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Role Overview To support the effective operation of the Group’s compliance framework. The role ensures adherence to FCA regulations, GDPR, internal policies, and wider regulatory obligations by conducting monitoring activities, undertaking audits, managing documentation, and contributing to a culture of regulatory excellence. Some Key Responsibilities:Support the implementation of an appropriate monitoring regime across all group entities to ensure compliance standards are maintained and timely remedial actions are taken where necessary.Support the approval of financial promotions across the group to meet regulatory and internal business standards prior to approval, maintaining consistency in interpretation and application.Stay informed of changes in the regulatory landscape and assist the team to assess potential impacts on the group's operations, working proactively with senior colleagues to develop plans that ensure continued complianceSupport the timely and accurate submission of regulatory information and notifications to the FCA, and the completion of relevant group-level regulatory returns. Experience & Qualifications:Experience in a similar Compliance positionPrevious experience in a similar role within the Wealth & Investment Management/ Financial Planning SectorCII level 4 Diploma in Financial Services and/or relevant compliance qualification or happy to work towards

Business Development Manager — London/ZugFull-time | Permanent | United Kingdom/SwitzerlandOverviewAn ambitious and fast-growing financial services organisation operating at the intersection of traditional finance and digital assets is seeking a driven Business Development Manager to accelerate expansion across the UK market.This role is built for a commercially focused self-starter who thrives on winning new business, opening doors, and converting opportunities into long-term client relationships. You will play a central role in identifying prospects, building pipeline, and executing acquisition strategies targeting professional and semi-institutional investors.This is not an account-maintenance position — success in this role depends on energy, persistence, and a proactive hunting mindset.The OpportunityYou will take ownership of new client acquisition across key segments including family offices, external asset managers, digital asset service providers, and similar professional intermediaries. Working closely with internal product and compliance teams, you’ll guide prospects through onboarding while positioning differentiated financial and digital investment solutions.Key ResponsibilitiesDrive revenue growth by proactively sourcing and converting new client opportunities across the UKBuild and maintain a strong pipeline through outreach, networking, referrals, and market engagementDevelop strategic partnerships with wealth professionals and intermediariesUnderstand client needs through structured discovery and present tailored solutionsRepresent the organisation at industry events, conferences, and targeted networking forumsCollaborate internally to ensure smooth onboarding and high-quality client experienceTrack market developments, competitor positioning, and regulatory trends to refine acquisition strategiesCandidate ProfileMinimum 5 years’ experience within private banking, wealth management, or financial services business development in the UKDemonstrated success in new client acquisition and revenue generationClear evidence of a hunter mindset, proactive prospecting, persistence, and deal-closing focusStrong network within professional investor or intermediary communities preferredSolid understanding of investment products and emerging digital asset marketsExcellent communication, commercial judgement, and relationship-building capabilityFluent English required; additional European languages advantageousWhy Consider This RoleHigh-impact position with visibility and ownership of growth initiativesExposure to an evolving and innovative segment of financial servicesCollaborative, performance-oriented environment where initiative is valuedOpportunity to shape market presence and develop strategic relationshipsIf you’re motivated by building pipelines, winning mandates, and expanding market footprint rather than maintaining inherited accounts, this role offers the platform to make a tangible impact.

