55 Hsbc jobs in Canary Wharf

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.

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.

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!

We are seeking a highly skilled and experienced Data Governance Manager to oversee the creation, negotiation, and execution of contracts.

Client Details

This organisation is a leading market intelligence supplier that provides indispensable insights, robust data, and powerful analytics that empower clients to make better informed decisions in ever-changing markets.

Description

• Draft, review, negotiate, and finalise contracts, ensuring alignment with company policies and legal requirements.
• Collaborate with internal stakeholders, including legal, sales and finance teams, to establish legal and commercial position in contract negotiations.
• Monitor contract performance and compliance, addressing any issues or discrepancies promptly.
• Manage contract renewals, amendments, and terminations.
• Conduct risk assessments and provide recommendations to mitigate contractual risks.
• Maintain organised records of all contract documentation and correspondence.
• Stay updated on relevant laws, regulations, and industry best practices.
• Provide training and guidance to team members on contract management processes and procedures.

Profile

Minimum of 5 years of experience in contract management, procurement, or a similar role.

Bachelor's degree or a Master's degree in Law, Business Administration or a related field.

Professional certification such as CPCM (Certified Professional Contracts Manager) or equivalent is a plus.

Job Offer

• Competitive daily rate.
• Opportunity to work in the heart of London within the financial services industry.