Financial Planning Client Administrator

Role Overview Evelyn Partners is looking for an IFA Client Administrator to join the London office. This full-time position supports Independent Financial Advisers (IFAs) and helps ensure clients receive attentive, accurate service. What You Will Do Manage client accounts and maintain up-to-date records Process financial transactions accurately and promptly Provide administrative support to IFAs Help deliver a smooth and positive client experience What We Look For Strong attention to detail Organizational skills Commitment to delivering quality service If you enjoy supporting others and keeping operations running smoothly, consider joining Evelyn Partners in London as an IFA Client Administrator.

Are you a dynamic and detail-oriented financial services professional seeking your next career move? Do you pride yourself on your adaptability and self-motivation? If you possess exceptional time management skills and enjoy overseeing your own and others' schedules, then this opportunity is perfect for you.Recruit UK is thrilled to present a fantastic opening for a Personal Assistant / IFA Administrator in the heart of London, at a prestigious boutique Chartered Independent Financial Advisor (IFA).This firm specializes in providing tailored and comprehensive advice to ultra-high-net-worth clients and has achieved the esteemed Chartered Financial Planner status—recognized as the gold standard in the industry. They are experiencing continued growth and are eager to welcome a new team member who excels in administrative tasks, time management, relationship-building, and can thrive in a dynamic environment.Ranked among the Top 100 UK IFAs, this company is highly regarded by its employees, having received accolades for being one of the best workplaces in the industry. Don’t miss out on the chance to join a passionate team where you can truly enjoy your work.

Join version1 as a Client Partner specializing in the banking sector. In this pivotal role, you will leverage your expertise to foster strong client relationships, drive strategic initiatives, and contribute to our mission of delivering exceptional solutions to our banking clients.

Client PartnerLocation: UK - London (expected to be in London as required by team/client)Work where you thrive — fully remote or hybrid from one of our offices, the choice is yours!Department: Client ServicesEmployment Type: PermanentAbout YLD:At YLD, our mission is to empower our clients to advance continuously. We collaborate closely with them to foster the skills and capabilities necessary to outperform their competitors, knowing that our success is intertwined with theirs. We are a collective of inquisitive, skilled individuals dedicated to making YLD a workplace where talented people aspire to grow and flourish.As a remote-first consultancy, we specialize in software engineering, product design, and data analytics. With teams situated in London, Lisbon, and Porto, we craft digital solutions that provide enduring value long after our collaboration concludes.About the Role:Due to our impressive growth, we are thrilled to welcome a new Client Partner to our team.This full-time position involves supporting several clients, engaging with key stakeholders, and learning from our experienced consultants in Agile methodologies. A background in Engineering, Product Design, Delivery, or a related field is advantageous, but we value diverse experiences.Your primary responsibility will be to assist our clients and consultants, ensuring that our partnerships are seamless and productive. Under the guidance of our senior leadership, you will gain insights into our business's strategic direction.This role places a strong emphasis on leading Agile teams, facilitating processes, and providing delivery support to cultivate healthy, high-performing teams.Your Day-to-Day Responsibilities:Establishing partnerships with clients, building trust, and understanding their needs and concerns.Coordinating and inspiring team members while providing leadership and direction, focusing on Agile facilitation (retrospectives, team health checks, continuous improvement).Participating in regular account reviews with clients and serving as the primary contact when issues arise. Providing weekly updates to the broader YLD team.Supporting profitability and performance metrics throughout the engagement, ensuring timely billing and payment processes.Enhancing YLD's reputation within client organizations, contributing ideas for potential improvements.

