or related roles
Proficiency in Microsoft Visio for creating process flows and business diagrams
Experience in investment management or fund operations
Excellent attention to detail and documentation standards
Clear and confident communication, both written and verbal
Strong stakeholder engagement skills across varied teams and seniority
Organisational skills and the ability to manage multiple priorities effectively
A proactive and flexible approach to work
Familiarity with fund lifecycle and regulatory frameworks (preferable)
Knowledge of investment instruments including equities, bonds, and collectives (preferable)
Experience working with third-party providers (e.g. custodians, administrators) (preferable)
Proficient in Microsoft Excel and documentation tools (preferable)
Qualification or certification in Change Management or Lean Six Sigma (preferable)#
Core Responsibilities:
Support documentation and process analysis across existing fund structures to inform internal discussions around the future operating model.
Facilitate small workshops to confirm requirements and support collaborative problem-solving
Contribute to wider operational improvement initiatives and provide business analysis support across internal projects
Produce high-quality documentation including business requirements, process flows, procedural guides and supporting rationale
Map and analyse current and future state processes using Microsoft Visio to inform improvement and clarity
Present structured options to support decision-making, clearly outlining risks, benefits and practical implications
Provide ad-hoc support for key projects and support the Head of Operations with delivery of internal initiatives as priorities evolve.
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: 16183
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have an exciting opportunity for an Anti-Financial Crime Analyst to join a global investment company on an initial 6-month temporary contract based in Edinburgh (hybrid working).
The successful candidate will ensure business practices meet legal and regulatory requirements and the company’s Anti-Financial Crime and Anti Bribery policy.
Skills/Experience:
Awareness of Financial Crime in Financial Services
Good system & product knowledge
Proficient in Microsoft Office, including Excel, PowerPoint and Word
Has an ability to work both collaboratively and independently working unsupervised with limited direction
Good prioritisation and time management effectively balancing a very varied workload
Be rigorously planned and organised to ensure demanding targets are achieved
A proactive approach to problem solving, taking ownership of issues and determination to follow tasks through to completion
Knows where to get relevant information from and will make use of all available sources across the Group
Core Responsibilities:
Ensure that at all times business practices meet legal and regulatory requirements and the company’s Anti-Financial Crime and Anti Bribery policy
Review & progress CDD / ODD / EDD / Onboarding
Undertake Transaction Monitoring on customer activity
Undertake Investigations as required
Support operational teams with AFC queries and questions e.g. Customer Risk Assessment / Customer Due Diligence
Build strong relationships with 2nd & 3rd line colleagues to ensure AFC requirements are met.
Contribute to a strong internal control environment through robust data and information maintenance
Encounter highly sensitive and confidential information every day and will be required to act with discretion and professionalism at all times
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: 16185
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
You will play a crucial role in sourcing and attracting top talent for our clients.
At Fawkes & Reece, we value independence and believe in empowering individuals to excel in their roles. We also provide comprehensive support and guidance for those with less experience, ensuring that everyone has the opportunity to thrive and develop their skills.
As a Recruitment Consultant, you will undergo industry-related and recruitment-specific training that is tailored to your level of entry. This training will equip you with the knowledge and skills necessary to effectively identify, engage, and assess potential candidates. You will learn how to utilise various sourcing techniques, such as job boards, social media platforms, and networking events, to build a strong pipeline of qualified candidates.
In addition to sourcing candidates, you will also be responsible for conducting initial screenings, assessing candidate suitability, and coordinating interviews with clients. Your ability to effectively communicate and build relationships with both candidates and clients will be crucial in ensuring successful placements.
Furthermore, as a member of our team, you will have access to ongoing support and mentorship from experienced recruitment professionals. This collaborative environment will provide you with the opportunity to learn from industry experts and continuously improve your recruitment skills.
