Commercial

Broadgate specialises in Commercial Recruitment for fund services, FinTech, private markets and digital assets businesses across Europe and North America. We help organisations hire commercial leaders and revenue-generating professionals who shape financial services.

Commercial growth across financial services has evolved to a point where firms are no longer selling standalone services. They’re delivering integrated technology, data and operational solutions to an increasingly sophisticated asset management market.

Broadgate partners with fund services, FinTech, private markets and digital assets businesses to recruit the commercial professionals behind that growth. From Chief Commercial Officers and Business Development leaders to Client Services and Relationship Management specialists, we help organisations build teams that can create sustainable commercial value.

Our Commercial division understands the markets our clients operate in and the commercial challenges they face. Whether supporting an established fund administrator, a scaling technology platform or an ambitious digital assets business, we connect organisations with professionals who combine sector expertise with the credibility to build trusted client relationships.

Looking to Hire the Best Commercial Talent on the Market?

Connect with a Broadgate Consultant

Hoping to find a new career?

Explore our Live Commercial Roles

Why Choose Broadgate for Commercial Recruitment?

Broadgate helps clients recruit beyond exact title and product matches. We assess adjacent market experience, buyer relationships, technical understanding and the ability to translate complex products into a credible commercial proposition. This gives growing businesses access to candidates who can enter new markets, build trust with asset managers and create revenue around products that have no established hiring blueprint.

Established fund administrators may need professionals with proven client relationships, sector knowledge and a track record of winning business in the asset management market. FinTech and digital assets businesses often face a different problem. Their products are new, the relevant talent pool is still forming, and there may be no candidate with direct experience of selling the solution.

Broadgate’s commitment to business protection means we help clients assess commercial capability, market credibility and long-term suitability, which reduces the risk of appointing someone whose network looks strong on paper but does not match the product, buyer or growth strategy.

People partner with Broadgate for:

  • Specialist Commercial Recruitment expertise across fund services and financial technology
  • Talent mapping across adjacent and converging markets
  • Access to established relationship-led professionals and emerging technology sellers
  • Assessment of transferable sector knowledge, buyer access and product credibility
  • Market intelligence on compensation, competitor hiring and candidate availability
  • Permanent recruitment, interim solutions, retained search and executive appointments

Specialisation: Commercial Talent Across the Full Revenue Lifecycle

Broadgate supports organisations at every stage of growth, from senior leadership appointments through to the client-facing, product and revenue roles that turn strategy into commercial performance.

Commercial Leadership

These appointments shape commercial strategy, set revenue priorities and align sales, partnerships, client services and product teams around the organisation’s growth plans.

  • Chief Commercial Officer
  • Chief Revenue Officer
  • Commercial Director
  • VP Commercial
  • Head of Commercial

Business Development and Revenue Growth

These professionals identify new opportunities, build routes to market and convert complex products or services into credible propositions for asset management clients.

  • Business Development Director
  • Business Development Manager
  • Sales Director
  • Enterprise Account Executive
  • Strategic Partnerships Director
  • Head of Partnerships

Client Services and Relationship Management

These roles protect client value after the initial sale. They support retention, strengthen senior relationships and help organisations expand key accounts over time.

  • Client Director
  • Head of Client Services
  • Relationship Director
  • Senior Relationship Manager
  • Customer Success Director
  • Strategic Account Manager

Solutions and Go to Market

These professionals connect product capability with client need. They help buyers understand technical value, support complex sales processes and bring new propositions to market.

  • Head of Solutions
  • Solutions Consultant
  • Solutions Architect
  • Product Marketing Manager
  • Head of Bids and RFP

Build a Commercial Team That Understands Regulated Financial Services

The strongest commercial teams do more than generate revenue. They build trusted client relationships, navigate complex regulatory environments and create sustainable growth across banking, payments, asset management, insurance and fintech.

Broadgate is a specialist commercial recruitment partner for regulated financial services, connecting organisations with exceptional sales, relationship management, business development and fund administration professionals. Whether you’re hiring a single strategic leader or building an entire commercial function, we combine deep market knowledge, extensive talent networks and an advisory-led approach to help you secure the right people.

Speak to Broadgate today to discuss your hiring plans, request market insight or discover how we can help you build a high-performing commercial team.

Contact Broadgate

Supporting Commercial Recruitment Across Financial Services

From commercial leaders driving revenue to risk, compliance, legal and transformation professionals protecting the business, Broadgate helps organisations build the teams they need to grow with confidence.

