Strategic Account Technology Strategist: Financial Services

London, London Microsoft Corporation

Posted 4 days ago

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Job Description

Microsoft is on a mission to empower every person and every organization on the planet to achieve more. Our culture is centred on embracing a growth mindset, a theme of inspiring excellence, and encouraging teams and leaders to bring their best each day. In doing so, we create life-changing innovations that impact billions of lives around the world. You can help us to achieve our mission.
As part of the Financial Services Industry team you will be enabling FSI institutions through technology transformation to have great impact on society and drive long term prosperity in the Uk & beyond.
An exciting opportunity has become available as Strategic
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Financial Controller - Technology Company

London, London £80000 - £90000 annum Wayman Group

Posted 84 days ago

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Permanent

Role: Financial Controller – PE backed Technology Company

Location: Central London (hybrid working)

The role: This role is working for a very exciting and fast-growing PE backed Technology business with a brilliant brand in the sector and exciting strategy for the future. They are hiring for an exciting Financial Controller opportunity reporting directly to the Director of Finance. You will be a core member of the wider finance team. This role will take ownership of the group’s internal management reporting, as well as playing a lead role in the group budgeting and forecasting process. This individual will have regular interaction with the board and will also be tasked with defining and improving processes across the business. This is a great opportunity looking to fast track their career and with opportunity to progress.

Role and Responsibilities:

  • Producing management accounts and all supporting reconciliations on time for Internal and group review and explaining variations
  • Producing regular updates of financial plan and annual budget, and all other group or internal weekly planning and reporting
  • All working capital management, credit control and treasury management
  • Supporting group annual audit process and liaising with advisors on all statutory accounts and returns and all tax compliance
  • Supporting management team and group in any aspect of financial planning
  • Participating in delivery of all group projects

Candidate Requirements:

  • ACA/ACCA/CIMA qualified professional with significant post qualified experience.
  • Proven operational accounting experience from previous roles, ideally within a scaling organisation
  • Thorough understanding of what best in class systems, processes and controls look like
  • A focus on quality improvement and automation, a desire for continual improvement
  • Experience in a scale-up or start-up SaaS, Technology, or a similar industry in a high growth environment

Company Information

Wayman Finance is a specialist recruitment agency with over 20 years’ experience within the Finance field. We’ve worked hard to establish our reputation with our clients as one of the most reliable Finance and Accounting agencies in London through our core values of honesty and customer excellence.

Application

To be considered for this Financial Controller position please forward a CV as soon as possible

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Financial Services Administrator

Basildon, Eastern Sound Financial

Posted today

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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.

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Financial Services Administrator

Greater London, London Westminster Wealth Management

Posted today

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Senior Administrator – Westminster Wealth Management LLP


London (Fleet Street) | Hybrid (2 days in office) | £40,000–£5,000


We’re hiring a Senior Administrator to join a small, high-performing team within Westminster Wealth Management. This is a career-defining role supporting advisers who work with high-net-worth and ultra-high-net-worth clients – where professionalism, precision, and organisation make all the difference.


Why join?


  • Work in a close-knit team with two advisers, not a large corporate machine.
  • Exposure to varied, interesting cases – no two days are the same.
  • Trusted to work independently – no micromanagement.
  • Flexibility: 4 or 5 days a week, with hybrid working (2 days in Fleet Street).
  • Competitive salary above market rate .


What you’ll do


  • Manage Letters of Authority and new business administration across pensions, investments, and protection.
  • Keep client records up to date in Intelligent Office (IO).
  • Support compliance approval and prepare documentation for client reviews.
  • Liaise with providers and clients, ensuring cases progress smoothly.
  • Take ownership of adviser diary management and wider team admin.
  • Provide reliable, detail-driven support that enables advisers to focus on clients.


What we’re looking for


  • At least 5 years’ experience in financial services administration.
  • Exposure to HNW/UHNW clients.
  • Exceptional organisation and attention to detail – nothing slips through the cracks.
  • Confident communication skills and professional presentation.
  • Proficiency in Microsoft Word, Excel, and Outlook.
  • Desirable: experience with Intelligent Office, FE Analytics, or Voyant; understanding of trusts and tax-efficient investments.