Duties will include:
Identifying and developing existing and new client job opportunities
Management of clients and candidates through the recruitment process, from carrying out initial interviews to job offer and placement
Ensuring high standards of service delivery to company standards at all times
Training:
Recruitment Level 3 Apprenticeship Standard
13 months office-based training at the employer's location
Functional Skills in maths and English (if required)
Training Outcome:
Possible progression into recruitment consultant after successful completion of apprenticeship
Employer Description:Established in 2001 Fawkes & Reece was launched with a clear vision of becoming a market leading recruiter across construction, house building and the civil engineering sectors.
The business has at all times relied upon traditional values such as a strong work ethic, team work and the idea of going the extra mile for our customers. We understand that hard work and commitment is appreciated by everyone in our sector; be they clients or candidates. We are committed to delivering a first class recruitment service.
We feel that consistency, loyalty from our staff and the loyalty that we, as a business demonstrate to our clients and candidates has helped us to be recognised for having our own style, approach and individuality.
As we find ourselves in a highly competitive industry and one that we are perfectly built for, an important part of our DNA is to care. Care about the level of service we provide, care about our corporate responsibilities and care about securing the right outcome for the parties we work with.
Today our values are upheld by a workforce of over 140 members of staff across 6 offices, who share in what the business believes in and stands for. With the benefit of core values, Fawkes & Reece has become the chosen and preferred recruitment partner to the very best names in the construction, house building and civil engineering sectorsWorking Hours :Monday - Friday, between 8.30am- 5.30pm.
Finish at 4.30pm on a Friday.Skills: Communication skills,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Team working,Proficiency....Read more...
We're seeking a motivated professional with 6–7 years of office experience, ideally in call centres or similar roles, or someone with managerial experience. Strong admin, communication, and Microsoft Office skills are essential. Perfect for someone eager to grow their career, earn more, and take ownership of their success. Driving licence and car preferred.
Duties and responsibilities will include:
You will be providing administrative support to the office and sales team
You will be using job boards to identify suitable candidates, registering candidates, ensuring they are eligible, compliant and available to be put forward for vacant positions
You will be formatting CVs, requesting references and ensuring you maintain the database
You will also be working on selected jobs alongside the experienced consultants; conducting market research, locating and mapping out ideal clientele within the industry, and carrying out business development to attract new customers and employment
You will be expected to build relationships with these clients and either work with the team to satisfy these clients' needs or fill the jobs they bring on
Development of existing/prospective clients
Ability to identify/win/grow/retain business
Ensuring you provide a high-quality service
Headhunting
Qualifying/shortlisting candidates
Increase candidate base
Generating leads
Maintain candidate database
Assessing and responding to the needs of the client
Sourcing suitable candidates
Managing the process
Negotiating pay and salary rates
Networking
Building relationships
Accurately maintain client files/database/operating systems
Supporting your manager
Does this sound like you?
An ambitious, target-driven and self-motivated individual, with a sharp mind, high levels of intelligence and initiative with the ability to learn quickly, work under pressure and enjoy working in a fast-paced environment. It is a result-driven industry, so you will need to be resilient and be mentally agile. You will receive training, support and encouragement from your teammates and managers from your very first day onwards!
Training:
Full training will be given, leading to a recognised Level 3 Recruiter Apprenticeship Standard Qualification
Full on-the-job training will be delivered
Off-the-job training will be supported by our Training Provider - Davidson Training UK Ltd
All training is carried out within the workplace during working hours
Training Outcome:
Full-time position and growth within the business
We want to train an apprentice and help them grow and flourish with us
We wish to mentor you and support you as you advance along with us
We anticipate your continued growth and commitment to us also
Employer Description:Tempting Recruitment is a professional, independent, forward thinking recruitment agency, with a wealth of experience recruiting within the Public, Private, Social Housing, Health and Social Care and Not for Profit Sectors.
Our clients range from Local Authorities, Housing Associations, NHS, Central Government, Charities and major Private Organisations across the whole of the UK.Working Hours :Monday- Friday, between 8:30am- 6:00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Intermediate skills in outlook,Intermediate skills in Excel,Ambition and independence,Excellent attention to detail,A people person,A proactive individual,Self-motivated,Ability to interpret data,Desire to succeed,Ability to work under pressure,Professional in appearance,Professional in conduct,Articulate,Good attitude to work,Desire to work in recruitment....Read more...