Explore how Broadgate supports hiring across financial and professional services.

MEET THE TEAM

Ben Adams

Co-Founder and Managing Director

Elliott Snowball

Business Manager

Scarlett Worthington

Recruitment Consultant

Callum Dudrenec

Executive Consultant

LATEST JOBS

Zürich Crédit Suisse, Switzerland
Chief Revenue Officer
Chief Revenue Officer | Crypto Payments | ZurichZurich, Switzerland | European remit | PermanentWe are working with a fast-growing crypto payments business based in Zurich that is building its presence across the European market.As the business enters its next stage of growth, we are looking for an experienced Chief Revenue Officer to take ownership of the commercial strategy and drive revenue growth across Europe.This is a senior leadership position for someone who understands the intersection of payments, digital assets and financial services, and who can combine strategic leadership with hands-on commercial execution.The RoleAs Chief Revenue Officer, you will own the company's revenue strategy across Europe, working closely with the CEO and wider leadership team to accelerate growth, develop strategic partnerships and build a scalable commercial organisation.You will be responsible for:Developing and executing the European revenue and go-to-market strategy.Owning revenue generation across new business, strategic accounts and partnerships.Building relationships with banks, financial institutions, fintechs, merchants and digital-asset businesses.Identifying new markets, customer segments and commercial opportunities across Europe.Developing and managing a high-performing sales and business development function.Building strategic partnerships across the crypto, payments and broader financial-services ecosystem.Working closely with Product, Compliance, Risk and Operations to ensure commercial growth is aligned with regulatory and operational requirements.Owning commercial forecasting, pipeline development, revenue targets and performance reporting.Representing the business externally with senior clients, partners and industry stakeholders.Supporting the leadership team on broader commercial strategy and international expansion.Your ProfileWe are looking for a commercially driven leader with a strong track record in payments, fintech, crypto or financial services.You will ideally have:Significant senior-level commercial experience within payments, fintech, digital assets or financial services.A proven track record of building revenue and winning major clients or strategic partnerships.Strong understanding of the European payments and/or digital-asset landscape.An established network across banks, financial institutions, fintechs, merchants or crypto businesses.Experience leading and developing sales, business development or revenue teams.Strong understanding of regulated financial services and the ability to operate effectively alongside Compliance, Risk and Legal.An entrepreneurial mindset with the ability to operate in a high-growth environment.Excellent communication and stakeholder-management skills.Fluency in English. Additional European languages would be advantageous.Why Join?This is an opportunity to join a growing crypto payments business at an important stage of its development.You will have significant ownership of the company's European commercial strategy, working directly with senior leadership and helping shape the next phase of growth across one of the fastest-evolving areas of financial services.Location: Zurich, SwitzerlandScope: EuropeLevel: C-Suite / Executive LeadershipSector: Crypto | Payments | Fintech | Digital Assets
Callum DudrenecCallum Dudrenec
Belfast, Northern Ireland
Senior HR Consultant
Senior HR Consultant Belfast - Hybrid (3-days per week in office)We're a growing professional services group supporting individuals, family businesses and organisations across the UK and beyond. Our specialisms span the full range of business advisory work — from finance and tax through to people, payroll and talent consultancy — and we work with clients as they grow, from ambitious start-ups to established, scaling businesses. We believe our people come first. We build strong client relationships through genuine partnership, straightforward advice and a real understanding of what our clients need. We invest heavily in our team, offering structured training, support toward professional qualifications, and plenty of room to grow into new challenges as your career develops. We're also committed to doing right by our communities and the environment, with active volunteering, training and sustainability programmes running throughout the business. The Opportunity We're hiring a Senior HR Consultant to join our people consultancy team, on a full-time or part-time basis (minimum 4 days per week). We're looking for someone who holds, or is working towards, a Level 7 Advanced CIPD accreditation (or equivalent), with solid experience operating in a strategic HR capacity. About the Team We're a dedicated people consultancy, helping client organisations with everything from HR and employee relations to health & safety and talent development. Our specialists work closely with each client to really understand their business, then tailor support around what they actually need — whether that's advice on a single issue or ongoing partnership as their HR function scales. We're proud to work with some of the most ambitious and fast-growing businesses in the country, and being part of a larger advisory group means we can also call on specialist expertise from across finance and other business disciplines when clients need it. Above everything, our approach comes down to our people — we look for driven, curious individuals