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...
Field Service Engineer – Premium Automotive Equipment
Typical Earnings: Around £37,000 (base + bonus) – with potential to earn more
Benefits Include: Fully equipped company van, Pension & healthcare, Tax-free lunch allowance (~£1,160/year), Monday to Friday – no weekends, Premium product training and ongoing support
Location: Field-based across Southern England. Ideal home locations include:
Oxfordshire, Buckinghamshire, Berkshire, Gloucestershire, Essex, Kent, and surrounding areas (e.g. Milton Keynes, Oxford, Banbury, Reading, Swindon, Chelmsford, Maidstone, Bristol, High Wycombe)
Why This Role Could Be Perfect for You
Work hands-on with premium automotive equipment, applying your mechanical, electrical, or hydraulic skills in real-world settings
Join a market-leading brand with a reputation for quality, innovation, and excellent customer service
Enjoy variety and independence — every day is different, with travel across the region and occasional overnight stays
Receive top-class training and support to help you transition confidently into the automotive sector
Be part of a company culture that values professionalism, pride in workmanship, and mutual support
This is a great fit for a field-based engineer who enjoys solving problems on site, working independently, and making a visible impact.
The Role
Service, calibrate, and maintain automotive equipment at customer sites
Install new equipment and deliver start-up training
Support the Technical Sales team with product demonstrations
Complete admin tasks and update the CRM system
Spot opportunities to grow service, training, and repair business
Who We’re Looking For
Strong mechanical, electrical, or hydraulic engineering background
Field service experience preferred (but not essential if you have transferable skills)
Health & safety aware, with a customer-first mindset
Full UK driving licence and willingness to travel daily with some overnight stays
No automotive experience? No problem. We welcome candidates from construction equipment, agricultural machinery, off-highway, marine, commercial vehicle, or capital equipment sectors.
If you’ve got field service experience and a desire to learn, we’ll give you the tools and training to succeed.
Personal Attributes
Self-motivated and organised
Able to manage your own time and workload
Strong problem-solving skills and attention to detail
Professional, customer-focused, and proud of your work
Register Your Interest
If this sounds like your kind of role, we’d love to hear from you.
Send your CV to Kayleigh Bradley, Senior Recruiter at Glen Callum Associates Ltd, or call Kayleigh for a confidential chat on 07908 893621.
Job Reference: 4288KBB – Field Service Engineer
Glen Callum Associates specialises in automotive recruitment, connecting exceptional talent with leading organisations worldwide.
Glen Callum Associates is committed to creating diverse and inclusive workplaces. We welcome applications from all qualified candidates regardless of gender, age, ethnicity, disability, sexual orientation, or background. We believe that a variety of perspectives makes a team stronger and a workplace better. If you need any adjustments during the recruitment process, please let us know—we’re here to support you.....Read more...
Field Service Engineer – Premium Automotive Equipment
Typical Earnings: Around £37,000 (base + bonus) – with potential to earn more
Benefits Include: Fully equipped company van, Pension & healthcare, Tax-free lunch allowance (~£1,160/year), Monday to Friday – no weekends, Premium product training and ongoing support
Location: Field-based across Southern England. Ideal home locations include:
Oxfordshire, Buckinghamshire, Berkshire, Gloucestershire, Essex, Kent, and surrounding areas (e.g. Milton Keynes, Oxford, Banbury, Reading, Swindon, Chelmsford, Maidstone, Bristol, High Wycombe)
Why This Role Could Be Perfect for You
Work hands-on with premium automotive equipment, applying your mechanical, electrical, or hydraulic skills in real-world settings
Join a market-leading brand with a reputation for quality, innovation, and excellent customer service
Enjoy variety and independence — every day is different, with travel across the region and occasional overnight stays
Receive top-class training and support to help you transition confidently into the automotive sector
Be part of a company culture that values professionalism, pride in workmanship, and mutual support
This is a great fit for a field-based engineer who enjoys solving problems on site, working independently, and making a visible impact.
The Role
Service, calibrate, and maintain automotive equipment at customer sites
Install new equipment and deliver start-up training
Support the Technical Sales team with product demonstrations
Complete admin tasks and update the CRM system
Spot opportunities to grow service, training, and repair business
Who We’re Looking For
Strong mechanical, electrical, or hydraulic engineering background
Field service experience preferred (but not essential if you have transferable skills)
Health & safety aware, with a customer-first mindset
Full UK driving licence and willingness to travel daily with some overnight stays
No automotive experience? No problem. We welcome candidates from construction equipment, agricultural machinery, off-highway, marine, commercial vehicle, or capital equipment sectors.
