Sales & Relationship Management

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 impactAbout 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

AIFM Associate DirectorWe are exclusively working with a London-based client in the fund services and investment platform space who has recently established a regulated AIFM. They are now looking to appoint an AIFM AD to lead the build-out and ongoing development of the AIFM function, taking ownership of its operating model, governance framework, and oversight processes as the platform scales. This is a key role sitting at the centre of a growing regulated platform, with responsibility across fund oversight, risk, valuation governance, and client delivery within alternative investment fund structures. Roles & ResponsibilitiesLead the design and implementation of the AIFM operating model, including governance, control framework, and oversight structures across the platform.Take ownership of fund oversight activities, including delegation arrangements, portfolio monitoring, and ongoing assessment of third-party service providers.Oversee risk management and valuation governance frameworks, ensuring alignment with AIFMD, IPEV guidelines, and internal policies.Ensure robust regulatory compliance, including oversight of Annex IV reporting, FCA requirements, and ongoing regulatory engagement.Act as a key client and intermediary contact, supporting client relationship management and business development across fund and corporate structures.Contribute to the development of scalable fund platform solutions, including onboarding processes for new managers and structuring support.Support operational resilience and oversight of key outsourced providers including administrators, depositaries, and investment managers.Work closely with senior leadership to drive the growth and commercial performance of the AIFM and wider platform.Essential Skills & ExperienceStrong experience working within AIFM, AIFMD, or alternative investment fund structures, ideally within fund administration, ManCo, or platform environments.Demonstrable experience in fund oversight, risk management, valuation governance, and delegation oversight within alternative investment funds.Exposure to client-facing roles and/or business development, with experience supporting fund launches or emerging manager platforms preferred.

AIFM Senior ManagerWe are exclusively working with a London-based client in the fund services and investment platform space who has recently established a regulated AIFM. They are now looking to appoint an AIFM Senior Manager to lead the build-out and ongoing development of the AIFM function, taking ownership of its operating model, governance framework, and oversight processes as the platform scales. This is a key role sitting at the centre of a growing regulated platform, with responsibility across fund oversight, risk, valuation governance, and client delivery within alternative investment fund structures. Roles & ResponsibilitiesLead the design and implementation of the AIFM operating model, including governance, control framework, and oversight structures across the platform.Take ownership of fund oversight activities, including delegation arrangements, portfolio monitoring, and ongoing assessment of third-party service providers.Oversee risk management and valuation governance frameworks, ensuring alignment with AIFMD, IPEV guidelines, and internal policies.Ensure robust regulatory compliance, including oversight of Annex IV reporting, FCA requirements, and ongoing regulatory engagement.Act as a key client and intermediary contact, supporting client relationship management and business development across fund and corporate structures.Contribute to the development of scalable fund platform solutions, including onboarding processes for new managers and structuring support.Support operational resilience and oversight of key outsourced providers including administrators, depositaries, and investment managers.Work closely with senior leadership to drive the growth and commercial performance of the AIFM and wider platform.Essential Skills & ExperienceStrong experience working within AIFM, AIFMD, or alternative investment fund structures, ideally within fund administration, ManCo, or platform environments.Demonstrable experience in fund oversight, risk management, valuation governance, and delegation oversight within alternative investment funds.Exposure to client-facing roles and/or business development, with experience supporting fund launches or emerging manager platforms preferred.

Front of House & Administration Assistant Location – Newry Contract – 3-month contract with potential to become permanent About the Role An exciting opportunity has arisen for a highly organised and proactive individual to join a busy operational support function in a Front of House and Administration capacity. This is a varied, hands-on role where you will act as the first point of contact for visitors while also supporting the smooth day-to-day running of the office and wider administrative operations. You’ll play a key role in delivering a professional, welcoming experience, while ensuring internal processes and document workflows are managed efficiently. The Opportunity This role offers a balance of front-facing responsibilities and behind-the-scenes operational support, making it ideal for someone who enjoys variety, ownership, and working in a fast-paced environment. You’ll work closely with internal teams and external stakeholders, contributing to a high-performing, service-driven office while developing your administrative, organisational, and communication skills. Key Responsibilities Act as the first point of contact for visitors, ensuring a professional and welcoming experience Manage meeting rooms, bookings, and hospitality arrangements Handle incoming and outgoing mail, including scanning, distribution, and courier coordination Support day-to-day office operations, including facilities coordination and supplier liaison Maintain office supplies and assist with general facilities management Respond to internal queries and ensure smooth office functionality Produce and format high-quality documents, reports, and communications Manage document processes including mail merges and electronic signatures Provide administrative and data entry support across the wider business Support expense processing and general operational tasks Contribute to process improvements and ad hoc projects where required About You Previous experience in a front of house, administration, or office support role Highly organised with strong attention to detail Excellent communication skills, both written and verbal Confident using Microsoft Office (Word, Excel, PowerPoint, Outlook) Able to manage multiple tasks and prioritise effectively in a fast-paced environment Proactive, reliable, and able to work both independently and as part of a team Comfortable engaging with a range of stakeholders What’s on Offer Competitive salary aligned to experience 3-month contract with strong potential to become permanent Full training and ongoing support Opportunity to work in a collaborative and supportive environment Exposure to a wide range of business functions and stakeholders A varied role with opportunities to get involved in projects and process improvements Why This Role? This is a great opportunity for someone who wants to: Build a well-rounded skill set across front of house and administration Work in a dynamic, team-oriented environment Gain exposure to operational support within a professional setting Take ownership of a varied and impactful role where no two days are the same

