Transformation & Change

End-to-End Support for Your Transformation & Change Initiatives

Our Transformation and Change division provides strategic consulting, talent acquisition, and project delivery services to regulated businesses across the banking, insurance, and investment spaces.

We maintain a versatile SME bench (Subject Matter Expert bench) of over 2500 experienced professionals ready to be deployed on your projects. With a comprehensive understanding of the regulatory environment in the UK, Ireland, Luxembourg, Germany, Switzerland, and the USA, we provide a compliant, dependable service to enable sustainable change throughout your organisation. 

As part of Trinnovo Group, we combine the expertise of our sister brands – Trust in SODA, DeepRec.ai, and Trinnovo Consulting – to provide our clients with integrated services and end-to-end support across technology and governance. 

Our Areas of Expertise Include:

  • Risk:

    • Risk Framework Updates & Implementation
    • Risk Model Validation Reviews
    • Risk Technology Updates (including AI Adoption)
    • TRM Management & Business Continuity Reviews
  • Compliance:

    • Consumer Duty Reviews & Implementation
    • DORA Compliance
    • Financial Crime & Anti-Money Laundering (AML) Compliance
  • Regulatory Change & Remediation:

    • Regulatory Update Support
    • Regulatory Professionals for Change Projects
    • S166 Support
  • Business & Technological Change
    • Digital Transformation Consulting
    • Finance Transformation
    • Digital Advancements & Strategy
    • Systems Updates & Integration
    • Regulatory Project/Programme Managers
QUILTER
2.7
CV to Interview Ratio
3.1
Jobs to Placement Ratio
Quilter PLC, a leading provider of advice, investments, and wealth management in the UK and internationally, engaged Broadgate Search to support a significant organisational restructure. This involved separating from their parent company, Old Mutual PLC, and listing independently on the London Stock Exchange. To overhaul Quilter's risk and compliance framework, Broadgate Search built internal teams capable of establishing robust risk management, reducing reliance on external resources. This included strengthening the second line of defense and enhancing risk activities within individual entities and the first line of defense. We successfully placed numerous candidates across the group and its subsidiaries, including Intrinsic FS, Old Mutual Global Investors, and Quilter Cheviot, with up to 11 concurrent contractors on-site supporting this transformation.
Quilter

We placed a range of project-critical interim roles, including a Head of Operational Risk, Head of Compliance Monitoring, Operational Risk Manager, Data Protection SME, and IT Risk Manager. 