and give them the platform to become genuine experts in their field, which is a big part of why we've been recognised for the quality of our team. About the Role This is a great opportunity for someone building their HR career (roughly 4+ years' experience) who's currently in an internal HR role and wants to move into consultancy, where you're working directly with a portfolio of clients and giving commercial, practical advice rather than sitting inside one organisation. Equally, it would suit someone already in a consultancy setting who's looking for a smaller, closer-knit team with real scope to grow. You'll need a solid grounding in HR and employment law, but just as importantly, the appetite to keep developing, build relationships quickly, and support a varied client base across different sectors. No two days look the same. Our clients sit at very different stages of growth — some just starting out, others established SMEs, scale-ups or larger organisations — so the role calls for someone comfortable being both proactive and reactive to deliver a consistently excellent service. Day to day, you can expect to be:Giving commercially minded, practical advice on day-to-day HR and employment issues, with a strong focus on employee relations.Working with clients to review and improve their existing HR setup, recommending and helping implement new tools, processes and ways of working.Advising management teams on applying HR policy in practice, and supporting them to recruit, onboard and manage new starters.Helping clients build inclusive, values-led cultures and working environments.Supporting and mentoring junior team members, and acting as a first point of contact for HR queries and management guidance.Preparing documentation to support client processes such as onboarding, appraisals, probation, absence management, employee relations cases, benefits administration, contracts and offboarding.Reviewing and refreshing template toolkits and client-facing documentation.  What You'll BringAt least 4 years of applied HR and employee relations experience, including a working knowledge of relevant employment legislation, and the ability to turn that into clear, practical guidance for clients.Strong communication skills, with the ability to explain complex issues simply and without jargon, tailored to what each client actually needs.Sharp questioning and listening skills to properly understand a client's situation before proposing a solution.A flexible, consultative style — commercially minded and genuinely client-focused when solving problems.The ability to build trust and rapport quickly, both with clients and colleagues.Discretion and a strong sense of confidentiality.A proactive, improvement-minded approach to developing new tools and ways of working.A responsive, service-oriented mindset — you'll often be representing the business directly to clients.A genuine interest in continuous learning and professional development.Strong organisational skills and attention to detail, with the ability to juggle multiple priorities.Willingness to travel to client sites and other office locations as needed.CIPD qualification (or working towards one).Experience with HR system implementation would be a bonus.A full driving licence and access to a car, as the role involves regular travel to clients.This is a fast-moving role and the list above isn't exhaustive — there's plenty of scope to get involved in a wider range of work, mentor others, and be supported by experienced managers as you build your consultancy career.What's On Offer We want people to feel properly supported, both in and outside of work, so our benefits package covers wellbeing, lifestyle and long-term career development. Time off & family supportGenerous annual leave (plus public holidays), with the option to buy or carry over daysEnhanced parental leave (maternity, paternity and adoption)A paid day each year to volunteer for a cause you care aboutHealth & wellbeingPrivate medical insurance, with the option to add family members24/7 employee assistance programme for mental health and wellbeing supportDeath in service coverFinancial securityA competitive pension schemeLife assurance for you and your familyFlexible workingHybrid working as standardA genuinely flexible approach to hours and where you workModern offices designed for collaboration and focus
William FitzpatrickWilliam Fitzpatrick
Belfast, Northern Ireland
Corporate Finance Manager
Corporate Finance Manager – Belfast An exciting opportunity has arisen for an experienced corporate finance professional to join a high-performing and growing advisory team in Belfast. This role offers the chance to work across a broad range of transactions, partnering closely with ambitious businesses and senior stakeholders on high-impact deals throughout Northern Ireland and beyond. The successful candidate will join a collaborative, fast-paced environment with strong progression opportunities and exposure to a diverse portfolio of corporate finance work. The Opportunity This is a broad, client-facing corporate finance role offering exposure across the full transaction lifecycle, including:Mergers & acquisitionsBusiness disposals and acquisitionsFinancial due diligenceFundraising supportValuations and strategic advisory workFinancial modelling and analysisYou will play a key role in managing live transactions, advising clients through complex commercial decisions, and building long-term relationships with business owners, advisers and stakeholders. Key ResponsibilitiesLead and project manage corporate finance transactions from initiation through to completionDeliver high-quality advisory support across M&A, disposals, fundraising and valuation assignmentsPrepare