Sales & Relationship Management

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

ParaplannerHybrid Working | CrawleyAn exciting opportunity has arisen for an experienced Paraplanner to join a growing and highly respected wealth management business.This role offers the opportunity to work closely with Financial Planners, providing technical expertise and delivering high-quality financial planning solutions for a diverse client base. You'll play a key role throughout the client journey, helping to develop tailored financial plans while building strong client relationships and supporting the delivery of exceptional client service.This is an excellent opportunity for a technically strong Paraplanner looking to further develop their career within a collaborative and client-focused environment.The OpportunityYou will work alongside Financial Planners and Client Services teams, supporting the delivery of comprehensive financial planning advice while ensuring a seamless client experience.The successful individual will have the opportunity to apply their technical expertise across a broad range of financial planning areas, contribute to business improvements, and continue their professional development within a supportive environment.Key ResponsibilitiesSupport Financial Planners by providing technical analysis and client solutionsConduct research, analysis and due diligence on client holdings and recommendationsPrepare technical calculations and cashflow modelling reportsProduce high-quality suitability reports aligned to client objectives and recommendationsBuild and maintain strong client relationships, acting as a key point of contact throughout the client journeyAttend client meetings where appropriateIdentify information required to develop comprehensive financial plansWork closely with Client Services teams to ensure recommendations are accurately implementedEnsure planners and clients receive timely updates throughout the advice processReview client files and ensure work is completed to regulatory and compliance standardsSupport continuous improvement initiatives across the businessMaintain up-to-date knowledge of legislation, regulation and industry best practiceAbout YouPrevious experience working as a Paraplanner or within a similar technical financial planning roleStrong understanding of financial planning products, solutions and technical calculationsExperience analysing client portfolios and producing suitability reportsAbility to work to deadlines while maintaining exceptional attention to detailStrong written and verbal communication skillsExcellent organisational and problem-solving abilitiesComfortable building relationships with clients and internal stakeholdersSelf-motivated with the ability to work independently and as part of a wider teamCommitted to ongoing professional development and continuous learningQualificationsCII Diploma in Regulated Financial Planning (DipPFS) desirableWorking towards CII Advanced Diploma in Financial Planning preferred3–4 years' relevant financial planning or paraplanning experienceWhy Apply?Join a collaborative and client-focused wealth management businessWork closely with experienced Financial Planners and advisersGain exposure to complex financial planning cases and client portfoliosStrong commitment to professional development and qualifications supportOpportunity to contribute ideas and influence business improvementsHybrid working environment and supportive team cultureClear long-term career progression opportunitiesIf you are a technically strong Paraplanner looking to join a business that values expertise, collaboration and client outcomes, we'd love to hear from you.

Senior Administrator | 4-Month FTC | Dublin 2 - OnsiteI’m currently recruiting on behalf of a professional services client for an experienced and highly organised Senior Administrator to join their Dublin 2 office on a 4-month fixed-term contract through to the end of September, with an immediate start preferred.  This is a fully office-based role offering a varied and fast-paced environment, ideal for someone who enjoys being the go-to person in the office and thrives in a broad administrative position.📍 Location: Dublin 2📅 Contract: 4-Month FTC (potential for longer-term opportunities)💰 Salary: €40,000 – €50,000 DOE🕒 Start Date: ASAPAbout the RoleThis is a key support role combining front-of-house responsibilities with wider operational, administrative, compliance, and finance support duties. You’ll play an important role in ensuring the office runs smoothly while delivering a professional experience to colleagues, clients, and visitors.Key responsibilities include:Managing reception and acting as the first point of contact for visitorsCoordinating meeting rooms and office facilitiesProviding high-level administrative support across teamsSupporting AML and compliance processes (training provided)Processing bank payments and assisting with finance administrationManaging couriers, taxis, travel bookings, and office suppliesMaintaining accurate records and documentationSupporting internal coordination and day-to-day office operationsAbout YouWe’re looking for a mature, proactive, and adaptable individual with strong organisational skills and a “get up and go” attitude.You will ideally have:Previous senior administration or office management experienceExperience within a professional services environmentExcellent attention to detail and communication skillsConfidence managing multiple prioritiesStrong Microsoft Office and systems skillsA hands-on, solutions-focused approachAML or finance administration exposure would be beneficial, but full training will be provided.This role would suit someone who enjoys variety in their day and is happy balancing front-of-house duties with broader administrative support responsibilities.Please note: We are looking for someone who can commit to the full contract duration.

