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Job Description:
Our client, a fast-growing and innovative organisation operating within the technology and financial services sector, is seeking an Executive Assistant to support senior stakeholders in Newcastle.
This is a varied, fast-paced role requiring a highly organised individual who can effectively manage both professional and personal priorities.
You will play a key role in ensuring the smooth day-to-day coordination of activities, while working closely with teams across the business.
Essential Skills/Experience:
Minimum 2:1 degree from a Russell Group University (or international equivalent) with a strong academic background.
At least 2 years' experience in an Executive or Personal Assistant role
Strong Microsoft Office skills, particularly PowerPoint, Excel, Outlook, and Word
Proven ability to handle confidential information with discretion
Excellent organisational skills with strong attention to detail
Strong communication skills, both written and verbal
Ability to manage competing priorities and work to tight deadlines
Proactive, solutions-focused mindset with the ability to anticipate needs
Collaborative approach with a professional and positive attitude
Core Responsibilities:
Proactive diary management, coordinating complex schedules and meetings
Organising meetings end-to-end, including logistics and preparation
Supporting the creation of presentations and documentation
Managing calls, correspondence, and external communications
Coordinating business and personal travel, including itineraries and bookings
Providing support with personal administration, appointments, and reservations
Undertaking ad hoc administrative tasks, research, and record-keeping
Building strong relationships with stakeholders across the organisation
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: (16467)
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...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2026-04-28 14:56:27
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Job Description:
Core-Asset Consulting is supporting a leading financial services organisation in the appointment of a Director of Assessment of Value.
The successful candidate will operate at a senior level, providing independent oversight and challenge across investment performance and fund governance.
The role involves close engagement with executive leadership, Boards and independent directors, alongside responsibility for leading and developing a specialist AoV team.
Essential Skills/Experience:
Significant experience within the funds industry or wider financial services sector
Strong understanding of FCA regulatory requirements, including Assessment of Value and Consumer Duty
Deep knowledge of investment analysis, performance monitoring and risk assessment
Proven ability to provide independent, evidence-based challenge to senior stakeholders
Experience working with Boards and independent non-executive directors
Demonstrated leadership experience, with the ability to manage and develop high-performing teams
Excellent analytical, communication and presentation skills
Strong organisational skills with the ability to manage competing priorities
Proficiency in Excel and investment analytics tools (e.g.
Bloomberg, Morningstar)
Relevant professional qualification (e.g.
CFA) desirable
Core Responsibilities:
Lead the AoV framework, ensuring robust, consistent and compliant delivery across all funds
Monitor fund performance against benchmarks and peer groups, alongside broader investment oversight activities
Conduct detailed portfolio analysis, including risk, allocation, style and portfolio construction
Produce clear, evidence-based AoV reports, including annual fund reviews for external publication
Present findings, recommendations and insights to senior stakeholders, including Boards and independent directors
Contribute to governance forums, committees and working groups, including preparation of materials and documentation
Maintain strong oversight of regulatory compliance, ensuring adherence to FCA requirements including Consumer Duty
Identify, assess and escalate material risks, ensuring appropriate mitigation and controls
Lead, develop and manage the AoV team, fostering a culture of analytical rigour and independent challenge
Build and maintain effective relationships with internal stakeholders, investment managers and external parties
Support strategic initiatives, including product development and business change projects
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: (16464)
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...
Type: Permanent Location: Chichester, England
Start: ASAP
Posted: 2026-04-27 11:36:13
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Job Description:
Core-Asset Consulting is supporting a leading financial services organisation in the appointment of a Director of Assessment of Value.
The successful candidate will operate at a senior level, providing independent oversight and challenge across investment performance and fund governance.
The role involves close engagement with executive leadership, Boards and independent directors, alongside responsibility for leading and developing a specialist AoV team.
Essential Skills/Experience:
Significant experience within the funds industry or wider financial services sector
Strong understanding of FCA regulatory requirements, including Assessment of Value and Consumer Duty
Deep knowledge of investment analysis, performance monitoring and risk assessment
Proven ability to provide independent, evidence-based challenge to senior stakeholders
Experience working with Boards and independent non-executive directors
Demonstrated leadership experience, with the ability to manage and develop high-performing teams
Excellent analytical, communication and presentation skills
Strong organisational skills with the ability to manage competing priorities
Proficiency in Excel and investment analytics tools (e.g.