At Multiverse, we are revolutionizing the way individuals upskill in AI and technology. Our platform collaborates with over 1,500 companies to provide transformative learning experiences that reshape today's workforce.We offer specialized apprenticeships that cater to individuals of all ages and career stages, equipping them with essential AI, data, and tech skills. Our learners have generated over $2 billion in ROI for their employers, significantly enhancing productivity and measurable performance.In June 2022, we celebrated a significant milestone with a $220 million Series D funding round, co-led by StepStone Group, Lightspeed Venture Partners, and General Catalyst, achieving a post-money valuation of $1.7 billion and making us the UK's first EdTech unicorn.With an operational presence and a growing team of over 800 employees, we are poised for ambitious expansion. Join us in our mission to empower the workforce to thrive in the AI era.The OpportunityAs a Client Value Partner (CVP), you will be the key architect in driving customer success, focusing on long-term retention, growth, and demonstrable ROI. Your role will connect clients' strategic business goals with Multiverse's delivery capabilities, transforming apprenticeship programs from mere training initiatives into powerful workforce transformation engines.You will lead the critical Implementation and Onboarding phase to ensure a successful launch while continuously delivering value, expanding accounts, and nurturing strategic partnerships with senior stakeholders.Core Responsibilities1. Implementation & Successful Launch FulfillmentEnd-to-End Onboarding: You will serve as the primary accountability point during the implementation phase, managing the seamless transition from sales to live delivery.Launch Excellence: Coordinate with internal teams (Admissions, Delivery, Product) to ensure timely enrollment of learners and adherence to program launch schedules.Technical & Operational Set-up: Address early-stage risks by ensuring clients are equipped with the necessary infrastructure and set expectations for sustained success.2. Delivering & Evidencing ValueROI Translation: Actively demonstrate and communicate the value derived from our programs, ensuring clients recognize the impact on their business.

Client Partner, Strategic PartnershipsJoin us in our mission to revolutionize the way people shop and eat, driven by impact, innovation, and growth. Our Commercial team is at the heart of Deliveroo’s marketplace, redefining our service to restaurants, grocers, and emerging verticals across the globe. From forming pivotal partnerships to unlocking new revenue avenues and implementing data-driven growth strategies, we tackle significant challenges that propel the business forward. If you excel in dynamic commercial environments and aspire to shape the future of a global brand, this is the team for you.We’re seeking a Client Partner, FMCG Advertising to join our newly formed CPG Strategic Partnerships team. In this pivotal role, you will elevate our approach beyond high-volume campaign management, providing consultancy-style account management for our most valuable global partners.What You’ll Be DoingYou will be integrated within the Global Grocery business unit, reporting directly to the Head of Commercial. This is not your typical account management role; you will be instrumental in establishing a function from the ground up, designing the playbooks and frameworks that will guide Deliveroo's partnerships with the world’s leading CPG brands.Your daily responsibilities will include:Strategic Partner Leadership: Manage multi-market relationships with 2–3 of our premier FMCG partners (including Beverages, Snacking, Health & Beauty), turning these into long-lasting, collaborative growth engines.Joint Business Planning: Negotiate and implement 6–18 month Joint Business Plans (JBPs) that align partner objectives with Deliveroo’s commercial and advertising revenue targets.Team Leadership & Mentorship: Lead and nurture a growing team of Senior Account Managers, influencing the culture and operational model of this new function.Commercial Innovation: Develop insight-led value propositions and toolkits, including framework creation and best-practice planning processes.Consultancy-Style Support: Equip partners with comprehensive category insights, thought leadership, and expertise in on-demand commerce to foster category leadership.Cross-Functional Advocacy: Collaborate with various departments including Deliveroo Media, Marketing, and Operations to ensure cohesive strategy execution.