MEET THE TEAM

Ben Adams

Co-Founder and Managing Director

Adrian McCarthy

Senior Advisor

Daniel Tapsell

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

William Fitzpatrick

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

Aaron Gonsalves

Head of Talent

Sabrina Jones

Commercial Payroll Lead

Daniel Elliott

Senior Advisor

Oliver perry

COO

LATEST JOBS

Belfast, Northern Ireland
HR Consultant
HR Consultant - Belfast Discover Your Potential. Build Your Career.We're a growing professional services group supporting individuals, family businesses and organisations across the UK and beyond. Our specialisms span the full range of business advisory work — from finance and tax through to people, payroll and talent consultancy — and we work with clients as they grow, from ambitious start-ups to established, scaling businesses. We believe our people come first. We build strong client relationships through genuine partnership, straightforward advice and a real understanding of what our clients need. We invest heavily in our team, offering structured training, support toward professional qualifications, and plenty of room to grow into new challenges as your career develops. We're also committed to doing right by our communities and the environment, with active volunteering, training and sustainability programmes running throughout the business.   The Opportunity We're hiring a HR Consultant to join our people consultancy team, on a full-time basis. We're looking for someone who is working towards a Level 7 Advanced CIPD accreditation (or equivalent), with solid experience operating in a strategic HR capacity. About the Team We're a dedicated people consultancy, helping client organisations with everything from HR and employee relations to health & safety and talent development. Our specialists work closely with each client to really understand their business, then tailor support around what they actually need — whether that's advice on a single issue or ongoing partnership as their HR function scales. We're proud to work with some of the most ambitious and fast-growing businesses in the country, and being part of a larger advisory group means we can also call on specialist expertise from across finance and other business disciplines when clients need it. Above everything, our approach comes down to our people — we look for driven, curious individuals and give them the platform to become genuine experts in their field, which is a big part of why we've been recognised for the quality of our team. About the Role This is a great opportunity for someone building their HR career (roughly 4+ years' experience) who's currently in an internal HR role and wants to move into consultancy, where you're working directly with a portfolio of clients and giving commercial, practical advice rather than sitting inside one organisation. Equally, it would suit someone already in a consultancy setting who's looking for a smaller, closer-knit team with real scope to grow. You'll need a solid grounding in HR and employment law, but just as importantly, the appetite to keep developing, build relationships quickly, and support a varied client base across different sectors. No two days look the same. Our clients sit at very different stages of growth — some just starting out, others established SMEs, scale-ups or larger organisations — so the role calls for someone comfortable being both proactive and reactive to deliver a consistently excellent service. Day to day, you can expect to be:Giving commercially minded, practical advice on day-to-day HR and employment issues, with a strong focus on employee relations.Working with clients to review and improve their existing HR setup, recommending and helping implement new tools, processes and ways of working.Advising management teams on applying HR policy in practice, and supporting them to recruit, onboard and manage new starters.Helping clients build inclusive, values-led cultures and working environments.Supporting and mentoring junior team members, and acting as a first point of contact for HR queries and management guidance.Preparing documentation to support client processes such as onboarding, appraisals, probation, absence management, employee relations cases, benefits administration, contracts and offboarding.Reviewing and refreshing template toolkits and client-facing documentation.What You'll BringAt least 4 years of applied HR and employee relations experience, including a working knowledge of relevant employment legislation, and the ability to turn that into clear, practical guidance for clients.Strong communication skills, with the ability to explain complex issues simply and without jargon, tailored to what each client actually needs.Sharp questioning and listening skills to properly understand a client's situation before proposing a solution.A flexible, consultative style — commercially minded and genuinely client-focused when solving problems.The ability to build trust and rapport quickly, both with clients and colleagues.Discretion and a strong sense of confidentiality.A proactive, improvement-minded approach to developing new tools and ways of working.A responsive, service-oriented mindset — you'll often be representing the business directly to clients.A genuine interest in continuous learning and professional development.Strong organisational skills and attention to detail, with the ability to juggle multiple priorities.Willingness to travel to client sites and other office locations as needed.CIPD qualification (or working towards one).Experience with HR system implementation would be a bonus.A full driving licence and access to a car, as the role involves regular travel to clients.This is a fast-moving role and the list above isn't exhaustive — there's plenty of scope to get involved in a wider range of work, mentor others, and be supported by experienced managers as you build your consultancy career.What's On OfferWe want people to feel properly supported, both in and outside of work, so our benefits package covers wellbeing, lifestyle and long-term career development. Time off & family supportGenerous annual leave (plus public holidays), with the option to buy or carry over daysEnhanced parental leave (maternity, paternity and adoption)A paid day each year to volunteer for a cause you care aboutHealth & wellbeingPrivate medical insurance, with the option to add family members24/7 employee assistance programme for mental health and wellbeing supportDeath in service coverFinancial securityA competitive pension schemeLife assurance for you and your familyFlexible workingHybrid working as standardA genuinely flexible approach to hours and where you workModern offices designed for collaboration and focus
