About the Role An exciting opportunity for an experienced financial services professional to join a growing, fast-paced wealth management environment in a high-impact support role. This is not a traditional administrative position — instead, it offers a hands-on, client-facing role where you’ll work closely with Financial Planners, supporting the end-to-end client journey while building strong relationships internally and externally. You’ll play a key role in delivering a high-quality client experience, operating within a collaborative pod structure and contributing to a dynamic and evolving team. The Opportunity You’ll take ownership of financial planning administration within a busy and fast-moving environment, supporting multiple Financial Planners and working closely with Paraplanners as part of a structured team. This role is ideal for someone who thrives on organisation, attention to detail and client interaction, and who enjoys being an integral part of the planning process rather than purely back-office focused. With multiple hires planned, this is a great time to join a growing team where you can make an immediate impact and help shape the support function. Key ResponsibilitiesProvide full administrative support to Financial PlannersPrepare client packs, valuations and meeting documentationSubmit new business and gather provider informationManage letters of authority and client documentationLiaise with providers and internal stakeholdersMaintain regular, professional client communication (non-advisory)Support planners within a pod-based structureMaintain accurate records across back-office systemsWork to KPIs and service level expectationsAbout YouPrevious experience within financial planning or wealth managementStrong understanding of products such as ISAs, pensions, GIAs and bondsHighly organised with strong attention to detailComfortable working in a fast-paced, deadline-driven environmentStrong communication skills, both written and verbalAble to manage multiple priorities and work both independently and collaborativelyConfident engaging with clients and internal stakeholdersExperience with back-office systems or platforms (transferable experience considered)What’s on OfferCompetitive salary aligned to experienceHybrid working model (office-based initially, then flexibility post-probation)Exposure to a growing and evolving financial planning environmentClear progression pathways within the businessFull support with professional qualifications (CII)Opportunity to take on more responsibility compared to similar roles in the marketSupportive, collaborative team environmentWhy This Role? This is a fantastic opportunity for someone who wants to:Step into a more involved, client-facing financial planning support roleWork closely with Financial Planners and be part of the full client journeyJoin a growing team with multiple hires and strong career progressionDevelop professionally with support towards industry qualificationsBe part of a collaborative, high-performing environment where you can make a real impact

Operations & Administration Manager - Edinburgh | Hybrid (6-Month FTC)An exciting opportunity has opened within a leading international professional services firm for an experienced Operations & Administration Manager to lead and transform a high-performing administrative support function across multiple teams.  This is a senior leadership role suited to someone who thrives in fast-paced professional environments, enjoys driving operational excellence, and has a proven track record of leading managers and improving service delivery at scale.What you’ll be responsible for:• Leading multiple administrative and operational support teams• Driving service excellence across the business• Managing and developing Team Leads and senior administrators• Improving operational efficiency, processes, and resource planning• Partnering with senior stakeholders, including Directors and Partners• Embedding quality, governance, and performance standards• Leading recruitment, succession planning, and capability development• Acting as a trusted operational leader across the organisationWhat we’re looking for:• Significant senior-level administration or operations experience within professional services or a regulated environment• Strong people leadership experience managing managers/team leads• Excellent stakeholder engagement and communication skills• Commercial awareness with a solutions-focused mindset• Proven ability to drive operational improvements and performance outcomes• Resilient, organised, and confident operating in a complex business environmentPlease note: This opportunity is only open to candidates who already have the right to work in the UK.If you’re an experienced operational leader ready to step into a visible and influential role, we’d love to hear from you.Apply now or message directly for a confidential conversation.

Are you a qualified accountant looking for a role that offers genuine client exposure, technical variety, and the opportunity to help shape and develop a growing team?This is an exciting opportunity to join a highly regarded professional services environment. What's on Offer?This is an excellent opportunity for an ambitious accountant who enjoys combining technical accounting expertise with client interaction, leadership and project ownership. You'll join a collaborative team environment where your expertise will be valued and your career can continue to grow.financial reporting requirements. Responsibilities include:Manage and review financial reporting for a portfolio of corporate and trust structuresLead the preparation and review of financial statements under IFRS and various GAAP frameworksOversee new client onboarding from an accounting perspectiveAct as a key point of contact for clients, auditors and other professional advisersReview financial records, transactions and accounting documentationSupport regulatory and compliance-related reporting requirementsMentor, coach and develop junior members of the teamContribute to process improvements and operational efficiencies across the department Requirements:ACA or ACCA qualified3-5 years' post-qualified experience within financial services, corporate services or accountancy practiceStrong technical accounting knowledge with experience preparing and reviewing financial statementsExperience working with IFRS and ideally multiple GAAP frameworksPrevious experience supporting, mentoring or managing junior accountantsConfident managing client relationships and working with external stakeholdersStrong Excel skills and a proactive, solutions-focused approach  If you're looking for a role that offers variety, responsibility and long-term career development, we'd love to hear from you.