About Brillio: Brillio stands out as one of the fastest growing digital technology service providers, chosen by numerous Fortune 1000 companies eager to transform disruption into a competitive edge through innovative digital adoption. Our exemplary team, known as "Brillians", showcases exceptional talent, blending advanced digital and design thinking skills with a steadfast commitment to client satisfaction.As an employer of choice, Brillio consistently attracts top-tier talent, thanks to our focus on cutting-edge technologies and unique digital projects. Our consistent dedication to providing an outstanding experience for our Brillians and helping them realize their full potential has earned us the Great Place to Work® certification year after year.The Client Partner role is a pivotal position within Brillio’s Customer Success team in the United Kingdom. This role is fundamental in spearheading sales and business development efforts while nurturing executive relationships with Life Sciences clients. In this capacity, the Partner will focus on delivering an exceptional customer experience and driving revenue growth. The role involves collaboration with corporate and internal digital teams, establishing and maintaining relationships at the CXO level, and forging long-term strategic partnerships within the client portfolio. A team of practice managers will support the Partner in enhancing customer experience and ensuring delivery excellence. The Partner will serve as a "trusted advisor" to clients, combining strategic business acumen with technological expertise. With Brillio’s robust presence in the Digital Transformation landscape, along with our entrepreneurial spirit, this position offers an exciting opportunity for an individual to contribute to a rapidly growing company in an innovative field.

Senior Client PartnerLocation: UK - London (expected presence in London as required by team/client)Choose your ideal work environment — fully remote or hybrid from one of our offices, the decision is yours!Department: Client ServicesEmployment Type: PermanentAbout YLD:At YLD, our mission is to propel our clients forward. We partner with them to develop the skills and capabilities necessary to stay ahead in a competitive landscape, knowing that our success is intrinsically linked to theirs. Our team comprises inquisitive and talented individuals, dedicated to cultivating an environment where exceptional professionals thrive and evolve.As a remote-first consultancy, we specialize in software engineering, product design, and data. Our teams operate across London, Lisbon, and Porto, creating digital solutions that provide lasting value well beyond our engagement.About the role:YLD has experienced significant growth, and we are eager to welcome a new Client Partner to our team.This full-time position involves supporting several clients, collaborating with key stakeholders, and learning from our experienced consultants in the Agile domain. A background in Engineering, Product Design, Delivery, or similar fields is advantageous, but we value diverse experiences.Your primary responsibility will be to support our clients and consultants, ensuring that our engagements are smooth and productive. Under the guidance of our senior leadership, you will gain valuable insights into our business direction and strategy.This role emphasizes Agile team leadership, facilitation, and delivery support, focusing on fostering healthy, high-performing teams.Your day-to-day responsibilities:Manage client engagements throughout their lifecycle, collaborating with Commercial Teams during initial commitments, identifying opportunities, and working with consultant teams to meet client expectations;Develop long-term partnerships with clients and establish trust with key stakeholders to advocate for the best interests of the client;Conduct regular account assessments (weekly, monthly, quarterly) and serve as an escalation point when necessary;Oversee and manage profitability and performance across engagements, aligning with our internal financial targets.

Join Valtech as a Client Partner - Public Sector and be a pivotal part of our dynamic team. In this role, you will engage with key stakeholders and drive strategic initiatives that enhance our public sector offerings. We are looking for a passionate professional who thrives in a collaborative environment and is eager to make a significant impact.

Join Celonis as a Client Value Partner in the Pharmaceutical sector. In this dynamic role, you will leverage your expertise in process mining and analytics to drive impactful solutions for our clients, enhancing their operational efficiency and value delivery. We are looking for a strategic thinker who can navigate complex client landscapes and foster relationships that lead to transformative outcomes.

Jellyfish, a global digital marketing agency, brings together technology, creativity, media, and data expertise. The London-based team values diverse perspectives and inclusive collaboration. This opening is for a 12-month fixed term contract as a Client Partner, reporting to the VP of Client Management. Role overview The Client Partner plays a key role in ensuring client satisfaction and driving profitable growth. The position leads cross-functional teams to deliver tailored solutions and strong results for clients. What you will do Oversee two major international accounts in the B2B technology and fashion retail sectors. Develop and implement growth strategies to support clients in reaching annual goals. Represent Jellyfish in marketing activities, staying informed on industry trends to strengthen the agency’s profile. Lead pitches with the Growth team: prepare commercial proposals, assemble project teams, and manage the narrative, deliverables, and timelines. Provide strategic guidance to Account Directors and Client Management teams to foster collaboration and consistency. Requirements This role requires a strong background in client management. The ideal candidate can guide teams, address challenges proactively, and shape effective solutions for clients.