William FitzpatrickWilliam Fitzpatrick
Belfast, Northern Ireland
Senior HR Consultant
Senior HR Consultant Belfast - Hybrid (3-days per week in office)We're a growing professional services group supporting individuals, family businesses and organisations across the UK and beyond. Our specialisms span the full range of business advisory work — from finance and tax through to people, payroll and talent consultancy — and we work with clients as they grow, from ambitious start-ups to established, scaling businesses. We believe our people come first. We build strong client relationships through genuine partnership, straightforward advice and a real understanding of what our clients need. We invest heavily in our team, offering structured training, support toward professional qualifications, and plenty of room to grow into new challenges as your career develops. We're also committed to doing right by our communities and the environment, with active volunteering, training and sustainability programmes running throughout the business. The Opportunity We're hiring a Senior HR Consultant to join our people consultancy team, on a full-time or part-time basis (minimum 4 days per week). We're looking for someone who holds, or is working towards, a Level 7 Advanced CIPD accreditation (or equivalent), with solid experience operating in a strategic HR capacity. About the Team We're a dedicated people consultancy, helping client organisations with everything from HR and employee relations to health & safety and talent development. Our specialists work closely with each client to really understand their business, then tailor support around what they actually need — whether that's advice on a single issue or ongoing partnership as their HR function scales. We're proud to work with some of the most ambitious and fast-growing businesses in the country, and being part of a larger advisory group means we can also call on specialist expertise from across finance and other business disciplines when clients need it. Above everything, our approach comes down to our people — we look for driven, curious individuals and give them the platform to become genuine experts in their field, which is a big part of why we've been recognised for the quality of our team. About the Role This is a great opportunity for someone building their HR career (roughly 4+ years' experience) who's currently in an internal HR role and wants to move into consultancy, where you're working directly with a portfolio of clients and giving commercial, practical advice rather than sitting inside one organisation. Equally, it would suit someone already in a consultancy setting who's looking for a smaller, closer-knit team with real scope to grow. You'll need a solid grounding in HR and employment law, but just as importantly, the appetite to keep developing, build relationships quickly, and support a varied client base across different sectors. No two days look the same. Our clients sit at very different stages of growth — some just starting out, others established SMEs, scale-ups or larger organisations — so the role calls for someone comfortable being both proactive and reactive to deliver a consistently excellent service. Day to day, you can expect to be:Giving commercially minded, practical advice on day-to-day HR and employment issues, with a strong focus on employee relations.Working with clients to review and improve their existing HR setup, recommending and helping implement new tools, processes and ways of working.Advising management teams on applying HR policy in practice, and supporting them to recruit, onboard and manage new starters.Helping clients build inclusive, values-led cultures and working environments.Supporting and mentoring junior team members, and acting as a first point of contact for HR queries and management guidance.Preparing documentation to support client processes such as onboarding, appraisals, probation, absence management, employee relations cases, benefits administration, contracts and offboarding.Reviewing and refreshing template toolkits and client-facing documentation.  What You'll BringAt least 4 years of applied HR and employee relations experience, including a working knowledge of relevant employment legislation, and the ability to turn that into clear, practical guidance for clients.Strong communication skills, with the ability to explain complex issues simply and without jargon, tailored to what each client actually needs.Sharp questioning and listening skills to properly understand a client's situation before proposing a solution.A flexible, consultative style — commercially minded and genuinely client-focused when solving problems.The ability to build trust and rapport quickly, both with clients and colleagues.Discretion and a strong sense of confidentiality.A proactive, improvement-minded approach to developing new tools and ways of working.A responsive, service-oriented mindset — you'll often be representing the business directly to clients.A genuine interest in continuous learning and professional development.Strong organisational skills and attention to detail, with the ability to juggle multiple priorities.Willingness to travel to client sites