Bloomberg, Morningstar)
Relevant professional qualification (e.g.
CFA) desirable
Core Responsibilities:
Lead the AoV framework, ensuring robust, consistent and compliant delivery across all funds
Monitor fund performance against benchmarks and peer groups, alongside broader investment oversight activities
Conduct detailed portfolio analysis, including risk, allocation, style and portfolio construction
Produce clear, evidence-based AoV reports, including annual fund reviews for external publication
Present findings, recommendations and insights to senior stakeholders, including Boards and independent directors
Contribute to governance forums, committees and working groups, including preparation of materials and documentation
Maintain strong oversight of regulatory compliance, ensuring adherence to FCA requirements including Consumer Duty
Identify, assess and escalate material risks, ensuring appropriate mitigation and controls
Lead, develop and manage the AoV team, fostering a culture of analytical rigour and independent challenge
Build and maintain effective relationships with internal stakeholders, investment managers and external parties
Support strategic initiatives, including product development and business change projects
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: (16464)
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...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2026-04-27 11:35:11
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Job Description:
Core-Asset Consulting is working with a financial services startup firm to recruit a Business Administrator to join their newly established business based in Newcastle.
This is an exciting opportunity to be part of a growing function from its earliest stages, helping to shape ways of working and contribute to a collaborative, high-performance culture.
You will be responsible for providing support for the investment team including managing diaries, travel logistics and getting involved in ad hoc projects.
All applicants must have minimum 2:1 Bachelor's degree.
Skills/Experience:
Minimum 2:1 Bachelor's degree from a Russell Group university (or international equivalent), supported by strong academic achievement.
At least 2 years' experience in a similar business support or administrative role.
Proficient IT and administrative skills, including advanced abilities in Microsoft PowerPoint, Excel, Outlook, and Word.
Experience handling sensitive information with tact and professionalism.
A proactive, solutions-focused approach with the ability to drive progress toward deadlines.
High attention to detail and strong organisational capabilities.
The confidence and ability to manage competing priorities and anticipate the needs of stakeholders.
Top level verbal and written communication skills.
A strong team player with a positive work ethic.
Ability to work within a variety of teams across the wider Business Administration function.
Core Responsibilities:
Managing diaries and maintaining oversight of stakeholder schedules.
Organising meetings, handling logistics and supporting preparation activities.
Assisting in the production and formatting of presentation materials.
Screening calls, monitoring correspondence and coordinating conference calls.
Building effective working relationships across departments, always demonstrating a professional and approachable manner.
Coordinating comprehensive business travel arrangements, including transport, accommodation and itineraries.
Supporting the planning and delivery of firmwide events.
Undertaking ad hoc administrative tasks, research assignments and record-keeping.
Working closely with colleagues across the wider Business Administration and Executive Assistant teams to deliver seamless support.
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: 16315
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...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2026-04-22 07:54:29
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Job Description:
Our client, a leading global financial services firm, is seeking an Executive Assistant to support a fast-paced team on a 12-month contract basis.
The role requires 5 days per week in the office and is based in London.
This would suit a mid-level EA who is highly organised and capable of managing competing priorities.
Previous financial services experience is a must.
Essential Skills/Experience:
Proven experience within financial services (essential)
Strong organisational skills with the ability to manage multiple priorities
Confident communicator with strong stakeholder management skills
Proactive, detail-oriented, and able to work independently
High level of discretion and professionalism
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Concur experience is beneficial
Core Responsibilities:
Manage complex and changing diaries, prioritising and resolving conflicts
Coordinate meetings, including logistics, venues, and virtual arrangements
Act as a key contact for senior stakeholders, managing communications and relationships.
Screen emails and calls, responding or escalating as appropriate
Prepare meeting materials and maintain internal systems (including CRM)
Arrange international travel and manage expenses in line with policy
Support team activities, including event coordination and ad hoc tasks
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: (16413)
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...
Type: Contract Location: London, England
Start: ASAP
Posted: 2026-04-08 15:45:14
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Job Description:
Core-Asset Consulting is working with a leading UK-based financial services firm to recruit a Senior Client Executive to join their team in Edinburgh.
In this role you will manage a portfolio of clients, overseeing onboarding activities and ongoing investor servicing, while ensuring high standards of accuracy, client service, and regulatory compliance.