If you’ve got field service experience and a desire to learn, we’ll give you the tools and training to succeed.
Personal Attributes
Self-motivated and organised
Able to manage your own time and workload
Strong problem-solving skills and attention to detail
Professional, customer-focused, and proud of your work
Register Your Interest
If this sounds like your kind of role, we’d love to hear from you.
Send your CV to Kayleigh Bradley, Senior Recruiter at Glen Callum Associates Ltd, or call Kayleigh for a confidential chat on 07908 893621.
Job Reference: 4288KBB – Field Service Engineer
Glen Callum Associates specialises in automotive recruitment, connecting exceptional talent with leading organisations worldwide.
Glen Callum Associates is committed to creating diverse and inclusive workplaces. We welcome applications from all qualified candidates regardless of gender, age, ethnicity, disability, sexual orientation, or background. We believe that a variety of perspectives makes a team stronger and a workplace better. If you need any adjustments during the recruitment process, please let us know—we’re here to support you.....Read more...
Job Description:
Core-Asset Consulting is partnering with a well-established asset management firm to recruit an Operations Oversight & Control Team Leader. This role offers the opportunity to lead a specialist team responsible for the oversight and governance of outsourced Transfer Agency services. This role is based in Edinburgh.
Essential Skills/Experience:
Proven experience leading an operations or oversight team within asset management or funds.
Strong knowledge of Transfer Agency operations and outsourced operating models.
Good understanding of the UK regulatory environment, including CASS and complaints handling.
Experience overseeing AML and KYC processes.
Strong organisational and communication skills with a high attention to detail.
Core Responsibilities:
Lead and manage the Operations Oversight & Control team, supporting performance, development and delivery.
Provide oversight of outsourced Transfer Agency services
Oversee core operational activities including investor and fund flow reporting, Transfer Agency oversight, CASS governance, complaints oversight, regulatory reporting, and AML/KYC processes.
Act as the primary escalation point for operational issues
Maintain effective relationships with third-party administrators and service providers, monitoring
Support operational change, projects, and continuous improvement initiatives.
Ensure procedures, processes and control documentation remain current and effective.
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: 16330
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...
Client Acquisition Specialist (Commission-Only)
Global | Remote | Up to 25% Revenue Share | 6-Month Initial Term**
RecXchange is expanding globally, and we're bringing on driven Client Acquisition Specialists to secure more end-client roles for our recruiter ecosystem. You'll introduce companies to our platform and earn a percentage of every role they post that gets filled by our global recruiter community.
This is a commission-only position offering up to 25% revenue share , full flexibility, and unlimited earning potential.
Contract Term
This position is offered on an initial 6-month agreement , with the option to renew based on performance and client acquisition activity.
Role Overview
You will identify, approach, and onboard new employers into the RecXchange ecosystem. Once a client signs terms and their roles go live, you earn up to 25% of every placement fee generated— repeatedly, for as long as they remain your client.
Ideal for people who want:
A global, fully remote BD role
Serious uncapped earnings
Zero KPIs or corporate nonsense
A long-term client portfolio that compounds over time
What We Provide
To help you win clients quickly and represent the brand professionally, RecXchange provides:
Your own RecXchange work email address
Full outreach and sales templates (email, LinkedIn, call scripts, decks)
Client onboarding materials
Training, support and direct access to leadership
Everything required to showcase RecXchange confidently
Key Responsibilities
Prospect and approach hiring managers, founders, and HR leaders
Present the RecXchange operating system and its value
Onboard new clients and submit roles via the platform
Maintain and manage ongoing client relationships
Work closely with leadership on global expansion targets
....Read more...
Client Acquisition Specialist (Commission-Only)
Global | Remote | Up to 25% Revenue Share | 6-Month Initial Term**
RecXchange is expanding globally, and we're bringing on driven Client Acquisition Specialists to secure more end-client roles for our recruiter ecosystem. You'll introduce companies to our platform and earn a percentage of every role they post that gets filled by our global recruiter community.
This is a commission-only position offering up to 25% revenue share , full flexibility, and unlimited earning potential.
Contract Term
This position is offered on an initial 6-month agreement , with the option to renew based on performance and client acquisition activity.
