Amanda Dolan

Sales Development Representative (SDR) Glasgow | Hybrid Working We’re working in partnership with a dynamic, growth-driven professional services firm looking to appoint a talented Sales Development Representative to join their established Lead Generation team. This is a high-impact role suited to a confident outbound sales professional who thrives on opening doors, building senior-level relationships and directly influencing revenue growth. You’ll sit at the forefront of the firm’s commercial strategy, playing a key role in driving pipeline and supporting continued expansion across Scotland. If you enjoy meaningful conversations over transactional selling — and want your performance to be visible and valued — this could be the opportunity for you. The Role As an SDR, you’ll act as the first point of contact for prospective clients, creating opportunities through intelligent outreach and targeted engagement. You will:Execute strategic outbound campaigns across carefully mapped target marketsEngage senior decision-makers including CEOs, MDs, CFOs and business ownersConvert inbound enquiries into well-qualified commercial opportunitiesIdentify client needs and position relevant services effectivelyQualify prospects against agreed criteria and secure high-quality meetings (virtual and in-person)Maintain accurate CRM records to ensure full visibility of activity and pipelineSupport follow-up communications and nurture activitySpot cross-service opportunities and add commercial value wherever possibleEnsure seamless handover of qualified opportunities to Business Development and service teamsYour contribution will directly influence pipeline strength and revenue performance. What We’re Looking ForMinimum 3 years’ experience in an SDR, BDR or outbound lead generation roleProven background in B2B sales, ideally within professional or financial servicesStrong track record of booking high-quality meetings with senior stakeholdersConfident, credible communication style with excellent objection-handling abilityComfortable working to targets in a structured, performance-driven environmentExperience using CRM platforms and modern sales toolsHighly organised with strong time management skillsSelf-sufficient yet collaborative in team environmentsPersonal Attributes for SuccessCommercially aware and naturally curiousEnergetic, proactive and resilientResults-driven with strong personal accountabilityProfessional, articulate and relationship-focusedDetail-oriented with a strong follow-through mindsetThis is a fantastic opportunity to join a firm with strong market presence, clear growth ambitions and a culture that values performance and initiative. If you’re ready to take ownership of your pipeline and make a tangible commercial impact, we’d love to speak with you.WHY TOP TALENT CHOOSES THIS FIRM This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out. → Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success. → Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability. → A culture built on trust, not hierarchy High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued. → A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future. → Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice. In short, if you are looking for: • Faster progression with meaningful responsibility • Smart, supportive colleagues who care about quality and outcomes • Challenging, impactful work with clients who value your expertise • A workplace where your voice truly matters  …this is a place to build a career you can be proud of – professionally and personally.

Restructuring & Recovery Advisor | Glasgow / Edinburgh Are you ready to take full ownership of insolvency cases — not just a small piece of the process?  Broadgate Search is partnering with a highly respected UK professional services firm seeking ambitious Restructuring & Recovery professionals who want real responsibility, meaningful exposure, and genuine progression.  This is not a siloed role. You will manage cases end-to-end, working closely with senior leadership and gaining exposure to a diverse and often complex portfolio. Why This Role Stands OutFull lifecycle case ownership from appointment through to closureDirect exposure to directors, creditors, and key stakeholdersOpportunity to work on varied and technically challenging assignmentsA collaborative, hands-on team environmentThe chance to build your commercial acumen by contributing to business developmentIf you're looking to move away from repetitive, process-driven work and into a role where your judgement, technical skill, and communication ability truly matter, this is an excellent opportunity. What You’ll Be DoingManaging a portfolio of insolvency cases independentlyPreparing statutory reports, valuations, and technical documentationApplying insolvency legislation in practical, commercial scenariosLeading stakeholder conversations, including difficult or sensitive situationsSupporting Licensed Insolvency Practitioners in maximising recoveriesEnsuring compliance, accuracy, and high-quality case deliveryIdentifying and contributing to new business opportunitiesWhat We’re Looking ForExperience managing insolvency cases end-to-endStrong working knowledge of insolvency legislationConfident communicator, able to handle challenging conversationsHighly organised with excellent attention to detailDesirableScottish CPI qualification (or working towards it)Experience with IPS SQL or IPS CloudPrevious restructuring experienceThis is an excellent opportunity for an Advisor ready to step up, or an experienced insolvency professional seeking greater autonomy and exposure.