detailed reports, presentations, proposals and client deliverablesSupport and review financial modelling and transaction analysisAct as a key point of contact for clients throughout live deal processesBuild strong relationships with lawyers, funders, investors and other advisersSupport junior team members through mentoring and coachingContribute to networking and business development initiatives across the Northern Ireland marketWork collaboratively with colleagues across the wider corporate finance functionAbout You We are keen to speak with ambitious corporate finance professionals who enjoy working in a deal-driven environment and want broader exposure across the full transaction spectrum. You will ideally have:A recognised accountancy or finance qualification (ACA, ACCA, CAI, CFA or equivalent)Previous experience within corporate finance, transaction services, M&A or deal advisoryExposure to end-to-end transaction executionStrong financial analysis and modelling capabilityExcellent communication and client relationship skillsThe confidence to present to clients and manage stakeholder relationships directlyA proactive, commercially minded approachExperience managing multiple deadlines and priorities simultaneouslyAn interest in networking and developing long-term business relationshipsWhy Apply?Exposure to a strong pipeline of live transactionsOpportunity to work closely with senior leadership and decision-makersBroad, generalist corporate finance experience rather than siloed workClear progression pathway with genuine career development opportunitiesSupportive, close-knit and high-performing team cultureGrowing advisory platform with strong market presence
William FitzpatrickWilliam Fitzpatrick
Edinburgh, City of Edinburgh, Scotland
Edinburgh - HR Consultant
HR Consultant – Edinburgh | Hybrid | Client-Site Travel | £30,000–£32,000 + BenefitsReady to broaden your HR experience? If you have 2+ years’ HR experience and want to move into consultancy, this is an opportunity to work with different businesses, build your confidence as an HR adviser and develop your career.You’ll support clients across a range of sectors with day-to-day HR, employee relations, employment legislation, policies and people projects. The variety means you’ll gain exposure to HR challenges you may not encounter in an internal role, while building strong client relationships along the way.You’ll work closely with experienced Senior Consultants, giving you the support to develop your consultancy skills while taking ownership of your own work.What we’re looking forYou’ll have 2+ years’ HR experience, a good understanding of employee relations and employment legislation, and ideally some CIPD experience or qualification.We’re looking for someone who is confident communicating with people, organised, practical and keen to keep developing their HR career.A full driving licence and access to a car is essential due to client-site travel.Why make the move?You’ll join an established team of 60+ HR, Health & Safety and Talent Development specialists, giving you the opportunity to learn from experienced colleagues, broaden your HR knowledge and build towards your next career step.If you’re ready to move beyond working within one organisation and want to build your HR consultancy experience, get in touch.
Amanda DolanAmanda Dolan
Belfast, Northern Ireland
Private Client Senior Manager - Ireland
Private Client Tax Senior Manager | Belfast | Hybrid | £65,000–£75,000 + benefitsPrivate Client Tax professionals — if you're ready to spend less time simply ticking boxes and more time actually advising clients, this could be worth a look.I'm working on an opportunity for an experienced Private Client Tax Senior Manager to join a growing professional services team in Belfast.This is a genuinely advisory-focused role, with full ownership of a diverse private client portfolio and the opportunity to become a trusted adviser to clients on some of their most important financial decisions.We're looking for someone who enjoys the technical side of private client tax but also wants the client contact, commercial exposure and responsibility that comes with operating at Senior Manager level.What you'll be doingYou'll take ownership of your own portfolio and lead on complex private client advisory work across areas including:Inheritance TaxCapital Gains TaxSuccession planningEstatesTrustsComplex personal tax mattersWider private client advisoryYou'll act as a key point of contact for your clients, building relationships that go beyond simply getting the tax return filed on time.You'll also:Lead complex advisory assignments from start to finishProvide proactive advice and become a trusted adviser to clientsIdentify opportunities for additional advisory work and contribute to business developmentManage multiple assignments whilst maintaining a high standard of client serviceReview and sign off complex compliance work where requiredWork with wider teams to provide joined-up adviceMentor and develop junior members of the teamTake ownership of engagements from initial opportunity through to delivery and billingWhat they're looking forStrong Private Client Tax experience gained within professional servicesA clear advisory focus, alongside a solid compliance backgroundCTA, ACA/CA, ATT, STEP or equivalent qualificationExperience managing your own client portfolio and senior client relationshipsStrong technical knowledge and the confidence to deal with complex mattersExperience mentoring or developing junior team membersA commercial mindset and an interest in developing client relationshipsExcellent communication skillsThe ability to work independently and take genuine ownershipExperience of international tax or UK/Ireland cross-border matters would be advantageous, but isn't essential.Why consider it?