and other office locations as needed.CIPD qualification (or working towards one).Experience with HR system implementation would be a bonus.A full driving licence and access to a car, as the role involves regular travel to clients.This is a fast-moving role and the list above isn't exhaustive — there's plenty of scope to get involved in a wider range of work, mentor others, and be supported by experienced managers as you build your consultancy career.What's On Offer We want people to feel properly supported, both in and outside of work, so our benefits package covers wellbeing, lifestyle and long-term career development. Time off & family supportGenerous annual leave (plus public holidays), with the option to buy or carry over daysEnhanced parental leave (maternity, paternity and adoption)A paid day each year to volunteer for a cause you care aboutHealth & wellbeingPrivate medical insurance, with the option to add family members24/7 employee assistance programme for mental health and wellbeing supportDeath in service coverFinancial securityA competitive pension schemeLife assurance for you and your familyFlexible workingHybrid working as standardA genuinely flexible approach to hours and where you workModern offices designed for collaboration and focus
William FitzpatrickWilliam Fitzpatrick
Belfast, Northern Ireland
Corporate Finance Manager
Corporate Finance Manager – Belfast An exciting opportunity has arisen for an experienced corporate finance professional to join a high-performing and growing advisory team in Belfast. This role offers the chance to work across a broad range of transactions, partnering closely with ambitious businesses and senior stakeholders on high-impact deals throughout Northern Ireland and beyond. The successful candidate will join a collaborative, fast-paced environment with strong progression opportunities and exposure to a diverse portfolio of corporate finance work. The Opportunity This is a broad, client-facing corporate finance role offering exposure across the full transaction lifecycle, including:Mergers & acquisitionsBusiness disposals and acquisitionsFinancial due diligenceFundraising supportValuations and strategic advisory workFinancial modelling and analysisYou will play a key role in managing live transactions, advising clients through complex commercial decisions, and building long-term relationships with business owners, advisers and stakeholders. Key ResponsibilitiesLead and project manage corporate finance transactions from initiation through to completionDeliver high-quality advisory support across M&A, disposals, fundraising and valuation assignmentsPrepare detailed reports, presentations, proposals and client deliverablesSupport and review financial modelling and transaction analysisAct as a key point of contact for clients throughout live deal processesBuild strong relationships with lawyers, funders, investors and other advisersSupport junior team members through mentoring and coachingContribute to networking and business development initiatives across the Northern Ireland marketWork collaboratively with colleagues across the wider corporate finance functionAbout You We are keen to speak with ambitious corporate finance professionals who enjoy working in a deal-driven environment and want broader exposure across the full transaction spectrum. You will ideally have:A recognised accountancy or finance qualification (ACA, ACCA, CAI, CFA or equivalent)Previous experience within corporate finance, transaction services, M&A or deal advisoryExposure to end-to-end transaction executionStrong financial analysis and modelling capabilityExcellent communication and client relationship skillsThe confidence to present to clients and manage stakeholder relationships directlyA proactive, commercially minded approachExperience managing multiple deadlines and priorities simultaneouslyAn interest in networking and developing long-term business relationshipsWhy Apply?Exposure to a strong pipeline of live transactionsOpportunity to work closely with senior leadership and decision-makersBroad, generalist corporate finance experience rather than siloed workClear progression pathway with genuine career development opportunitiesSupportive, close-knit and high-performing team cultureGrowing advisory platform with strong market presence
William FitzpatrickWilliam Fitzpatrick
Belfast, Northern Ireland
Corporate Finance Manager
Corporate Finance Manager – Belfast An exciting opportunity has arisen for an experienced corporate finance professional to join a high-performing and growing advisory team in Belfast. This role offers the chance to work across a broad range of transactions, partnering closely with ambitious businesses and senior stakeholders on high-impact deals throughout Northern Ireland and beyond. The successful candidate will join a collaborative, fast-paced environment with strong progression opportunities and exposure to a diverse portfolio of corporate finance work. The Opportunity This is a broad, client-facing corporate finance role offering exposure across the full transaction lifecycle, including:Mergers & acquisitionsBusiness disposals and acquisitionsFinancial due diligenceFundraising supportValuations and strategic advisory workFinancial modelling and analysisYou will play a key role in managing live transactions, advising clients through complex commercial decisions, and building long-term relationships with business owners, advisers and stakeholders. Key ResponsibilitiesLead and project manage corporate finance transactions from initiation through to completionDeliver high-quality advisory support across M&A, disposals, fundraising and valuation assignmentsPrepare detailed reports, presentations, proposals and client deliverablesSupport and review financial modelling and transaction analysisAct as a key point of contact for clients throughout live deal processesBuild strong relationships with lawyers, funders, investors and other advisersSupport