At a Glance
- Tasks: Support oversight and governance of Managed Portfolio Service products in a dynamic environment.
- Company: Leading wealth management firm with a focus on innovation and compliance.
- Benefits: Highly competitive salary and a comprehensive benefits package.
- Other info: Join a diverse team and enjoy opportunities for professional growth.
- Why this job: Make a real impact by ensuring products meet regulatory standards and consumer needs.
- Qualifications: Experience with adviser platforms and knowledge of financial services regulations preferred.
The predicted salary is between 40000 - 50000 £ per year.
Core-Asset Consulting is working with a leading wealth management firm to recruit a Platform Oversight Analyst on a 6-month fixed-term contract in Edinburgh. This role sits within a proposition function and focuses on supporting the oversight and governance of Managed Portfolio Service (MPS) products. You will play a key role in ensuring products meet regulatory requirements and internal standards, with a particular emphasis on Consumer Duty.
Essential Skills/Experience
- Experience or knowledge of adviser platforms, MPS structures or product oversight
- Understanding of financial services regulatory requirements, including Consumer Duty
- Experience supporting governance processes and controls
- Knowledge of Power BI is advantageous
- Relevant investment qualification (e.g. IMC or IAQ) preferred
Core Responsibilities
- Support oversight of adviser platforms, including due diligence and ongoing monitoring
- Ensure platforms meet contractual and regulatory obligations
- Assist in governance across MPS products, working with investment, dealing and business development teams
- Contribute to regular reviews with external providers to enhance service delivery and reporting
- Support Consumer Duty requirements, including value assessments, governance reporting and target market reviews
- Ensure appropriate governance processes are followed for product changes and launches
- Work closely with compliance and legal teams to monitor regulatory developments
- Support the development and implementation of oversight processes and controls
- Build and maintain effective relationships with internal stakeholders and external providers
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: (16420)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
Platform Oversight Analyst in Edinburgh employer: Core-Asset Consulting Ltd
Core-Asset Consulting is an exceptional employer, offering a dynamic work environment in the heart of Edinburgh. With a strong focus on employee growth and development, we provide comprehensive training opportunities and a supportive culture that values diversity and inclusion. Our competitive salary and benefits package, combined with the chance to work on impactful projects within the wealth management sector, make us an attractive choice for professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Oversight Analyst in Edinburgh
✨Join Financial Networking Events
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We think you need these skills to ace Platform Oversight Analyst in Edinburgh
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Core-Asset Consulting Ltd will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Core-Asset Consulting Ltd. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Core-Asset Consulting Ltd confidence in your short-term commitment to the role.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Core-Asset Consulting Ltd.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Core-Asset Consulting Ltd that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