Job Description:
Our client, a successful financial services company, has an exciting permanent opportunity for a Communications Executive based in their office in Newcastle. In this varied role you will be responsible for developing and delivering clear, effective and consistent communications to existing community of financial advisers. Working across direct channels you will help drive adviser understanding, confidence and satisfaction. This is a strategic and hands-on role requiring close collaboration with various internal teams.
Skills/Experience:
Significant experience in communications, B2B marketing or engagement role
Ideally financial services or professional services experience
Outstanding written communication skills
Experience working with internal stakeholders to coordinate communications and meet business needs
Highly organised, with strong planning skills and attention to detail
Knowledge of the UK financial advice sector or experience working with financial advisers.
Familiarity with email marketing and CRM tools (e.g. HubSpot, Salesforce).
Experience supporting corporate events or adviser seminars, including logistics and content support.
Understanding of compliance and data protection considerations in communications.
Core Responsibilities:
Develop and lead a comprehensive communications plan to keep advisers informed of business updates, product enhancements, regulatory changes, and support resources.
Tailor messaging to different adviser audiences and delivery channels to maximise clarity, engagement and relevance.
Write and coordinate clear, accurate and timely content for adviser communications across email campaigns, newsletters, adviser portal updates, and internal documents.
Translate technical or operational updates into accessible and adviser-friendly formats.
Maintain a central communications calendar and ensure alignment of all outbound messaging
Work with the events and campaigns teams to deliver communications that promote and support adviser engagement
Serve as the communications lead for internal teams wishing to update advisers, ensuring messaging is accurate, consistent, and well-timed.
Maintain strong relationships with key stakeholders to stay informed of upcoming initiatives and updates requiring adviser communications.
Track engagement metrics to evaluate the effectiveness of communications.
Ensure all communications meet regulatory, compliance and brand guidelines.
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: 16161
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 a background in accounting / bookkeeping coupled with a commitment to providing outstanding customer service? If so, we’d love to hear from you.
We are working on an exciting opportunity for a Support Accountant to join the team at an Edinburgh based software provider on a permanent basis. You will be responsible for providing front line accounting support to users via email, phone and web chat.
Skills/Experience:
Qualified to AAT level or be a qualified bookkeeper, or relevant experience within an accountancy / finance role
A good understanding of payroll, VAT and Self-Assessment is essential.
Highly computer-literate and web-savvy, understanding how crucial online engagement is to the success of any business.
Have experience of working with small businesses, a clear understanding of their issues, and a keen interest in how the right financial software can help them.
Have an advanced understanding of the accounting requirements of customers with the ability to explain complex reporting and accounting concepts to users in plain English, together with an advanced understanding and knowledge of the product and all functionalities.
Able to train other members of the team on an ongoing basis in relation to accounting and product.
Have experience of using a variety of bookkeeping and accounting software packages.
Possess excellent spoken and written communication skills; in particular, be able to explain accounting concepts to both our customers and to the technical team in clear, plain English.
Core Responsibilities:
Provide front-line support to our users – mainly by live chat and phone, and take responsibility for consistently responding accurately, promptly and fully in relation to both content and grammar.
Provide training to customers by way of outbound calls, both to people who are currently at free trial stage and to subscribers who request further training.
Help people who are interested in the product but who need more information to decide if it’s the right product for them.
Assist with product planning and with testing of new features or upgrades to existing functionality.
Have the skills and confidence to deliver webinars and seminars to customers.
Follow and influence processes and policies and suggest improvements by questioning existing ones and encouraging other team members to do the same.
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: 15970
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 Business Analysis, ideally from within a financial services setting (with exposure to regulatory reporting)?
Our client, a global financial services firm, based in Glasgow (hybrid working) is seeking a Project Business Analyst to join the team on initial contract to the end of 2025. This is a fantastic opportunity for someone to build on their Business Analysis experience within a globally recognised brand.
