Sales & Relationship Management

Expert Sales & Relationship Management Recruitment Solutions for the UK, Ireland, Germany, Luxembourg, Switzerland, and the US

​Broadgate’s Sales and Relationship Management team focus on placing world-class talent into leading firms across the UK, Ireland, the US, and the DACH and Benelux regions.

Our recruitment consultants specialise in sourcing qualified, culturally aligned candidates for organisations across banking, insurance, and investment. From interim sales directors and business development managers to C-suite appointments in global

financial institutions, we connect you with high-performing professionals who understand the nuances of complex, regulated markets.

Whether you’re searching for a new Sales and Relationship Management position or hoping to strengthen your talent pipeline with defensible talent, Broadgate’s bespoke recruitment services are fully equipped to support your unique needs.

Contact the team today to find out more about how we can support your Sales and Relationship Management requirements in both a permanent and contract capacity.

Roles we support include:

Portfolio Management

Relationship Management

Client Advisors

Business Development

Fund Sales

Fundraising

MEET THE TEAM

Ben Adams

Co-Founder and Managing Director

Adrian McCarthy

Senior Advisor

Kevin Adam-Hein

Partner

Daniel Tapsell

Associate Director, Contract and Interim

Matt Carter

Associate Director: Risk, Compliance, Financial Crime

Elliott Snowball

Business Manager

Connor Nurse

Head of US

Darren Hogan

Team Leader, Ireland

Scarlett Worthington

Recruitment Consultant

Callum Dudrenec

Executive Consultant

Georgia Mason

Recruitment Consultant

Tyla Ritchie

Researcher

Oliver White

Senior Consultant

Declan Stark

Principal Consultant - Risk

Annie Gosnell

Principal Consultant

Amanda Dolan

Senior Consultant

Annabel Lovell

Recruitment Consultant

Cheytan Stewart

Recruitment Consultant

Melanie Smit

Senior Search Consultant

Riyaadh George

Recruitment Search Consultant

Ashley Lawrence

CEO

Micha Swallow

Head of Talent, People, and Performance

Matthew Goddard

Head of Legal and Compliance

Marita Harper

HR Partner

Aaron Gonsalves

Head of Talent

Oliver perry

COO

Sabrina Jones

Commercial Payroll Lead

LATEST JOBS

Leeds, West Yorkshire, Yorkshire, England
People & Culture Administrator
People & Culture Administrator Leeds About the Role An exciting opportunity for an organised and detail-oriented individual to join a growing, fast-paced professional services environment in a key People & Culture (HR) support role. This is not a purely administrative position — instead, it offers broad exposure across the full employee lifecycle, from onboarding and HR systems to reporting and project work. You’ll play a central role in ensuring a smooth and efficient HR service while supporting both employees and the wider People team. You’ll be part of a collaborative and evolving function, contributing to continuous improvement and helping deliver a high-quality employee experience. The Opportunity You’ll take ownership of core HR administration within a busy and dynamic environment, supporting the People & Culture team across multiple processes and touchpoints. This role is ideal for someone who thrives on organisation, accuracy, and working in a fast-paced setting where priorities can shift. You’ll have the opportunity to get involved in a variety of activities, from onboarding and payroll support to reporting and project work, making it a well-rounded entry into HR. With continued growth and ongoing projects, this is a great time to join a team where you can make an immediate impact and develop your career. Key ResponsibilitiesCoordinate onboarding processes, including pre-employment checks and first-day arrangementsMaintain and update employee records within the HRIS, ensuring data accuracy and complianceProvide full HR administrative support across the employee lifecycleMonitor and respond to HR helpdesk queries, escalating where requiredSupport payroll administration and process employee changesPrepare HR documentation, reports, and internal communicationsAssist with data reporting and analysisConduct audits of employee files and ensure documentation is up to dateContribute to process improvements and system enhancementsSupport wider HR projects, including integration and M&A activityAbout YouPrevious experience in an administrative or customer-focused role (HR experience advantageous)Highly 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 as part of a teamProactive, with a positive and solution-focused approachStrong IT skills, particularly Microsoft Office; exposure to HR systems is beneficialWhat’s on OfferCompetitive salary aligned to experienceHybrid working model with flexibility post-onboardingExposure to a broad range of HR activities and projectsClear progression opportunities within the People functionSupport with professional development and qualificationsComprehensive benefits package focused on wellbeing and financial securityModern, collaborative working environmentWhy This Role? This is a fantastic opportunity for someone who wants to:Build or develop a career within HR in a well-rounded, hands-on roleGain exposure across the full employee lifecycle, not just administrationJoin a growing and evolving team with strong development opportunitiesWork in a fast-paced environment where no two days are the sameBe part of a collaborative, supportive team where you can make a real impact
Riyaadh George Riyaadh George
Leeds, West Yorkshire, Yorkshire, England
People & Culture Administrator
