-
Job Description:
Core-Asset Consulting is delighted to be supporting a leading wealth management firm, based in Newcastle, in the recruitment of a Compliance Administrator on a 12 month Fixed Term Contract.
This is an excellent opportunity to join an established compliance function where you will play a key role in providing high-quality administrative and transactional support.
Skills/Experience:
Previous administration experience within an FCA-regulated environment is preferred, though broader financial services experience will also be considered.
Strong numeracy abilities and confidence working with spreadsheets and data sets.
Excellent organisational skills with the ability to follow structured processes and maintain high levels of accuracy.
Proven history of managing multiple tasks and deadlines.
Clear and confident communication skills.
Flexible, committed and self-motivated approach.
Willingness to develop wider knowledge and skills within compliance and T&C.
High attention to detail with the ability to review complex documents and identify gaps, discrepancies or areas of concern.
Core Responsibilities:
Communicate effectively with financial advisers, internal stakeholders and external providers.
Ensure all documents are accurate, complete and compliant with regulatory and internal standards.
Provide general administrative support, including managing follow-up actions on outstanding Training & Competence (T&C) requirements.
Assist with the management and maintenance of adviser risk matrices.
Respond to compliance-related queries and seek guidance where appropriate.
Collate data, maintain system records and contribute to the identification and reporting of adviser- or firm-level trends.
Provide additional support to senior members of the Compliance and T&C teams as required.
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: 16298
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
Duration: 12 Months
Posted: 2025-11-20 11:52:54
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Job Description:
Our client, a leading FinTech firm, is seeking a highly experienced Lead Product Designer to spearhead design across their international business.
This is a hands-on, end-to-end role with responsibility for both client-facing delivery and internal platform development.
This is a remote position with access to office space in Edinburgh and London on an initial 12-month FTC.
Skills/Experience:
Essential
Product design experience.
Experience in end-to-end product design across UX and UI.
Strong ability to simplify complex information into intuitive interfaces.
Demonstrated experience of leading design processes from discovery through to launch.
Excellent written and verbal communication skills, with confidence presenting to senior stakeholders.
Experienced in collaborating with Engineering, Product, Solution Architecture, business teams and other designers.
Comfortable working within a complex technical environment.
Expertise in Figma and willingness to adopt new tools when required.
Experience managing small teams and overseeing capacity planning.
Ability to influence and advocate for design at executive level.
High attention to detail, curiosity about human behaviour and a drive to learn in a fast-paced environment.
Desirable
Experience designing FinTech or white-label SaaS products.
Exposure to low-code platforms.
Strong understanding of how AI can enhance design processes.
Experience conducting user research.
Experience working with globally distributed teams.
Core Responsibilities:
Evolve the organisation's design strategy, ensuring alignment with business goals and delivery of high-quality solutions.
Shape future design direction in line with changing priorities and global growth objectives.
Act as a custodian of design and user experience across the business, maintaining consistency and excellence across client delivery and platform development.
Own and develop the global design system in collaboration with engineering, ensuring scalability and suitability for a white-label environment.
Lead end-to-end design work across sales assets, client solutions and platform enhancements.
Transform ambiguous ideas and complex requirements into clear and intuitive user experiences.
Manage and mentor a small design team across Europe and Australia.
Oversee capacity planning, workload allocation and team development.
Partner with global stakeholders including product managers, engineers, solution architects, SMEs and senior executives to influence product direction and champion user-centred design.
Support sales efforts by creating design concepts and assets in response to client needs and market demand.
Stay up to date on design trends, emerging tools and innovative technologies including AI.
Advocate for enhancements to improve client solutions, platform capability and internal design processes.
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: 16300
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: City of London, England
Start: ASAP
Duration: 12 Months
Posted: 2025-11-20 11:05:33
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Job Description:
Our client, a leading FinTech firm, is seeking a highly experienced Lead Product Designer to spearhead design across their international business.
This is a hands-on, end-to-end role with responsibility for both client-facing delivery and internal platform development.
This is a remote position with access to office space in Edinburgh and London on an initial 12-month FTC.
Skills/Experience:
Essential
Product design experience.
Experience in end-to-end product design across UX and UI.
Strong ability to simplify complex information into intuitive interfaces.
Demonstrated experience of leading design processes from discovery through to launch.
Excellent written and verbal communication skills, with confidence presenting to senior stakeholders.
Experienced in collaborating with Engineering, Product, Solution Architecture, business teams and other designers.
Comfortable working within a complex technical environment.
Expertise in Figma and willingness to adopt new tools when required.
Experience managing small teams and overseeing capacity planning.
Ability to influence and advocate for design at executive level.
High attention to detail, curiosity about human behaviour and a drive to learn in a fast-paced environment.