Skills/Experience:
Business analysis background gained in the Financial Services Industry. Experience of Regulatory reporting would be preferred.
Knowledge of Investment Banking business and related products.
Excellent organisational skills with an ability to manage to tight deadlines whilst balancing multiple priorities.
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls. Experienced in implementing change effectively to improve existing processes.
Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
Highly numerate with an attention to detail and accuracy.
Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
Experience of Microsoft Office and project management tools such as Microsoft Teams, Excel and Visio.
Experience of investigating, summarising and presenting results in a meaningful format to clients and Senior Management.
Agile experience within a squad/Fleet (desirable).
Knowledge of traditional Project Management approaches (desirable).
Confident, adaptable, strong communicator, solid analytical skills, team worker, well organised and strong verbal and written communication skills.
Core Responsibilities:
Business analysis in support of adopting strategic data and process optimisation for Regulatory Reporting within EMEA within an Agile environment.
Liaison with Clients and IT colleagues to identify requirements, create user stories and track prioritisation and remediation.
Develop collaborative relationships with a squad working across different departments and regions.
Lead and/or contribute to key project workstreams relating to the buildout of consuming strategic data within the systems for Regulatory Reporting.
Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
Communicate and escalate to line management as appropriate.
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: 16013
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Do you have experience in Business Analysis, ideally from within a financial services setting (with exposure to regulatory reporting)?
Our client, a global financial services firm, based in Glasgow (hybrid working) is seeking a Project Business Analyst to join the team on initial contract to the end of 2025. This is a fantastic opportunity for someone to build on their Business Analysis experience within a globally recognised brand.
Skills/Experience:
Business analysis background gained in the Financial Services Industry. Experience of Regulatory reporting would be preferred.
Knowledge of Investment Banking business and related products.
Excellent organisational skills with an ability to manage to tight deadlines whilst balancing multiple priorities.
Strong analytical, organisational and documentation skills with an ability to understand processes and key controls. Experienced in implementing change effectively to improve existing processes.
Experience of data modelling and investigation with the ability to identify issues, develop and implement practical solutions.
Excellent communication skills (both oral and written) and ability to liaise with colleagues/clients of all levels.
Highly numerate with an attention to detail and accuracy.
Self-motivated with the ability to work consistently and efficiently to achieve goals either as an individual or as part of a team.
Experience of Microsoft Office and project management tools such as Microsoft Teams, Excel and Visio.
Experience of investigating, summarising and presenting results in a meaningful format to clients and Senior Management.
Agile experience within a squad/Fleet (desirable).
Knowledge of traditional Project Management approaches (desirable).
Confident, adaptable, strong communicator, solid analytical skills, team worker, well organised and strong verbal and written communication skills.
Core Responsibilities:
Business analysis in support of adopting strategic data and process optimisation for Regulatory Reporting within EMEA within an Agile environment.
Liaison with Clients and IT colleagues to identify requirements, create user stories and track prioritisation and remediation.
Develop collaborative relationships with a squad working across different departments and regions.
Lead and/or contribute to key project workstreams relating to the buildout of consuming strategic data within the systems for Regulatory Reporting.
Take part in Squad/Fleet Agile ceremonies providing updates and reporting for Clients and Senior Management.
Communicate and escalate to line management as appropriate.
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: 16013
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Are you a qualified accountant, available on short notice and with experience working within financial services?
We are working on an exciting opportunity for an Account Ownership Lead to join the team at a leading investment firm on a 6-month day rate contract
The successful candidate will lead the monthly Account Ownership cycle, ensuring timely and accurate reconciliation and substantiation of all balance sheet accounts. You’ll also be involved in quality assurance, stakeholder engagement, and continuous improvement.
Skills/Experience:
Strong understanding of financial control, balance sheet substantiation, and reconciliation processes.
Experience in governance, risk management, and audit engagement.
Familiarity with Oracle ARCS or similar reconciliation tools.
Excellent stakeholder management and communication skills.
Analytical mindset with the ability to interpret data and drive insights.
Proven track record of leading process improvement and transformation initiatives.