CRM Product Owner – UK | Fibre CRM Experience Beneficial Are you passionate about turning CRM systems into a true growth engine? We’re looking for a CRM Product Owner to take full ownership of a Fibre CRM platform, driving adoption, improving data quality, and shaping the roadmap to deliver measurable business impact. In this role, you’ll be at the heart of driving commercial performance, working across teams to streamline processes, ensure data integrity, and make the CRM the single source of truth for insights. You’ll also lead releases, champion training, and embed consistent ways of working that improve client outcomes and revenue. What you’ll do:Own the CRM roadmap, backlog, and priorities, translating strategy into clear outcomes.Drive adoption through training, comms, and a superuser network.Lead release management: UAT, readiness checks, and user communications.Ensure data quality and integrity with governance KPIs, validation, and deduplication.Coordinate teams and vendors to manage BAU, support, and enhancements.Own change control, compliance, and audit-ready processes.What we’re looking for:Experience managing a CRM platform in BAU: roadmap, backlog, and stakeholder governance.Proven success driving adoption and behavioural change across teams.Hands-on experience with end-to-end release management.Strong process and data governance expertise.Ability to influence senior stakeholders and align cross-functional teams without direct authority.Experience in a regulated environment is a plus.Fibre CRM experience would be highly beneficial.This is a brilliant opportunity for someone who thrives at the intersection of technology, processes, and people. If you love taking ownership of a CRM platform and making a real, measurable difference, this role is for you!

CRM Product Owner – UK | Fibre CRM Experience Beneficial Are you passionate about turning CRM systems into a true growth engine? We’re looking for a CRM Product Owner to take full ownership of a Fibre CRM platform, driving adoption, improving data quality, and shaping the roadmap to deliver measurable business impact. In this role, you’ll be at the heart of driving commercial performance, working across teams to streamline processes, ensure data integrity, and make the CRM the single source of truth for insights. You’ll also lead releases, champion training, and embed consistent ways of working that improve client outcomes and revenue. What you’ll do:Own the CRM roadmap, backlog, and priorities, translating strategy into clear outcomes.Drive adoption through training, comms, and a superuser network.Lead release management: UAT, readiness checks, and user communications.Ensure data quality and integrity with governance KPIs, validation, and deduplication.Coordinate teams and vendors to manage BAU, support, and enhancements.Own change control, compliance, and audit-ready processes.What we’re looking for:Experience managing a CRM platform in BAU: roadmap, backlog, and stakeholder governance.Proven success driving adoption and behavioural change across teams.Hands-on experience with end-to-end release management.Strong process and data governance expertise.Ability to influence senior stakeholders and align cross-functional teams without direct authority.Experience in a regulated environment is a plus.Fibre CRM experience would be highly beneficial.This is a brilliant opportunity for someone who thrives at the intersection of technology, processes, and people. If you love taking ownership of a CRM platform and making a real, measurable difference, this role is for you!

CRM Product Owner – UK | Fibre CRM Experience Beneficial Are you passionate about turning CRM systems into a true growth engine? We’re looking for a CRM Product Owner to take full ownership of a Fibre CRM platform, driving adoption, improving data quality, and shaping the roadmap to deliver measurable business impact. In this role, you’ll be at the heart of driving commercial performance, working across teams to streamline processes, ensure data integrity, and make the CRM the single source of truth for insights. You’ll also lead releases, champion training, and embed consistent ways of working that improve client outcomes and revenue. What you’ll do:Own the CRM roadmap, backlog, and priorities, translating strategy into clear outcomes.Drive adoption through training, comms, and a superuser network.Lead release management: UAT, readiness checks, and user communications.Ensure data quality and integrity with governance KPIs, validation, and deduplication.Coordinate teams and vendors to manage BAU, support, and enhancements.Own change control, compliance, and audit-ready processes.What we’re looking for:Experience managing a CRM platform in BAU: roadmap, backlog, and stakeholder governance.Proven success driving adoption and behavioural change across teams.Hands-on experience with end-to-end release management.Strong process and data governance expertise.Ability to influence senior stakeholders and align cross-functional teams without direct authority.Experience in a regulated environment is a plus.Fibre CRM experience would be highly beneficial.This is a brilliant opportunity for someone who thrives at the intersection of technology, processes, and people. If you love taking ownership of a CRM platform and making a real, measurable difference, this role is for you!

Senior Financial Planner | UK-Wide | Hybrid | Permanent | Competitive Salary Bonus The FirmWe’re supporting a leading UK professional services and wealth management firm seeking an experienced Senior Financial Planner to join its growing Wealth team. Known for its collaborative culture and client-first approach, the firm combines professional excellence with a modern, flexible working environment. This is a chance to contribute your expertise while being supported in a culture that values your ideas, development, and ambition. Why this role is excitingTake ownership of a diverse portfolio of clients, including private individuals, business owners, and high-net-worth clients.Deliver holistic, strategic financial planning advice across investments, pensions, protection, and estate planning.Collaborate with a supportive in-house team of specialists and paraplanners to provide seamless client solutions.Work in a flexible, hybrid model, balancing remote and in-office working across UK locations.Grow your career in a forward-thinking firm investing heavily in its Wealth division. Key ResponsibilitiesDeliver tailored, comprehensive financial planning advice to help clients achieve their goals.Build, manage, and nurture long-term client relationships based on trust and exceptional service.Collaborate across teams to identify opportunities and provide integrated solutions.Keep up to date with market developments, legislation, and regulatory changes to ensure best practice.Support business growth through proactive networking, referrals, and client relationship development.About YouQualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this).Proven experience delivering holistic financial advice in a professional environment.Strong interpersonal and communication skills with a genuine client-focused mindset.Commercially aware and able to identify opportunities for clients and the business.Collaborative, proactive, and growth-oriented, with the ability to work independently.What’s on OfferCompetitive salary with performance-based bonus and benefits.Hybrid working across UK locations for flexibility and work–life balance.Supportive, collaborative culture focused on professional development.Opportunity to manage a diverse, high-value client base and shape your career.Clear progression path in a growing, forward-thinking Wealth team.WHY TOP TALENT CHOOSES THIS FIRM This is more than a professional services firm. It is a place where ambitious professionals build careers with momentum, purpose, and longevity. If you want to do work that genuinely matters, be trusted with responsibility early, and grow alongside people who are both highly capable and genuinely approachable, this firm stands out. → Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success. → Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability. → A culture built on trust, not hierarchy High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued. → A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future. → Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice. In short, if you are looking for: • Faster progression with meaningful responsibility • Smart, supportive colleagues who care about quality and outcomes • Challenging, impactful work with clients who value your expertise • A workplace where your voice truly matters  …this is a place to build a career you can be proud of – professionally and personally.

