48 Deloitte 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!

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team:

Our Financial Services practice is an important part of our wider business.  With over 35 FS partners and 700 specialist staff in the UK, our growing team provides tailored services to asset management, FinTech, banking and capital markets, insurance and real estate clients.  Tax is an integral part of these services.  What draws us together is a shared passion for using our FS industry experience and deep service line knowledge to provide bespoke client advice. 

What You'll Do:

• The predominant focus of the role is to help drive and lead our growing UK FS corporate tax compliance book of business, both in terms of successful delivery of computations and returns but also supporting with the tax technical development of the wider team.
• There will be a need to undertake research where required and support with the delivery of cross-border tax compliance and tax audit engagements.
• Help deliver high-quality work for clients and profitable outcomes for the business through use of best practices, technology and alignment with Firm policies.
• Work closely with junior team members in our London office in the delegation and review of work as well as fostering their learning and development.

What You'll Bring:

• Qualified at ACA, CA, CTA or equivalent level (including equivalent Legal / international tax qualifications).
• Strong interest in financial services and related tax issues with experience in delivering UK corporate tax computations for clients across FS sectors.
• Good awareness of broader tax, international tax, regulatory and accounting areas.
• Able to manage projects, meet deadlines and manage engagement economics.
• In line with the Firm's general guidance, work from the London office an average of 3 days a week to drive the delivery and delegation of tax compliance work to junior team members.
• Strong inter-personal communication skills.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

London Office – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.

Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!

At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.

About The Team:

Our Financial Services practice is an important part of our wider business.  With over 35 FS partners and 700 specialist staff in the UK, our growing team provides tailored services to asset management, FinTech, banking and capital markets, insurance and real estate clients.  Tax is an integral part of these services.  What draws us together is a shared passion for using our FS industry experience and deep service line knowledge to provide bespoke client advice. 

What You'll Do:

• The predominant focus of the role is to help drive and lead our growing UK FS corporate tax compliance book of business, both in terms of successful delivery of computations and returns but also supporting with the tax technical development of the wider team.
• There will be a need to undertake research where required and support with the delivery of cross-border tax compliance and tax audit engagements.
• Help deliver high-quality work for clients and profitable outcomes for the business through use of best practices, technology and alignment with Firm policies.
• Work closely with junior team members in our London office in the delegation and review of work as well as fostering their learning and development.

What You'll Bring:

• Qualified at ACA, CA, CTA or equivalent level (including equivalent Legal / international tax qualifications).
• Strong interest in financial services and related tax issues with experience in delivering UK corporate tax computations for clients across FS sectors.
• Good awareness of broader tax, international tax, regulatory and accounting areas.
• Able to manage projects, meet deadlines and manage engagement economics.
• In line with the Firm's general guidance, work from the London office an average of 3 days a week to drive the delivery and delegation of tax compliance work to junior team members.
• Strong inter-personal communication skills.

What We Offer:

Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.

We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.

Salaries & Benefits:

At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.

You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?

Location:

London Office – Located in 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.

Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars!

Customer Services Manager - Financial Services
Farnham
45,000 DOE

Do you excel at leading high-performing customer service teams in a fast-paced financial environment? Are you ready to step into a strategic leadership role where operational excellence meets commercial growth?

We're seeking a Customer Services or Sales Manager to head a dynamic client support function within a leading financial services organisation. This is an opportunity to shape a customer-first culture, drive measurable results, and lead a team that consistently delivers exceptional service to individual and business clients.

What You'll Do

• Lead and Inspire: Manage a motivated customer service team, setting clear KPIs and coaching for high performance.
• Drive Commercial Success: Own departmental targets around customer satisfaction, retention, upsell opportunities, and revenue growth.
• Enhance Processes: Streamline operations to improve response times, increase client conversions to premium services, and reduce resolution times.
• Collaborate Across Teams: Work closely with sales, compliance, and operations to ensure seamless customer journeys and service-led growth.
• Strategic Impact: Provide insight and data to senior leadership, supporting board-level decision making.
• Champion Compliance: Ensure all processes meet regulatory requirements and industry standards.

What You'll Bring

• Experience: At least 2 years in a client-facing, team-management role within financial services or a similar regulated industry.
• Leadership: Strong people-management skills with a track record of motivating teams to meet ambitious targets.
• Commercial Mindset: Comfort with KPIs, upsell metrics, and customer retention strategies.
• Communication: Excellent stakeholder management and problem-solving abilities.
• Organisation: Outstanding time-management skills and a passion for continuous improvement.

Desirable

• Experience managing cross-functional projects.
• Professional qualifications in customer service, finance, or management.

Benefits

• 25 days' holiday plus bank holidays
• Company pension plan
• Healthcare cash plan
• Professional development and study support
• Perks platform and cycle-to-work scheme