Qualified accountant (ACA, ACCA, CIMA) or equivalent experience.
Experience in financial services or a regulated industry preferred.
Core Responsibilities:
Lead the monthly Account Ownership cycle, ensuring timely and accurate reconciliation and substantiation of all balance sheet accounts.
Coordinate with preparers, reviewers, and approvers across FinOps, Legal Entity Control, and Group Finance.
Ensure compliance with internal policies and external regulatory expectations.
Own and manage the AO governance framework, including escalation protocols, ownership disputes, and exception handling.
Chair or support governance forums, presenting MI and risk insights to senior stakeholders.
Ensure alignment with audit requirements and support external/internal audit engagements.
Design and deliver high-quality Management Information (MI) on AO performance, P&L at risk, substantiation status, and control metrics.
Track and report on recurring issues, remediation plans, and process adherence.
Act as the business lead for the Oracle ARCS rollout, partnering with Finance Transformation and Technology teams.
Define and refine workflows, user roles, evidence standards, and reconciliation templates within ARCS.
Drive user adoption, training, and change management across global teams.
Identify and implement process enhancements, automation opportunities, and control improvements.
Maintain and evolve the AO process guide, training materials, and best practice documentation.
Foster a culture of ownership, accountability, and proactive issue resolution.
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: 16172
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Our client, a reputable financial services firm, is seeking an experienced Client Experience (CX) Manager to join their team in the North East of England on a permanent basis. You will be joining a new team with key focus on supporting and managing the delivery of key CX initiatives to drive operational efficiency and improve client satisfaction and retention metrics.
Essential Skills/Experience:
Strong experience delivering CX or service transformation projects within regulated sectors such as financial services, fintech, or professional services.
Expertise in customer journey mapping, process redesign, or service blueprinting with demonstrated return on investment.
Confidence in using CX platforms and tools for analytics and performance tracking (desirable)
Experience influencing senior stakeholders and presenting insight-driven recommendations
A collaborative mindset with the ability to work across functions and inspire change
Core Responsibilities:
Lead Strategic CX Projects: Deliver client-centric initiatives from a well-defined roadmap, driving tangible improvements in satisfaction, retention, and commercial performance.
Translate Insight into Action: Use multi-source feedback and sentiment data to recommend and drive meaningful service improvements.
Lead client journey mapping projects to identify and drive cost-saving opportunities and revenue-generating touchpoints (integrate process mapping to create service design blueprints)
Oversee sentiment analysis and future Voice of Customer (VoC) programs to reduce churn and increase client lifetime value
Design and Improve Client Journeys: Collaborate with UX and development teams to map, blueprint, and redesign key interactions – reducing friction and increasing loyalty.
Own CX Performance Metrics: Track, analyse, and report on key metrics such as Client Lifetime Value and Cost-to-Income Ratio to show the real business impact of your work.
Champion a CX Culture: Act as a vocal advocate for client-centricity across departments – from Product to Compliance—ensuring it’s a shared goal at every level of the business.
Benefits:
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: 16152
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working on an exciting opportunity for a Head of Account Management to join the team at a leading global business. Based in their Edinburgh team, you will be a senior level individual to lead, shape and drive the service proposition to strategic clients, managing a high performing team and oversee the client experience from implementation through to future growth.
Skills/Experience:
Create and lead a team that is capable and focussed on delivering, consistently an industry-recognised, best in class account management proposition to ensure high levels of client satisfaction.
Manage relationships with Executive-level client contacts and other stakeholders and work closely across internal teams including marketing, sales and to ensure market messaging is understood, and that client feedback and strategic priorities are embedded in the coverage model.
Be accountable for the overall client experience, retention, and satisfaction for assigned client base and ensuring engagement with assigned client base at C-suite and board level on needs and capabilities specific to client strategy, new regulation, product development and other solutions to establish an early adopter advantage.
Support the client executive team with the creation and delivery of the strategic level client plan and ensures adherence to client governance and oversight model for assigned client base, including client due diligence, service reviews, change, etc.