Role Overview
You will identify, approach, and onboard new employers into the RecXchange ecosystem. Once a client signs terms and their roles go live, you earn up to 25% of every placement fee generated— repeatedly, for as long as they remain your client.
Ideal for people who want:
A global, fully remote BD role
Serious uncapped earnings
Zero KPIs or corporate nonsense
A long-term client portfolio that compounds over time
What We Provide
To help you win clients quickly and represent the brand professionally, RecXchange provides:
Your own RecXchange work email address
Full outreach and sales templates (email, LinkedIn, call scripts, decks)
Client onboarding materials
Training, support and direct access to leadership
Everything required to showcase RecXchange confidently
Key Responsibilities
Prospect and approach hiring managers, founders, and HR leaders
Present the RecXchange operating system and its value
Onboard new clients and submit roles via the platform
Maintain and manage ongoing client relationships
Work closely with leadership on global expansion targets
....Read more...
Client Acquisition Specialist (Commission-Only)
Global | Remote | Up to 25% Revenue Share | 6-Month Initial Term**
RecXchange is expanding globally, and we're bringing on driven Client Acquisition Specialists to secure more end-client roles for our recruiter ecosystem. You'll introduce companies to our platform and earn a percentage of every role they post that gets filled by our global recruiter community.
This is a commission-only position offering up to 25% revenue share , full flexibility, and unlimited earning potential.
Contract Term
This position is offered on an initial 6-month agreement , with the option to renew based on performance and client acquisition activity.
Role Overview
You will identify, approach, and onboard new employers into the RecXchange ecosystem. Once a client signs terms and their roles go live, you earn up to 25% of every placement fee generated— repeatedly, for as long as they remain your client.
Ideal for people who want:
A global, fully remote BD role
Serious uncapped earnings
Zero KPIs or corporate nonsense
A long-term client portfolio that compounds over time
What We Provide
To help you win clients quickly and represent the brand professionally, RecXchange provides:
Your own RecXchange work email address
Full outreach and sales templates (email, LinkedIn, call scripts, decks)
Client onboarding materials
Training, support and direct access to leadership
Everything required to showcase RecXchange confidently
Key Responsibilities
Prospect and approach hiring managers, founders, and HR leaders
Present the RecXchange operating system and its value
Onboard new clients and submit roles via the platform
Maintain and manage ongoing client relationships
Work closely with leadership on global expansion targets
....Read more...
Client Acquisition Specialist (Commission-Only)
Global | Remote | Up to 25% Revenue Share | 6-Month Initial Term**
RecXchange is expanding globally, and we're bringing on driven Client Acquisition Specialists to secure more end-client roles for our recruiter ecosystem. You'll introduce companies to our platform and earn a percentage of every role they post that gets filled by our global recruiter community.
This is a commission-only position offering up to 25% revenue share , full flexibility, and unlimited earning potential.
Contract Term
This position is offered on an initial 6-month agreement , with the option to renew based on performance and client acquisition activity.
Role Overview
You will identify, approach, and onboard new employers into the RecXchange ecosystem. Once a client signs terms and their roles go live, you earn up to 25% of every placement fee generated— repeatedly, for as long as they remain your client.
Ideal for people who want:
A global, fully remote BD role
Serious uncapped earnings
Zero KPIs or corporate nonsense
A long-term client portfolio that compounds over time
What We Provide
To help you win clients quickly and represent the brand professionally, RecXchange provides:
Your own RecXchange work email address
Full outreach and sales templates (email, LinkedIn, call scripts, decks)
Client onboarding materials
Training, support and direct access to leadership
Everything required to showcase RecXchange confidently
Key Responsibilities
Prospect and approach hiring managers, founders, and HR leaders
Present the RecXchange operating system and its value
Onboard new clients and submit roles via the platform
Maintain and manage ongoing client relationships
Work closely with leadership on global expansion targets
....Read more...
Client Acquisition Specialist (Commission-Only)
Global | Remote | Up to 25% Revenue Share | 6-Month Initial Term**
RecXchange is expanding globally, and we're bringing on driven Client Acquisition Specialists to secure more end-client roles for our recruiter ecosystem. You'll introduce companies to our platform and earn a percentage of every role they post that gets filled by our global recruiter community.
This is a commission-only position offering up to 25% revenue share , full flexibility, and unlimited earning potential.
Contract Term
This position is offered on an initial 6-month agreement , with the option to renew based on performance and client acquisition activity.