Looking to step into a role where you can truly own client relationships, lead a high-performing team, and shape investment strategy?This is an opportunity to take on a visible, hands-on leadership position within a private client investment environment — combining relationship management, portfolio oversight, and team development in one dynamic role. Responsibilities include:You’ll take full responsibility for overseeing a Private Office function — balancing client relationships, investment delivery, and team leadership.Building and maintaining strong, trusted relationships with high-value clients and professional introducersActing as a key figure in winning new business and expanding existing relationshipsLeading, mentoring and developing a team — ensuring a high standard of service and smooth day-to-day operationsOverseeing client portfolios, ensuring they are aligned to objectives, risk profiles and market conditionsKeeping a close eye on market trends and contributing to investment strategy and decision-makingReviewing and approving investment activity, ensuring robust governance, accuracy and complianceManaging portfolio performance reporting, client communications and investment commentaryOverseeing trading activity, ensuring efficiency, accuracy and strong controlsActing as a senior escalation point for client queries, issues or operational challengesDriving improvements across processes, systems and third-party relationshipsSupporting and leading on change initiatives, regulatory developments and operational enhancementsEnsuring a strong culture of client-centricity, good outcomes and regulatory compliance across all activities Key requirements:Professional qualification (e.g. Level 6/7, CFA, CISI or equivalent) or working towardsExperience in private client investment management, wealth management or a similar settingSolid understanding of financial markets, portfolio construction and investment productsStrong track record of managing client relationships and investment portfoliosConfident leading and developing a teamComfortable operating in a regulated environment with a strong grasp of compliance expectationsYou’ll be someone who enjoys combining client interaction, leadership and investment expertise in a fast-paced environmentStrong communication skills — able to explain complex ideas in a clear, client-friendly wayHighly organised, detail-focused and able to manage multiple priorities If you’re looking for a role where you can lead, influence and build meaningful client relationships while staying close to investments, apply with us today and let’s start the conversation.

HR Consultant – Consultancy Environment | Belfast (Hybrid) | Up to £35,000 BenefitsWe’re supporting a growing HR consultancy in Belfast with the appointment of an HR Consultant to join their team. This role offers the opportunity to work in a client-facing environment, supporting a range of organisations with day-to-day HR matters and people-related challenges.The RoleThis is not a traditional in-house HR position. As an HR Consultant, you’ll work with multiple clients, advising and supporting across a broad range of HR activities including recruitment, onboarding, employee relations matters (such as disciplinaries, grievances and performance management), redundancies and general HR guidance.The role requires someone adaptable, organised and confident managing different client environments, as priorities can change quickly and no two days will be the same.Requirements• CIPD qualified (essential)• Previous HR experience based in Belfast• Around 1–2 years’ HR experience• Strong communication and stakeholder management skills• Comfortable working in a fast-paced, multi-client environmentPlease note this role cannot offer visa sponsorship, so applicants must already have the right to work in the UK.What’s on Offer• Salary up to £35,000 plus benefits• Hybrid working (up to 2 days in the office)• Exposure to a wide variety of industries and HR challenges• Opportunity to build experience in a consultancy environment and continue developing your HR careerIf you’re looking to step into a more varied, client-facing HR role and develop your consultancy skills, this could be a great next move.

HR Consultant – Consultancy Environment | Belfast (Hybrid) | Up to £35,000 BenefitsWe’re supporting a growing HR consultancy in Belfast with the appointment of an HR Consultant to join their team. This role offers the opportunity to work in a client-facing environment, supporting a range of organisations with day-to-day HR matters and people-related challenges.The RoleThis is not a traditional in-house HR position. As an HR Consultant, you’ll work with multiple clients, advising and supporting across a broad range of HR activities including recruitment, onboarding, employee relations matters (such as disciplinaries, grievances and performance management), redundancies and general HR guidance.The role requires someone adaptable, organised and confident managing different client environments, as priorities can change quickly and no two days will be the same.Requirements• CIPD qualified (essential)• Previous HR experience based in Belfast• Around 1–2 years’ HR experience• Strong communication and stakeholder management skills• Comfortable working in a fast-paced, multi-client environmentPlease note this role cannot offer visa sponsorship, so applicants must already have the right to work in the UK.What’s on Offer• Salary up to £35,000 plus benefits• Hybrid working (up to 2 days in the office)• Exposure to a wide variety of industries and HR challenges• Opportunity to build experience in a consultancy environment and continue developing your HR careerIf you’re looking to step into a more varied, client-facing HR role and develop your consultancy skills, this could be a great next move.

Learning & Development Consultant – People & Management Development | Belfast | Up to £36,000 We’re looking for a hands-on Learning & Development Consultant to deliver engaging, practical workshops that help people and managers perform at their best. This isn’t slide-led training — it’s interactive, behavioural learning that drives real impact. What you’ll do: • Facilitate workshops on leadership, communication, presentation skills, managing difficult conversations, stakeholder engagement, and more • Deliver sessions in-person and virtually — half-day, full-day, or “lunch & learn” formats • Manage your own client portfolio, tailoring sessions to different organisations • Adapt quickly to varied client environments with some travel Who we’re looking for: • Experienced in delivering L&D workshops end-to-end • Confident leading groups and handling challenging audiences • Skilled in behavioural/soft skills training • Comfortable working at pace across multiple client environments • Flexible and open to travel Why this role: • Salary up to £36,000 benefits • Join a supportive, collaborative team passionate about people development • Clear progression into management and leadership development projects • Make a visible impact in a fast-paced consultancy environment Please note: This role cannot offer visa sponsorship — applicants must have the right to work in the UK. If you’re passionate about facilitating growth, enjoy dynamic environments, and want to make a real difference, we’d love to hear from you.