54 Bloomberg jobs in London

Job Title:

Client Relationship Coordinator

Location:

Hybrid (Office-based with remote flexibility)

Salary:

£30,000 (negotiable based on experience)

About Sound Financial

Sound Financial is an innovative, client-focused financial planning firm undergoing a strategic transformation. Our dynamic and growing team thrives in an outrageous, kind, and progressive environment where collaboration and innovation are key. With a commitment to delivering high-quality financial advice, we are shifting our focus towards business owners while maintaining strong relationships with long-standing clients. We believe in efficiency, integrity, and personal responsibility, and we value professionals who can challenge constructively, build deep client relationships, and streamline processes.

Purpose of the Role

As a Client Relationship Coordinator, you will support Financial Planners by managing client communication and service delivery. This role is integral to maintaining high client satisfaction and ensuring seamless business processes.

Key Responsibilities

• Client Servicing
• Be the friendly and professional first point of contact for client enquiries (phone, email, in person).
• Prepare client documentation before and after meetings.
• Manage client service needs and expectations, ensuring high satisfaction.
• Liaise with the team to provide updates on client accounts.
• Handle client administration queries efficiently.
• Assist in client meetings and ensure all service components are delivered on time.
• Maintain accurate client files for compliance purposes.
• Follow up on client meeting action points and track progress.

• Business Processing
• Verify the accuracy and completeness of new business documentation.
• Ensure all applications are processed correctly, efficiently, and compliantly.
• Liaise with product providers to gather accurate client information.
• Record and track fees, ensuring data is up to date.
• Process fund top-ups, withdrawals, switches, and rebalances.
• Produce portfolio valuations.

• Reviews & Compliance
• Organise and support client review meetings.
• Prepare necessary documentation for reviews.
• Implement and track agreed client actions.
• Ensure compliance with FCA regulations and company policies.

• General Administration
• Manage Financial Planners' diaries and workloads.
• Maintain up-to-date records in back-office systems.
• Oversee post and incoming correspondence.
• Contribute ideas for process improvement and business efficiency.

What We’re Looking For

• At least 3 years’ experience in Financial Services administration.
• Experience supporting Financial Planners/Advisers in a client-facing role.
• Strong interpersonal skills to develop client trust and confidence.
• Organised and methodical approach with excellent attention to detail.
• Ability to challenge advisers on processes and maintain boundaries.
• Experience with financial planning tools and back-office systems (e.g., Transact, cash flow planning).
• Ability to prioritise workload independently and meet deadlines.
• Excellent written and verbal communication skills.

Why Join Sound Financial?

Exciting Growth Phase – We’re expanding and evolving, making this a great time to join.

Hybrid Working – Typically two days remote per week (flexible based on client meetings).

Career Development – Ongoing training and opportunities to take on new responsibilities.

Collaborative Culture – A progressive, people-first environment where ideas are valued.

Competitive Salary – £30,000 (flexible for experience), with performance-based reviews.

About Us

Where Innovation meets Excellence.

Be a part of a globally renowned management consulting firm that is on the front-line of industry disruption. We are a mid-size player with a supportive, entrepreneurial spirit that works with a market-leading brand in every sector, while our parent organization Infosys is a top-5 powerhouse IT brand that is outperforming the market and experiencing rapid growth.

Our consulting business is annually recognized as one of the UK’s top firms by the Financial Times and Forbes due to our client innovations, our cultural diversity and dedicated training and career paths we offer to our consultants. We are committed to fostering an inclusive work culture that inspires everyone to deliver their best.

The Team

Our Financial Services and Insurance practice supports some of the largest global firms and most recognizable local brands solve their biggest challenges in today’s age of constant disruption. With diverse services, ranging from strategy and advisory to large scale implementations and change initiates, from business change to operational transformation and leading-edge IT solutions, we help clients shape and achieve their growth agenda for a sustainable future.

Requirements

The Role:

• Provide leadership and direction to capture and sell transformation solutions and services to the relevant market segment.
• Accountability for consulting revenues and operating margins for the key account(s) responsible for
• Assume the role of trusted advisor to clients providing guidance in all matters within relevant market segments.
• Manage the business opportunities at key accounts to help ensure Infosys Consulting is positioned to capitalise on opportunities by providing high-quality services.
• Lead efforts to strengthen Infosys Consulting’s position in its largest clients, whilst broadening Infosys Consulting’s presence in its other existing clients.
• Be responsible for consistent delivery of services, solutions, and products on time and within cost on a best-value basis, and for developing processes that ensure business risks are evaluated, understood and factored into client solutions and services.
• Coordinate relationship-building activities with appropriate partners, engagement managers, subject-matter professionals, and other Infosys Consulting personnel on the engagement team(s) in an effort to help ensure they are well advised on important matters.
• Assist with proposal development, focusing on the Infosys Consulting value proposition, key differentiators, and win themes.
• Provide leadership to subordinate managers, taking an active role in guiding their professional growth and development, through coaching, counselling, performance development and mentoring.
• Highly commercial individual, commanding a presence with senior executives both internally and externally with ambition to exceed targets and expectations.
• Previous leadership experience within a services organisation, mentoring and guiding teams of consultants under direct leadership, as well as indirect and matrixed teams to harness talent, whilst delivering overall client satisfaction.
• Anticipate, create and define innovative and visionary solutions for solving client’s problems.
• Strong networks, relationships and involvement in relevant activities, industry conferences, forums, thought leadership articles etc.
• Comfortable working at senior level within complex organisations, able to build empathy, credibility and trust with key customers.
• Must have a proven track record of achievement in selling and delivering consulting and technology services, whilst delivering business objectives within large corporate environments where there is rapid change.
• The ability to operate and excel in a changing and dynamic environment.
• Should be a recognised expert within technology domain, and consistently demonstrate the ability to align the functional area with the business requirements to support the company vision.
• Strong presentation skills, experienced and comfortable presenting to large groups and delivering inspiring and engaging presentations.
• Intuitive ability to represent complex concepts in a clear, concise and compelling way.
• Collaborative team player, with a willingness to lead by example and roll up their sleeves.
• Passionate about disruptive innovation and transformational ideas.
• Mature interpersonal and influencing skills, especially at senior client levels.
• Be committed to advancing the Infosys brand through personal and professional growth.
• Ability to travel extensively as required.

