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Paraplanner Location: Aberdeen, Hybrid WorkingSalary: NegotiableStart Date: Immediate Our client is a leading, Private Equity backed professional services firm with a strong presence across the UK and Ireland. They are looking to hire a Paraplanner due to growth in the team and this is not a traditional paraplanning role sitting in the background. You will join a highly regarded Financial Planning team where collaboration, technical excellence and client outcomes are genuinely prioritised. You will gain exposure to complex client cases, strategic financial planning, and work closely with experienced Financial Planners who value partnership and input. The firm offers a modern, supportive working culture with hybrid flexibility, strong professional development pathways and the opportunity to be part of a business that is evolving, growing and investing in its people. If you are looking for a role where you can deepen your technical expertise, contribute meaningfully to client strategy and build a long-term career within a progressive organisation, this could be an excellent next step. Key Duties & ResponsibilitiesSupport the Financial Planners, applying your technical knowledge to provide client solutions.Apply a collaborative approach to achieve the best client outcomes, delivering excellent levels of client service.Build client relationships, establishing a key point of contact role for clients.Carry out research, analysis and due diligence of client holdings.Prepare technical calculations.Identify information required to compile a financial plan.Prepare client cash flow reports, using our cash flow modelling software.Prepare suitability reports to a high standard, in line with our recommendations.Attend client meetings where appropriate.Ensure the planners, and clients, are updated regularly and in a timely manner throughout the client journey.Work to target Key Performance Indicators / Service Level Agreements.Work collaboratively with the client services support team, to ensure recommendations are correctly implemented.Review client files upon completion of business.Actively promote ideas and suggestions and participate in all business improvements as part of the firm’s commitment to continuous improvement.Adhere to regulatory conduct rules and understand professional ethics and the firm’s methods and standards of working.Keep up to date with legislative changes and always adhere to compliance requirements.  Skills & QualitiesExcellent organisational skillsStrong communication skills – both written and oralExcellent attention to detailLogical thinking and problem-solving skillsAbility to have the client at the heart of what the teams doGood team player with the ability to build effective relationships at all levelsAbility to work on own initiative and to tight deadlinesSelf-motivated, and able to develop ideas into practiceDedication to continuing professional development (CPD) KnowledgeSound knowledge of financial products and plans and technical calculationsGood working knowledge of relevant legislation and industry best practiceKnowledge of Microsoft Outlook, Word, Excel, PowerPoint and relevant software packages Experience3-4 years’ relevant work experiencePrevious experience of working in a similar roleWorking to tight deadlinesAnalysing client portfoliosTechnical compliance and advisory work  QualificationsCII Diploma in Regulated Financial Planning (DipPFS) (desirable)CII Advanced Diploma in Financial Planning (working towards preferred)

Broadgate are engaged with a high-growth, regulated financial technology platform operating in the institutional cash and short-term funding markets who are seeking an experienced Op Risk leader to join their London team. If you are a senior operational risk professional who understands institutional trade lifecycles, can manage confidently in both directions, and is comfortable stepping into a live environment to drive immediate impact, we would welcome a confidential conversation. This is a senior, hands-on leadership role combining oversight of an established Operations function with a structured uplift of operational controls, risk frameworks, and governance processes. We are looking for a credible operational risk leader who can confidently operate across all levels of the organisation — from C-suite and Board discussions to junior operational staff — acting as a key escalation point and trusted advisor on operational matters. You will conduct a structured, end-to-end review of operational processes across the trade and investment lifecycle, including:Trade execution, confirmations, matching and settlementsPayment flows and reconciliation processesIncident logging and issue managementBusiness risk assessments and control documentationEscalation frameworks and governance pathwaysYou will identify control gaps, reduce key-person dependency, and implement pragmatic improvements appropriate for a growing but regulated environment.Acting as first point of escalation for operational queries and exceptionsManaging up to senior stakeholders and managing down to operational teamsProviding calm, structured decision-making in out-of-process situationsEnsuring cross-functional coordination across Capital Markets, Legal, Finance and TechnologyMaintaining continuity of delivery during a period of changeWho We’re Looking For: 10 years’ experience within a bank, asset manager, or institutional financial services firmStrong background in operational risk, markets business management, post-trade or settlementsDeep understanding of trade and investment cycles, particularly short-term instrumentsExposure to repo, secured financing, TRS or similar products (highly desirable)Proven experience managing operational teams and acting as a senior escalation pointExperience strengthening operational controls, incident logs, and risk frameworksAbility to operate autonomously with sound judgement in a live trading environmentThis is a 6 months FTC.