People & Culture Administrator Leeds About the Role An exciting opportunity for an organised and detail-oriented individual to join a growing, fast-paced professional services environment in a key People & Culture (HR) support role. This is not a purely administrative position — instead, it offers broad exposure across the full employee lifecycle, from onboarding and HR systems to reporting and project work. You’ll play a central role in ensuring a smooth and efficient HR service while supporting both employees and the wider People team. You’ll be part of a collaborative and evolving function, contributing to continuous improvement and helping deliver a high-quality employee experience. The Opportunity You’ll take ownership of core HR administration within a busy and dynamic environment, supporting the People & Culture team across multiple processes and touchpoints. This role is ideal for someone who thrives on organisation, accuracy, and working in a fast-paced setting where priorities can shift. You’ll have the opportunity to get involved in a variety of activities, from onboarding and payroll support to reporting and project work, making it a well-rounded entry into HR. With continued growth and ongoing projects, this is a great time to join a team where you can make an immediate impact and develop your career. Key ResponsibilitiesCoordinate onboarding processes, including pre-employment checks and first-day arrangementsMaintain and update employee records within the HRIS, ensuring data accuracy and complianceProvide full HR administrative support across the employee lifecycleMonitor and respond to HR helpdesk queries, escalating where requiredSupport payroll administration and process employee changesPrepare HR documentation, reports, and internal communicationsAssist with data reporting and analysisConduct audits of employee files and ensure documentation is up to dateContribute to process improvements and system enhancementsSupport wider HR projects, including integration and M&A activityAbout YouPrevious experience in an administrative or customer-focused role (HR experience advantageous)Highly 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 as part of a teamProactive, with a positive and solution-focused approachStrong IT skills, particularly Microsoft Office; exposure to HR systems is beneficialWhat’s on OfferCompetitive salary aligned to experienceHybrid working model with flexibility post-onboardingExposure to a broad range of HR activities and projectsClear progression opportunities within the People functionSupport with professional development and qualificationsComprehensive benefits package focused on wellbeing and financial securityModern, collaborative working environmentWhy This Role? This is a fantastic opportunity for someone who wants to:Build or develop a career within HR in a well-rounded, hands-on roleGain exposure across the full employee lifecycle, not just administrationJoin a growing and evolving team with strong development opportunitiesWork in a fast-paced environment where no two days are the sameBe part of a collaborative, supportive team where you can make a real impact
Riyaadh George Riyaadh George
Basingstoke, Hampshire, South East, England
Senior Accountant - Fund Accounting
Looking to take the next step in alternative fund accounting? Join a growing and collaborative business where you’ll gain exposure to high-profile private capital structures, work closely with experienced professionals, and play a key role in delivering first-class client service. The role offers a balance of technical accounting, operational oversight and client-facing responsibilities, making it ideal for someone who enjoys working in a fast-paced and professional environment. Responsibilities include:Review financial transactions and bookkeeping entries across fund structuresOversee bank reconciliations and general ledger reviewsAssist with treasury reporting and liquidity management activitiesSupport fund drawdowns, distributions and investor reporting processesPrepare and review management accounts and quarterly reporting packsAssist with annual audited and unaudited financial statementsLiaise with auditors, legal advisers and tax providers throughout reporting cyclesRespond to investor queries and support wider investor relations activityEnsure all work is completed in line with internal controls and quality standardsMentor and support junior team members within the departmentContribute to process improvement initiatives and operational enhancementsWork closely with management teams to meet reporting deadlines and client deliverables Requirements:ACA or ACCA qualified (or finalist level approaching qualification)Previous experience within private equity, private debt, real estate or alternative fund administrationStrong understanding of fund accounting and financial reporting standardsExposure to frameworks such as IFRS, FRS 102, US GAAP or Lux GAAP would be advantageousExperience using systems such as Allvue, Investran or eFront would be beneficialStrong Excel and Microsoft Office skillsExcellent attention to detail and organisational skillsConfident communicator with the ability to build strong working relationshipsAble to manage multiple deadlines within a client-focused environmentSelf-motivated, proactive and solutions-driven approach If you’re looking for a role where you can broaden your exposure, work with a strong team, and continue progressing your career within alternative funds, we’d love to hear from you.
Tyla RitchieTyla Ritchie
Edinburgh, City of Edinburgh, Scotland
Client Relationship Support
