Financial Services Administrator
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.
Financial Services Administrator
Posted today
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Job Description
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.
Management Consultant - Financial Services
Posted today
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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.
Strategy Consultant (Financial Services)
Posted 9 days ago
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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.
Graduate Analyst - Financial Services
Posted 10 days ago
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Job Description
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.
- 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.
Financial services regulatory paralegal
Posted today
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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.
Finance financial services lawyer
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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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Associate Partner - Financial Services
Posted 71 days ago
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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
Financial Services Specialist (Call Centre)
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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
Major Account Manager - Financial Services
Posted 9 days ago
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At Palo Alto Networks®, we're united by a shared mission-to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real-world problems with cutting-edge technology and bold thinking. Here, everyone has a voice, and every idea counts. If you're ready to do the most meaningful work of your career alongside people who are just as passionate as you are, you're in the right place.
**Who We Are**
We believe collaboration thrives in person. That's why most of our teams work from the office full time, with flexibility when it's needed. This model supports real-time problem-solving, stronger relationships, and the kind of precision that drives great outcomes.
**Your Career**
The Major