junior team members through mentoring and coachingContribute to networking and business development initiatives across the Northern Ireland marketWork collaboratively with colleagues across the wider corporate finance functionAbout You We are keen to speak with ambitious corporate finance professionals who enjoy working in a deal-driven environment and want broader exposure across the full transaction spectrum. You will ideally have:A recognised accountancy or finance qualification (ACA, ACCA, CAI, CFA or equivalent)Previous experience within corporate finance, transaction services, M&A or deal advisoryExposure to end-to-end transaction executionStrong financial analysis and modelling capabilityExcellent communication and client relationship skillsThe confidence to present to clients and manage stakeholder relationships directlyA proactive, commercially minded approachExperience managing multiple deadlines and priorities simultaneouslyAn interest in networking and developing long-term business relationshipsWhy Apply?Exposure to a strong pipeline of live transactionsOpportunity to work closely with senior leadership and decision-makersBroad, generalist corporate finance experience rather than siloed workClear progression pathway with genuine career development opportunitiesSupportive, close-knit and high-performing team cultureGrowing advisory platform with strong market presence
William FitzpatrickWilliam Fitzpatrick
Belfast, Northern Ireland
HR Consultant
HR Consultant - Belfast Discover Your Potential. Build Your Career.We're a growing professional services group supporting individuals, family businesses and organisations across the UK and beyond. Our specialisms span the full range of business advisory work — from finance and tax through to people, payroll and talent consultancy — and we work with clients as they grow, from ambitious start-ups to established, scaling businesses. We believe our people come first. We build strong client relationships through genuine partnership, straightforward advice and a real understanding of what our clients need. We invest heavily in our team, offering structured training, support toward professional qualifications, and plenty of room to grow into new challenges as your career develops. We're also committed to doing right by our communities and the environment, with active volunteering, training and sustainability programmes running throughout the business.   The Opportunity We're hiring a HR Consultant to join our people consultancy team, on a full-time basis. We're looking for someone who is working towards a Level 7 Advanced CIPD accreditation (or equivalent), with solid experience operating in a strategic HR capacity. About the Team We're a dedicated people consultancy, helping client organisations with everything from HR and employee relations to health & safety and talent development. Our specialists work closely with each client to really understand their business, then tailor support around what they actually need — whether that's advice on a single issue or ongoing partnership as their HR function scales. We're proud to work with some of the most ambitious and fast-growing businesses in the country, and being part of a larger advisory group means we can also call on specialist expertise from across finance and other business disciplines when clients need it. Above everything, our approach comes down to our people — we look for driven, curious individuals and give them the platform to become genuine experts in their field, which is a big part of why we've been recognised for the quality of our team. About the Role This is a great opportunity for someone building their HR career (roughly 4+ years' experience) who's currently in an internal HR role and wants to move into consultancy, where you're working directly with a portfolio of clients and giving commercial, practical advice rather than sitting inside one organisation. Equally, it would suit someone already in a consultancy setting who's looking for a smaller, closer-knit team with real scope to grow. You'll need a solid grounding in HR and employment law, but just as importantly, the appetite to keep developing, build relationships quickly, and support a varied client base across different sectors. No two days look the same. Our clients sit at very different stages of growth — some just starting out, others established SMEs, scale-ups or larger organisations — so the role calls for someone comfortable being both proactive and reactive to deliver a consistently excellent service. Day to day, you can expect to be:Giving commercially minded, practical advice on day-to-day HR and employment issues, with a strong focus on employee relations.Working with clients to review and improve their existing HR setup, recommending and helping implement new tools, processes and ways of working.Advising management teams on applying HR policy in practice, and supporting them to recruit, onboard and manage new starters.Helping clients build inclusive, values-led cultures and working environments.Supporting and mentoring junior team members, and acting as a first point of contact for HR queries and management guidance.Preparing documentation to support client processes such as onboarding, appraisals, probation, absence management, employee relations cases, benefits administration, contracts and offboarding.Reviewing and refreshing template toolkits and client-facing documentation.What You'll BringAt least 4 years of applied HR and employee relations experience, including a working knowledge of relevant employment legislation, and the ability to turn that into clear, practical guidance for clients.Strong communication skills, with the ability to explain complex issues simply and without jargon, tailored to what each client actually needs.Sharp questioning and listening skills to properly understand a client's situation before proposing a solution.A flexible, consultative style — commercially minded and genuinely