Sales & Relationship Management

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 Benefits We’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 Role This 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 environment Please 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 career If 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 Benefits We’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 Role This 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 environment Please 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 career If 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.

Broker ConsultantLife Insurance & PensionsWest of Ireland - Galway, Sligo, Mayo45-55kThis is a really exciting opportunity to be part of this team in this newly created role within a growing organisation. You will play a key role in the growth of the business and support in the continued rollout of new products to the market by building and managing relationships with brokers across the region.Your role:Develop strong commercial relationships, driving new businessBe the key point of contact for brokers and intermediaries Provide expert knowledge to brokers and support across the full sales cycleConduct training workshops to enhance brokers understanding of key productsCollaborate with other key stakeholders to ensure positive growth and enhancing the existing product packageAbout You:Must be QFA qualified3-5 years experience in a similar roleStrong track record of sales performanceExperience within the life & pensions industryIf this sounds like the type of challenge you're after, then apply here or reach out to me for more info!