About You

We are looking for key account consulting anchors, leading sales, delivery & proposition development, with experience in some of the below areas:

• Proven excellence in commercial development, commanding a presence with senior executives both internally and externally with ambition to exceed targets and expectations.
• Previous leadership experience within a services organisation, mentoring and guiding teams of consultants under direct leadership, as well as indirect and matrixed teams to harness talent, whilst delivering overall client satisfaction.
• Anticipate, create and define innovative and visionary solutions for solving client’s problems.
• Strong sales ability and closing skills at executive and board levels.
• Strong networks, relationships and involvement in relevant activities, industry conferences, forums, thought leadership articles etc.
• Interact as a peer at Board level in client companies and comfortable working at senior level within complex organisations, able to build empathy, credibility and trust with key customers.
• Must have a proven track record of achievement in selling and delivering consulting and technology services, whilst delivering business objectives within large corporate environments where there is rapid change.
• The ability to operate and excel in a changing and dynamic environment.
• Should be a recognised expert in communications, and consistently demonstrate the ability to align the functional area with the business requirements to support the company vision.
• Proven thought leadership within the field of communications, including production, syndication/publication of marketable knowledge.
• Strong presentation skills, experienced and comfortable presenting to large groups and delivering inspiring and engaging presentations.
• Intuitive ability to represent complex concepts in a clear, concise and compelling way.
• Collaborative team player, with a willingness to lead by example and roll up their sleeves.
• Inspiring leadership style with a proven ability to inspire direct and indirect internal teams, as well as clients to push the boundaries of what they thought was possible.
• Passionate about disruptive innovation and transformational ideas.
• Mature interpersonal and influencing skills, especially at senior client levels.
• Be committed to advancing the Infosys brand through personal and professional growth.
• An internal talent champion across all sectors; not only directly involved in recruitment, but also a key leader in growing and developing the sector-specific skills relative to Infosys’ current service offerings.
• Ability to travel as/when required.

Benefits

Why Join Us?

For the right talent that want to be part of a diverse team, innovation-driven practice and a high-performance culture, we offer industry-leading compensation and benefits, along with top training and development opportunities so that you can grow your career and achieve your personal ambitions. Curious to learn more? We’d love to hear from you. Join us today!

Do you have experience in a phone-based customer service environment?

Do you pride yourself on providing excellent customer service?

Have you worked within the Financial Services Industry?

If so, we'd love you to join our team at Pepper Advantage UK in Uxbridge.

Pepper Advantage is one of the leading specialist loan servicing companies in the UK and we are seeking an enthusiastic and experienced Financial Services Specialist to join our team and contribute to the success of our organisation in Uxbridge, London.

We would like to hear from candidates with experience of delivering exceptional, phone-based customer service and who are highly organised, motivated, and able to work effectively and accurately.

You will be working within an established team as a key part of Pepper's operations, providing end-to-end servicing and administration of the mortgage throughout the complete cycle.

As a Financial Services Specialist, your key responsibilities will include:

• Delivering accurate and timely processing of mortgage administration activities
• Daily interactions with customers and third parties via telephone and in writing
• Managing your own workload efficiently and effectively in accordance with agreed policies and procedures
• Liaising effectively with clients, representing Pepper appropriately
• End-to-end servicing of mortgage/loans from completion through to redemption stage
• Identification of potential efficiencies and delivering ideas to improve Pepper operations and the customer experience

Essential Skills

• Can consistently deliver outstanding customer service
• Previous experience within a phone-based customer service environment.
• Experience of working within the Financial Services Industry
• Confident telephone manner.
• Excellent attention to detail.
• Able to work to tight deadlines
• Be able to analyse problems, think creatively and make effective decisions in the appropriate timescales
• Demonstrate the ability to form productive relationships at all levels
• Demonstrate strong English verbal and written communication skills
• Demonstrate self-reliance and motivation

This is a hybrid role, with the expectation of 2 days per week office attendance, following an office based training period of 4 - 6 months.

Benefits

• Benchmarked salary of £29,000
• After Induction Training, Hybrid Working (2 days per week in office) is available.
• Private Medical Insurance
• Salary Sacrifice Pension matched up to 8%
• 25 days Holiday plus Bank Holidays
• EAP
• Enhanced Maternity & Paternity
• Wellbeing & volunteering Days
• Eye Care Contribution
• Payroll Giving
• Life Assurance

About Pepper Advantage

The UK arm of Pepper Advantage was established in 2013, and today we’re one of the most successful and dynamic loan-servicing businesses throughout the four home nations. With offices in London and the North of England, Pepper Advantage UK employs over 360 people and has approximately US$25 billion in assets under management. Key sectors include commercial and residential mortgages, including prime, near-prime and non-conforming, and SME loans.