Audit AdvisorSeeking an ambitious and forward-thinking Audit Advisor to join a dynamic audit team based in Greater Manchester. This role is an exciting opportunity to work across a diverse range of clients with a mix of audit and accounting responsibilities.As an Audit Advisor, you will:Support the senior management team in delivering audit and accounting services.Plan, implement, and complete audits across a variety of clients, overseeing complex file areas and supporting junior team members.Visit client sites as required and maintain strong working relationships with both clients and colleagues.Ensure audits are fully documented and conclusions clearly supported.Prepare statutory financial statements from client data.Assist in the development of junior team members and contribute to an even workload distribution.Complete administrative tasks accurately and on time, including timesheets and fees.Maintain compliance with all internal and external regulatory requirements.Skills & Experience:A professional accountancy qualification (ACCA, ICAS, ICAEW, or equivalent).Strong written and verbal communication skills.Excellent attention to detail and the ability to build strong relationships.Experience with Microsoft Office (Word, Excel, Outlook); Xero, Sage, QuickBooks, or CCH is desirable.Not-for-profit experience is an advantage.Why this Role?Hybrid working.Exposure to a varied client base and complex audits.Opportunity to develop professionally in a supportive, forward-thinking environment.

Executive Assistant – M&A Transactions | Edinburgh | Hybrid workingIf you thrive in fast-moving, high-trust environments and love being at the heart of complex, high-impact work, this could be a standout next step in your EA career.This is a rare opportunity to support a senior commercial leader and an M&A team during live transactions — mergers, acquisitions and strategic deals that genuinely shape the future of the business. You’ll be trusted with sensitive information, relied on during critical moments, and valued as a true partner rather than “just” support.It’s a role for someone who stays calm under pressure, thinks two steps ahead, and enjoys the pace and intensity that comes with deal work.What you’ll be doingYou’ll play a central role across active M&A transactions, providing seamless support from early diligence through to signing and closing. This includes coordinating timelines, managing documentation, supporting data rooms, and keeping everyone aligned when deadlines are tight and priorities shift.You’ll manage complex diaries and meetings involving senior stakeholders and external advisors, ensuring everyone is prepared and briefed. You’ll often be the glue between legal, finance, strategy and external parties, keeping communication flowing smoothly.You’ll also support meetings by capturing actions and decisions, tracking follow-ups, and maintaining clear records. Travel coordination (often at short notice) will be part of the role, as will preparing polished presentations and materials for boards, investment committees and senior executives.Alongside this, you’ll help manage the logistics around deal meetings, workshops, management presentations and signing events — always with an eye for detail and professionalism.Why this role is differentThis isn’t a traditional EA role. You’ll be embedded in live transactions, trusted with confidential information, and relied upon during some of the most important moments in the deal cycle. You’ll work closely with other Executive Assistants, gain real exposure to how deals run behind the scenes, and build experience that few EA roles offer.What we’re looking forYou’ll already have experience supporting senior leaders in a fast-paced, confidential environment — ideally within M&A, corporate development, investment banking, private equity, legal or professional services.You’re highly organised, unflappable under pressure, and naturally proactive. You spot issues before they become problems, manage competing priorities with confidence, and take pride in producing accurate, high-quality work. Strong Microsoft Office skills (especially PowerPoint) are essential, as is discretion, sound judgement and professionalism.Familiarity with transaction processes, deal timelines and executive-level governance would be a strong advantage.Why apply?If you’re looking for a role where you’re genuinely involved, trusted, stretched and valued — and where no two days look the same — this is an opportunity to build a highly credible EA career at the sharp end of commercial decision-making, with the flexibility of hybrid working based in Edinburgh.

Enterprise Risk ConsultantLocation: IpswichA UK wealth management and financial planning firm is hiring an Enterprise Risk Consultant to join a small, collaborative risk function and support the ongoing development of its Enterprise Risk Management (ERM) framework.The RoleSupport and enhance the firm’s ERM frameworkAssist with enterprise-wide risk identification, assessment, and monitoringMaintain risk registers, controls, and risk appetite metricsSupport risk reviews, scenario analysis, and risk reportingPartner with stakeholders to embed risk awareness and good risk practiceAbout You3–5 years’ experience in Enterprise Risk ManagementFinancial services background preferred (wealth management desired)Good understanding of ERM frameworks and risk methodologiesStrong communication skills and stakeholder confidence

Broadgate are working with a global professional services firm looking for an Associate Director to join the team.  The role focuses on driving new business opportunities, enhancing the client experience, and supporting ongoing market expansion initiatives. Responsibilities include: Act as the central point of contact for Europe (primarily London) for new business enquiries, including initial KYC coordination and service onboardingPersonally manage new business opportunities, proactively developing and winning new client relationshipsBuild and maintain strong relationships with internal practice groups to identify and expand service opportunitiesPromote and educate clients, intermediaries, and internal stakeholders on the firm’s service capabilities and value proposition across multiple jurisdictionsServe as an escalation point and problem-solver between clients, internal teams, and professional services partnersMaintain close working relationships with senior leadership, clients, intermediaries, and key support functionsAct as a key intermediary between the business and its existing and prospective client baseSupport and contribute to the Client Relationship Programme in LondonEngage with existing clients to identify and maximise cross-selling and up-selling opportunitiesAssist with business proposals and the development, coordination, and distribution of marketing materials to clients and external intermediariesContribute to ad hoc projects and initiatives as required by senior management Requirements: Proven track record of success in a similar client-facing, relationship management, or business development role within professional or financial servicesStrong commercial awareness and understanding of business growth driversKnowledge of relevant laws and regulatory frameworks in the jurisdictions in which the business operates is preferredDemonstrated ability to think strategically and assess the commercial and operational impact of decisions within a regulated professional services environmentExcellent interpersonal, verbal, and written communication skills, including strong presentation capabilityHighly organised with strong analytical, decision-making, and problem-solving skillsProven experience delivering business development initiatives and contributing to revenue growthAbility to work effectively under pressure and manage competing deadlinesEnergetic, proactive, and solution-oriented mindset with a high level of professionalism Apply with us today!