Credit Administration Officer Location: New York, NY Broadgate Search is partnering with a well-established German banking institution with a strong presence in New York to appoint a Credit Administration Officer into its Credit function. This role sits within a collaborative and highly regulated environment, supporting a broad portfolio of lending and trade finance activities. Role Overview As part of the Credit team, the Credit Administration Officer will be responsible for the end-to-end administration of new and existing credit transactions, ensuring all facilities are accurately recorded and maintained in line with internal policies and regulatory requirements. The role has a strong focus on credit operations, collateral management, monitoring, and reporting, and will work closely with internal stakeholders across Credit, Risk, and Operations. Key ResponsibilitiesAccurate recording and maintenance of credit transactions within internal credit systemsMonitoring and invoicing of scheduled principal and interest paymentsTracking credit review and internal rating timelinesVerification and satisfaction of conditions precedentManagement and monitoring of collateral, including valuationsOngoing data quality checks and reconciliations across credit accountsProcessing of letters of credit and bank guaranteesPreparation and processing of loan loss provisionsSupport for regulatory and internal reporting requirementsRequired Experience & Qualifications EducationFormal training in credit administration; a college degree is preferredProfessional Experience5 years’ experience in credit administration or credit operations within a banking environmentHands-on experience processing letters of credit and guaranteesTechnical SkillsStrong proficiency in MS OfficeExperience with bank credit systems; exposure to SAP is advantageousPersonal CompetenciesStrong verbal and written communication skillsHigh attention to detail and accuracyCollaborative, team-oriented mindsetGerman language skills and familiarity with German or European banking regulation (e.g. BaFin / ECB) are beneficial but not required

Business Development Manager — UK/ZugFull-time | Permanent | United Kingdom/SwitzerlandOverviewAn ambitious and fast-growing financial services organisation operating at the intersection of traditional finance and digital assets is seeking a driven Business Development Manager to accelerate expansion across the UK market.This role is built for a commercially focused self-starter who thrives on winning new business, opening doors, and converting opportunities into long-term client relationships. You will play a central role in identifying prospects, building pipeline, and executing acquisition strategies targeting professional and semi-institutional investors.This is not an account-maintenance position — success in this role depends on energy, persistence, and a proactive hunting mindset.The OpportunityYou will take ownership of new client acquisition across key segments including family offices, external asset managers, digital asset service providers, and similar professional intermediaries. Working closely with internal product and compliance teams, you’ll guide prospects through onboarding while positioning differentiated financial and digital investment solutions.Key ResponsibilitiesDrive revenue growth by proactively sourcing and converting new client opportunities across the UKBuild and maintain a strong pipeline through outreach, networking, referrals, and market engagementDevelop strategic partnerships with wealth professionals and intermediariesUnderstand client needs through structured discovery and present tailored solutionsRepresent the organisation at industry events, conferences, and targeted networking forumsCollaborate internally to ensure smooth onboarding and high-quality client experienceTrack market developments, competitor positioning, and regulatory trends to refine acquisition strategiesCandidate ProfileMinimum 5 years’ experience within private banking, wealth management, or financial services business development in the UKDemonstrated success in new client acquisition and revenue generationClear evidence of a hunter mindset, proactive prospecting, persistence, and deal-closing focusStrong network within professional investor or intermediary communities preferredSolid understanding of investment products and emerging digital asset marketsExcellent communication, commercial judgement, and relationship-building capabilityFluent English required; additional European languages advantageousWhy Consider This RoleHigh-impact position with visibility and ownership of growth initiativesExposure to an evolving and innovative segment of financial servicesCollaborative, performance-oriented environment where initiative is valuedOpportunity to shape market presence and develop strategic relationshipsIf you’re motivated by building pipelines, winning mandates, and expanding market footprint rather than maintaining inherited accounts, this role offers the platform to make a tangible impact.

CRM Product Owner – UK | Fibre CRM Experience Beneficial Are you passionate about turning CRM systems into a true growth engine? We’re looking for a CRM Product Owner to take full ownership of a Fibre CRM platform, driving adoption, improving data quality, and shaping the roadmap to deliver measurable business impact. In this role, you’ll be at the heart of driving commercial performance, working across teams to streamline processes, ensure data integrity, and make the CRM the single source of truth for insights. You’ll also lead releases, champion training, and embed consistent ways of working that improve client outcomes and revenue. What you’ll do:Own the CRM roadmap, backlog, and priorities, translating strategy into clear outcomes.Drive adoption through training, comms, and a superuser network.Lead release management: UAT, readiness checks, and user communications.Ensure data quality and integrity with governance KPIs, validation, and deduplication.Coordinate teams and vendors to manage BAU, support, and enhancements.Own change control, compliance, and audit-ready processes.What we’re looking for:Experience managing a CRM platform in BAU: roadmap, backlog, and stakeholder governance.Proven success driving adoption and behavioural change across teams.Hands-on experience with end-to-end release management.Strong process and data governance expertise.Ability to influence senior stakeholders and align cross-functional teams without direct authority.Experience in a regulated environment is a plus.Fibre CRM experience would be highly beneficial.This is a brilliant opportunity for someone who thrives at the intersection of technology, processes, and people. If you love taking ownership of a CRM platform and making a real, measurable difference, this role is for you!