client-focused when solving problems.The ability to build trust and rapport quickly, both with clients and colleagues.Discretion and a strong sense of confidentiality.A proactive, improvement-minded approach to developing new tools and ways of working.A responsive, service-oriented mindset — you'll often be representing the business directly to clients.A genuine interest in continuous learning and professional development.Strong organisational skills and attention to detail, with the ability to juggle multiple priorities.Willingness to travel to client sites and other office locations as needed.CIPD qualification (or working towards one).Experience with HR system implementation would be a bonus.A full driving licence and access to a car, as the role involves regular travel to clients.This is a fast-moving role and the list above isn't exhaustive — there's plenty of scope to get involved in a wider range of work, mentor others, and be supported by experienced managers as you build your consultancy career.What's On OfferWe want people to feel properly supported, both in and outside of work, so our benefits package covers wellbeing, lifestyle and long-term career development. Time off & family supportGenerous annual leave (plus public holidays), with the option to buy or carry over daysEnhanced parental leave (maternity, paternity and adoption)A paid day each year to volunteer for a cause you care aboutHealth & wellbeingPrivate medical insurance, with the option to add family members24/7 employee assistance programme for mental health and wellbeing supportDeath in service coverFinancial securityA competitive pension schemeLife assurance for you and your familyFlexible workingHybrid working as standardA genuinely flexible approach to hours and where you workModern offices designed for collaboration and focus
William FitzpatrickWilliam Fitzpatrick
London, Greater London, South East, England
Office Assistant
We're looking for an Office Assistant who thrives on variety and takes real pride in being the person everyone can rely on. No two days look quite the same and that's what makes this an interesting opportunity! It is an in-office position, so you will be at the centre of everything which adds another exciting element to this role! Responsibilities include: Keeping the office running smoothly — supplies, security passes, room bookings, supplier contracts, equipmentBeing the first point of contact for office queriesCoordinating visitors and liaising with reception and securitySupporting internal events and helping the office feel like a good place to beProviding hands-on admin support to the management team, eg. minute-taking, meeting coordination, travel arrangements, and diary supportTaking on Fire Warden and First Aid responsibilities (training provided if you're not already certified) Requirements: At least 3 years in a similar professional office environment within financial servicesOffice management and/or Team Assistant experienceComfortable managing multiple stakeholders and shifting prioritiesA proactive, positive mindset If you are open to a quick chat, I’d love to hear from you!
Tyla RitchieTyla Ritchie
Belfast, Northern Ireland
Senior HR Consultant
Senior HR Consultant - Belfast - Hybrid (3-days per week in office)We're a growing professional services group supporting individuals, family businesses and organisations across the UK and beyond. Our specialisms span the full range of business advisory work — from finance and tax through to people, payroll and talent consultancy — and we work with clients as they grow, from ambitious start-ups to established, scaling businesses. We believe our people come first. We build strong client relationships through genuine partnership, straightforward advice and a real understanding of what our clients need. We invest heavily in our team, offering structured training, support toward professional qualifications, and plenty of room to grow into new challenges as your career develops. We're also committed to doing right by our communities and the environment, with active volunteering, training and sustainability programmes running throughout the business. The Opportunity We're hiring a Senior HR Consultant to join our people consultancy team, on a full-time or part-time basis (minimum 4 days per week). We're looking for someone who holds, or is working towards, a Level 7 Advanced CIPD accreditation (or equivalent), with solid experience operating in a strategic HR capacity. About the Team We're a dedicated people consultancy, helping client organisations with everything from HR and employee relations to health & safety and talent development. Our specialists work closely with each client to really understand their business, then tailor support around what they actually need — whether that's advice on a single issue or ongoing partnership as their HR function scales. We're proud to work with some of the most ambitious and fast-growing businesses in the country, and being part of a larger advisory group means we can also call on specialist expertise from across finance and other business disciplines when clients need it. Above everything, our approach comes down to our people — we look for driven, curious individuals and give them the platform to become genuine experts in their field, which is a big part of why we've been recognised for the quality of our team. About the Role This is a great opportunity for someone building their HR career (roughly 4+ years' experience) who's currently in an internal HR role and wants to move into consultancy, where you're working directly with a portfolio of clients and giving commercial, practical advice rather than sitting inside one organisation. Equally, it would suit someone already in a consultancy setting who's looking for a smaller, closer-knit team with real scope to grow. You'll need a solid grounding in HR and employment law, but just as importantly, the appetite to keep developing, build relationships