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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!

Invoicing & Credit Controller -.Spider is advertising on behalf of a construction-sector business who are seeking a full-time, permanent.This established organisation operates within the construction environment and prides itself on strong financial controls, collaborative working, and a supportive

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

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

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

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

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

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

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.

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

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.

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

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

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

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

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

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

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

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

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

IDEAL FOR A NEW CAREER STARTER, NO EXPERIENCE REQUIRED, WE WILL PROVIDE FULL TRAINING AT NO COST.There are a pool of companies who are looking to employ someone for the role of Junior Accountant.The candidate does not need to have any prior experience since all the necessary training required will b

Our Finance Team are pivotal in helping deliver our vital services, ensuring ‘every day is precious’ for our patients. For further information regarding the role or to arrange an informal visit please contact Mark Beale, Director of Finance and Business Development on. We are seeking an experien

We are seeking to recruit a Finance Officer to take day-to-day responsibility for the administration of the organisation's finances and to support the Chief Officer in maintaining accurate and up-to-date financial records of the organisation's accounts.

Are you a qualified accountant with a passion for strategic finance and leadership? We are seeking a Finance Director to join our team on a part-time, flexible basis. This role offers the opportunity to lead finance operations in a dynamic SME environment, with a focus on statutory, financial, and m

Finance Manager (accountant) – part-time. Maintain and review finance software and systems in response to changing Trust requirements, identifying efficiencies or savings where possible.

Are you a senior finance leader who thrives on strategic responsibility while staying close to the numbers? Are you looking for a Senior Leadership Role in finance that values your expertise. Lead an established finance team while working closely with senior leaders, governors and external stakehold

Other roles you may have experience with could include Head of Finance, Finance Manager, Charity Finance Lead, Senior Finance Business Partner, Financial Controller,. Are you an experienced finance professional looking to use your expertise to make a meaningful difference? Do you want to join a well

Lead the Finance & Compliance and Central Operations teams to deliver against plans and work efficiently and effectively. Are you a charity finance leader looking to join an organisation that makes a real difference to people's wellbeing? Want to use your financial expertise alongside broad operatio

You may also have experience in areas such as CFO, Chief Finance Officer, COO, Director of Finance, Finance Manager, Financial Controller, Director of Corporate Services, Corporate Services Director, Head of Finance, Head of Resources. Managing and developing the finance team. We are seeking a Chief

You’ll be working closely with Head of Finance & Finance Director to provide day to day support. Role: Finance & Admin Assistant – Temp to Perm. Finance & Admin Assistant Key Responsibilities:.

HR Business Partner role, based in Park Royal, London.I am delighted to be working with one of my clients, based in London as they look to recruit a HR Business Partner to join their team on a 12 month FTC.Salary - up to £50k per annum (DOE).Working pattern - 5 days in the office.Term - Full time a

Robert Half Finance & Accounting are currently partnering with Mulberry, a well-known luxury fashion brand, in their recruitment of a Senior Finance Business Partner on a permanent contract. Reporting to an impressive Director of Commercial Finance and FP&A, this role will be strategic partner to th

Salary: £51,573 – £52,500 dependant on experience.Working pattern: Minimum 3 days a week on-site at the office in Southwest London – non negotiable.We are seeking an exceptional Senior HR Partner to join our client’s dynamic HR Team and take a lead role in Employee Relations acro

Head of Finance Are you a qualified accountant looking for a senior finance role where you can make a real impact? We’re looking for a hands-on, strategic Head of Finance to lead and develop a dynamic UK finance team, drive process improvements, and support key business decisions. Driving sta

This is an excellent temporary opportunity for a Transactional Finance Temp to support the accounting and finance team within the industrial/manufacturing sector. Profile A successful Transactional Finance Temp should have: Previous experience in a finance or accounting role, preferably within the

As Finance Manager, you'll play a pivotal leadership role in shaping and delivering financial strategy. Reporting to the Director of Finance, you'll oversee budgeting, treasury management, financial reporting, and compliance. You'll lead a high-performing and experienced finance team, coaching and e

Finance Benefits & Debt Advisor. Were looking for a Finance Benefit and Debt Advisor - someone with a rare mix of practicality, compassion, organisation and flexibility. Primarily based out of the probation offices, youll provide information, advice and support to individuals helping them regain

We are seeking an ambitious and commercially-minded Finance Business Partner to join our fast-paced Underfloor Heating Store, backed by a leading Private Equity (PE) firm. Practical and efficient! With this opportunity, youll be the key link between Finance and the operational teams, providing the i

We're partnering with a growing London Market insurer to recruit an Exposure Management Lead, a newly created role offering the opportunity to build and shape exposure management capabilities from the ground up.This is a high-impact position working closely with underwriting and performance manageme

Are you a graduate with a strong interest in Business, Economics, or Finance, looking to gain hands-on school experience before progressing into teaching? This Business & Finance Teaching Assistant role in Enfield, starting January 2026, offers an excellent opportunity to support pupils across KS4 a

Finance Assistant / Executive Assistant. Accounting or Finance-related Degree.

If you're a strategic thinker with a passion for innovation and a track record of delivering results - this could be your next big move.Setting financial direction, lead planning and reporting, and ensure robust systems and governance for long-term sustainability.Digital & Data Transformation&nb

Are you a qualified accountant with a passion for strategic finance and leadership? We are seeking a Finance Director to join our team on a part-time, flexible basis. This role offers the opportunity to lead finance operations in a dynamic SME environment, with a focus on statutory, financial, and m

An international Finance Business Partner role with the scope to shape decisions and drive growth at a European leadership level, from pricing and product launches to capital investments and market expansion.

Join Farleigh Hospice as their new Finance Director for a career with purpose, delivering clinical excellence in an inclusive and caring environment to those who need it the most. The Finance Director will provide strategic leadership, oversight and accountability for all financial and governance ma

Assistant Finance Manager - Electrical Contractor Based in Maldon, Essex Full time, permanent £40,000 - £45,000 per annum We are working with a successful and growing electrical contractor to find a proactive Assistant Finance Manager to join their team in Maldon. This role is ideal for