Senior Client PartnerJoin Us in Shaping the Future of AI & DataAt Datatonic, recognized as Google Cloud's premier AI partner, we are at the forefront of driving transformation for leading enterprises. Our expertise in machine learning, data engineering, and analytics on Google Cloud Platform (GCP) empowers businesses to future-proof their operations, unlock actionable insights, and maintain a competitive edge in a rapidly changing landscape. Mission: Propel Enterprise TransformationWe are a rapidly expanding Data & AI consultancy seeking a Senior Client Partner to join our dynamic team. This is more than an account management position; we are in search of a strategic leader who excels in forging long-term, transformative relationships with enterprise clients, delivering multi-million-pound projects that redefine their operations through data and AI.In this pivotal role, you will be the commercial and strategic cornerstone of our key client partnerships. It requires a wealth of experience in navigating complex corporate environments and an eagerness to thrive in a fast-paced, high-growth scale-up setting. If you thrive in dynamic situations and have a proven history of managing and expanding substantial technical projects, we would love to speak with you. ResponsibilitiesAs a Senior Client Partner, your primary focus will be on driving strategic revenue through deep-rooted, high-value relationships:Own the Transformation Pipeline: Proactively identify, qualify, and onboard new enterprise clients, showcasing how our Data & AI capabilities can deliver unparalleled, measurable business value.Deepen Enterprise Accounts: Develop and implement comprehensive 1-3 year account strategies for existing clients, strategically mapping their next phase of transformation and expanding our engagement through follow-on projects.Navigate the C-Suite: Build and maintain trusted relationships with C-level and SVP stakeholders across technology, product, finance, and business units, serving as the commercial lead for all Master Services Agreements (MSAs) and strategic contract negotiations.Commercial Leadership & Value Realisation: Ensure that every project (new and existing) is meticulously scoped, priced, and delivered to a standard that guarantees client success, enabling you to articulate ROI and secure ongoing investment.

About the Role Evelyn Partners is hiring an HR Business Partner for a 12-month fixed-term contract based in London. This position works directly with multiple business units to ensure HR strategies support broader business objectives. The focus is on effective workforce planning and development throughout the contract period. What You Will Do Advise managers and teams on HR policies and best practices Support employee relations, including guidance on workplace matters Contribute to initiatives that improve organizational performance Collaborate with stakeholders to align HR activities with business needs Contract Details 12-month fixed-term contract Based in London

Join a dynamic legal practice located in South West London as a Business Administrator. We are seeking a proactive individual who excels in client engagement and administrative efficiency. Your role will involve:Assisting clients before consultations by managing documentation such as photocopying ID, obtaining signatures on letters of authority and client care letters, and organizing their files.Compiling legal bundles, which includes pagination, creating an index, and arranging documents in chronological order.Archiving closed legal matter files systematically.Communicating via email with counsel and clients.Demonstrating a willingness to learn and utilize legal software programs.Managing the office calendar, including client appointments and critical deadlines.Handling postal correspondence efficiently.

