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

Fund & Corporate Legal Officer Our client, a dynamic fund services business, is currently recruiting for a Fund & Corporate Legal Officer. This is a great role to consider if you want to take on a role with a wide range of responsibilties, be autonomous, client-facing and work in a human-sized company where you can directly add value.Roles & Responsibilties Serve as the primary point of contact for clients on Luxembourg corporate governance and statutory matters, managing entities throughout their lifecycle from onboarding to ongoing complianceOversee a portfolio of funds and SPVs, ensuring timely filings, accurate statutory records, adherence to governance frameworks, and support for authorised payment processesOrganise and support board and shareholder meetings, including preparation of documentation, attendance, minute-taking, follow-up actions, and maintenance of governance calendarsDevelop strong client relationships by understanding legal structures, operational timelines, and business objectives, delivering pragmatic and responsive serviceCoordinate with internal teams and external advisers (auditors, legal counsel, notaries, banks, regulators and service providers) to ensure efficient and consistent deliveryUse and help enhance digital tools and workflows, contributing to process improvements that strengthen governance, efficiency, and client experienceEssential Skills & Experience Minunum of 2 years experience in a legal/corporate/administrationMust have experience working with alternative investment funds Strong stakeholder management skills

Senior Client Due Diligence Analyst (Onboarding & AML)Our client, a dynamic fund services business, is currently recruiting for a Senior CDD Analyst. This is a great role to consider if you want to take ownership for processes, be autonomous and self-sufficient and work in a human-sized company where you can directly add value to the business.Roles & Responsibilities Act as subject matter expert for AML/CFT and Client Due Diligence, serving as first escalation point and key contributor to client risk assessmentOversee and review the end-to-end client on boarding and acceptance process, including KYC profiling, documentation review, verification and risk assessmentConduct and review periodic and trigger-event CDD reviews, supporting servicing teams on material and corporate changesManage workload planning and oversight, including support, guidance and quality review of junior team members’ workMaintain and enhance CDD data quality, internal/external trackers, regulatory reporting and performance indicators, ensuring adherence to group policies and proceduresIdentify process gaps and risks, escalating issues to management supporting third-party interactions, and contributing to system enhancements and user testingEssential Skills & Experience Mininum of 3 years experience with client due-diligence/on boarding/AML within the Luxembourg fund industryWorking knowledge of alternative investment funds Strong client communication skills

Forensic Accountant – Assistant Manager / Manager  Are you an experienced Forensic Accountant looking for your next challenge? We’re looking for an Assistant Manager/Manager to join a dynamic team, working closely with Partners and the Senior Forensics Manager on a variety of high-profile cases. In this role, you’ll manage a diverse caseload, from contractual and shareholder disputes to business interruption and fraud investigations. You’ll prepare forensic reports, support business valuations and damage assessments, and contribute to complex assignments while collaborating directly with clients, solicitors, and senior colleagues. This is an opportunity to take ownership of cases, strengthen your technical expertise, and build strong client relationships. You’ll also play a part in growing the practice by spotting and pursuing new business opportunities. Why this role is worth your while:Work on challenging, high-profile forensic cases across multiple sectors.Develop your skills in dispute resolution, business valuations, and damage assessment.Collaborate with experienced Partners and a supportive Senior Manager in a team that values learning and development.Opportunity to influence client outcomes while building your own professional profile.We’re looking for someone who:Is ACA, ACCA, or CA qualified with forensic accounting experience.Has demonstrable expertise in forensic investigations and dispute work.Is confident communicating with clients and stakeholders, both internally and externally.Enjoys mentoring colleagues and helping develop a strong, high-performing team.If you’re ready to take your forensic accounting career to the next level and make a tangible impact on high-stakes cases, we’d love to hear from you.