Financial Administrator

Sound Financial; Basildon; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading financial planning firm is seeking a Client Relationship Coordinator to enhance client satisfaction and streamline processes. This hybrid role involves managing client communications, supporting financial planners, and ensuring compliance with regulations. Join a dynamic team focused on innovation and personal development.

Benefits

12 Wellbeing Days

Additional Paid Leave over Christmas

Never Work Your Birthday!

£1,000 Personal Development allowance

Cycle2Work Scheme

Life Cover of 4 x salary

Private Female Health Screening

Enhanced Maternity & Paternity

Paid Leave for Child School Events

Qualifications

• At least 3 years’ experience in Financial Services administration.
• Experience supporting Financial Planners/Advisers in a client-facing role.

Responsibilities

• Be the first point of contact for client enquiries.
• Manage client service needs and expectations.
• Organise and support client review meetings.

Skills

Interpersonal Skills

Organisational Skills

Attention to Detail

Communication Skills

Tools

Transact

Cashflow Planning

Job description

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Full Job Description

Client Relationship Coordinator | Hybrid | £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 essential for maintaining high client satisfaction and ensuring seamless business processes.

Key Responsibilities

• 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.
• 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.

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, cashflow planning).
• Ability to prioritise workload independently and meet deadlines.
• Excellent written and verbal communication skills.

• Flexible / Hybrid Working available (business needs dependent)
• 12 Wellbeing Days available per annum
• Additional Paid Leave over Christmas
• Never Work Your Birthday!
• Quarterly Team Social
• Monthly Team Building
• £1,000 Personal Development allowance per annum
• Flexible Appointments Policy
• Cycle2Work Scheme
• Life Cover of 4 x salary
• YuLife Reward Gateway
• Private Female Health Screening
• Enhanced Maternity & Paternity
• Never Work Your Child’s Birthday!
• Paid Leave for Child School Events (up to 4 a year)

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.