What you’ll get


  • £40–45k base salar .
  • 25 days holiday
  • pension,
  • death in service.
  • A trusted, flexible working culture.
  • The chance to grow as the team grows, with scope to mentor others in the future.


Apply now to become the cornerstone of a team working at the very top end of financial planning.

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Management Consultant - Financial Services

SW1A 0AA London, London £70000 annum + bon WhatJobs

Posted 2 days ago

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full-time
Our client, a premier management consulting firm with a global reach, is seeking an experienced and highly analytical Management Consultant to join their dynamic team in London, England, UK . This hybrid role offers the opportunity to work on challenging and impactful projects for leading financial institutions, driving significant business transformation and strategic growth. You will be responsible for diagnosing complex client issues, developing innovative solutions, and implementing strategic recommendations that deliver measurable results. This position requires a deep understanding of the financial services industry, exceptional problem-solving skills, and the ability to build trusted relationships with senior client stakeholders.

Key Responsibilities:
  • Conduct in-depth analysis of client business processes, market trends, and competitive landscapes within the financial services sector.
  • Identify key challenges and opportunities for clients, developing actionable strategic recommendations.
  • Design and implement strategic solutions to address client needs, such as operational efficiency improvements, digital transformation initiatives, risk management strategies, and market entry plans.
  • Collaborate with cross-functional client teams to ensure successful implementation of recommendations.
  • Develop compelling business cases and financial models to support proposed strategies.
  • Prepare and deliver high-quality presentations and reports to clients and internal stakeholders.
  • Manage project timelines, budgets, and resources effectively.
  • Stay abreast of industry best practices and emerging trends in financial services and management consulting.
  • Mentor junior consultants and contribute to the firm's knowledge management and business development efforts.

Qualifications:
  • Proven experience (4+ years) in management consulting, with a strong focus on the financial services industry (banking, insurance, asset management).
  • Demonstrated success in leading and delivering complex transformation projects.
  • Expertise in strategic planning, operational improvement, digital transformation, or risk management.
  • Exceptional analytical, problem-solving, and critical thinking skills.
  • Strong business acumen and understanding of financial markets and regulatory environments.
  • Excellent interpersonal and communication skills, with the ability to influence and build rapport with senior stakeholders.
  • Proficiency in data analysis tools and techniques (e.g., Excel, SQL, Tableau).
  • Master's degree in Business Administration (MBA), Finance, Economics, or a related field is highly preferred.
  • Willingness to travel to client sites as needed.
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Strategy Consultant (Financial Services)

SW1A 0AA London, London £80000 Annually WhatJobs

Posted 11 days ago

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full-time
Our client, a prestigious management consultancy, is looking for an experienced Strategy Consultant to join their thriving practice in **London, England, UK**. This role offers a hybrid working model, balancing the benefits of in-office collaboration with remote flexibility.

As a Strategy Consultant, you will be at the forefront of advising leading financial services firms on their most pressing strategic challenges. You will lead engagement teams, conduct rigorous market analysis, develop strategic recommendations, and support clients in implementation. This role demands a deep understanding of the financial services industry, coupled with exceptional analytical, problem-solving, and communication skills.

Key responsibilities include:
  • Leading client engagements, from diagnosis through to strategy development and implementation planning.
  • Conducting comprehensive market research, competitive analysis, and financial modelling to identify strategic opportunities and threats.
  • Developing innovative and actionable strategies for clients across areas such as market entry, growth, digital transformation, and operational efficiency.
  • Presenting findings and recommendations to senior client stakeholders, including C-suite executives.
  • Building and maintaining strong client relationships based on trust and delivery of exceptional value.
  • Contributing to the firm's knowledge base and developing new intellectual property.
  • Mentoring and coaching junior consultants, fostering their professional development.
  • Collaborating with internal experts to leverage the firm's broader capabilities.
  • Staying abreast of industry trends, regulatory changes, and emerging technologies within the financial services sector.

