Core-Asset Consulting
13 Mar 2018
26 Mar 2018
Contract Type
Full Time
Job Description

Job description:

If you have experience in managing a team of operations specialist, combined with a focus on process improvement and client delivery, we have a great new permanent post. An opportunity exists within a boutique private client firm in Edinburgh city centre. You will be responsible for managing a small specialist team, working to implement process improvements across back office systems so experience with IRESS or Adviser Office is preferred.


  • Experience working in a financial planning/adviser office.
  • Good understanding of compliance issues.
  • Understanding of financial services products and investment markets.
  • Willingness to learn and develop as the role evolves.
  • An understanding of investment operations would be an advantage but not essential.


  • System knowledge of Adviser Office expertise

Core responsibilities:

  • Responsible for managing a small specialist team
  • Take overall responsibility for the operational and administrative support functions
  • Involved in leading departmental projects
  • Promote collaboration within the team to ensure effective delegation of tasks to meet deadlines and FCA regulatory requirements.
  • Ensure implementation of streamlined end-to-end client process including the roll out of Adviser Office
  • Oversight of platform functions and client reporting.


  • Competitive salary.
  • Fringe benefits including pension plan, flexitime, life insurance scheme.
  • Investors in People firm with focus on training and development.

Job reference: 10587

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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