29 Pricewaterhousecoopers jobs in London
Financial Services Administrator
Posted today
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Job Description
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.
Management Consultant - Financial Services
Posted 5 days ago
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Job Description
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 14 days ago
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Job Description
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 15 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.
Associate Partner - Financial Services
Posted 75 days ago
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Job Description
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!
Major Account Manager - Financial Services
Posted 13 days ago
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Job Description
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 Account Manager partners with our customers to secure their entire digital experience. You're motivated by the desire to solve critical challenges facing our customer's secure environment, so you're prepared to connect them with a solution for every stage of threat prevention. This role is a significant driver of company revenue and growth. As an experienced and dynamic sales professional, you're responsible for leading and driving sales engagements.
We know the SASE opportunity is massive. Our solutions are best-in-breed and customers need a trusted cybersecurity partner who can create a truly zero trust based security architecture. Our customers are looking to us to create critical transformations and our portfolio of solutions will help us do that.
**Your Impact**
+ As a Major Account Manager, you will drive and orchestrate large complex sales cycles and work with our internal partners and teams to best serve the customer
+ Your consultative selling experience will identify business challenges and create solutions for prospects and our customers
+ Understand the competitive landscape and customer needs so you can effectively position the portfolio of Palo Alto Networks solutions
+ Create clear goals and complete accurate forecasting through developing a detailed territory plan
+ Leverage prospect stories to create a compelling value proposition with insights into value for that specific account
+ Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services
+ Travel as necessary within your territory, and to company-wide meetings
**Your Experience**
+ Experience and knowledge of SaaS-based architectures, ideally in a networking and/or security industry - SASE technology is preferred
+ Demonstrated experience selling complex solutions, value selling, and/or consultative sales techniques
+ Technical aptitude for understanding how technology products and solutions solve business problems
+ Identifies problems, reviews data, determines the root causes, and provides scalable solutions
+ Cultivate relationships with our channel partners to bring channel-centric go-to-market approach for our customers
+ Demonstrates in depth knowledge of the full sales cycle and the ability to follow a structured sales process
+ Ability to take a holistic approach to problem solving by understanding the bigger picture, and considering complex interrelationships and outcomes
+ Excellent time management skills, and work with high levels of autonomy and self-direction
**The Team**
Our sales team members work hand-in-hand with large organizations around the world to keep their digital environments protected. We educate, inspire, and empower our potential clients in their journey to security.
As part of our sales team, you are empowered with unmatched systems and tools, constantly updated research and sales libraries, and a team built on joint success. You won't find someone at Palo Alto Networks that isn't committed to your success - with everyone pitching in to assist when it comes to solutions selling, learning, and development. As a member of our sales team, you are motivated by a solutions-focused sales environment and find fulfillment in working with clients to resolve incredibly complex cyberthreats.
**Our Commitment**
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at .
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
Financial Services Specialist (Call Centre)
Posted today
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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 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.
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Senior Account Manager - Financial Services
Posted 2 days ago
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Job Description
Key Responsibilities:
- Manage and grow a portfolio of high-net-worth corporate clients within the financial services sector.
- Develop and implement strategic account plans to deepen client engagement and identify new business opportunities.
- Serve as the primary point of contact for clients, ensuring their needs are met promptly and effectively.
- Conduct regular client reviews, presenting performance data and strategic recommendations.
- Collaborate with internal product specialists, research teams, and support staff to deliver tailored solutions.
- Identify and develop cross-selling and up-selling opportunities within existing accounts.
- Negotiate contract renewals and manage client expectations throughout the business lifecycle.
- Stay informed about market trends, regulatory changes, and competitor activities within the financial industry.
- Resolve client issues and complaints efficiently, escalating when necessary to ensure client satisfaction.
- Represent the company at industry events and client functions.
- Achieve and exceed agreed-upon revenue targets and client retention goals.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or relevant professional qualification preferred.
- Minimum of 5-7 years of experience in account management, preferably within the financial services industry.
- Demonstrated success in managing complex client relationships and achieving sales targets.
- In-depth knowledge of financial products, markets, and investment strategies.
- Excellent communication, presentation, negotiation, and relationship-building skills.
- Strong analytical and problem-solving capabilities.
- Ability to work effectively in a fast-paced, results-driven environment.
- Proficiency in CRM software and financial analysis tools.
- Adaptability and resilience in navigating client needs and market dynamics.
- Commitment to ethical conduct and client advocacy.
Business Development Manager - Financial Services
Posted 10 days ago
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Job Description
As a Business Development Manager, you will be responsible for identifying and pursuing new business opportunities within the financial services sector, with a particular focus on expanding our client's market share in bespoke investment solutions. You will build and nurture relationships with high-net-worth individuals, institutional investors, and corporate clients, understanding their financial goals and presenting tailored solutions. Your ability to network effectively, negotiate complex deals, and stay ahead of market trends will be crucial to your success. This role requires a sophisticated understanding of financial markets and a proven track record in client acquisition.
Key Responsibilities:
- Identify and develop new business opportunities within the financial services sector.
- Build and maintain strong, long-lasting relationships with key clients and stakeholders.
- Conduct market research to identify emerging trends and potential growth areas.
- Develop and deliver compelling presentations and proposals to prospective clients.
- Negotiate and close deals, ensuring alignment with business objectives and client needs.
- Collaborate with internal teams, including investment advisors and product specialists, to deliver tailored solutions.
- Manage a robust sales pipeline and provide accurate forecasts.
- Represent the company at industry events and conferences.
- Stay informed about regulatory changes and market dynamics affecting the financial services industry.
- Achieve and exceed defined business development targets.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or CFA is a plus.
- Minimum of 6 years of experience in business development or sales within the financial services industry.
- Proven track record of exceeding sales targets and building successful client relationships.
- Deep understanding of financial products, markets, and investment strategies.
- Excellent negotiation, communication, and presentation skills.
- Ability to work independently and collaboratively in a hybrid environment.
- Strong analytical and strategic thinking capabilities.
- Professional certifications relevant to financial services are highly valued.
- Willingness to travel as required for client meetings and industry events.
HR Business Partner - Financial Services
Posted 11 days ago
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