THANK YOU FOR YOUR APPLICATION

Employment Tax Senior Manager Glasgow / Edinburgh - Aberdeen or London considered - Hybrid (3-days per week in office)   About the firm My client is an ambitious, fast-growing professional services firm with a strong presence across Scotland and the wider UK. Its employment tax practice is busy and expanding. The firm is known for advising clients directly rather than on standardised projects, and for promoting ambitious people quickly.   The role This is a senior hire for an experienced employment tax professional already working at Senior Manager level. You’ll lead the day-to-day delivery of the UK Employment Tax team in the Central Belt. The work is mainly advisory, so you’ll spend most of your time on high-value technical work and client relationships rather than routine compliance. From day one you’ll be the senior figure in the team, leading client relationships, working closely with partners and CFOs, and helping shape how the practice grows.   What you’ll be doing Lead the day-to-day delivery of the UK Employment Tax team’s work, making sure advice is high quality and delivered on time Act as the main adviser on a varied portfolio of employment tax advisory projects Advise on IR35 and employment status, often for clients that rely heavily on contractors Lead the employment tax side of due diligence and M&A transactions Support, mentor and develop the team (Manager, Assistant Manager and Graduates) and junior colleagues more widely Win new work, cross-sell, and build long-term client relationships Manage engagement finances, billing and recoveries Get involved in the firm’s wider growth plans, including how AI is used in the practice   What we’re looking for You’re currently a Senior Manager in UK employment tax, or about to be promoted to Senior Manager, and can hit the ground running Strong advisory experience across PAYE, NIC, benefits in kind, termination payments and HMRC employer compliance Deep IR35 and employment status experience Experience of M&A or due diligence work Confidence leading client relationships and working with partners and finance directors A proactive, outgoing all-rounder who enjoys varied work and getting involved across the business CTA and/or ATT qualified (preferred). Strong experience matters most.   Why apply? A senior role where you’ll be seen and can make a real difference Clear progression based on what you deliver, not how long you’ve been there Varied work across different sectors A supportive, collaborative team that’s growing Interested? For a confidential conversation, contact Will Fitzpatrick at Broadgate Search on +44 20 3772 3959 or william@broadgatesearch.com.

Broadgate are excited to be partnering with an established Fintech company to appoint a Credit Analyst in the US !   What you’ll bring 1 to 5 years of hands-on analytical experience (what you’ve built and owned matters more than years) Strong SQL, with experience on messy real-world datasets Hands-on Python across more than one context (data wrangling, automation, analysis or API integration) This client does not offer Visa Sponsorship. Experience building or contributing to data pipelines or automated workflows Clear written and verbal communication, able to explain findings to a decision-maker Authorisation to work in the US for any employer, without sponsorship, now and indefinitely Ability to work a hybrid schedule in the Charlotte office   What you’ll own Definite, the analytics platform: including the performance and investor tape refreshes the company depends on Credit and portfolio reporting: recurring reports for the team, lenders and investors, and accountability for getting them right Data pipelines: designing, automating and monitoring Python workflows for credit and loan performance data Credit research and ad hoc analysis: answering questions from Credit, Finance, Underwriting, Capital Markets and Product Data quality and documentation: keeping definitions and standards solid as the portfolio grows Why is this a fit for me ? Real ownership of a platform and reporting that the whole company relies on Close exposure to credit policy, pricing and capital markets decisions A small team where you’ll learn quickly and be visible Modern tools, including Python and LLM APIs

Full Charge Bookkeeper | Wealth Management Firm | Bergen County, NJ (On-site) $70,000 to $75,000 base, more for a CPA or a more experienced candidate I’m working with a well-established CPA and wealth management firm in Bergen County, NJ. They’re growing and want to add a Full Charge Bookkeeper to the wealth management side of the business. You’ll own the firm’s books and work closely with the partners. It’s a stable team, there are no tax season late nights, and there’s room to grow into tax or other areas if that interests you. What you’ll be doing Monthly bookkeeping in QuickBooks, including bank reconciliations Paying bills, writing checks and processing employee expense reimbursements Running and reviewing the quarterly client fee billing through the firm’s billing software Invoicing for financial planning and estate planning work, and tracking accounts receivable Supporting the partners with the quarterly close Helping with regulatory compliance paperwork when needed What they’re looking for Full-cycle bookkeeping experience Strong QuickBooks skills Good attention to detail and discretion with client financial information Experience at a wealth management, RIA or financial services firm is a plus A CPA or accounting degree is welcome, and pay reflects experience The details Full time and fully on-site, Monday to Friday, 8:30am to 5:00pm No extended hours during tax season Medical and dental benefits with a firm contribution Two-stage interview process: an initial video call, then an in-person meeting with the team If this sounds like you, or you know someone who’d fit, send me a message or apply directly.

