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Job Title: Client Relationship Coordinator (IFA Administrator) 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. Great Benefits Package - 12 Wellbeing Days, Never Work Your Birthday (or your childs!), Paid Leave for School Events, to name a few!

As a Senior Commercial Underwriter your main responsibilities will include:. As a successful Senior Commercial Underwriter, you will demonstrate:.

PROFESSIONAL INDEMNITY UNDERWRITER.I'm excited to present to you the opportunity to join one of the fastest growing Insurance underwriting services in the UK.My client is looking for an experienced Commercial Underwriter with ambition to grow out their own team in the future to join them.It is part

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to so

Group Financial Accountant – 55k-65k depending on experience – Winsford based.If you're an ambitious accountant who wants to shape financial strategy, streamline reporting processes, and be at the centre of business decisions, this is your chance.As our Group Financial Accountant, you'll

Regular communication with the Business Development Managers to maintain Broker relationships. New Business and Broker relationships within our Client's rapidly growing E-Trade proposition, who focus on service, trading and e-trade product excellence. Their appetite, pricing and quality of products

Hours: Monday - Friday - 9:00 – 17:00.Salary: £ Basic + discretionary bonus.Hybrid working after probation.A growing mortgage provider are expanding their team and searching for an experienced Mortgage Administrator.An exciting opportunity has now become available within our Customer Services/Adm

Management Accountant (Qualified). Are you a recently qualified Management Accountant who thrives in a fast-paced, hands-on environment? We're looking for someone who adapts quickly, enjoys making a real impact, and is ready to take ownership across finance operations. Supporting assistant accountan

Are you an experienced Payroll Manager looking for your next challenge? Pertemps are seeking a meticulous and motivated.

Accordingly they are writing lots of good New Business across the main Commercial classes, and there's strong demand for more. You will be proactive and confident when dealing with your panel of Brokers enabling you to maximise Business through the delivery of exceptional Customer Service and attrac

Our client is a forward-thinking, values-driven organisation committed to delivering exceptional services to their clients.With a strong focus on innovation, customer service, and continuous improvement, our client is recognised for its progressive approach and its dedication to empowering communiti

Cedar Recruitment are delighted to be supporting a Local Authority in the South East area with the Recruitment of a Payroll Manager, to work on an initial 3 month contract.

This is an excellent opportunity for experienced payroll professionals who enjoy detailed, project-based work and have a strong understanding of statutory payroll, pensions, and systems testing. You will play a critical role in delivering enhancements to payroll processes, with a particular focus on

A machinery manufacturing company based in Basildon is seeking a CPI Auditor for a 6-month fixed-term contract.

A local government council in England seeks a Principal Accountant to lead financial management and compliance.

Benefits include a competitive salary and various employee perks. The ideal candidate should be organized, proactive, and possess strong numerical skills.

A leading recruitment agency is seeking a Credit Control Team Lead for a hybrid position in Hutton, UK.The successful candidate will lead a team of 2 in managing over £30 million in debt ledgers.Key responsibilities include overseeing credit control, driving process improvements, and maintaining cu

A growing mortgage provider in Brentwood seeks an experienced Mortgage Administrator to join their Customer Services/Administration department. The role involves managing incoming communications, liaising with various stakeholders to progress mortgage applications, and maintaining accurate customer

So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers.

We have a great opportunity for a Financial Controller to provide leadership, management, consolidation and reporting activities for the UK entity and its divisions. The Financial Controller would work directly for the VP Financial Control & Group Reporting and provide strategic planning, financial

An international financial services company in Billericay is seeking an experienced Credit Control professional for their Turkish Desk.The role requires managing cash collection for clients, monitoring retailer contracts, and working with the Credit Manager.Successful candidates must speak fluent Tu

A leading recruitment agency is seeking a Credit Control Team Lead in Brentwood, UK. The successful candidate should have proven experience in a similar role, ideally with team leadership skills and strong relationship management capabilities. This hybrid role involves managing a team in overseeing

Lead the financial education of non‑finance staff operating within each functional area, ensuring an appropriate level of financial awareness and that leads sound financial decision‑making. Financial Controller Reporting – Leonardo. Apply for the Financial Controller Reporting role at Leonardo

The Financial Controller is a senior-level role responsible for overseeing the financial stewardship of the organisation. Including but not limited to accurate financial reporting, compliance with regulatory requirements, and strategic financial planning. We specialise in Corporate Finance, Debt Adv

You'll manage a team of Payroll Administrators, ensuring accurate and timely processing of multiple payroll cycles across international markets. Proven experience in a payroll role, ideally with exposure to both internal and contractor payrolls. Thorough understanding of UK payroll legislation; know

Talent Magnet has partnered with one of the UK's leading EPOS Providers.As a business they boast 17 international offices and have products in over 300,000 retail locations.Their portfolio includes prepaid mobile top-up, prepaid debit cards, e-wallets, gift cards, digital music and other content.We

Additional keywords: Credit Control, Sales Ledger, Invoicing, Accounts Assistant, Finance Administrator, Construction Billing, CIS, Sage 200, Payment Applications, Retentions, Commercial Support, Accounts Receivable.

Be among the first 25 applicants.The CPI auditor is responsible for inspecting the finished product for defects and deviations from specifications.Discuss inspection results with those responsible and recommend necessary corrective actions.Perform finished tractor quality audits, ensuring that the p

Experience with accounting systems (Sage 200 preferred), construction invoicing, and CIS/VAT DRC regulations is highly beneficial, as is an AAT qualification (or working towards one), though not essential.

We have a great opportunity for a Financial Controller to provide leadership, management, consolidation and reporting activities for the UK entity and its divisions.The Financial Controller would work directly for the VP Financial Control & Group Reporting and provide strategic planning, financial r

A local council authority in England is looking for a Principal Accountant to lead the year-end accounts closure and audit processes. The ideal candidate will have a CCAB qualification, extensive treasury experience, and strong management skills.

Underwriter - Specialist Underwriting.Shawbrook provides finance to a wide range of customer segments that value the premium experience.We are a purpose-led organisation focused on delivering long-term sustainable value for all our stakeholders.We have a diversified offering with lending proposition

A leading agricultural and construction company in Basildon, UK, is seeking a CPI auditor for a 6-month fixed-term contract.The role involves performing quality audits on finished products, coordinating with plant personnel to address quality issues, and maintaining necessary reports.Candidates shou

Are you an experienced finance professional ready to take the next step in your career? Bluebird Care is seeking a Senior Payroll & Finance Assistant to join our busy accounts team. Accounts Administration: Utilizing Sage 50 Accounts to manage customer and supplier tasks. We're Hiring! Senior Payrol