Credit Risk Manager – SME & Asset Finance - Portfolio Lead Must have lending experience at or above £1m Delegated Authority Hybrid - 1 day a week in HQ (west midlands) is required.  A specialist UK bank with a strong track record in SME and asset-backed lending is seeking an SME credit professional to take a pivotal role in underwriting.  This role is designed for someone already operating at or above £1m personal delegation, with deep experience in SME lending and asset finance, who can confidently balance commercial outcomes with disciplined risk judgement. The Role You will act as a senior credit authority across the SME portfolio, reviewing complex, higher-value and non-standard transactions. Working closely with front-line teams, you’ll provide challenge, structure deals where appropriate, and ensure lending remains aligned to risk appetite and capital requirements. This is a hands-on role with real influence in a tight knit team.  Key ResponsibilitiesUnderwrite and approve complex SME and asset finance transactions above local mandate levelsExercise senior personal credit authority (£1m ) and support submissions to Credit / Sanctioning CommitteeReview and challenge deal structures, security packages, cashflow assumptions, and covenant frameworksProvide 2nd line credit oversight to ensure consistency, quality, and adherence to risk appetiteChair regular SME credit review forums with origination teamsContribute to SME credit policy, underwriting standards, and portfolio risk initiativesSupport periodic credit reviews of key counterparties and suppliersAbout You10 years’ SME credit underwriting experience, ideally within asset finance or asset-backed lendingProven track record operating at senior underwriting / £1m delegated authorityStrong understanding of SME financials, cashflow lending, asset-backed structures, and securityComfortable assessing complex ownership structures and corporate entitiesCommercially minded, with the confidence to challenge and influence senior stakeholdersClear, concise credit writer with strong judgement and attention to detailAble to operate autonomously while adding value across the wider businessWhy This RoleHigh-quality SME deal flow with real variety and complexity across other portoflios also (BTL, Motor, Porperty Development)Hybrid working model with genuine flexibility- 1 day a week in the West Midlands, with other office locations for additonal days when required. Strong benefits package including enhanced pension, profit-related pay, and generous leaveA collaborative, relationship-led culture that values experience and sound judgement

Business Development Partner – Leeds We are seeking an ambitious and commercially-minded Business Development Partner to join a leading professional services group expanding its operations in Leeds. Reporting to the Chief Growth Officer, you will play a pivotal role in shaping and delivering regional sales strategies that drive measurable growth and enhance market presence. What you’ll do:Lead the implementation of regional growth plans, translating strategy into action.Collaborate with senior leadership to develop and execute local sales initiatives.Build, nurture, and convert new client relationships in the Leeds market.Coach and support colleagues to enhance sales skills and opportunity conversion.Maintain accountability for performance metrics and regional outcomes.Oversee BD initiatives within one of the organisation’s strategic sectors.What we’re looking for:Strong track record in business development and sales leadership.Experience driving new initiatives and delivering results.Ability to build and sustain long-term client relationships.Strategic mindset with insight into market trends, competitor activity, and client needs.Experience with strategy formulation, M&A, organic growth, or transformation delivery is advantageous.Previous professional services experience is helpful but not essential.Why this role matters: You will be central to the organisation’s growth in Leeds, working closely with senior leadership to align local sales activity with broader strategic objectives. This is an exciting opportunity for a motivated BD professional looking to make a tangible impact in a dynamic, expanding business environment.

Executive Assistant to the CFO Our client, a well-established organisation within the financial services sector, is seeking an experienced Executive Assistant to provide high-level support to their Chief Financial Officer. This is a key role within the business, offering exposure to senior leadership and board-level activity in a fast-paced, professional environment. The successful candidate will act as a trusted partner to the CFO, ensuring the smooth coordination of day-to-day priorities while maintaining the highest standards of discretion and organisation. Key ResponsibilitiesProvide end-to-end executive support to the CFO, including complex diary management, travel coordination, and meeting preparationAct as a primary point of contact for senior internal and external stakeholdersPrepare presentations, reports, and briefing materials for executive and board meetingsSupport governance processes, including scheduling meetings and taking minutes where requiredManage correspondence, expenses, and ad-hoc administrative supportAnticipate priorities and proactively manage changing demandsAbout YouProven experience supporting senior executives at C-suite or Director levelBackground within financial services, professional services, or a similar corporate environment preferredExceptional organisational skills with strong attention to detailConfident communicator with a professional and discreet approachAdvanced proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)What’s on OfferHigh-visibility role supporting a senior executiveExposure to strategic and board-level activityCompetitive salary and benefits packageHybrid working model

Product Executive Insurance Hybrid Working - 2-3 days in the office per week 65-70k  Looking for your opportunity to make an impact in your role? In this newly created role, you will work closely with the Head of Product and support them in driving the business forward. It'll be a fast-paced role in a growing company where your expertise can help the business continue to thrive and continue their growth.  Your Role:  Build insights and analytics to identify market trends and opportunities for growth Prepare information packs for partners/clients Create business cases to be presented to existing and potential new clients/partners Build strong relationships with partners/clients ensuring the business gets best in market product and pricing Work closely with underwriting and contact centre teams to ensure customers are provided competitive quotes   About You: Strong Insurance Experience Must be CIP Qualified Technical understanding of Product, Pricing, and Underwriting processes  Reach out  to me if you would like to hear more about this exciting opportunity -  darren.hogan@broadgatesearch.com