Client Coordinator

Eight Financial Advice; Liss Forest; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Hybrid working

Performance bonus

Company-wide bonus

28 days' holiday + bank holidays + the

your birthday off

Private medical insurance

Life assurance (4x salary)

Wellbeing support

Free mortgage and pension advice from

Job summary

Eight Financial Advice is seeking a Client Coordinator for their Totton office. The role focuses on delivering a great client experience, coordinating enquiries, and supporting the team with organised workflows. Hybrid working is available, with a mix of in-office and remote tasks.

The ideal candidate will be organised, proactive, and strong in communication, with attention to detail and the ability to manage competing priorities while using IT systems to manage data and workflows.

Qualifications

• Excellent organisational and communication skills.
• Friendly, confident and professional approach.
• Strong attention to detail and ability to manage competing priorities.
• Proactive mindset with initiative and ownership.
• Good IT skills and confidence using systems to manage data and workflows.
• Commercial awareness and understanding how enquiry management supports business growth.

Responsibilities

• Coordinate new enquiries, ensuring they are handled promptly and professionally.
• Maintain accurate prospect data and manage workflows using Monday.com and other systems.
• Act as the first point of contact for clients, prospective clients and visitors.
• Deliver a positive client experience, including meeting arrangements, refreshments and follow-up communications.
• Record meeting actions and follow up to ensure tasks are completed.
• Identify opportunities to improve processes and enhance the client experience.

Skills

Organisational skills

Communication

Attention to detail

Proactive mindset

IT systems

Client service

Tools

Monday.com

Microsoft Office

Job description

Client Coordinator
Eight Financial Advice
Totton - £30,000
We’re looking for an organised, proactive and people-focused Client Coordinator to join EIGHT Financial Advice at our Totton office.

You’ll play an important role in delivering a great experience for new and existing clients and coordinating incoming enquiries. This is a varied role for someone who enjoys building relationships, keeping things organised and helping the wider team perform at their best.

Key Responsibilities

• Coordinate new enquiries, ensuring they are handled promptly and professionally.
• Maintain accurate prospect data and manage workflows using Monday.com and other systems.
• Act as the first point of contact for clients, prospective clients and visitors.
• Deliver a positive client experience, including meeting arrangements, refreshments and follow-up communications.
• Record meeting actions and follow up to ensure tasks are completed.
• Identify opportunities to improve processes and enhance the client experience.

Requirements

• Excellent organisational and communication skills.
• A friendly, confident and professional approach.
• Strong attention to detail and the ability to manage competing priorities.
• A proactive mindset, with the ability to take ownership and use initiative.
• Good IT skills and confidence using systems to manage data and workflows.
• Commercial awareness and an understanding of how enquiry management supports business growth.

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 advice from our in-house experts
• Volunteering time: 8 paid hours annually via The Eight Foundation
• Regular socials & epic events