Are you someone who instinctively sees where a sales organisation could be sharper, more disciplined and more effective? This is a high-impact, independent role focused on defining and elevating institutional sales standards. Reporting to the Head of Strategy & Execution — with direct Board exposure — you’ll set the benchmark for what “great” looks like and ensure it’s consistently delivered across the organisation. What you’ll be doing: Defining and maintaining best-in-class institutional sales standardsAuditing sales processes, client interactions and pipeline managementAssessing CRM adoption and usage quality (Salesforce, HubSpot or similar)Benchmarking against industry best practice across B2B / institutional salesIdentifying performance gaps and process inefficienciesDelivering data-driven insights and actionable recommendations to leadershipDriving measurable improvements in sales execution and effectivenessThis role isn’t about producing reports — it’s about raising standards and creating tangible impact. What we’re looking for: 7 years’ experience in sales operations, enablement, management or sales consulting within financial servicesStrong understanding of B2B / institutional sales cyclesProven experience improving or implementing scalable sales frameworksAdvanced CRM expertise (Salesforce, HubSpot or similar)Data-driven, commercially pragmatic mindsetConfidence delivering candid feedback at senior levelGenuine interest in AI and modern sales technology If you enjoy operating independently, influencing senior stakeholders and seeing real change as a result of your work — this could be a genuinely compelling move. If you’d be open to a confidential conversation, reach out to us.

Are you a senior compliance professional ready to take ownership of a full compliance function and work directly with the Board?This is a senior, high-visibility role with full responsibility for leading and maintaining the compliance and anti-financial crime framework, ensuring the business continues to meet all regulatory and legislative obligations.The Role:Act as appointed Compliance Officer & MLROLead the Compliance Monitoring Programme (risk-based approach)Provide clear, practical advice to the Board and senior managementOversee AML/CFT controls including CDD, screening, onboarding and escalationsManage regulatory filings, reporting and data submissionsMonitor regulatory developments and implement necessary enhancementsAct as GDPR representativeAbout You:5 years’ financial services experience, including 3 years in senior ComplianceStrong knowledge of Trust & Corporate Services regulatory frameworksConfident engaging with Boards and regulatorsCommercially aware, pragmatic and solutions-focusedStrong communicator with the ability to influence at senior levelA fantastic opportunity to step into a strategic, Board-facing role where you can truly shape and enhance the compliance function.If you’d be open to a confidential conversation, feel free to message me directly.

Regional Business Manager  Full Time | Permanent Location: Dublin  Our client, a well-established life and pensions provider, is seeking an experienced Regional Business Manager to drive growth across the Irish broker market. Reporting to the Chief Growth Officer, this is a senior commercial role focused on developing broker relationships, delivering sales performance, and executing regional distribution strategy. The successful candidate will lead broker engagement activity, oversee a team of Broker Consultants, and contribute to market insight and strategic planning. Key Responsibilities:Deliver regional sales targets and support nationwide key accountsBuild and deepen relationships with life & pensions brokers and industry bodiesLead, mentor and develop Broker ConsultantsMonitor sales performance, budgets and forecastingIdentify market trends, risks and growth opportunitiesRepresent the business at broker and industry eventsSupport product training and commercial initiativesExperience & Qualifications:10 years’ sales experience within the Irish life insurance market5 years in a senior commercial or sales leadership roleProven track record of achieving revenue and growth targetsQFA and/or CFP qualification essentialStrong knowledge of pensions, investments and protection productsStrategic thinker with strong stakeholder management capabilityThis is a high-impact leadership opportunity within a respected and growing financial services organisation, offering strong visibility and influence across the business.

