Location: Hybrid - Warwickshire - 3 days in the office & 2 days working from home

Salary: £30,000 - £35,000

We’re working with a growing fintech company that supports Wealth Management and Financial Planning firms through smart client portal technology. They help streamline operations, stay compliant, and improve client engagement - making financial services simpler and smarter.

As a Project Consultant, you’ll play a key role in delivering high-quality onboarding and implementation experiences for new clients. From coordinating internal teams to supporting client rollouts, you'll help ensure projects run smoothly, on time, and to a consistently high standard. This role sits within a new and growing project team, giving you the opportunity to shape processes, contribute to the team's evolution, and make a real impact as the function develops within the business.

What You’ll Do:

• Coordinate daily project activities and keep timelines on track
• Monitor progress, flag risks, and drive follow-ups
• Organise meetings, track actions, and maintain clear documentation
• Support client onboarding, rollout, and training on the platform
• Collaborate with internal teams to align resources and deliverables
• Contribute to QA and ensure projects meet quality and compliance standards
• Build strong client relationships as a trusted point of contact

What You’ll Bring:

• Great organisation, multitasking, and communication skills
• Sharp attention to detail and proactive problem-solving
• Experience with tools like Zoho Projects, Jira, or Confluence
• Knowledge of Agile or Waterfall delivery methods
• Confidence working independently and with stakeholders at all levels
• Comfort in a fast-paced, evolving environment

Bonus Points For:

• Experience in SaaS, fintech, or working with financial services clients
• Hands-on experience delivering client onboarding or implementation projects

If you would like to hear more about this fantastic opportunity, please get in touch with Joely at Synchro!