Role Overview
You will identify, approach, and onboard new employers into the RecXchange ecosystem. Once a client signs terms and their roles go live, you earn up to 25% of every placement fee generated— repeatedly, for as long as they remain your client.
Ideal for people who want:
A global, fully remote BD role
Serious uncapped earnings
Zero KPIs or corporate nonsense
A long-term client portfolio that compounds over time
What We Provide
To help you win clients quickly and represent the brand professionally, RecXchange provides:
Your own RecXchange work email address
Full outreach and sales templates (email, LinkedIn, call scripts, decks)
Client onboarding materials
Training, support and direct access to leadership
Everything required to showcase RecXchange confidently
Key Responsibilities
Prospect and approach hiring managers, founders, and HR leaders
Present the RecXchange operating system and its value
Onboard new clients and submit roles via the platform
Maintain and manage ongoing client relationships
Work closely with leadership on global expansion targets
....Read more...
Job Description:
Core-Asset Consulting is working with a UK-based fintech organisation to recruit a Graduate Customer Support Accountant. This opportunity is well suited to a recent accountancy graduate or early-career professional looking to build a long-term career within fintech, combining accounting knowledge with customer-facing responsibilities.
This role offers structured, individual training and development, enabling you to build confidence and capability while supporting customers using an online accounting platform. You will join a supportive team environment that values learning, collaboration, and high-quality service delivery.
Essential Skills/Experience:
A degree in Accounting or completed accountancy-related studies.
A solid understanding of UK accounting processes, supported by academic learning or practical exposure.
Strong IT skills and confidence working with digital and cloud-based systems.
An interest in the challenges faced by small businesses and how financial software can support them.
Awareness of bookkeeping and accounting software used by small business owners.
A customer-focused mindset and an interest in delivering high-quality service.
Core Responsibilities:
Act as a first point of contact for customers via phone, email, and online chat.
Respond accurately and promptly to customer and accounting-related queries.
Deliver customer training through outbound calls to trial users and subscribers.
Proactively engage with users to provide guidance and support.
Assist prospective customers who require additional information before adopting the product.
Support internal teams by testing new features and system upgrades.
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: (16334)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a UK-based fintech organisation to recruit a Graduate Customer Support Accountant. This opportunity is well suited to a recent accountancy graduate or early-career professional looking to build a long-term career within fintech, combining accounting knowledge with customer-facing responsibilities.
This role offers structured, individual training and development, enabling you to build confidence and capability while supporting customers using an online accounting platform. You will join a supportive team environment that values learning, collaboration, and high-quality service delivery.
Essential Skills/Experience:
A degree in Accounting or completed accountancy-related studies.
A solid understanding of UK accounting processes, supported by academic learning or practical exposure.
Strong IT skills and confidence working with digital and cloud-based systems.
An interest in the challenges faced by small businesses and how financial software can support them.
Awareness of bookkeeping and accounting software used by small business owners.
A customer-focused mindset and an interest in delivering high-quality service.
Core Responsibilities:
Act as a first point of contact for customers via phone, email, and online chat.
Respond accurately and promptly to customer and accounting-related queries.
Deliver customer training through outbound calls to trial users and subscribers.
Proactively engage with users to provide guidance and support.
Assist prospective customers who require additional information before adopting the product.
Support internal teams by testing new features and system upgrades.
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: (16336)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a leading fintech firm to recruit an experienced Delivery Lead / Project Manager to play a pivotal role in the successful delivery of both client-facing and internal projects. Our client is a specialist financial services technology provider supporting institutional clients across multiple regions. This is a remote position, with access to office space in London or Edinburgh and will involve spending time on client sites in the UK.
Skills/Experience:
Strong experience in a project management role.
Experience working in Agile / Scrum software development environments.
Experience with delivering software development projects within financial services.
Proven experience working with institutional or Tier 1 financial services organisations.
Strong background in managing multidisciplinary teams across multiple locations.
Experience contributing to or leading process development and execution initiatives.
Demonstrated ability to manage stakeholder relationships, both internally and externally.
Comfortable working flexible hours to support global delivery requirements.
Core Responsibilities:
Leading client project deliveries in partnership with senior product consultants.
Spearhead internal delivery initiatives alongside product and engineering teams.
Coordinate internal and client-side project teams, constructively challenging stakeholders where appropriate.
Develop, maintain and manage client-facing delivery plans and budgets.
Develop and maintain internal sprint and delivery plans.