Desirable
Experience designing FinTech or white-label SaaS products.
Exposure to low-code platforms.
Strong understanding of how AI can enhance design processes.
Experience conducting user research.
Experience working with globally distributed teams.
Core Responsibilities:
Evolve the organisation's design strategy, ensuring alignment with business goals and delivery of high-quality solutions.
Shape future design direction in line with changing priorities and global growth objectives.
Act as a custodian of design and user experience across the business, maintaining consistency and excellence across client delivery and platform development.
Own and develop the global design system in collaboration with engineering, ensuring scalability and suitability for a white-label environment.
Lead end-to-end design work across sales assets, client solutions and platform enhancements.
Transform ambiguous ideas and complex requirements into clear and intuitive user experiences.
Manage and mentor a small design team across Europe and Australia.
Oversee capacity planning, workload allocation and team development.
Partner with global stakeholders including product managers, engineers, solution architects, SMEs and senior executives to influence product direction and champion user-centred design.
Support sales efforts by creating design concepts and assets in response to client needs and market demand.
Stay up to date on design trends, emerging tools and innovative technologies including AI.
Advocate for enhancements to improve client solutions, platform capability and internal design processes.
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: 16300
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: Edinburgh, Scotland
Start: ASAP
Duration: 12 Months
Posted: 2025-11-20 11:04:06
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Job Description:
Our client is looking for an experienced individual to join their growing front office team.
This is an exciting opportunity to work within a successful financial services environment with a focus on risk and compliance around Suitability.
The role can be based out of Edinburgh or London.
Skills/Experience:
Educated to degree level or equivalent professional experience
Experience within a investment management/wealth/banking
Strong knowledge of FCA Suitability requirements and conduct of business rules
Understanding of discretionary portfolio management and wealth planning services
Relevant industry or compliance qualification (e.g.
CISI, CFA, ICA or equivalent)
Strong communication, influencing and presentation skills
Client-focused, with the ability to challenge and collaborate effectively with investment professionals
Highly organised, detail-oriented, and motivated
Core Responsibilities:
Support the design and ongoing development of monitoring processes to ensure compliance with regulatory requirements, internal policies, and group standards
Undertake regular monitoring activity, with a strong focus on suitability within discretionary management and wealth planning (e.g.
retirement planning, inheritance tax planning)
Produce and enhance MI and KPIs to evidence competence, policy adherence, and positive client outcomes
Assist with resolving breaches of client mandates and escalating where appropriate
Prepare periodic reports for Boards and Committees
Act as a key contact for Suitability queries, providing guidance and training across the front office
Collaborate effectively with Risk & Compliance and other control functions, sharing best practice and driving efficiencies
Contribute to the delivery of key initiatives, including improved use of data and automation to strengthen monitoring processes
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: 16206
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: London, England
Start: ASAP
Posted: 2025-11-20 08:58:40
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Job Description:
We are working with a leading financial services firm in Edinburgh seeking motivated and enthusiastic professionals to join their team as an Investment Operations & KYC Administrator.
This is a great opportunity for individuals with KYC experience and a passion for developing their career in financial services.
You'll be part of a supportive, high-performing team, gaining valuable exposure and advancing your expertise in both investment operations and client onboarding.
Skills/Experience:
Experience gained in investment operations
Strong understanding of UK anti-money laundering (AML)
Knowledge of KYC systems and databases is desirable
Experience gained in regulated financial services
Bachelor's degree or equivalent
Strong attention to detail
Effective communication skills for liaising with clients, internal stakeholders and internal team
Ability to organise and prioritise workloads to meet deadlines
Core Responsibilities:
Conduct comprehensive KYC due diligence on clients to check identity and risk.
Review external documentation including ownership structures, beneficial ownership, and controller information.
Ensure all KYC activities comply fully with relevant UK AML regulations and best practices.
Assess client risk profiles, recommend enhanced due diligence where necessary, and escalate potential concerns.
Prepare reports documenting due diligence findings and support fund reporting processes.
Collaborate effectively with colleagues including compliance, legal, and operations, to facilitate client onboarding and investor communications.
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: 16259
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: 2025-11-18 16:30:50
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Job Description:
One of our clients, a leading property finance firm, has an exciting brand-new opportunity for an experienced Executive Assistant to join their team in Edinburgh.
This is a varied role and some of your key responsibilities will include providing EA/PA support for the Senior Members including diary management and travel arrangements.
The role will also include office and building management responsibilities.
This is a great opportunity to join a well-established company and make the role your own.
This would be full-time office-based position.
Skills/Experience:
3+ years in a similar role, ideally from professional services or financial services.