Company: A fast-growing US credit data and analytics provider (B2B, serving lenders) The Opportunity This is a client-facing data science role in the Data Science team, reporting to its leader. You’ll build credit models with prospective lending clients to show how much our alternative-data risk signals improve their results. The main measures are more approvals and lower losses. What you learn from these engagements will also shape how our data products and roadmap develop. What You’ll Do Work with prospective clients before they sign, building tailored models on their data to measure the lift from our risk scores and features. Show clients the results directly, explaining what the improvements in approval rates and credit losses mean for their business. Run tests and experiments to check how well new features and modeling approaches work. Make sure models and analyses meet US fair lending standards, and build those requirements into how features are designed. Stay current on new developments in machine learning, AI and credit risk tooling. What You’ll Bring A background in US consumer or small-business lending, fintech, or financial services. A track record of taking raw data all the way to production-quality ML models, including feature design and performance measurement. Hands-on skill with Python ML tools, especially scikit-learn and gradient-boosted tree methods (XGBoost or similar). Strong instincts for exploring data, and the ability to find what matters and turn it into clear recommendations. Confidence presenting to both technical and commercial audiences, including external clients. A methodical, detail-focused approach to solving problems.

About the Opportunity Our client, a well-established reinsurance company regulated in Ireland, is looking for a Senior Risk Manager to take ownership of its local risk management framework. The company is part of a larger international insurance group, so this is a rare chance to combine real local ownership with the support and scale of a global organisation. Key Responsibilities Coordinate the identification, assessment, monitoring and reporting of material risks, maintaining a clear view of the overall risk profile and risk concentrations Lead the local Own Risk and Solvency Assessment (ORSA), including risk assessments, scenario and stress testing, forward-looking risk profile analysis and ORSA reporting Oversee local application of the Risk Appetite Framework, reviewing risk budgets, limits and threshold monitoring, and coordinating follow-up or escalation where required Review and challenge risk assessments from the business, and support the assessment of new products, material business changes and significant initiatives Monitor emerging risks in the internal and external environment and assess their relevance to the company Provide risk input into business planning, strategy and capital management Prepare regular and ad-hoc risk reporting for senior management, the Board and committees, turning complex topics into clear, decision-useful information Support regulatory interactions with the Central Bank of Ireland, including risk documentation and submissions Maintain and develop local risk policies, processes and documentation in line with Group and Segment standards Act as the key local contact for risk matters, offering independent, pragmatic and proportionate advice and challenge   About You Essential: Several years of relevant risk management experience in insurance or reinsurance, ideally in a regulated European environment Good understanding of Solvency II, ORSA, risk appetite frameworks and insurance/reinsurance risk management Experience in risk assessment, stress and scenario analysis, and risk reporting, including management or Board-level information Ability to work effectively in a Group environment, balancing local regulatory and business needs with Group and Segment frameworks Strong stakeholder management skills and a collaborative approach across Risk, Underwriting, Actuarial, Finance, Investments and Compliance Ability to own local processes while making good use of centrally and externally provided expertise, and knowing when to challenge or escalate Excellent written and verbal communication, with the ability to present complex risk matters clearly and concisely to senior management and the Board   Desirable: Reinsurance experience Familiarity with the Irish regulatory environment and the Central Bank of Ireland   The Kind of Person We’re Looking For You are happy to take ownership, and equally at home working within a larger international structure. You bring hands-on risk expertise, sound judgement and the confidence to offer constructive challenge.

Financial Crime Analyst Leeds A growing wealth management firm is hiring a Financial Crime Analyst for its second line of defence. This is a new, dedicated AML role. It offers good development and the chance to work with stakeholders across the business. Responsibilities Review and resolve AML exceptions Carry out PEP and sanctions screening reviews and escalate where needed Provide second-line oversight and guidance on financial crime matters Work with Risk & Compliance, Advice Quality, regional managers and financial planners Support continuous improvement of financial crime controls and processes Requirements 3–5 years’ experience in AML / financial crime Strong knowledge of AML, PEPs and sanctions Financial services background ICA Diploma desirable

Compliance Monitoring Analyst Leeds A wealth management firm is looking for a Compliance Monitoring Analyst to help shape the future of its monitoring function. It’s a chance to modernise how monitoring is done: you’ll build new processes, make research more efficient and help explore how AI can support the function. Responsibilities Deliver compliance monitoring reviews and desk-based research Find ways to streamline and automate monitoring processes Design and build new monitoring processes and frameworks Help develop and use AI tools and solutions within monitoring Report findings and recommendations to senior compliance stakeholders Requirements 1–3 years’ experience in compliance monitoring Financial services background. Wealth, financial planning or building society experience is ideal Experience developing or using AI tools Agile, creative and curious, with a drive to improve how things are done

Deputy Head of Compliance Leeds A leading wealth management firm wants a Deputy Head of Compliance to support the Head of Compliance and help lead the compliance function. You’ll also lead the function’s development, including Consumer Duty, vulnerable customers and the firm’s use of AI. Responsibilities Deputise for the Head of Compliance across the compliance function Manage and develop a team of compliance professionals Lead work on Consumer Duty, vulnerable customer outcomes and the client proposition Shape and improve the compliance MI framework Help bring AI into the compliance function Act as a trusted adviser to senior stakeholders across the business Requirements A background in wealth management or financial planning Broad, core compliance experience Experience managing or leading a team Strong knowledge of Consumer Duty and the FCA regulatory framework A forward-thinking approach and interest in using technology and AI in compliance