Facilitate regular team meetings and promote collaboration across global teams.
Plan and oversee release management activities through test and production environments.
Drive continuous improvement in delivery processes to support efficient implementations.
Define project success metrics and communicate them clearly to stakeholders.
Proactively manage scope changes, risks, issues and dependencies, implementing contingency plans as required.
Produce and maintain agreed project reporting, updates, and communication materials.
Work closely with internal and client-side project leadership to ensure delivery plans remain aligned and achievable.
Contribute to retrospectives and continuous improvement initiatives, including coaching or supporting junior team members where applicable.
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: 16324
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is working with a global asset manager to recruit an experienced CRM Support Lead in Edinburgh on an initial 12-month contract.
The role offers the opportunity to take ownership of a high-volume support environment, lead and develop a distributed team, and partner closely with technology and business stakeholders to deliver an excellent user experience. The successful candidate will play a key role in driving operational excellence, managing complex escalations, and continuously improving support processes during a critical period for the platform.
Essential Skills/Experience:
Experience supporting Microsoft Dynamics CRM or comparable enterprise CRM platforms.
Experience in a people management or team leadership role.
Strong background in escalation management and incident resolution within a complex, global environment.
Proven ability to manage and develop teams across multiple locations.
Excellent stakeholder management and communication skills, including engagement with senior leadership.
Strong analytical skills with experience using support metrics to drive continuous improvement.
Experience leading organisational change and supporting global user communities.
Proactive, solutions-focused mindset with a strong commitment to service excellence.
Core Responsibilities:
Lead, mentor, and develop a global team of CRM support specialists, fostering a collaborative and high-performance culture.
Oversee day-to-day CRM support operations, ensuring service levels and performance metrics are consistently met.
Act as the primary escalation point for complex or high-impact incidents, coordinating resolution with technology teams and senior stakeholders.
Analyse support data, user feedback, and ticket trends to identify opportunities for process improvement and service enhancement.
Drive continuous improvement of support documentation, knowledge resources, and self-service materials.
Lead change management activities related to system enhancements, releases, and platform updates.
Identify training needs and deliver ongoing functional training and enablement to users globally.
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: (16342)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Are you an experience ER Consultant seeking a new challenge? If so, we’d love to hear from you.
Our client, a financial services firm in Edinburgh, is recruiting for an ER Case Consultant to join them from February for an initial 4–6-month contract. The role inovolves providing expert guidance across a wide range of ER matters in a fast-paced environment.
Please note that initial CVs will be sent to our client on the morning of Friday 16th January.
Skills/Experience:
Recent, hands-on experience managing employee relations cases
Strong working knowledge of UK employment law and case law
Experience within a financial services or regulated environment is desirable
Confident influencing and advising stakeholders at all levels
Able to present complex information clearly and pragmatically
Core Responsibilities:
Manage a varied caseload of employee relations matters from start to finish
Analyse complex situations, assess risk and determine the most appropriate course of action
Provide clear, practical advice to managers to support effective decision-making
Lead or support investigations, including drafting outcome letters and reports
Ensure cases are handled in line with UK employment law, regulatory requirements and internal policies
Identify trends and opportunities for improvement within case management processes
Liaise with Risk and Compliance teams on regulatory considerations where required
Coach and upskill managers to build ER capability
Support continuous improvement initiatives and contribute to process reviews
Deliver ER training or briefing sessions as needed
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: 16343
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Core-Asset Consulting is working with a growing organisation in the North East of England to recruit an Operational Risk Analyst. This role sits within a central risk function and supports the delivery and ongoing enhancement of the organisation’s operational risk management framework.
The successful candidate will contribute to a range of operational risk activities, including business continuity and operational resilience initiatives, while partnering closely with stakeholders across the business to identify, assess and mitigate risk.
The role offers hybrid working with the expectation to be in the office around 3 days a week.
Essential Skills/Experience:
Experience in operational risk management
Knowledge of risk and control self-assessments (RCSA)
Experience working with risk monitoring and reporting dashboards.
Strong analytical skills with the ability to interpret and present complex information clearly.
Excellent written and verbal communication skills.
Confidence in providing constructive challenge and engaging with stakeholders at varying levels of seniority.
Core Responsibilities:
Support the execution of the operational risk management framework across the organisation.
Review and analyse operational controls, processes and service quality to improve efficiency and effectiveness.