Client Relationship Support - Wealth Management |  Hybrid Working | Career Progression Looking to move beyond a traditional financial planning admin role?This is an opportunity to join a fast-growing, high-performing wealth management environment where you’ll play a genuinely involved role in the client journey — working closely with Financial Planners, building relationships, and becoming a key part of a collaborative pod structure.  This role offers far more exposure, responsibility, and progression than a typical back-office support position. You’ll be trusted to work directly alongside advisers and paraplanners in a fast-paced environment where your contribution truly matters.The Opportunity:You’ll support multiple Financial Planners as part of a collaborative pod team, taking ownership of the administrative and client support process from start to finish.  This is ideal for someone who enjoys organisation, client interaction, and being at the centre of the financial planning process rather than sitting purely behind the scenes.Key Responsibilities:• Full financial planning administrative support• Preparing client packs, valuations, and meeting documentation• Submitting new business and obtaining provider information• Managing letters of authority and client documentation• Liaising with providers and internal stakeholders• Maintaining regular client communication (non-advisory)• Supporting planners within a pod-based structure• Maintaining accurate records across back-office systems• Working to service standards and team KPIsWhat We’re Looking For:• Experience within financial planning or wealth management is essential• Strong understanding of products including pensions, ISAs, GIAs, and bonds• Highly organised with excellent attention to detail• Strong communication skills and confidence engaging with clients• Ability to manage multiple priorities in a fast-paced environment• Comfortable working independently and collaboratively• Experience using financial planning platforms/back-office systems• CII qualifications (or progress towards them) highly desirableWhat Makes This Opportunity Different?• Greater involvement in the client journey than most similar roles• Clear progression pathways within a growing business• Full support towards CII qualifications and ongoing development• A genuinely collaborative, supportive culture• Hybrid working flexibility• High employee engagement and strong internal support network• Opportunity to join during an exciting growth phase with multiple hires plannedIf you’re looking for a role where you can develop professionally, build strong adviser relationships, and become an integral part of a growing financial planning team, this could be the perfect next step.Apply now or get in touch for a confidential conversation.
Amanda DolanAmanda Dolan
Crawley, West Sussex, South East, England
Financial Planning Administrator
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
Riyaadh George Riyaadh George
United Kingdom
M&A Integration Finance Associate
Location – UK Wide (Hybrid) About the Role An exciting opportunity has been created for an M&A Integration Finance Associate to support post-acquisition integration activity within a growing, acquisition-driven environment. This role focuses on ensuring newly acquired businesses are successfully integrated from a finance perspective, with consistent processes, reporting, and controls. You will act as a key link between finance, integration teams, and acquired entities.The Opportunity You will play a central role in coordinating finance integration activities across multiple concurrent acquisitions. This includes supporting integration planning, tracking milestones, and ensuring alignment of financial processes post-deal. This is a great opportunity for someone with finance exposure and strong coordination or project management skills who wants to build experience within M&A integration and transformation. Key Responsibilities Coordinate finance integration activities from deal close through to business-as-usual Support the development and execution of integration plans Track integration milestones, timelines, and risks Act as a bridge between finance, integration, and transformation teams Support alignment of month-end processes, reporting, and financial controls Assist with synergy tracking, cost management, and performance reporting Work closely with acquired finance teams to ensure smooth integration Support stakeholder updates and reporting on integration progress Manage multiple integration workstreams simultaneously About You Strong stakeholder management and communication skills Experience in project coordination, PMO, or integration-related roles Good financial literacy and understanding of finance processes Highly organised with the ability to manage multiple priorities Comfortable working in a fast-paced, evolving environment Proactive, adaptable, and solutions-focused mindset Team & Culture You will join a collaborative, fast-growing environment where teamwork and adaptability are key. The role offers high visibility and exposure to senior stakeholders, with a strong emphasis on working cross-functionally to deliver successful integrations. Future Growth & Development This role offers excellent exposure to M&A integration and transformation, with the opportunity to develop into more senior roles as the function evolves. It provides a strong foundation for progression into broader finance, integration, or operational leadership positions. Why This Role? This is a fantastic opportunity for someone who wants to: Gain hands-on experience in M&A integration and transformation Work across multiple acquisitions in a dynamic environment Develop stakeholder management and project coordination skills Build a long-term career within finance and M&A Be part of a high-growth, evolving team