Compliance Testing ManagerLondonA growing international banking organisation is seeking an experienced Compliance Testing Manager to support the expansion of its London Compliance function. This is a new role offering the opportunity to help build and enhance the Compliance Testing framework while working closely with an established international team.Key ResponsibilitiesExecute compliance testing reviews across the businessAssess compliance with regulatory requirements, policies, and controlsIdentify control gaps and areas for improvementDevelop and maintain testing plans and methodologiesPrepare testing reports, findings, and remediation actionsEngage with senior stakeholders on testing outcomes and action plansSupport regulatory reporting and governance committee updatesHelp develop and strengthen the London Compliance Testing capabilityRequirements8 years’ experience within Compliance Testing, or Internal AuditStrong understanding of compliance testing frameworks and risk assessment methodologiesExperience writing test plans and detailed reportsAbility to manage complex testing reviews independentlyInstitutional or wholesale banking experienceKnowledge of FCA regulations essential; PRA knowledge beneficialCIA, CPA, ACA, or similar qualification preferred

Indirect Tax Manager An exciting opportunity has arisen for an experienced Indirect Tax professional to join a growing and ambitious professional services firm in Glasgow. This role offers the chance to step into a highly visible position within a collaborative indirect tax team, supporting a diverse mid-market client base across advisory-led VAT work, international projects and complex transactions. The team is entering an exciting growth phase, creating genuine opportunities for progression into Senior Manager level and beyond. The Opportunity You will play a key role in delivering high-quality indirect tax advisory and compliance services while helping to grow and strengthen the wider practice. The successful individual will inherit an established client portfolio while also contributing to business development activity and identifying opportunities across the client base. This is an ideal opportunity for someone who enjoys technically complex work, thrives in a collaborative environment and is looking for a platform to accelerate their career progression. Key ResponsibilitiesManage indirect tax compliance and advisory work across a varied client portfolioDeliver technically strong VAT advisory support across transactions, structuring and international projectsTake ownership of client relationships and ongoing engagementsSupport clients with commercially focused VAT advice and risk mitigation strategiesIdentify opportunities to improve client processes and add value across engagementsLead and mentor junior members of the team, reviewing and delegating work where appropriateSupport business development initiatives and help generate new project opportunitiesCollaborate closely with Directors and wider leadership teams across officesEnsure delivery of work to a high technical standard within agreed deadlinesContribute to the continued growth and development of the indirect tax practiceAbout YouStrong background within Indirect Tax / VAT advisoryExperience gained within a Professional Services environmentExposure to international VAT, transactions and complex advisory projectsStrong technical knowledge across indirect tax mattersProven ability to build and maintain strong client relationshipsExperience mentoring or managing junior staffCommercially aware with an interest in business development activitiesProactive, self-sufficient and collaborative working styleCTA, ACA, ACCA or equivalent qualification preferredWhy Apply?Clear pathway toward Senior Manager progressionOpportunity to join a growing and well-invested professional services firmAdvisory-led role with strong exposure to complex client workCollaborative and supportive team cultureHybrid and flexible working environmentOpportunity to work closely with senior leadership and influence the growth of the practiceIf you are looking for a role where you can make a genuine impact while accelerating your career within indirect tax advisory, we would love to hear from you.

Credit Risk Manager – SME Banking West Midlands | HybridRisk Appetitie Statement Setting, Stress Testing, Model Risk, Portfolio Analysis and Financial  Risk Oversight. - If you're looking for an employer that will give you the opportunity to round out your experience, become more then a single skill credit risk proffesional, this is the perfect opportunity for you. You'll be front and centre of the direction of Credit Risk at the most pivitol time of the banks growth.  What a genuinely exciting opportunity - to join one of the UK’s most credible purpose-led commercial banks during a major scaling phase.This is a bank large enough to matter, yet agile enough for your work to have genuine influence. The organisation is entering a pivotal stage of evolution across risk, governance, and portfolio complexity as its lending book increases and the banks scales.Unlike many lenders in the market, this bank combines strong commercial performance with a genuine social impact mission. Their lending supports sectors including development finance, healthcare, housing, community infrastructure, ethical banking, and social enterprise — creating a business model rooted in long-term value rather than short-term consumer churn.With a very strong capital position and lending growth significantly up year-on-year, this is a rare opportunity to help shape credit risk strategy within a scaling balance sheet environment. The OpportunityReporting into the Head of Credit Risk, the Credit Risk Manager will play a key role in protecting the bank’s capital position while supporting sustainable commercial growth.You’ll work closely with underwriting, commercial and finance teams to assess and evolve risk appetite, strengthen governance frameworks, enhance lending policies, and identify emerging portfolio risks as the business continues to scale.This role offers significant visibility across the bank and the opportunity to influence risk strategy at a critical growth stage. Key ResponsibilitiesSupport the development of credit risk appetite, frameworks and governance Partner with commercial and underwriting teams to optimise lending decisionsAssess acquisition and customer management strategies across SME lending portfoliosEnhance lending policies, scoring models and credit risk frameworksDeliver portfolio analysis, stress testing and emerging risk insightProduce MI and reporting packs for senior stakeholdersEnsure alignment with FCA, PRA and IFRS9 regulatory requirements What We’re Looking For5 years’ experience within credit risk and/or credit analysis in bankingSME lending experience essentialStrong analytical and data interrogation capabilityAdvanced Excel and financial modelling skillsAbility to translate technical risk analysis into commercial insightPragmatic, commercially minded and intellectually curious approach Why Join?One of the UK’s most differentiated purpose-led lendersCommercial growth with genuine social impactOpportunity to influence risk appetite during a major scaling phaseStrong profitability and capital strengthMore autonomy, exposure and visibility than a large incumbent bankESG genuinely embedded into decision making and culture If you’re looking for a role where you can combine commercial credit expertise with meaningful impact — while helping shape the future of a growing bank, then apply now and we’ll be in touch.

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.

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.