Advanced IT skills, with extensive practical experience
Advanced Word, Excel & PowerPoint skills & experience
Highly organised & methodical
Highly motivated, a self-starter, hardworking, with a high level of flexibility
Willing and able to take responsibility, and to handle multiple workflows simultaneously
Team player, with strong interpersonal skills
Solution focused, with excellent problem-solving skills
Discretion and confidentiality in handling very sensitive information
Core Responsibilities:
Provide EA / PA support including diary management
Ability to handle confidential information with discretion & professionalism
General office management
Assist with personal matters, including but not limited to, arranging personal travel and assisting with household expenses.
Arrange travel logistics, both domestic and international
Building management
Provide support to Finance Director including assisting with bookkeeping, processing expenses, payments and interests, and assisting with other financial transactions
Provide excellent client service and being first point of contact for clients coming into the building
Make sure meeting rooms are tidy and ready for meetings
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: 16113
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: 2025-11-17 11:27:43
-
Job Description:
Core-Asset Consulting is delighted to be supporting a leading wealth management firm, based in Newcastle, in the recruitment of a Compliance Administrator on a 12 month Fixed Term Contract.
This is an excellent opportunity to join an established compliance function where you will play a key role in providing high-quality administrative and transactional support.
Skills/Experience:
Previous administration experience within an FCA-regulated environment is preferred, though broader financial services experience will also be considered.
Strong numeracy abilities and confidence working with spreadsheets and data sets.
Excellent organisational skills with the ability to follow structured processes and maintain high levels of accuracy.
Proven history of managing multiple tasks and deadlines.
Clear and confident communication skills.
Flexible, committed and self-motivated approach.
Willingness to develop wider knowledge and skills within compliance and T&C.
High attention to detail with the ability to review complex documents and identify gaps, discrepancies or areas of concern.
Core Responsibilities:
Communicate effectively with financial advisers, internal stakeholders and external providers.
Ensure all documents are accurate, complete and compliant with regulatory and internal standards.
Provide general administrative support, including managing follow-up actions on outstanding Training & Competence (T&C) requirements.
Assist with the management and maintenance of adviser risk matrices.
Respond to compliance-related queries and seek guidance where appropriate.
Collate data, maintain system records and contribute to the identification and reporting of adviser- or firm-level trends.
Provide additional support to senior members of the Compliance and T&C teams as required.
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: 16298
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
Duration: 12 Months
Posted: 2025-11-17 11:20:47
-
Job Description:
Core-Asset Consulting is partnering with a leading financial services firm in search of a talented B2C Marketing Manager to join their team on a 12-month, fixed-term contract based in Newcastle.
This is a strategic, hands-on role with real ownership: you will shape and execute integrated campaigns that drive client acquisition, deepen engagement, boost cross-sales, and improve retention across all B2C channels.
Skills/Experience:
Proven experience in a B2C marketing role, preferably within financial services or another regulated sector.
History of planning and executing multi-channel marketing campaigns with measurable business outcomes.
Strong grasp of CRM, email marketing and digital advertising fundamentals.
Excellent verbal and written communication skills, with the ability to simplify complex information into clear and client-friendly messages.
Highly data-driven, with a mindset focused on continuous improvement and learning.
Well organised and proactive, capable of juggling multiple priorities in a fast-paced environment.
Confident working independently and collaboratively, with strong stakeholder-management skills.
Desirable:
Experience with HubSpot, Salesforce, or similar CRM platforms.
Familiarity with regulatory communication requirements (e.g., FCA).
Understanding of financial products such as pensions or investment propositions.
Core Responsibilities:
Plan, execute and optimise multi-channel B2C marketing campaigns to drive acquisition, engagement, cross-selling and retention across digital, social, email, paid media, events and internal sales/advice channels.
Use segmentation to tailor messaging, create clear and compliant communications, and simplify complex financial topics to strengthen client understanding and relationships.
Apply data and audience insight to identify opportunities, test and refine activity, and contribute to regular reporting to enhance ROI and business impact.
Partner with senior marketing leaders (e.g., B2C Channel Manager) to align marketing activity with business objectives.
Work with Product, Operations, Client Services, and Compliance teams to support strategic business initiatives.
Liaise with Brand and Communications teams to maintain a consistent client-facing tone and experience.
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: 16297
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
Duration: 12 Months
Posted: 2025-11-14 17:28:20
-
Job Description:
We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a Mortgage Advisor to join the team in Newcastle and play a pivotal role in helping clients navigate the mortgage and protection landscape.
In this role, you will be guiding clients through the full mortgage and protection process, while building lasting relationships with clients and lenders.
Full CeMAP qualification is essential for this role.
Skills/Experience:
Fully CeMAP-qualified (or equivalent) from any industry background.
Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).
Ambitious, personable and client-focussed with excellent communication skills.
A proactive mindset with the ability to stay organised and professional in a fast-moving advisory environment.