M&A Technology Integrations Manager | Glasgow or Aberdeen (Hybrid) We’re looking for a hands-on, delivery-focused M&A Technology Integrations Manager to join a fast-growing business. This is a brand-new role, giving you the chance to lead the technical side of mergers and acquisitions and directly influence how the business scales. In this role, you’ll manage multiple IT infrastructure projects with internal teams and external technology providers, ensuring everything aligns with enterprise architecture, data management, and security standards. You’ll coordinate integration streams, work closely with the Integration Transformation Office, and provide senior stakeholders with clear insight on project progress, benefits, and risks. You’ll be accountable for ensuring projects deliver real value, meet ROI expectations, and are implemented successfully. You’ll monitor performance, identify risks, escalate where necessary, and make sure project communications are clear and actionable. We’re looking for someone with:Strong programme management experience in complex, multi-entity or transformation environmentsExposure to technology or data-led change and systems integrationExcellent stakeholder management, communication, and influencing skillsExperience leading multi-stream programmes with technical and business dependenciesFinancial and resource management experience, including managing suppliers and vendorsFamiliarity with Microsoft 365, Teams, and project management toolsA flexible, pragmatic, delivery-focused approachIf you enjoy taking ownership of complex technical integrations, thrive in fast-paced environments, and want to play a key role in driving business growth through M&A, we’d love to hear from you.

M&A Technology Integrations Manager | Glasgow or Aberdeen (Hybrid) We’re looking for a hands-on, delivery-focused M&A Technology Integrations Manager to join a fast-growing business. This is a brand-new role, giving you the chance to lead the technical side of mergers and acquisitions and directly influence how the business scales. In this role, you’ll manage multiple IT infrastructure projects with internal teams and external technology providers, ensuring everything aligns with enterprise architecture, data management, and security standards. You’ll coordinate integration streams, work closely with the Integration Transformation Office, and provide senior stakeholders with clear insight on project progress, benefits, and risks. You’ll be accountable for ensuring projects deliver real value, meet ROI expectations, and are implemented successfully. You’ll monitor performance, identify risks, escalate where necessary, and make sure project communications are clear and actionable. We’re looking for someone with:Strong programme management experience in complex, multi-entity or transformation environmentsExposure to technology or data-led change and systems integrationExcellent stakeholder management, communication, and influencing skillsExperience leading multi-stream programmes with technical and business dependenciesFinancial and resource management experience, including managing suppliers and vendorsFamiliarity with Microsoft 365, Teams, and project management toolsA flexible, pragmatic, delivery-focused approachIf you enjoy taking ownership of complex technical integrations, thrive in fast-paced environments, and want to play a key role in driving business growth through M&A, we’d love to hear from you.

FP&A Analyst | Edinburgh (Hybrid) We’re looking for a commercially minded FP&A Analyst to join a growing finance team in Edinburgh. This is a key hire as the business continues to scale. You’ll be at the heart of performance reporting and strategic decision-making — not just producing numbers, but turning them into insight that genuinely shapes direction. If you enjoy digging into data, spotting trends, and partnering with senior leaders to drive better decisions, this could be a strong next move. You will be responsible for producing accurate monthly financial reporting, delivering meaningful variance analysis, and providing clear insight to senior leadership. You’ll identify trends, risks, and opportunities across the business and recommend corrective actions where needed. Developing and maintaining KPIs and performance dashboards will form a core part of the role. You’ll also support the annual budgeting process and quarterly forecasting cycles, preparing analysis and presentations for senior management review. Alongside this, you’ll partner closely with stakeholders across the organisation, supporting commercial decision-making through robust financial analysis and business cases. The role will also involve supporting the financial integration of acquisitions as the business continues to grow. We’re looking for a qualified accountant who is either currently working in FP&A or in a commercially focused finance role and ready to step into FP&A. You’ll need strong analytical capability, confidence presenting to senior stakeholders, and a genuine interest in data-led decision making. This role suits someone energetic, inquisitive, hands-on, and comfortable operating in a fast-paced, evolving environment. If you’re looking for a role where your analysis has real impact and visibility at senior level, I’d be keen to speak.