Riyaadh George Riyaadh George
Greater London, South East, England
Senior QA Credit Risk Manager
Senior Manager – Credit Assurance – 2nd line 📍 London (Hybrid Working)A growing UK specialist SME bank is seeking an experienced Senior Manager – Credit Quality Assurance to join its second line Credit Risk function.This is a senior oversight role suited to an individual with a strong underwriting background who has moved into, or is looking to move into, a broader credit risk oversight and quality assurance position. The successful candidate will bring deep experience of credit underwriting standards, transaction assessment and credit decisioning within banking or specialist lending environments.The OpportunityReporting into senior Credit Risk leadership, you will lead second line Credit Assurance activity across specialist lending portfolios, providing independent oversight, constructive challenge and early identification of emerging credit and regulatory risks.The role requires an individual capable of reviewing complex credit decisions and underwriting rationale with credibility, confidence and commercial judgement. You will work closely with senior stakeholders across Risk, Credit and the wider business to strengthen governance, improve consistency of underwriting standards and enhance overall credit quality.Key ResponsibilitiesLead and develop second line Credit Quality Assurance activity across specialist lending portfoliosConduct detailed reviews of credit underwriting quality, credit decisioning and policy adherenceChallenge underwriting rationale, structure and risk assessment across first line teamsProduce high-quality, insightful reporting for senior governance committeesLead meetings with business leaders to review QA findings and agree remediation actionsSupport Credit Committee and related governance forumsIdentify emerging credit, operational and regulatory risksContribute to the ongoing enhancement of credit risk frameworks, controls and reportingSupport risk and control self-assessment (RCSA) activity within Credit RiskDeliver feedback, coaching and targeted training to underwriting and credit teams where requiredAbout YouWe are specifically looking for candidates with a strong background in credit underwriting alongside experience in credit risk oversight, quality assurance or credit governance.You are likely to bring:Significant hands-on underwriting experience within commercial, real estate, development, bridging or specialist finance lendingExperience within Credit Risk, Credit Oversight, Quality Assurance or broader second line risk functionsStrong understanding of credit risk frameworks, governance and credit operationsThe ability to review and challenge complex transactions with balanced and independent judgementExperience gained within banking, challenger banking or specialist lending environmentsExcellent analytical, communication and stakeholder management skillsExperience producing senior management and committee reportingRelevant professional qualifications (CIA, CRMA, CFA or similar) advantageousAdditional InformationHybrid working model (London-based)Senior stakeholder exposure across Risk and Credit leadershipOpportunity to contribute to the evolution of a growing specialist lenderCompetitive package and benefits availableFor a confidential discussion or to express interest, please apply directly or contact us privately for further information.
Declan StarkDeclan Stark
Aberdeenshire, Scotland
Global Payroll Implementation Analyst
Global Payroll Implementation Analyst | up to £32,000 | Hybrid - Aberdeen Ever felt like you’ve mastered BAU payroll and are ready for something with more exposure, more variety, and a real step into global work? We’re looking for a Global Payroll Implementation Analyst to support the rollout of a major new international client across 50 locations worldwide.  This is a chance to move away from purely transactional payroll and step into a coordination and implementation-focused role, working across multiple countries, partners, and systems to help deliver smooth, accurate payroll go-lives. What you’ll be doing You’ll act as the link between clients and international payroll partners—coordinating implementation activity, supporting data collection, assisting with testing and parallel runs, and ensuring all documentation is accurate and up to date.You’ll also support payroll operations during transition phases, helping resolve queries and ensuring deadlines are met while maintaining accuracy and compliance across multiple jurisdictions.We’re looking for someone whoHas around 2–3 years payroll experience (UK payroll experience is fine)Is highly organised with strong attention to detailEnjoys working with data, systems, and structured processesCommunicates clearly and confidently with different stakeholdersIs interested in moving into global payroll and project-based workWhat’s in it for you?A genuine step into global payroll and international project workExposure to multi-country payrolls and cross-border stakeholdersHybrid working – typically 2 days in the office, rest flexibleStrong benefits package including private healthcare, enhanced pension, up to 33 days annual leave, life cover, and moreThe opportunity to be part of a high-profile global client rollout from the ground upReal development and mentoring to build your career in global payrollIf you’re looking for a role that takes you beyond standard payroll processing and into something more global, this is a great next step.
Amanda DolanAmanda Dolan