Core Responsibilities:
Collaborate closely with clients to assess their financial circumstances and deliver tailored guidance on mortgage options.
Support clients through every stage of the mortgage application, ensuring all documentation is accurate, processes run efficiently and all regulatory requirements are met.
Stay informed on current mortgage market trends, legislative updates, and industry best practices.
Develop and nurture lasting relationships with clients, lenders, and other key partners, serving as a trusted consultant throughout the mortgage process.
Offer ongoing assistance to clients, promptly addressing any queries or issues as their applications progress to completion.
Carry out comprehensive market analysis to source the most appropriate mortgage and protection products for each individual client.
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: 16293
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: 2025-11-13 10:26:27
-
Job Description:
Our client in Newcastle is looking for an AI Implementation Champion to work closely with senior leadership to design and deliver an AI roadmap, build organisational literacy, and surface opportunities that create measurable value.
Skills/Experience:
Essential:
Demonstrable experience driving technology-led change, ideally within data or AI programmes.
Strong communication and facilitation skills across business and technical audiences.
Ability to explain complex AI concepts in a clear, business-friendly way.
Proven experience developing education, training, or enablement programmes.
Familiarity with governance and risk management frameworks in a regulated environment.
Desirable:
Understanding of large language models, Microsoft Copilot, or similar generative AI tools.
Experience embedding innovation within complex, multi-stakeholder organisations.
Knowledge of change management principles.
Core Responsibilities:
AI Strategy & Implementation:
Partner with the CTO to define and evolve a practical, business-focused AI strategy.
Develop and maintain a delivery roadmap linked to organisational priorities, categorised into:
Operational Efficiency - reducing effort and error in repetitive tasks.
Operational Effectiveness - enhancing precision, speed, and quality of processes.
Differentiation - creating unique capabilities that strengthen competitive advantage.
Shape and oversee implementation of AI use cases, ensuring ownership, tracking, and delivery of clear business value.
AI Education & Cultural Enablement:
Design and deliver an internal AI education programme tailored to operators, managers, and senior stakeholders.
Lead awareness sessions, demos, and onboarding material to build confidence in responsible AI adoption.
Produce accessible resources such as playbooks, FAQs, and guidance documents to support teams in identifying opportunities.
Foster a healthy, creative AI mindset that encourages innovation while managing expectations.
Stakeholder Engagement & Opportunity Surfacing:
Act as a trusted advisor across departments, supporting leaders to understand and embrace AI opportunities.
Proactively identify high-impact use cases where AI can improve efficiency or unlock new capabilities.
Translate business needs into structured requirements, working with technical teams to assess feasibility.
Prioritise opportunities based on alignment to strategy, business value, risk, and readiness.
Risk Engagement & Governance:
Partner with risk, compliance, and security teams to ensure alignment with regulatory and internal standards.
Embed governance principles into the AI delivery lifecycle, covering data privacy, auditability, explainability, and fairness.
Maintain robust records of AI implementation decisions to ensure traceability of data, models, and outcomes.
Equip users to understand both the capabilities and limitations of AI tools.
Outcome Tracking & Continuous Improvement:
Define metrics to evaluate the success and impact of AI initiatives.
Ensure implemented solutions are embedded into business-as-usual operations.
Use feedback loops to refine the education programme, strategy, and delivery pipeline, ensuring continuous improvement.
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: 16192
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: 2025-11-13 09:11:27
-
Job Description:
We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a Mortgage and Protection Advisor to join the team and play a pivotal role in helping clients navigate the mortgage and protection landscape.
In this role, you will be guiding clients through the full mortgage and protection process, while building lasting relationships with clients and lenders.
Full CeMAP qualification is essential for this role.
Skills/Experience:
Fully CeMAP-qualified (or equivalent) from any industry background.
Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).
Ambitious, personable and client-focussed with excellent communication skills.
A proactive mindset with the ability to stay organised and professional in a fast-moving advisory environment.
Core Responsibilities:
Collaborate closely with clients to assess their financial circumstances and deliver tailored guidance on mortgage options.
Support clients through every stage of the mortgage application, ensuring all documentation is accurate, processes run efficiently and all regulatory requirements are met.
Stay informed on current mortgage market trends, legislative updates, and industry best practices.
Develop and nurture lasting relationships with clients, lenders, and other key partners, serving as a trusted consultant throughout the mortgage process.
Offer ongoing assistance to clients, promptly addressing any queries or issues as their applications progress to completion.
Carry out comprehensive market analysis to source the most appropriate mortgage and protection products for each individual client.
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: 16293
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: 2025-11-12 17:59:14
-
Job Description:
Our client based in Newcastle, is seeking an experienced and proactive GTS Engineer to join their dynamic technology function.