quickly, and support a varied client base across different sectors. No two days look the same. Our clients sit at very different stages of growth — some just starting out, others established SMEs, scale-ups or larger organisations — so the role calls for someone comfortable being both proactive and reactive to deliver a consistently excellent service. Day to day, you can expect to be:Giving commercially minded, practical advice on day-to-day HR and employment issues, with a strong focus on employee relations.Working with clients to review and improve their existing HR setup, recommending and helping implement new tools, processes and ways of working.Advising management teams on applying HR policy in practice, and supporting them to recruit, onboard and manage new starters.Helping clients build inclusive, values-led cultures and working environments.Supporting and mentoring junior team members, and acting as a first point of contact for HR queries and management guidance.Preparing documentation to support client processes such as onboarding, appraisals, probation, absence management, employee relations cases, benefits administration, contracts and offboarding.Reviewing and refreshing template toolkits and client-facing documentation.  What You'll BringAt least 4 years of applied HR and employee relations experience, including a working knowledge of relevant employment legislation, and the ability to turn that into clear, practical guidance for clients.Strong communication skills, with the ability to explain complex issues simply and without jargon, tailored to what each client actually needs.Sharp questioning and listening skills to properly understand a client's situation before proposing a solution.A flexible, consultative style — commercially minded and genuinely client-focused when solving problems.The ability to build trust and rapport quickly, both with clients and colleagues.Discretion and a strong sense of confidentiality.A proactive, improvement-minded approach to developing new tools and ways of working.A responsive, service-oriented mindset — you'll often be representing the business directly to clients.A genuine interest in continuous learning and professional development.Strong organisational skills and attention to detail, with the ability to juggle multiple priorities.Willingness to travel to client sites and other office locations as needed.CIPD qualification (or working towards one).Experience with HR system implementation would be a bonus.A full driving licence and access to a car, as the role involves regular travel to clients.This is a fast-moving role and the list above isn't exhaustive — there's plenty of scope to get involved in a wider range of work, mentor others, and be supported by experienced managers as you build your consultancy career.What's On Offer We want people to feel properly supported, both in and outside of work, so our benefits package covers wellbeing, lifestyle and long-term career development. Time off & family supportGenerous annual leave (plus public holidays), with the option to buy or carry over daysEnhanced parental leave (maternity, paternity and adoption)A paid day each year to volunteer for a cause you care aboutHealth & wellbeingPrivate medical insurance, with the option to add family members24/7 employee assistance programme for mental health and wellbeing supportDeath in service coverFinancial securityA competitive pension schemeLife assurance for you and your familyFlexible workingHybrid working as standardA genuinely flexible approach to hours and where you workModern offices designed for collaboration and focus
William FitzpatrickWilliam Fitzpatrick
Edinburgh, City of Edinburgh, Scotland
(Edinburgh) Project Support Coordinator - Wealth Management
Project Support Coordinator – Wealth Management | Edinburgh - Hybrid (2-days a week in office)I’m currently recruiting for a Project Support Coordinator with a Wealth Management background to join a growing Integration & Transformation function.  This is an excellent opportunity for a recent graduate or someone with around 1 year’s experience who is looking to build a career in project management, PMO or transformation.  You’ll work closely with a Senior Programme Manager, supporting live integration projects and helping to keep key workstreams organised, on track and properly documented.The role will involve:Maintaining project plans, trackers and RAID logsCoordinating meetings, agendas, minutes and actionsTracking risks, issues and actionsSupporting project reporting and governance updatesMaintaining project documentation and Teams/SharePoint repositoriesLiaising with stakeholders and following up on actionsProviding coordination support across multiple workstreamsWhat we’re looking forWealth Management experience is essential, but extensive project experience is not.This role would suit someone who is highly organised, commercially aware and keen to develop. You may be a recent graduate with relevant Wealth experience, or have around a year’s experience in areas such as Wealth Management, Financial Planning, Investment Management or Private BankingYou’ll need strong attention to detail, good communication skills, confidence with Microsoft Office and, most importantly, a proactive approach and willingness to learn.Previous PMO or project experience, along with exposure to Power BI, SharePoint or AI tools such as Copilot, would be advantageous but is not essential.This is an opportunity to gain genuine exposure to integration and transformation projects, work with senior stakeholders and build a strong foundation for a career in project and programme management.Key detailsSalary: Up to £32,000Contract: 3 months, with potential to become permanentLocation: Hybrid – 2 days per week in the officeEligibility: UK Citizens only – no sponsorship available now or in the future!If you have a Wealth background and are looking for your next step, I’d be interested in hearing from you.
Amanda DolanAmanda Dolan