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- Tasks: Coordinate and monitor exciting projects while supporting client onboarding.
- Company: Join Moneyinfo, a leader in client portal technology with a vibrant culture.
- Benefits: Enjoy a competitive salary, bonuses, private medical insurance, and flexible working.
- Why this job: Make a real impact by helping clients adopt innovative services and build strong relationships.
- Qualifications: Strong organisational skills, excellent communication, and proficiency in project management tools.
- Other info: Dynamic hybrid work environment with opportunities for personal and professional growth.
The predicted salary is between 28800 - 43200 £ per year.
We are seeking a detail-oriented and proactive Project Consultant to support the successful delivery of internal and client-facing projects. You will be responsible for coordinating project activities, monitoring progress, and ensuring the timely onboarding of our services to clients. This role combines traditional project coordination with elements of client onboarding and implementation, making it ideal for someone who enjoys variety and working closely with both internal teams and external clients.
You will work with the Project Delivery Manager to coordinate project delivery, while also playing a hands-on role in supporting new client onboarding, helping clients adopt and roll out the Moneyinfo service effectively. Success in this role will depend on your ability to organise multiple workstreams, build strong relationships, and keep initiatives on track from initiation to completion.
Job Type: Full-time hybrid – office and home-based
Coordinate and monitor day-to-day project activities to ensure alignment with objectives and timelines.
Assist in developing, maintaining, and tracking project plans, schedules, and deliverables.
Organise and facilitate meetings, including preparing agendas, documenting minutes, and following up on action items.
Act as a point of contact for internal and external stakeholders regarding project status and updates.
Track and report on project performance, highlighting risks, issues, and progress to the business and clients.
Support resource planning and allocation in collaboration with the Project Delivery Manager and senior managers.
Maintain comprehensive and up-to-date project documentation, including plans, logs, and reports.
Ensure adherence to internal processes, quality standards, and governance frameworks.
Support the implementation of Moneyinfo services to new clients, including training on the application and providing guidance and support materials for rollout to their end clients.
Build strong working relationships with clients to ensure smooth onboarding and positive project delivery.
Help coordinate and, where required, participate in quality assurance testing of new releases before client rollout.
Required Skills
Strong organisational skills with the ability to manage multiple tasks and deadlines across several projects.
Excellent written and verbal communication skills to interact effectively with clients and internal teams.
Attention to detail to ensure accuracy in scheduling, documentation, and reporting.
Proficiency with project management tools (e.g., Zoho Projects, Jira, or equivalent tools).
Time management skills to prioritise effectively in a fast-paced environment.
Problem-solving abilities to proactively identify issues and support resolution.
Team collaboration and interpersonal skills to foster productive relationships with clients and colleagues.
Basic understanding of project lifecycles, methodologies (e.g., Agile, Waterfall), and delivery processes.
Ability to work independently with minimal supervision, while supporting wider team objectives.
Familiarity with documentation tools such as Microsoft Office (Excel, Word, PowerPoint), SharePoint, or Confluence.
Adaptability and flexibility to respond to shifting project needs and priorities.
Remuneration Package
Salary DOE plus benefits package, including discretionary bonus, pension, life cover, income protection, private medical insurance, EV car scheme, and Bike to Work scheme.
Job Type: Full-time hybrid – office and home-based
To apply, please send a cover letter and copy of your current CV to us:
Moneyinfo is a leading provider of client portal technology for Financial Planning and Wealth Management firms, delivering best-in-class Digital Relationship Management that transforms efficiency and productivity, secures compliance confidence, and enhances client experience and engagement – so they have the power to unlock peak performance.
At Moneyinfo, our culture is at the heart of everything we do. We believe that when our team feels great, our clients feel great and that’s how we consistently deliver on our promises. We live by our values: bold, together, and trusted. These aren’t just words; they shape how we work, how we treat each other, and how we build lasting relationships with our clients. If you\’re someone who thrives in a collaborative environment, believes in making a real difference, and wants to be part of a company that genuinely supports your success and wellbeing, we’d love to hear from you.
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Project Consultant employer: moneyinfo limited
Contact Detail:
moneyinfo limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Project Consultant role.
✨Tip Number 2
Prepare for interviews by practising common questions related to project management and client onboarding. We recommend using the STAR method to structure your answers, showcasing your skills in organisation and communication.
✨Tip Number 3
Showcase your adaptability! Be ready to discuss how you've handled shifting priorities in past projects. We want to see that you can thrive in a fast-paced environment, just like the one we have at Moneyinfo.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Moneyinfo.
We think you need these skills to ace Project Consultant
Some tips for your application 🫡
Tailor Your Cover Letter: Make sure to customise your cover letter for the Project Consultant role. Highlight your organisational skills and experience with project management tools, as these are key to what we’re looking for.
Showcase Your Communication Skills: Since you'll be interacting with both clients and internal teams, it's crucial to demonstrate your excellent written and verbal communication skills. Use clear and concise language in your application to reflect this.
Highlight Relevant Experience: When detailing your CV, focus on experiences that showcase your ability to manage multiple tasks and deadlines. We want to see how you've successfully coordinated projects in the past!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role.
How to prepare for a job interview at moneyinfo limited
✨Know Your Projects
Before the interview, make sure you understand the basics of project management methodologies like Agile and Waterfall. Be ready to discuss how you've applied these in past roles, especially in coordinating multiple workstreams.
✨Showcase Your Communication Skills
Since this role involves liaising with both clients and internal teams, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated project updates or resolved issues in previous projects.
✨Demonstrate Organisational Prowess
Bring examples of project plans or schedules you've created in the past. Highlight your ability to manage deadlines and keep projects on track, as this will be crucial for the role.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their team dynamics and how they collaborate with clients. This shows you're not just interested in the job, but also in fostering strong relationships.