£65,000–£75,000 base salary + benefitsHybrid working in BelfastA genuinely advisory-led position rather than a compliance-heavy Senior Manager roleFull ownership of your client portfolioExposure to complex and interesting private client workDirect client relationships and senior stakeholder exposureOpportunity to contribute to business development and the growth of the teamLeadership and mentoring responsibilityClear scope to develop your career furtherIf you're an experienced Private Client Tax Manager or Senior Manager who wants more advisory exposure, greater ownership and the chance to build long-term client relationships, I'd be keen to hear from you.And don't worry — this isn't one of those roles where "advisory" means you spend 95% of your time doing compliance and 5% wondering when the advisory work is going to appear. 😉📩 Interested? Get in touch for a confidential conversation.
Amanda DolanAmanda Dolan
Belfast, Northern Ireland
Senior HR Consultant
Senior HR Consultant - Belfast - Hybrid (3-days per week in office)We're a growing professional services group supporting individuals, family businesses and organisations across the UK and beyond. Our specialisms span the full range of business advisory work — from finance and tax through to people, payroll and talent consultancy — and we work with clients as they grow, from ambitious start-ups to established, scaling businesses. We believe our people come first. We build strong client relationships through genuine partnership, straightforward advice and a real understanding of what our clients need. We invest heavily in our team, offering structured training, support toward professional qualifications, and plenty of room to grow into new challenges as your career develops. We're also committed to doing right by our communities and the environment, with active volunteering, training and sustainability programmes running throughout the business. The Opportunity We're hiring a Senior HR Consultant to join our people consultancy team, on a full-time or part-time basis (minimum 4 days per week). We're looking for someone who holds, or is working towards, a Level 7 Advanced CIPD accreditation (or equivalent), with solid experience operating in a strategic HR capacity. About the Team We're a dedicated people consultancy, helping client organisations with everything from HR and employee relations to health & safety and talent development. Our specialists work closely with each client to really understand their business, then tailor support around what they actually need — whether that's advice on a single issue or ongoing partnership as their HR function scales. We're proud to work with some of the most ambitious and fast-growing businesses in the country, and being part of a larger advisory group means we can also call on specialist expertise from across finance and other business disciplines when clients need it. Above everything, our approach comes down to our people — we look for driven, curious individuals and give them the platform to become genuine experts in their field, which is a big part of why we've been recognised for the quality of our team. About the Role This is a great opportunity for someone building their HR career (roughly 4+ years' experience) who's currently in an internal HR role and wants to move into consultancy, where you're working directly with a portfolio of clients and giving commercial, practical advice rather than sitting inside one organisation. Equally, it would suit someone already in a consultancy setting who's looking for a smaller, closer-knit team with real scope to grow. You'll need a solid grounding in HR and employment law, but just as importantly, the appetite to keep developing, build relationships quickly, and support a varied client base across different sectors. No two days look the same. Our clients sit at very different stages of growth — some just starting out, others established SMEs, scale-ups or larger organisations — so the role calls for someone comfortable being both proactive and reactive to deliver a consistently excellent service. Day to day, you can expect to be:Giving commercially minded, practical advice on day-to-day HR and employment issues, with a strong focus on employee relations.Working with clients to review and improve their existing HR setup, recommending and helping implement new tools, processes and ways of working.Advising management teams on applying HR policy in practice, and supporting them to recruit, onboard and manage new starters.Helping clients build inclusive, values-led cultures and working environments.Supporting and mentoring junior team members, and acting as a first point of contact for HR queries and management guidance.Preparing documentation to support client processes such as onboarding, appraisals, probation, absence management, employee relations cases, benefits administration, contracts and offboarding.Reviewing and refreshing template toolkits and client-facing documentation.  