This is an excellent opportunity for a technically skilled professional to play a key role in delivering enterprise-wide IT projects and initiatives within a complex and fast-paced environment.
Skills/Experience:
Proven experience in a 3rd Line IT Engineer or similar role, ideally in an enterprise or financial services environment.
Strong technical background in Microsoft technologies, including Windows operating systems and Office 365.
Working knowledge of ITIL processes, particularly incident, change and problem management.
Previous experience with cloud infrastructure management and migration.
Strong grasp of networking, infrastructure and hardware troubleshooting.
Experience with AV/conference room technology setup and support.
Demonstrated ability to manage multiple projects simultaneously, delivering high-quality outcomes on time and within scope.
Excellent communication skills, with an ability to engage effectively with both technical and non-technical stakeholders.
Strong analytical, organisational and problem-solving skills.
Desirable:
Experience with Azure, Hyper-V, or similar enterprise technologies.
Knowledge of automation or scripting tools (e.g., PowerShell).
Core Responsibilities:
Lead the delivery and implementation of Microsoft upgrades, including Windows and Office environments, all while ensuring minimal disruption to users.
Contribute to change management, incident management and business continuity planning and execution, maintaining robust operational resilience.
Provide third-line support across the IT Service Desk, resolving complex technical issues and supporting junior team members.
Troubleshoot and resolve enterprise-level IT issues across systems, applications and infrastructure.
Collaborate with cross-functional teams to design and implement IT solutions that align with business objectives.
Support system migration projects from planning through post-migration phases.
Develop and maintain comprehensive documentation for systems, processes and procedures to promote knowledge sharing across teams.
Oversee the setup and maintenance of AV and meeting room technology, ensuring smooth operation.
Contribute to continuous improvement through knowledge transfer, mentoring and sharing of best practices across the IT function.
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: 16292
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: 2025-11-12 10:42:28
-
Job Description:
Core-Asset Consulting is working on behalf of a leading global financial services organisation to recruit an HR Business Change Partner.
This will be an initial 6-month day rate contract.
This is an exciting opportunity to play a key role in the delivery of complex organisational change initiatives within a global HR model.
Skills/Experience:
Proven experience delivering restructuring, TUPE and redundancy programmes.
Strong organisational skills with the ability to manage competing priorities in a fast-paced environment.
Broad HR knowledge, with confidence in managing complex ER cases.
Understanding of global HR operating models and how to deliver within them.
Core Responsibilities:
Lead organisational change programmes, including restructuring, TUPE transfers and redundancy processes.
Manage multiple HR projects concurrently, ensuring timely and high-quality delivery.
Act as a trusted HR generalist, who can manage complex and sensitive employee relations cases.
Operate effectively within a global HR framework, ensuring alignment between local delivery and global standards.
Partner with senior stakeholders to provide pragmatic and solutions-focused HR advice.
Balance strategic priorities with hands-on implementation, ensuring actions are both practical and effective.
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: 16291
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: Edinburgh, Scotland
Start: ASAP
Duration: 6 Months
Posted: 2025-11-11 16:46:36
-
Job Description:
Our client, a leading financial services organisation, is seeking a Procurement Specialist - Financial Services to join their team.
You will play a key role in developing and implementing procurement and supplier manager framework, ensuring effective governance of related processes.
Skills/Experience:
Experience in procurement and contract negotiation, ideally within the financial services sector.
Background in supplier management and oversight.
Demonstrated ability to manage stakeholders effectively and build productive relationships.
Capable of making independent decisions and applying strong problem-solving skills.
Skilled in issue management, with the ability to resolve complex challenges effectively.
A collaborative team player with a proactive and supportive approach.
Sound understanding of regulatory requirements; due diligence experience desirable.
Core Responsibilities:
Lead commercial negotiations and manage supplier relationships.
Support the sourcing process and coordinate supplier onboarding.
Manage supplier-related issues, ensuring effective resolution and communication.
Oversee and monitor supplier activity across the wider business.
Administer contracts and risk assessments using internal systems.
Identify and deliver cost-saving opportunities.
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: 16263
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: 2025-11-11 10:29:41
-
Job Description:
Our client, a leading financial services firm, is seeking a Data Governance Coordinator to join their team based in Newcastle.
In this role, you will support the development of the company's data governance structures by ensuring compliance across the business.
Skills/Experience:
Essential:
Prior experience in a data governance role
Solid understanding on governance principles
Experience with tools such as Microsoft Purview, Databricks Unity Catalog or similar platforms.
Experience in communicating complex data concepts clearly to both technical and non-technical audiences
Ability to build strong relationships with stakeholders
Strong analytical and problem-solving skills.