Oversee execution of service delivery to clients including service improvement and remediation plans, as applicable, as well as Product delivery and Change management.
Core Responsibilities:
Senior level experience in managing fund administration/investment operations, senior strategic level change or client management. Experience in business development beneficial
Client relationship and management expertise with excellent communication and presentation skills, including an ability to lead and manage executive-level meetings, influence strategic priorities and to successfully effect change
Strong proven people management experience
Fully proficient in understanding the regulations that drive the industry and in particular those that govern client management, in addition to a sound understanding of controls, risk management (product and market) and mitigation techniques
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: 16171
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 financial services firm, is currently seeking an Operations Associate to join their team on a 6-month contract in Glasgow. In this role, you will be liaising with the investment operations and desk teams to coordinate change requests and process improvements.
Skills/Experience:
Strong stakeholder management and communication skills.
Investment operations experience beneficial.
Must be able to articulate the right level of detail based on the audience, concisely explain complex issues and possess strong written and oral executive-level communications skills
All degree disciplines considered.
Strong numerical and analytical skills are a prerequisite.
Proficiency with Microsoft Office applications, including Outlook, Word, Excel, PowerPoint, Project, Visio required.
Computer literate with SQL, VBA, Excel, Access skills desired.
Project management experience required.
Organisation and time-management skills required.
Experience of using the AGILE change approach
Demonstration in their past work and/or academic experience of robust analytical skills and high attention to detail.
Enthusiasm for learning and a strong desire to advance personal & career development.
A self-starter with the ability to work on their own initiative as well as work across a global team.
Exposure to stock loan / collateral products is beneficial.
Strong interpersonal skills with the confidence to deal with senior internal clients.
Expertise in managing global programs and projects.
Ability to hold delivery partners in Operations and Technology accountable.
Core Responsibilities:
Coordinating technology changes between the global operations and the technology developers.
Being led by data to determine opportunities for reducing manual work and prioritising those initiatives that will deliver the biggest benefit.
Develop strong relationships with IT colleagues to design, develop and implement technology platforms to deliver solutions to these business requirements.
Track and review team projects and help to assess risk and next steps
Contribute to global management discussions for daily updates and future plans for the team.
Own the assigned projects or streams, initiate and coordinate the necessary changes until timely resolution.
Provide regular project status updates to the stakeholders and the senior change management, identify and escalate project risks.
Collect, assess and document business requirements, complete the necessary analysis of product data, recommend implementation priorities and advise clients on solution alternatives, benefits and costs.
Coordinate sign off on requirements
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: 16176
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.
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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...
Are you a driven salesperson or a recruiter looking to take your career to the next level? Do you have a natural hunger for success, a competitive edge, and a passion for earning? At STR Group, you'll be working within Insignis Talent, focusing on an aerospace and defence recruitment desk in a high-demand, high-reward sector. If you thrive in a fast-paced, target-driven environment and aren’t afraid of pushing boundaries, this is your opportunity for rapid career progression and significant financial growth. Recruitment is not for the faint-hearted, if you shy away from rejection, this may not be the role for you. But if you're ready to leverage your sales skills or recruitment experience to build a rewarding career, we want to hear from you! We’re not looking for prior experience in recruitment or the STEM sector, just ambition, resilience, and the drive to succeed. From day one, you’ll be enrolled in our highly regarded Training Academy, designed to equip you with the skills and industry knowledge to thrive. Working at STR We have been providing specialist permanent and contract recruitment services since 2000. STR Group is a recruitment company that is comprised of five niche brands, working in Life Sciences, Architecture & Interior Design, Automation, Maritime and Engineering & Manufacturing. We offer a progressive, transparent promotional structure, fully flexible, extensive benefits, as well as loyalty reward schemes.What will you be doing?