Join Alaro as a PartnerAt Alaro, we are at the forefront of revolutionizing legal services. Our AI-native law firm is dedicated to providing prompt and precise legal insights to investment funds, financial institutions, and corporate clients. By merging seasoned expertise with cutting-edge technology, we ensure that routine tasks are performed swiftly, allowing critical decisions to be made without delay. We are creating an environment for lawyers eager to explore new frontiers in legal practice.Founded in April 2025, Alaro has successfully secured a $2M pre-seed funding followed by a $7M seed round, led by a prestigious tier-1 US venture capital firm. Our innovative product is actively utilized by our legal team on real cases, fostering a dynamic feedback loop between our software and legal practice. With a growing client base and an exceptional team of engineers and legal professionals, we invite you to join us on this exciting journey.Our Working PhilosophyChallenge Conventional Wisdom: We refuse to simply accept traditional law firm processes. Instead, we question and reconstruct from the ground up.Swift Action, Solid Foundations: We prioritize delivering exceptional work promptly, subsequently codifying successful practices into playbooks and workflows. While speed is crucial, we do not compromise on quality.Ownership with Insight: We manage cases comprehensively, serve as trusted advisors, and communicate transparently about risks and trade-offs. We ensure tasks are completed by the agreed deadlines.AI-Driven Operations: Our daily operations are AI-assisted, empowering our lawyers with modern tools to expedite routine tasks and maintain momentum, dedicating more time to strategic judgment and outcomes.What We ProvideCommission Benefits: Earn a significant share of the fees generated from your contributions, backed by transparent financial structures.A Supportive Platform: Utilize our AI-driven workflows, precedents, and delivery playbooks to serve your clients more efficiently and consistently, without sacrificing quality.Support from a Senior Team: Collaborate with a team of seasoned legal professionals, enabling you to work faster and enhance your service offerings.A Reputable Brand: Represent the Alaro name, recognized for its high standards of quality, responsiveness, and commitment to excellence, supported by a robust delivery framework.Operational Support: Comprehensive assistance with onboarding, conflict checks, matter intake, engagement processes, billing, and collections.

Role Overview Celonis is looking for a Client Value Partner to support public sector clients in London. This role focuses on working with government organizations to pinpoint opportunities for operational improvement and support meaningful change. The position centers on understanding client needs, applying Celonis technology, and helping clients achieve measurable results. What You Will Do Collaborate with government clients to identify process improvements Apply Celonis solutions to address operational challenges Use analytical skills to uncover insights and recommend actions Guide clients through change initiatives and track progress Work to increase client satisfaction and demonstrate value What You Bring Strong analytical skills Experience working with or for public sector organizations is helpful A client-focused mindset and the ability to build trusted relationships Interest in technology and process improvement

Role Overview Endava is seeking a Senior Client Partner for its Insurance division in London. This senior management role focuses on building and strengthening relationships with key clients in the insurance sector. The position calls for a strong understanding of market trends and client priorities to support long-term business partnerships. What You Will Do Develop and implement strategies that increase client satisfaction and retention Work closely with cross-functional teams to align solutions with client needs Monitor changes in the insurance market to keep offerings relevant Ensure the delivery of high-value services to clients Collaboration and Impact This role requires regular collaboration with colleagues across different teams. By understanding both client goals and industry shifts, the Senior Client Partner helps Endava maintain its position in the insurance sector and supports clients’ evolving needs.

Role Overview Spotify is hiring an Associate Client Partner in London to focus on Emerging & Scaled New Business. This position centers on building strong relationships with innovative clients and supporting their growth through strategic partnerships. What You Will Do Engage with new and emerging business clients to understand their needs and goals Develop tailored solutions that help clients achieve growth Work closely with internal teams to deliver a seamless client experience Strengthen client satisfaction and encourage long-term partnerships

Role overview Pinterest is looking for a Lead Global Client Partner to focus on the Consumer Packaged Goods (CPG) sector from its London office. The position centers on building and managing important client relationships, steering strategic initiatives, and leading a team dedicated to delivering strong results for both clients and Pinterest. Key responsibilities Develop and sustain high-value partnerships with major CPG clients Guide and support a team working to achieve measurable outcomes for clients Shape and implement strategies that help CPG brands use Pinterest to strengthen marketing and drive business growth What makes this role unique Deep expertise in the CPG industry is essential. The Lead Global Client Partner applies sector knowledge to help brands maximize the value they get from Pinterest, supporting their marketing and growth goals through tailored partnerships and strategic leadership.