Essential Skills/Experience:
3-5 years' experience within a regulated financial services environment
Degree qualified or equivalent
Good understanding of UK AML regulations
Strong analytical skills
Excellent attention to detail
Strong communication skills
Ability to manage multiple priorities and meet deadlines
Experience with KYC systems or similar platforms is advantageous
Core Responsibilities:
Manage a portfolio of clients, supporting day-to-day operational activities
Support client and investor onboarding processes in line with established procedures
Conduct KYC and due diligence checks, including review of ownership structures and beneficial ownership information
Assess client risk profiles and escalate where enhanced due diligence is required
Review documentation and processes to maintain accuracy and quality control standards
Prepare due diligence reports and assist with investor communications and fund documentation
Act as a point of contact for client queries
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: (16444)
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...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2026-04-03 14:50:17
-
Job Description:
Core-Asset Consulting is working with a financial services startup firm to recruit a Business Administrator to join their newly established business based in Newcastle.
This is an exciting opportunity to be part of a growing function from its earliest stages, helping to shape ways of working and contribute to a collaborative, high-performance culture.
You will be responsible for providing support for the investment team including managing diaries, travel logistics and getting involved in ad hoc projects.
All applicants must have minimum 2:1 Bachelor's degree.
Skills/Experience:
Minimum 2:1 Bachelor's degree from a Russell Group university (or international equivalent), supported by strong academic achievement.
At least 2 years' experience in a similar business support or administrative role.
Proficient IT and administrative skills, including advanced abilities in Microsoft PowerPoint, Excel, Outlook, and Word.
Experience handling sensitive information with tact and professionalism.
A proactive, solutions-focused approach with the ability to drive progress toward deadlines.
High attention to detail and strong organisational capabilities.
The confidence and ability to manage competing priorities and anticipate the needs of stakeholders.
Top level verbal and written communication skills.
A strong team player with a positive work ethic.
Ability to work within a variety of teams across the wider Business Administration function.
Core Responsibilities:
Managing diaries and maintaining oversight of stakeholder schedules.
Organising meetings, handling logistics and supporting preparation activities.
Assisting in the production and formatting of presentation materials.
Screening calls, monitoring correspondence and coordinating conference calls.
Building effective working relationships across departments, always demonstrating a professional and approachable manner.
Coordinating comprehensive business travel arrangements, including transport, accommodation and itineraries.
Supporting the planning and delivery of firmwide events.
Undertaking ad hoc administrative tasks, research assignments and record-keeping.
Working closely with colleagues across the wider Business Administration and Executive Assistant teams to deliver seamless support.
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: 16315
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...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2026-03-25 11:06:45
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Job Description:
Our client, a leading wealth management firm, is seeking a Cost Accountant Lead to join its Management Accounting team in Newcastle on an initial 18 month fixed term contract.
This role will focus on leading overhead cost control across the business, delivering high-quality financial reporting, and supporting strategic decision-making through insightful analysis.
You will work closely with senior stakeholders, including finance leadership, contributing to budgeting, forecasting, and performance monitoring.
This is a visible role offering the opportunity to drive process improvements and enhance cost control frameworks across the organisation.
Essential Skills/Experience:
Qualified accountant (ACCA, ACA, CIMA or ICAS)
Strong Excel skills
Experience within a management accounting or cost-focused role
Proven ability to analyse and interpret financial data
Experience engaging with stakeholders across a business
Strong attention to detail and ability to work to deadlines
Previous experience supervising or mentoring team members is advantageous
Experience with financial systems (e.g.
ERP platforms) is desirable
Core Responsibilities:
Preparation of monthly management accounts (P&L, balance sheet and cash flow) with clear commentary
Delivery of variance analysis against budget, forecast and prior periods
Review and approval of journals and balance sheet reconciliations
Monitoring financial performance, identifying variances and areas for improvement
Business partnering with cost centre stakeholders on overhead reporting, budgeting and forecasting
Ownership of overhead reporting within the monthly close process
Review and analysis of accruals to ensure accuracy
Support internal and external audit requirements
Presentation of cost analysis to senior stakeholders, including at executive level
Tracking and reporting of costs related to business and transformation initiatives
Oversight of exceptional cost reporting and ad hoc analysis
Mentoring and supporting junior team members
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: (16423)
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...
Type: Contract Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2026-03-20 16:54:18