Executive Assistant – M&A Transactions | Edinburgh | Hybrid workingIf you thrive in fast-moving, high-trust environments and love being at the heart of complex, high-impact work, this could be a standout next step in your EA career.This is a rare opportunity to support a senior commercial leader and an M&A team during live transactions — mergers, acquisitions and strategic deals that genuinely shape the future of the business. You’ll be trusted with sensitive information, relied on during critical moments, and valued as a true partner rather than “just” support.It’s a role for someone who stays calm under pressure, thinks two steps ahead, and enjoys the pace and intensity that comes with deal work.What you’ll be doingYou’ll play a central role across active M&A transactions, providing seamless support from early diligence through to signing and closing. This includes coordinating timelines, managing documentation, supporting data rooms, and keeping everyone aligned when deadlines are tight and priorities shift.You’ll manage complex diaries and meetings involving senior stakeholders and external advisors, ensuring everyone is prepared and briefed. You’ll often be the glue between legal, finance, strategy and external parties, keeping communication flowing smoothly.You’ll also support meetings by capturing actions and decisions, tracking follow-ups, and maintaining clear records. Travel coordination (often at short notice) will be part of the role, as will preparing polished presentations and materials for boards, investment committees and senior executives.Alongside this, you’ll help manage the logistics around deal meetings, workshops, management presentations and signing events — always with an eye for detail and professionalism.Why this role is differentThis isn’t a traditional EA role. You’ll be embedded in live transactions, trusted with confidential information, and relied upon during some of the most important moments in the deal cycle. You’ll work closely with other Executive Assistants, gain real exposure to how deals run behind the scenes, and build experience that few EA roles offer.What we’re looking forYou’ll already have experience supporting senior leaders in a fast-paced, confidential environment — ideally within M&A, corporate development, investment banking, private equity, legal or professional services.You’re highly organised, unflappable under pressure, and naturally proactive. You spot issues before they become problems, manage competing priorities with confidence, and take pride in producing accurate, high-quality work. Strong Microsoft Office skills (especially PowerPoint) are essential, as is discretion, sound judgement and professionalism.Familiarity with transaction processes, deal timelines and executive-level governance would be a strong advantage.Why apply?If you’re looking for a role where you’re genuinely involved, trusted, stretched and valued — and where no two days look the same — this is an opportunity to build a highly credible EA career at the sharp end of commercial decision-making, with the flexibility of hybrid working based in Edinburgh.

Forensic Accountant – Assistant Manager / Manager  Are you an experienced Forensic Accountant looking for your next challenge? We’re looking for an Assistant Manager/Manager to join a dynamic team, working closely with Partners and the Senior Forensics Manager on a variety of high-profile cases. In this role, you’ll manage a diverse caseload, from contractual and shareholder disputes to business interruption and fraud investigations. You’ll prepare forensic reports, support business valuations and damage assessments, and contribute to complex assignments while collaborating directly with clients, solicitors, and senior colleagues. This is an opportunity to take ownership of cases, strengthen your technical expertise, and build strong client relationships. You’ll also play a part in growing the practice by spotting and pursuing new business opportunities. Why this role is worth your while:Work on challenging, high-profile forensic cases across multiple sectors.Develop your skills in dispute resolution, business valuations, and damage assessment.Collaborate with experienced Partners and a supportive Senior Manager in a team that values learning and development.Opportunity to influence client outcomes while building your own professional profile.We’re looking for someone who:Is ACA, ACCA, or CA qualified with forensic accounting experience.Has demonstrable expertise in forensic investigations and dispute work.Is confident communicating with clients and stakeholders, both internally and externally.Enjoys mentoring colleagues and helping develop a strong, high-performing team.If you’re ready to take your forensic accounting career to the next level and make a tangible impact on high-stakes cases, we’d love to hear from you.