We're partnering with a well-established financial services organisation undergoing a significant finance transformation programme. This is a fantastic opportunity to take ownership of key finance systems and controls initiatives, influence strategic decision-making, and play a pivotal role in shaping the future operating model of the finance function. Working closely with senior stakeholders and offshore teams, you'll review existing processes, identify opportunities for improvement, strengthen controls, and help deliver a more efficient and scalable finance environment. Responsibilities include:Reviewing and enhancing finance systems, processes and control frameworksIdentifying control gaps, risks and opportunities for improvementLeading finance transformation and process improvement initiativesWorking closely with offshore finance teams to assess and optimise operating modelsSupporting key business and regulatory change projectsAnalysing complex financial and operational data to support decision-makingBuilding robust controls and governance processes across the finance functionCollaborating with stakeholders across finance, compliance and operations Requirements:Qualified ACA, ACCA or CIMA accountantExperience leading finance transformation, systems improvement or controls projectsStrong understanding of finance controls and governance frameworksExperience working within a regulated financial services environmentExcellent stakeholder management and communication skillsAbility to challenge existing processes and drive positive changeExposure to client money controls (CASS) would be advantageousExperience with Composure would be beneficial Apply with us today, we’d love to hear from you!

Management Accountant – Hospitality Sector | Glasgow / Edinburgh (Hybrid) | Up to £35,000 We’re looking for a part-qualified accountant with hotel accounting experience to join a growing hospitality finance team providing outsourced accounting services to hotels across the UK. This is a hands-on role with visibility, responsibility, and the chance to make a real impact. The Role: • Prepare month-end management accounts for multiple hotel clients • Handle prepayments, accruals, balance sheet reconciliations, and income recognition • Supervise and support Finance Assistants • Liaise with hotel teams and other stakeholders • Help streamline processes and improve reporting quality What Makes This Role Special: • Real autonomy and responsibility from day one • Exposure to a variety of hotel clients and complex accounting scenarios • Opportunities to mentor and develop junior team members • Supportive and collaborative team environment • Clear scope to influence processes and grow professionally Requirements: • Part-qualified accountant (ACCA / CIMA / ACA or equivalent) • Experience in hospitality accounting • Strong technical skills in prepayments, accruals, balance sheets, and income recognition • Ability to supervise and develop junior team members • Organised, proactive, and collaborative approach • UK citizen or right to work in the UK — no visa sponsorship available If you’re looking for a role where your work is valued, your career can grow quickly, and you can make a real difference in a dynamic hospitality environment, this is a great opportunity.

Finance Assistant – Hospitality Sector | Glasgow (Hybrid) | Full-Time | Up to £28,000 We’re partnering with a growing hospitality finance team supporting a portfolio of hotel clients across the UK. This role has arisen due to internal growth, reflecting the supportive and ambitious environment you’ll be joining. This role isn’t purely transactional — it’s designed for someone who wants to develop their skills, gain wider exposure, and grow within a finance team. The Role: • Perform bank reconciliations • Process purchase ledger transactions and liaise with suppliers • Support month-end activities • Assist with financial reporting preparation • Work closely with senior finance colleagues to understand the bigger picture Why This Role Stands Out: • Clear progression pathways within the team • Increasing responsibility as you develop • Exposure to month-end and client-facing work • Mentorship from experienced finance leaders • A team with a strong track record of promoting from within Requirements: • 1–2 years’ experience in hospitality accounting • Experience in a finance role, with bank reconciliations and purchase ledger experience essential • Strong attention to detail and an organised, proactive approach • Genuine desire to learn and grow in a finance career • Must have the right to work in the UK – no visa sponsorship available Why Join: • Faster progression based on impact rather than tenure • Meaningful responsibility early in your career • Collaborative colleagues who share knowledge openly • Exposure to commercially focused client work • Flexible working in a modern, supportive environment If you’re looking for a role where you can develop month by month, gain real experience, and build a career in finance, this is an excellent opportunity to explore.

Relationship Director - Independent Wealth PlatformBroadgate are recruiting for a senior business development professional with a strong network across the HNW/UHNW market, responsible for driving strategic client growth, building trusted relationships, and representing a fast-growing independent wealth platform within the private wealth community. Key ResponsibilitiesIdentify and engage prospective HNW and UHNW clients through existing networks and strategic relationship-buildingDevelop and maintain long-term trusted relationships with clients and professional introducersSupport strategic growth initiatives and contribute to the continued expansion of the businessRepresent the firm at industry events, professional networks, and external forums as a key brand ambassadorWork closely with internal advisory teams to ensure a seamless and high-quality client experienceContribute to a collaborative, entrepreneurial, and high-performing team environmentEssential SkillsA current network of high-net-worth clients and professional introducersStrong knowledge of wealth management and the private wealth landscape

Relationship Director - Independent Wealth PlatformBroadgate are recruiting for a senior business development professional with a strong network across the HNW/UHNW market, responsible for driving strategic client growth, building trusted relationships, and representing a fast-growing independent wealth platform within the private wealth community. Key ResponsibilitiesIdentify and engage prospective HNW and UHNW clients through existing networks and strategic relationship-buildingDevelop and maintain long-term trusted relationships with clients and professional introducersSupport strategic growth initiatives and contribute to the continued expansion of the businessRepresent the firm at industry events, professional networks, and external forums as a key brand ambassadorWork closely with internal advisory teams to ensure a seamless and high-quality client experienceContribute to a collaborative, entrepreneurial, and high-performing team environmentEssential SkillsA current network of high-net-worth clients and professional introducersStrong knowledge of wealth management and the private wealth landscape