Assist business areas in identifying and mitigating operational risks, advising on remediation actions and regulatory considerations.
Maintain and update operational risk policies, procedures and supporting tools.
Identify operational and regulatory process gaps and escalate risk events where appropriate.
Monitor the risk and control environment and provide constructive challenge to stakeholders.
Analyse and synthesise risk data, presenting insights and recommendations to management.
Support business continuity and recovery testing with a focus on operational resilience.
Build effective working relationships across the organisation, including with senior stakeholders.
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: (16344)
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
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Job Description:
Core–Asset Consulting is growing! We are looking for a Senior Associate – Design & Content to join our team. This role sits at the intersection of design, marketing, and consulting content, ensuring all materials are clear, consistent and aligned with the firm’s brand and professional standards.
This is an exciting opportunity for an experienced design and content professional to work closely with the Consulting and Senior Management team. The role will support business development, thought leadership, and client delivery through high-quality visual design and compelling content.
Essential Skills/Experience:
Experience in a design, content, or marketing role within professional services, consulting, or financial services.
Experience or interest in marketing analytics
Strong visual design skills using Canva or Photoshop, alongside PowerPoint and Microsoft Office.
Excellent written communication and editing skills.
Experience producing thought leadership or technical articles
Experience supporting business development or client-facing materials.
High attention to detail and strong quality-control mindset.
Experience working with senior stakeholders in a consulting or advisory environment
Familiarity with brand management and style guides
Collaborative, proactive, and solutions-focused
Confident communicator who can challenge and improve content constructively
Core Responsibilities:
Design and deliver professional presentations, reports, brochures, and digital materials.
Draft, edit, and format content for articles, insights, and thought leadership pieces
Create high-impact slide decks and credentials materials for proposals and pitches.
Collaborate with senior stakeholders on pitch materials and proposals, support RFPs and proposals with clear structure, layout and narrative flow.
Act as a brand guardian, ensuring consistency and quality across all outputs.
Proactively suggest improvements to content, design standards, and 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: 16328
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with our regarded client who are looking for a Governance lead to join their business. An excellent opportunity for an experienced individual to join a senior leadership role, offering the opportunity to shape and elevate governance standards across the business.
Skills/Experience:
Essential
Demonstrable experience as a company secretary or senior governance professional within a corporate or regulated environment.
Strong expertise in governance best practice.
Experience supporting Boards and senior committees.
Outstanding communication and relationship-building skills, with the ability to influence effectively at senior levels.
A collaborative and proactive approach, with the skills to deliver in a complex stakeholder environment.
Desirable
Chartered Secretary or Solicitor qualification.
Experience within a financial services or professional body.
Understanding of financial markets.
Exposure to public affairs activity.
Core Responsibilities:
Provide strategic governance advice to Board, Council, Regulatory Board and Committee Chairs.
Maintain and continually develop the organisation’s governance framework, including rules, regulations, manuals and authorities.
Lead and inspire the governance team in delivering high-quality secretariat support.
Oversee operational delivery of General Meetings, elections, member votes and independent appointments processes.
Ensure compliance with governance best practice, legal requirements and relevant regulatory obligations.
Collaborate closely with legal and risk colleagues on compliance, including anti-bribery, modern slavery, sanctions and other related matters.
Act as the governance lead for engagement with external oversight bodies.
Spearhead the organisation’s governance review project and drive continuous improvement.
Provide expert governance input during Board and Committee meetings, advising on implications of policy proposals and decisions.
Ensure all Board, Council and Committee members—along with Executive staff and volunteers—receive appropriate induction and ongoing governance training.
Manage relationships with external service providers such as election administrators and legal advisers.
Build strong internal relationships to support effective implementation of governance requirements.
Oversee budget management for governance activities.
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: 16318
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We have a newly created role to join a leading discretionary wealth firm in Glasgow. This is a key hire to join their Risk & Compliance function, supporting the business with a wide variety of tasks from regulatory reporting, conduct risk, prudential requirements and governance. Reporting to the Group Head of Risk & Compliance, the position works closely with senior leadership and carries a high level of autonomy, with end-to-end ownership of core regulatory processes and responsibility for providing expert guidance on FCA requirements impacting investment management activities.
Essential Skills/Experience:
Significant compliance experience within investment management.
Strong working knowledge of the FCA Handbook, including COBS, SYSC, DISP and COLL, as well as AML requirements and Consumer Duty.