• You will learn to source potential clients and grow your business via outbound sales• You will network on platforms such as LinkedIn to build a pool of candidates • You will work on building and developing excellent client and candidate relationships • You will be writing, advertising, and marketing vacancies via a variety of channels • You will learn how to negotiate Terms of Business with cooperate clients• You will focus on your own personalised KPIs and financial targets • You will have full control over your earning potential and career progression What are we offering you?• Structured, clear, performance-based career progression opportunities with the ability to fast-track promotions.• Up to 30% commission scheme • Highly Commended ongoing Learning and Development delivered by dedicated inhouse experts.• Flexible and hybrid working available – after completion of the Training Academy• Early finish Fridays at 3pm every week • Modern, slick, state of the art offices with breakout areas and dedicated kitchen (including Pool & Football tables).• Breakfast club• Employee of the Month & Quarter • Quarterly Directors Lunches at 5* restaurants• EDI (Equality, diversity and inclusion) board• Training Academy Graduation Celebratory Lunch • Top 10 Billers have the chance to go on all paid holiday to Las Vegas, Ibiza, Miami, New York or Dubai every year!• Annual Conference, Summer & Christmas parties celebrating with the whole company • Special work anniversaries, including chocolate or sweet bouquet, voucher, champagne, bonus & additional holiday depending on length of service! • 23 days holiday plus bank holidays (rising by one day each year of service capped at 28 days)• You can purchase up to 5 days extra holiday • Health care cash plan and optional private health care from Day 1!• Company Pension scheme • Enhanced Maternity/paternity leave • Birthday off • Drinks fridge • Free onsite parking • Cycle to work scheme• Employee Referral Programme STR commit to offer disabled people an interview if they meet the minimum criteria for the job vacancy.If this sounds like you, then apply today!
TA is acting as an Employment Agency in relation to this vacancy.....Read more...
Why Join Dalkia UK?
Fully funded apprenticeship training & a nationally recognised qualification alongside on-the-job learning by our brilliant team.
Be part of a leading provider of technical and energy solutions.
Gain real world experience with career progression opportunities in recruitment.
Be part of a busy but supportive team environment with mentorship and development opportunities and company-wide apprenticeship days.
Work for a company committed to sustainability and innovation.
We’re looking for someone who loves helping people, is focussed, a great listener, can keep calm under pressure and who’s a natural at attention to detail. It's really important that you are confident to speak to people on the phone and have a natural curiosity to ask questions and learn.
A typical day would look like this:
Advertising vacancies online using set templates
Screening and shortlisting CVs online using pre-determined selection criteria
Conducting candidate telephone screening calls using pre-determined questions - typing detailed notes directly into an online portal
Arranging interviews, liaising between candidates and hiring managers both via telephone and email
Liaising with recruitment agencies via telephone and email
Administering and receipting assessments/ tests to candidates
Regretting unsuccessful applicants via online systems, email and telephone
Maintaining the Facilities Recruitment Mailbox, ensuring incoming emails are responded to/ followed up in a timely manner
Closing down vacancies online
Inputting data into spreadsheets
Training:You'll be working towards completing a Level 3 Recruiter apprenticeship. You will get protected study time to undertake your apprenticeship studies and you'll also learn by shadowing and guidance from our experienced team on the job. You will be assigned a personal tutor by the training provider and all learning will be delivered remotely while based at our offices by one of the country's leading apprenticeship providers. We have appointed a diverse mix of apprentices across the business and we see the importance of bringing all apprentices together at least twice a year and host apprenticeship of the year awards too!Training Outcome:At Dalkia we are committed to offering as many career pathways as possible. Once qualified you will be a Recruitment Resourcer and we are always open to developing people further and offering further study routes where applicable.Employer Description:EDF Energy is a British integrated energy company, wholly owned by the French state-owned EDF, with operations spanning electricity generation and the sale of natural gas and electricity to homes and businesses throughout the United Kingdom.
Dalkia Facilities Ltd is a subsidiary of EDF Energy Ltd.
Everything we do is in service to our clients and their customers. We continuously find new and better ways of working to help our clients overcome the challenges of today and tomorrow.
We partner with our clients and are committed to realise their ambitions and deliver solutions to meet their needs. We are upfront, honest and act with integrity. By staying curious and pushing ourselves to find new and better ways of doing things, we’re constantly innovating, creating quality and adding value for our clients at every stage.
