Client Coordinator

Eight Financial Advice; Whiteley; Hybrid; GBP 27,000 - GBP 32,000; Full time

Job summary

A financial services firm based in Whiteley is looking for a Client Coordinator to build relationships and enhance client experiences. The role involves ensuring clients feel valued, booking adviser appointments, and contributing to business growth. Applicants should have strong communication skills, a customer service background, and the ability to work collaboratively. This position offers hybrid working, performance bonuses, and comprehensive benefits, including private medical insurance and wellness support.

Benefits

Hybrid working: 3 days in the office

Performance bonus

28 days' holiday plus bank holidays

Private medical insurance

Volunteering time: 8 paid hours annually

Regular socials & epic events

Qualifications

• Previous experience in a customer service or business development role.
• Strong organisational skills and ability to work to tight deadlines.
• Confidence in handling client queries with professionalism.

Responsibilities

• Build and maintain strong relationships with existing clients.
• Book client and prospect appointments into adviser diaries.
• Respond to new prospect enquiries quickly and professionally.
• Keep client and lead data up to date with accuracy.
• Collaborate with the Marketing team on client communications.

Skills

Exceptional communication skills

Organisational skills

Attention to detail

Proactive approach

Ability to work collaboratively

Job description

Overview

Client Coordinator
Eight Financial Advice - Whiteley
£27,000

Do you love building relationships, creating opportunities, and delivering outstanding client experiences?

As a Client Coordinator, you’ll play a key part in keeping our clients connected and engaged while also supporting the growth of new business. You’ll ensure clients receive the highest level of service, from regular contact and reviews through to first impressions for new prospects. Alongside this, you’ll help generate new opportunities, book adviser appointments, and work with colleagues across the business to deliver meaningful results.

Key Responsibilities

• Build and maintain strong relationships with existing clients, ensuring they feel supported and valued
• Book client and prospect appointments into adviser diaries, working to meet team targets
• Respond to new prospect enquiries quickly and professionally, ensuring every interaction leaves a positive impression
• Keep client and lead data up to date with accuracy and attention to detail
• Work with the Client Opportunity Leader on surveys, reporting, and insights
• Collaborate with the Marketing team to support client communications and provide feedback on results
• Share ideas and contribute to new ways of engaging and interacting with clients
• Support wider business projects and objectives when needed

Requirements

• Previous experience in a customer service or business development role
• Exceptional communication and influencing skills, both written and verbal
• Confidence in handling client queries with professionalism
• Strong organisational skills and the ability to work to tight deadlines
• Attention to detail with the ability to prioritise effectively
• A proactive, creative approach to engaging with clients and generating opportunities
• Experience working collaboratively with wider teams and stakeholders

Benefits

• Hybrid working: 3 days in the office, 2 days wherever you work best
• Performance bonus+Company-wide bonus(when Eight hits targets)
• 28 days' holiday+bank holidays+your birthday off
• Private medical insurance&life assurance(4x salary)
• Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
• Free mortgage and pension advicefrom our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events