Investment Management Certificate or equivalent investment and/or compliance qualification.
Strategic and analytical approach with strong problem-solving capability.
Excellent communication and report-writing skills, with the ability to influence at all levels.
High attention to detail, integrity and resilience in a fast-paced regulatory environment.
Core Responsibilities:
Own and deliver timely, accurate regulatory reporting, including prudential and conduct returns and coordinate regulatory disclosures
Lead the ICARA process
Maintain a forward-looking regulatory horizon scanning programme, assessing regulatory change and overseeing implementation with relevant business stakeholders.
Support the ongoing maintenance and review of regulatory and internal policies, ensuring alignment with regulatory expectations and internal standards.
Deliver a risk-based compliance monitoring plan and coordinate with internal senior stakeholders
Conduct thematic testing across key investment conduct areas, including best execution, market abuse, conflicts of interest and financial promotions.
Operate a proportionate Training & Competence framework
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: 16325
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a high-growth, technology-driven financial services organisation to recruit an IT Technician for its expanding operations in Newcastle. This is an exciting opportunity for an ambitious IT support professional to join a fast-paced, collaborative environment where innovation and service excellence are at the heart of everything they do.
Skills/Experience:
Proven track record in a similar IT support role.
Strong interpersonal skills, with the ability to communicate effectively with colleagues at all levels.
A collaborative team-orientated approach.
Flexible, proactive and enthusiastic attitude.
Self-motivated with a commitment to delivering an excellent level of service.
Core Responsibilities:
Create and remove user accounts, managing permissions primarily via Active Directory, Exchange and Microsoft 365.
Provide troubleshooting support to office-based and remote colleagues across hardware, software, printers and network connectivity.
Support meeting room users and ensure A/V equipment is fully operational.
Procure, prepare and rebuild laptops for colleagues as required.
Install job-specific software applications (e.g. financial and productivity tools).
Liaise effectively with third-party suppliers to progress technical requests.
Manage remote user VPN access, including two-factor authentication.
Provide support for approved BYOD applications.
Support and maintain Windows Server environments (2012 and above).
Manage Active Directory, Exchange and Group Policy.
Work with third-party providers to maintain Windows virtual servers.
Utilise tools such as Sophos Enterprise Console and PowerShell.
Create and manage user accounts within the organisation’s telephony platforms.
Administer hunt groups, call groups, IVRs, menus, greetings and team availability.
Support the call recording system.
Deliver remote support to colleagues across additional sites, including occasional on-site visits.
Support internal office moves and workplace technology changes.
Develop and update IT process and procedure documentation.
Provide SME-level knowledge sharing to colleagues throughout the IT team.
Support the development of IT Apprentices within the department.
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: 16306
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client 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...
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...
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...
Job Description:
Core-Asset Consulting is working alongside our client – a leading global investment firm based in London – to recruit a highly motivated and proactive Personal Assistant. This is an exciting opportunity to join a dynamic and fast-paced environment, providing high-quality administrative and organisational support to senior stakeholders within the business. This is full-time office-based role.
Skills/Experience:
Proven Personal Assistant or Executive Assistant experience within a fast-paced environment.
Background in Private Equity or Investment Banking is highly desirable.
Client-facing experience and the ability to engage confidently with internal and external stakeholders.
Strong communication skills with the ability to interact effectively at all levels.
Collaborative team player with a high level of emotional intelligence.
Professional, approachable and solutions-focused with a flexible “can-do” attitude.
Strong organisational and time-management skills, able to work under pressure and manage deadlines.
Willingness to work outside of standard business hours when necessary.
High degree of personal and corporate integrity.
Excellent accuracy and attention to detail.
Strong IT proficiency, including Microsoft Outlook, Teams, Word, PowerPoint and general systems competence.
Core Responsibilities:
Provide comprehensive administrative support to senior team members.
Manage busy diaries, coordinate internal and external meetings across multiple time zones and liaise with clients and key stakeholders.
Organise travel, accommodation, couriers and process team expenses.
Support day-to-day operations across the business, including work associated with investment funds and related assets.
Collaborate with other administrative team members to ensure seamless team support and act as a central point of contact for operational needs.
Assess and enhance administrative processes, identifying opportunities for efficiency and improved support.
Manage onboarding activities for any new starters.
Support and oversee projects as required.
Maintain filing systems and database records, ensuring accuracy and regular review.
Undertake any additional tasks as reasonably 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: 16302
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
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...
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.
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