What You'll BringAt least 4 years of applied HR and employee relations experience, including a working knowledge of relevant employment legislation, and the ability to turn that into clear, practical guidance for clients.Strong communication skills, with the ability to explain complex issues simply and without jargon, tailored to what each client actually needs.Sharp questioning and listening skills to properly understand a client's situation before proposing a solution.A flexible, consultative style — commercially minded and genuinely client-focused when solving problems.The ability to build trust and rapport quickly, both with clients and colleagues.Discretion and a strong sense of confidentiality.A proactive, improvement-minded approach to developing new tools and ways of working.A responsive, service-oriented mindset — you'll often be representing the business directly to clients.A genuine interest in continuous learning and professional development.Strong organisational skills and attention to detail, with the ability to juggle multiple priorities.Willingness to travel to client sites and other office locations as needed.CIPD qualification (or working towards one).Experience with HR system implementation would be a bonus.A full driving licence and access to a car, as the role involves regular travel to clients.This is a fast-moving role and the list above isn't exhaustive — there's plenty of scope to get involved in a wider range of work, mentor others, and be supported by experienced managers as you build your consultancy career.What's On Offer We want people to feel properly supported, both in and outside of work, so our benefits package covers wellbeing, lifestyle and long-term career development. Time off & family supportGenerous annual leave (plus public holidays), with the option to buy or carry over daysEnhanced parental leave (maternity, paternity and adoption)A paid day each year to volunteer for a cause you care aboutHealth & wellbeingPrivate medical insurance, with the option to add family members24/7 employee assistance programme for mental health and wellbeing supportDeath in service coverFinancial securityA competitive pension schemeLife assurance for you and your familyFlexible workingHybrid working as standardA genuinely flexible approach to hours and where you workModern offices designed for collaboration and focus
William FitzpatrickWilliam Fitzpatrick
Edinburgh, City of Edinburgh, Scotland
Edinburgh - HR Consultant
HR Consultant – Edinburgh | Hybrid | Client-Site Travel | £30,000–£32,000 + BenefitsReady to broaden your HR experience? If you have 2+ years’ HR experience and want to move into consultancy, this is an opportunity to work with different businesses, build your confidence as an HR adviser and develop your career.You’ll support clients across a range of sectors with day-to-day HR, employee relations, employment legislation, policies and people projects. The variety means you’ll gain exposure to HR challenges you may not encounter in an internal role, while building strong client relationships along the way.You’ll work closely with experienced Senior Consultants, giving you the support to develop your consultancy skills while taking ownership of your own work.What we’re looking forYou’ll have 2+ years’ HR experience, a good understanding of employee relations and employment legislation, and ideally some CIPD experience or qualification.We’re looking for someone who is confident communicating with people, organised, practical and keen to keep developing their HR career.A full driving licence and access to a car is essential due to client-site travel.Why make the move?You’ll join an established team of 60+ HR, Health & Safety and Talent Development specialists, giving you the opportunity to learn from experienced colleagues, broaden your HR knowledge and build towards your next career step.If you’re ready to move beyond working within one organisation and want to build your HR consultancy experience, get in touch.
Amanda DolanAmanda Dolan
Edinburgh, City of Edinburgh, Scotland
(Edinburgh) Project Support Coordinator - Wealth Management
Project Support Coordinator – Wealth Management | Edinburgh - Hybrid (2-days a week in office)I’m currently recruiting for a Project Support Coordinator with a Wealth Management background to join a growing Integration & Transformation function.  This is an excellent opportunity for a recent graduate or someone with around 1 year’s experience who is looking to build a career in project management, PMO or transformation.  You’ll work closely with a Senior Programme Manager, supporting live integration projects and helping to keep key workstreams organised, on track and properly documented.The role will involve:Maintaining project plans, trackers and RAID logsCoordinating meetings, agendas, minutes and actionsTracking risks, issues and actionsSupporting project reporting and governance updatesMaintaining project documentation and Teams/SharePoint repositoriesLiaising with stakeholders and following up on actionsProviding coordination support across multiple workstreamsWhat we’re looking forWealth Management experience is essential, but extensive project experience is not.This role would suit someone who is highly organised, commercially aware and keen to develop. You may be a recent graduate with relevant Wealth experience, or have around a year’s experience in areas such as Wealth Management, Financial Planning, Investment Management or Private BankingYou’ll need strong attention to detail, good communication skills, confidence with Microsoft Office and, most importantly, a proactive approach and willingness to learn.Previous PMO or project experience, along with exposure to Power BI, SharePoint or AI tools such as Copilot, would be advantageous but is not essential.This is an opportunity to gain genuine exposure to integration and transformation projects, work with senior stakeholders and build a strong foundation for a career in project and programme management.Key detailsSalary: Up to £32,000Contract: 3 months, with potential to become permanentLocation: Hybrid – 2 days per week in the officeEligibility: UK Citizens only – no sponsorship available now or in the future!If you have a Wealth background and are looking for your next step, I’d be interested in hearing from you.
Amanda DolanAmanda Dolan