52 Pwc jobs in London

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Administrator to join their team. You will be joining a growing company that is eager to find an individual that will progress within the business and full training will be provided. Furthermore, this role will be fully office based, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to progress within the financial services industry.

Job Title :    Financial Services Administrator

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £23,000 - £6,000 per annum

Reference no :   15894

Financial Services Administrator – Benefits

• 25 days holiday plus bank holidays
• Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Administrator – About The Role

In this role you will be reporting into the Operations Manager and will be working within a sub team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.  Your key responsibilities will be:

• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is  gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Administrator will have:

• Experience or desire to work in the financial services industry is essential
• Strong communication skills
• Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers we assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)

This well-established wealth management organisation based on the outskirts of Woking are seeking a Financial Services Team Leader to join their team. You will be joining a growing company that is eager to find an individual that has previous experience within a SJP Practice. Furthermore, this role will be fully office based however with some potential for hybrid working, and you must be a car driver to commute to their location. A brilliant opportunity for a driven individual that is keen to find their next role within the financial services industry.

Job Title :    Financial Services Team Leader

Job Type :    Permanent, full time

Location :    Woking, Surrey

Salary :    £30,000 - £5,000 per annum

Reference no :   15895

Financial Services Team Leader – Benefits

• 25 days holiday plus bank holidays
• Company bonus scheme
• Car parking onsite
• Pension scheme
• Study support package

Financial Services Team Leader – About The Role

In this role you will be reporting into the Operations Manager and will be managing a team of 3. You will be supporting the advisers with daily tasks to ensure a smooth client servicing process. Your key responsibilities will be:

• Overseeing the administration team and supporting the wider business.
• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is   gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Support Partner in business submission.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.

The successful Financial Services Team Leader will have:

• 2-3 years’ experience within a St James Place practice
• Aspirations to develop into a managerial role
• Strong communication skills
• Willing to study/develop in the industry

Howett Thorpe are acting as a recruitment agency in relation to this role and comply with all relevant UK legislation and do not discriminate on any protected characteristics. Due to the high volume of applications we currently receive, we are unable to respond to all candidates. If you do not hear from a Consultant within 5 working days, please assume that you have not been successful.

Refer a friend

If this job is not of interest to you, but you know a friend or colleague who may be interested, recommend them to us and receive a minimum of £100 in vouchers if e assist them in securing a permanent role and a minimum of 5 in vouchers if we place them in a temporary assignment. (Terms & conditions apply)

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 Accounting and Outsourcing team works to support our clients to better run their finance functions, understand their financial position and performance, and to ensure they are compliant with changing accounting and tax legislation. With the relentless pace of technology change you will need to be able to advise clients in areas such as process and digitalisation, business performance and financial reporting, while building enduring relationships that positions Forvis Mazars as a trusted adviser. Our successful team of more than 250 professionals is growing across all areas including cloud accounting, payroll, financial reporting and company secretarial.

The Financial Outsourcing team is a national team that works with a range of different types of clients, from fast-growing UK owned businesses, the UK subsidiaries of global groups and financial services institutions.

What You'll Do:

• Take ownership of planning, fieldwork and completion. You'll oversee and support junior team members, contribute to their development, and build strong client relationships, delivering high-quality, responsive accounting services.
• Take the lead on client engagements from planning through to completion. You'll supervise and coach junior staff, manage client communications, and ensure the delivery of exceptional, timely accounting services.
• Ensure accurate and timely preparation of financial records, management accounts, VAT returns and other financial information for a range of clients, reporting directly to a Client Manager.

• Maintain up-to-date knowledge of accounting standards and regulatory changes

What You'll Bring:

• Have over 3 years' experience in an accounting role, ideally preparing management accounts, with an ACA or ACCA (or equivalent) Qualification
• Experience in balance sheet reconciliations
• Experience in working with external auditors and actioning review points from management and external auditors

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!