Core Responsibilities:
Implement the data governance framework across the business
Manage the enterprise data catalogue and business glossary to ensure that metadata remains accurate
Work closely with data owners and stewards to establish data definitions
Track data quality issues and escalate where necessary to resolve
Coordinate governance meetings
Support the development of governance tools
Store and keep up-to-date records of data ownership, assignments and governance decisions
Comply with regulatory requirements through documentation
Promote awareness of data governance across the organisation through communications and training.
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: 16287
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: 2025-11-07 15:40:54
-
Job Description:
We are working on a new opportunity for an MI Analyst to join the team at a leading financial services firm based in Newcastle.
In this role, you will play a vital part in transforming raw data to deliver reporting needs to support the business.
Skills/Experience:
Previous experience in MI reporting or data analysis
Experience using Power BI with an ability to develop dashboards and visualisations within Microsoft Fabric.
Solid working knowledge of SQL for querying and extracting data from relational databases.
Ability to manage and analyse large datasets
Analytical and problem-solving skills
Accuracy when delivering tactical reporting
Strong communication and organisational skills with ability to prioritise projects and meet deadlines
Familiarity with data transformation or analytics programmes (desirable)
Core Responsibilities:
Create and develop Power BI dashboards and MI reports to support the business operations and decision-making
Create SQL queries to extract data for reporting
Use Microsoft Fabric (including Lakehouses and Direct Lake mode) to deliver scalable and efficient reporting solutions.
Work closely with stakeholders to capture the required reporting needs and create structured MI outputs
Complete tasks such as data profiling and quality checks to ensure accuracy in reports
Support the creation and maintenance of reusable datasets and semantic models to ensure consistency across reporting outputs.
Log reporting logic, data definitions and sources
Present reports to stakeholders across the business to highlight KPIs and patterns
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: 16285
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: 2025-11-07 15:38:20
-
Job Description:
Core-Asset is working with a leading financial services firm on a fantastic opportunity for an Insight Analyst to join the team based in Newcastle.
In this role, you will work closely with stakeholders across the business by identifying areas to optimise data and create solutions.
Skills/Experience:
Experience with BI tools such as Power BI or Tableau
Proficiency using SQL
Experience in analysing complex datasets and translating them to identify opportunities to enhance processes within the business
Experience using a Microsoft ecosystem such as Microsoft Fabric
Confident working with stakeholders across the business to present solutions
Strong problem-solving skills and proactivity
Prior experience in an insights, analytics or strategic reporting role
Familiarity with a structured data environment and data governance frameworks.
Experience of transformation programmes and cross-functional work is highly desirable
Bachelor's degree (or equivalent) in a numerical subject
Core Responsibilities:
Use Power BI to create and develop interactive dashboards to support the overall business functions
Create and develop data by creating SQL queries
Work closely with stakeholders within the business to identify opportunities where data can drive better decisions and enhance reporting processes.
Translate business challenges into analytical insights presenting outcomes to colleagues
Conduct data profiling checks and validation to ensure reliability, accuracy and compliance with governance standards.
Assist in building reusable datasets and semantic layers to facilitate organisation-wide self-service analytics.
Record and maintain clear definitions for datasets and associated metadata.
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: 16286
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: 2025-11-07 15:34:21
-
Job Description:
Our client, a leading financial services organisation, is seeking an experienced Procurement and Supplier Manager to join their team.
You will play a key role in developing and implementing procurement and supplier manager framework, ensuring effective governance of related processes.
Skills/Experience:
Experience in procurement and contract negotiation, ideally within the financial services sector.
Background in supplier management and oversight.
Demonstrated ability to manage stakeholders effectively and build productive relationships.
Capable of making independent decisions and applying strong problem-solving skills.
Skilled in issue management, with the ability to resolve complex challenges effectively.
A collaborative team player with a proactive and supportive approach.
Sound understanding of regulatory requirements; due diligence experience desirable.
Core Responsibilities:
Lead commercial negotiations and manage supplier relationships.
Support the sourcing process and coordinate supplier onboarding.
Manage supplier-related issues, ensuring effective resolution and communication.
Oversee and monitor supplier activity across the wider business.
Administer contracts and risk assessments using internal systems.
Identify and deliver cost-saving opportunities.
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: 16263
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: 2025-11-07 11:04:00
-
Job Description:
Core-Asset Consulting is delighted to be partnering with a leading global asset manager to recruit a Tax and Compliance Analyst to join their fund accounting department on an initial 12 month contract, based in Birmingham.
This role offers a fantastic opportunity for a recent graduate to gain exposure within a highly regarded financial services environment, supporting both UK and US operations.
Skills/Experience:
Strong Excel skills, including use of pivot tables and data manipulation.
Excellent communication skills with confidence in handling queries and solving problems.
Highly organised with the ability to balance multiple tasks and adapt to new responsibilities.