Join a team that’s serious about quality, support, and growth – where you’re not just a number, but a valued part of the Dalkia mobile division. If you're ready to take the next step in your career, we’d love to hear from you.Working Hours :Monday to Friday hours to be confirmed. Ideally we're keen for someone who can be flexible and likes early mornings as many of our staff like to start and finish early to avoid the traffic.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative,Non judgemental,Patience,Respectful to all,Great listening skills,Calm under pressure,Time management,Able to prioritise,Punctual,Confident to travel....Read more...
Sacco Mann have a rare and unique opportunity to join our successful and long-standing Private Practice team in our Manchester office. Our Private Practice team are recording record results, out-performing our competitors and have great scope to continue their growth. They are a close knit, well-bonded team that have a collegiate approach, a great reputation across the market and an unparalleled set of connections. They are attracting a lot of new business and we are looking to bring a further person into the team to allow us to really make the most of the opportunities ahead of us.
About the Recruitment Consultant Role:
Join a successful (overproducing) team,
There is a ‘warm’ desk to pick up
Suits a recruiter with experience in either Legal Recruitment or a similar professional sector
Focuses primarily on the attraction and placement of Solicitors and Partners in the Private Practice market.
This is one of our core teams and a market place where we have been highly active for over twenty years.
£200,000 plus billing levels are very achievable.
Additionally:
We provide a comprehensive and bespoke training programme to ensure that you have the information, skills and expertise that will allow you to be ‘the best version of yourself'.
We have in-depth knowledge of our market. We are highly respected by both candidate and clients. People enjoy working with us, they value our opinion and have learnt that they can trust us. This makes our job so much more enjoyable, rewarding and successful.
Personal development and career progression is something we focus on, there are no barriers to career progression and progression is entirely based on ability and delivery rather than being time barred or restricted in any way.
We have a blended working from home/working from the office environment and have found that this works really well. Being together as a team sharing information, intelligence, tips, successes and woes is really productive and thoroughly enjoyable but we also enjoy the ability to work from home and focus ‘on our desks’.
Values and strengths that sum up Sacco Mann:
Hard work and a willingness to graft. Recruitment requires us to be switched on, thinking, assessing and looking for solutions at all times. We don’t work silly hours but we do work hard in the hours we put in.
Self-motivation is critical. We are excellent at providing support, direction, advice, encouragement and empathy – that is readily available throughout the business and the people who are the most successful embrace this and combine this with a personal maturity and responsibility. We give people plenty of autonomy, Legal Recruitment is a field where developing your own style is entirely viable and beneficial, our role is to help you do this. To allow you the autonomy to work in a manner that works well for you, as well as, representing the business in an appropriate manner. We are grown ups and don’t require micromanaging (in fact people who do require micromanaging do not flourish here).
Enthusiasm is also a core attribute, its infectious and this team use that as a way of powering on onto to extra success.
We work in close knit groups and we genuinely have each others backs. This is non negotiable. We proactively support each other, we cover each others jobs, provide each other with extra market information and intelligence. We all step in to support, help and encourage each other and the result is that we are all individually better placed and better informed and more successful.
We treat people like adults and expect them to behave like adults and they do! We have high expectations and one of the key roles of the business is to help people achieve their goals. This is also really important going forward, the business is in an exciting position, well established, well respected, well funded and ambitious.
The Rewards:
Success deserves to be appropriately rewarded and that is exactly what we aim to do. Each person:
Receives a generous basic salary that is formally reviewed in April every year.
We offer an extremely attractive and transparent commission structure
There is a company quarterly bonus, this is worth up to £5,000 per person per annum.
Softer benefits to include; opportunity to earn extra holidays, more income, holidays and vouchers
Wider benefits include private medical insurance, pension, Buy & Sell Holiday Scheme and many more.
To find out more about working as a Recruitment Consultant at Sacco Mann call 0161 871 4751 or apply now. ....Read more...