CRM Product Owner – UK | Fibre CRM Experience Beneficial Are you passionate about turning CRM systems into a true growth engine? We’re looking for a CRM Product Owner to take full ownership of a Fibre CRM platform, driving adoption, improving data quality, and shaping the roadmap to deliver measurable business impact. In this role, you’ll be at the heart of driving commercial performance, working across teams to streamline processes, ensure data integrity, and make the CRM the single source of truth for insights. You’ll also lead releases, champion training, and embed consistent ways of working that improve client outcomes and revenue. What you’ll do:Own the CRM roadmap, backlog, and priorities, translating strategy into clear outcomes.Drive adoption through training, comms, and a superuser network.Lead release management: UAT, readiness checks, and user communications.Ensure data quality and integrity with governance KPIs, validation, and deduplication.Coordinate teams and vendors to manage BAU, support, and enhancements.Own change control, compliance, and audit-ready processes.What we’re looking for:Experience managing a CRM platform in BAU: roadmap, backlog, and stakeholder governance.Proven success driving adoption and behavioural change across teams.Hands-on experience with end-to-end release management.Strong process and data governance expertise.Ability to influence senior stakeholders and align cross-functional teams without direct authority.Experience in a regulated environment is a plus.Fibre CRM experience would be highly beneficial.This is a brilliant opportunity for someone who thrives at the intersection of technology, processes, and people. If you love taking ownership of a CRM platform and making a real, measurable difference, this role is for you!

CRM Product Owner – UK | Fibre CRM Experience Beneficial Are you passionate about turning CRM systems into a true growth engine? We’re looking for a CRM Product Owner to take full ownership of a Fibre CRM platform, driving adoption, improving data quality, and shaping the roadmap to deliver measurable business impact. In this role, you’ll be at the heart of driving commercial performance, working across teams to streamline processes, ensure data integrity, and make the CRM the single source of truth for insights. You’ll also lead releases, champion training, and embed consistent ways of working that improve client outcomes and revenue. What you’ll do:Own the CRM roadmap, backlog, and priorities, translating strategy into clear outcomes.Drive adoption through training, comms, and a superuser network.Lead release management: UAT, readiness checks, and user communications.Ensure data quality and integrity with governance KPIs, validation, and deduplication.Coordinate teams and vendors to manage BAU, support, and enhancements.Own change control, compliance, and audit-ready processes.What we’re looking for:Experience managing a CRM platform in BAU: roadmap, backlog, and stakeholder governance.Proven success driving adoption and behavioural change across teams.Hands-on experience with end-to-end release management.Strong process and data governance expertise.Ability to influence senior stakeholders and align cross-functional teams without direct authority.Experience in a regulated environment is a plus.Fibre CRM experience would be highly beneficial.This is a brilliant opportunity for someone who thrives at the intersection of technology, processes, and people. If you love taking ownership of a CRM platform and making a real, measurable difference, this role is for you!

Location: Hybrid / Offices Nationwide Reports to: Head of Tax / Tax Partners Our client is hiring a Tax Director to lead advisory delivery, manage relationships across a national office network, and drive commercial performance within the tax function. This is a senior leadership role focused on team development, stakeholder management, and shaping tax strategy while ensuring high-quality advisory delivery. Requirements:CTA qualifiedSenior tax advisory experienceStrong leadership and commercial mindsetMinimum 5 years' post-qualification experienceCompetitive salary, hybrid working, and clear progression on offer.