A collaborative and proactive approach, with strong attention to detail.
Previous experience or exposure to tax or compliance functions is helpful but not essential.
Degree educated, ideally in business, finance or some related discipline (or equivalent experience).
Core Responsibilities:
Provide administrative support across tax and compliance activities for external clients.
Run and review reports, complete sample checks and update data trackers.
Draft documentation and coordinate the completion of signatures.
Download, upload and manage documents across client and regulatory portals.
Monitor shared mailboxes and respond to information requests in a timely manner.
Collaborate with colleagues across both UK and US offices.
Work closely with senior associates to ensure accuracy and compliance across all deliverables.
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: 16275
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: Birmingham, England
Start: ASAP
Posted: 2025-11-06 15:58:54
-
Job Description:
Do you have experience as a Business Analyst within financial services, and seeking your next career move?
We are working on an excellent opportunity for a Business Analyst to join the team at a leading financial services firm.
In this role you will work closely with stakeholders to gather requirements, analyse data, and support the delivery of innovative financial products and services.
Skills/Experience:
Proven experience as a Business Analyst in the financial services sector (banking, insurance, fintech)
Strong analytical and problem-solving skills
Proficiency in tools such as Excel, SQL, and business intelligence platforms
Excellent communication and stakeholder management abilities
Knowledge of regulatory frameworks (e.g., MiFID II, Basel III, GDPR) is a plus
Experience with Agile or Waterfall methodologies
Core Responsibilities:
Collaborate with stakeholders to elicit, document, and validate business requirements
Analyse and interpret complex data to support business decisions
Develop process models, workflows, and use cases
Support project delivery teams with clear and actionable insights
Ensure solutions align with regulatory requirements and business goals
Facilitate workshops, meetings, and 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: 16283
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: 2025-11-06 11:25:19
-
Job Description:
Our client, a leading financial services firm, is seeking an experienced PMO Manager to join their team.
In this role, you will be overseeing governance frameworks and project delivery.
Skills/Experience:
Essential:
Experience in a PMO management role, overseeing governance frameworks and project delivery
Experience in a regulated financial services environment
Strong stakeholder management and influencing skills
Proven capability in portfolio management, resource planning and budget control
Proficiency with PMO or project management tools and the Microsoft Office suite
Project management methodologies such as Waterfall, Agile, Prince2 or Scrum
Strong problem-solving skills
Core Responsibilities:
Lead the development of the firms change framework, methodologies and tools.
Ensure consistent adherence to project governance and quality assurance processes.
Oversee portfolio planning, resource management and reporting to support informed decision-making.
Monitor project performance through KPIs and ensure timely, on-budget delivery of agreed outcomes.
Prepare and present executive-level reporting and dashboards on project portfolio health.
Act as an escalation point and provide guidance on project risks, issues and dependencies.
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: 16284
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: 2025-11-06 10:52:14
-
Job Description:
Our client, a leading global investment firm, is seeking an experienced RFP Writer to join their Business Development function on an initial 12 month contract basis.
Skills/Experience:
Essential:
3-5 years' experience in RFP writing within the asset management industry.
Deep understanding of investment management concepts and products.
Exceptional writing, editing, and proofreading skills with strong attention to detail.
Ability to write from the client's perspective, delivering clear and persuasive messaging.
Desirable:
Investment Management Certificate (IMC) qualification.
Experience using proposal management systems.
Core Responsibilities:
Oversee the end-to-end completion of RFPs, RFIs, and DDQs
Collaborate with investment teams, sales, and subject matter experts to create tailored, client-centric responses.
Develop and refine written content to articulate the firm's investment capabilities and value proposition.
Maintain and update the RFP content database to ensure accuracy, consistency, and alignment with the firm's latest messaging.
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: 16280
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: City of London, England
Start: ASAP
Duration: 12 Months
Posted: 2025-11-06 08:39:55
-
Job Description:
Core-Asset Consulting is working on behalf of our client, a successful wealth management firm, to recruit Due Diligence Analysts to join the team in Edinburgh.
These are new opportunities, and you would be responsible for undertaking periodic AML/KYC client reviews in accordance with the periodic review schedule.
These are excellent opportunities to join a highly regarded organisation with a strong reputation for excellence, integrity, and client service.
Skills/Experience:
Strong familiarity with AML/CDD regulations and best practice within financial services.
ICA qualification in AML (or equivalent) is desirable, with at least three years' experience in a similar role.
High attention to detail and commitment to accuracy.
Strong organisational and time management skills, with the ability to prioritise and meet deadlines.
Effective communication skills and the ability to collaborate across teams.
Proficiency in Microsoft Office applications; training will be provided for in-house systems.
Up-to-date understanding of relevant AML/CFT handbooks, legislation, and regulatory frameworks.