The ideal candidate will have a proven track record in strategy consulting, preferably within the financial services sector, or significant strategic experience within a financial services organisation. An MBA or equivalent advanced degree is highly desirable. You must possess outstanding analytical and problem-solving abilities, excellent client management skills, and the ability to influence stakeholders at all levels. Strong written and verbal communication skills are essential. Experience in a hybrid work environment, managing both remote and in-office collaboration, is a plus.
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Graduate Analyst - Financial Services

SW1A 0AA London, London £30000 Annually WhatJobs

Posted 12 days ago

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graduate
Our client, a prestigious financial services firm, is looking for bright and ambitious graduates to join their esteemed graduate programme in London, England, UK . This programme offers a comprehensive introduction to the financial services industry, providing unparalleled opportunities for professional development and career advancement. As a Graduate Analyst, you will immerse yourself in various aspects of the business, gaining hands-on experience in areas such as investment banking, asset management, wealth management, and financial planning. You will work alongside experienced professionals, contributing to real projects and client engagements. Key responsibilities may include conducting market research, analyzing financial data, preparing reports and presentations, supporting deal execution, and assisting with client relationship management. The programme is designed to equip you with the fundamental skills and knowledge required to excel in finance, including financial modeling, valuation techniques, and regulatory compliance. You will participate in extensive training, mentorship programmes, and networking opportunities. We are seeking individuals with a strong analytical aptitude, excellent quantitative skills, and a keen interest in financial markets. The ability to communicate complex information clearly and concisely, both verbally and in writing, is essential. If you are a highly motivated, detail-oriented graduate eager to launch your career in the dynamic world of finance, this is the perfect launchpad.
Key Responsibilities:
  • Conduct in-depth market research and competitor analysis.
  • Analyze financial statements and data to support investment decisions.
  • Assist in the preparation of client presentations and pitch books.
  • Support the development of financial models and valuation analyses.
  • Contribute to the due diligence process for potential transactions.
  • Assist in the monitoring of investment portfolios and market trends.
  • Collaborate with experienced professionals across different business units.
  • Develop an understanding of financial regulations and compliance requirements.
  • Participate in team meetings and contribute to project discussions.
  • Undertake continuous learning and professional development throughout the programme.
Qualifications:
  • A Bachelor's degree (2:1 or above) in Finance, Economics, Business, Mathematics, or a related discipline.
  • Strong analytical and quantitative skills with a keen interest in financial markets.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Ability to work effectively in a team and manage multiple tasks simultaneously.
  • Proactive attitude and a strong desire to learn and develop.
  • Eligibility to work in the UK.
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Finance financial services lawyer

London, London Lipson Lloyd-Jones

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THE FIRM A global law firm THE ROLE Lawyer with a derivatives/general finance/structured finance background to join a growing Financial Services Transactions practice in the London office. Collateral experience is preferred but not essential. The role may suit someone who is interested in a new challenge, and open to working with what may be a new client base and new transaction types. The team works primarily with insurers/reinsurers and defined benefit pension schemes on structured insurance transactions and related financial products. No pensions or life insurance knowledge is required for the position. A large portion of the work is structured reinsurance transactions between UK life companies and global reinsurers. A smaller part of the practice is

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Financial services regulatory paralegal

London, London Ryder Reid Legal Limited

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Ryder Reid Legal is currently recruiting a Financial Services Regulatory Paralegal to join a US law firm on a rolling 6-month contract basis.

The duties will include regular client contact working closely with partners and associates in the team, along with the following:

Performing research Co-ordinating regulatory filing materials Other trainee and junior associate level tasks

The ideal candidate will have previous paralegal experience ideally within a regulatory, fund structuring or fund deal execution team and will ideally hold the LPC or SQE1.

The firm operates hybrid working and offers great benefits, including a competitive base salary and paid overtime!

If you are suitable and interested, please apply now. Due to the high volume of applications, we are not able to respond to all enquiries. If you have not received a response within 72 hours, please assume you have not been shortlisted at this stage, however, thank you for taking the time to apply.

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Associate Partner - Financial Services

London, London Infosys Consulting - Europe

Posted 73 days ago

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Permanent

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
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