Core Responsibilities:
Conduct periodic AML/KYC client reviews in accordance with the firm's review schedule.
Review client due diligence documentation to ensure accuracy and compliance with internal policy and applicable regulatory standards, including FCA and JFSC AML/CFT requirements.
Complete ID&V checks and ensure client files meet all relevant AML/CFT standards.
Perform screening of individuals and entities using industry-recognised tools such as SmartSearch, LexisNexis, and open-source intelligence.
Assess recent transactional activity to ensure consistency with client profiles.
Review and verify structure charts to confirm accuracy and ensure all related parties are properly documented.
Liaise with Investment Managers and Assistants to address outstanding action points, obtain missing or expired documentation, and ensure timely remediation.
Review investment attestations and assess client circumstances as part of the periodic review process.
Perform risk grading reviews and interpret information relating to high, medium, and low CDD risk factors.
Maintain and update the periodic review tracker, reporting on progress and ensuring quality and timeliness of output.
Balance allocated workloads effectively and take a proactive approach to additional administrative or compliance-related tasks as required.
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: 16281
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: 2025-11-05 17:26:53
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Job Description:
We are working with our client, a leading financial services firm, on an excellent opportunity for a Senior Specialist - Pension Drawdown to join the team in Newcastle.
You will be responsible for overseeing the end-to-end pension technical process and timely delivery of complex tasks.
Skills/Experience:
Extensive technical experience within pension/platform administration gained preferably in a pension/platform/financial services environment.
Extensive knowledge of pension regulations
Strong understanding of pension/platform operations, processes and procedures
Experience with relevant software and systems (e.g.
Origo, SIPP Pro)
Experience in managing and leading teams
Excellent communication and problem-solving skills
Ability to work effectively under pressure and meet deadlines.
Strong analytical and project management skills.
Core Responsibilities:
Servicing as a subject matter expert on pensions and platform related issues, particularly within DC, Money Purchase Personal Pension / SIPPs /SSASs
Pension flexibilities, auto enrolment pension, taxation and Pension Drawdown experience
Understanding pension legislation, regulations and scheme-specific rules
Ability to identify and resolve technical issues, often involving complex and detailed calculations, regulatory/legal interpretations.
Death Benefit Payments, Divorce & Disputes Management
Ensuring all platform & pension processes comply with legal and regulatory requirements.
Handling complaints and escalated issues related to pension schemes.
Ensuring adherence to relevant pension legislation and regulations.
Complaint/Internal Dispute resolution Procedures (IDRP) processes with the Compliance and Risk Support.
Oversee the end-to-end pension technical process, ensuring accuracy, compliance, and timely delivery of complex tasks.
Monitor key performance indicators (KPIs) related to pensions technical operations and implement process improvements.
Managing breach reporting, Death Benefit Management, Pension Discretions, Overpayments.
Lead and supervise the pensions technical team, ensuring colleagues performing their roles effectively and efficiently.
Identify areas for improvement within platform/pension operations and implement solutions to enhance efficiency and accuracy.
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: 16194
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: 2025-11-05 15:26:28
-
Job Description:
We are pleased to partner with a leading firm in Newcastle, who are seeking an experienced Information Security Manager to join their team.
This role will have a strong focus on audit, reporting into senior leadership, and offers the chance to shape and drive the information security agenda in a growing business.
Skills/Experience:
Experience in an information security management role - preferably within financial services but not essential.
Strong familiarity with information security frameworks and standards (e.g., ISO/IEC 27001:2022) and experience leading audits and compliance programmes.
Excellent ability to engage with business stakeholders, translate business goals into security requirements and embed security into business processes.
Robust understanding of legislative and regulatory requirements (e.g., GDPR, sector‑specific regulation) and ability to embed policy, standards and governance.
Experience in developing and implementing information security strategies, policies and controls across corporate IT, physical security and business operations.
Strong risk management mindset: able to assess security risks, propose controls balanced with business imperatives, and articulate these to senior management.
Core Responsibilities:
Lead and coordinate security assessments, audits and compliance reviews - particularly aligned to ISO 27001 and Cyber Essential + frameworks and manage physical and IT security collaborations with facility teams.
Develop and maintain the information security strategy and related policies, plans and processes.
Monitor, analyse and respond to changes in the IT and information security landscape; provide timely guidance on emerging threats and vulnerabilities.
Ensure organisational compliance with relevant legislation, standards and internal policies (e.g., GDPR, sector‑specific regulation).
Drive risk‑based decision‑making and ensure that security solutions and controls are aligned with the firm's risk appetite and business objectives.
Deliver presentations and reports to senior leadership and key stakeholders as the designated subject matter expert in information security.
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: 16279
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: 2025-11-05 09:57:16
