Client Coordinator

Eight Financial Advice; Totton; Ibrido; GBP 27.000 - 33.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Performance bonus

Company-wide bonus

28 days holiday

Bank holidays + birthday off

Private medical insurance

Life assurance (4x salary)

Wellbeing support (EAP)

Mortgage and pension advice

Volunteering time (8 hours)

Social events

Descrizione del lavoro

Eight Financial Advice in Totton is seeking a Client Coordinator to deliver a great experience for new and existing clients. You will coordinate enquiries, manage data in Monday.com, and be the first point of contact for clients and visitors, while supporting the wider team.

Hybrid role: three days in the Totton office and two days remote, with a 30k salary, performance bonuses, private medical insurance and 28 days of holiday plus bank holidays.

Competenze

• Excellent organisational and communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Experience using data/workflow systems (e.g., Monday.com).

Mansioni

• 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.
• 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.

Conoscenze

Organisational skills

Proactive mindset

People-focused

Relationship building

Communication skills

Attention to detail

Time management

IT systems proficiency

Commercial awareness

Multi-tasking

Strumenti

Monday.com

Descrizione del lavoro

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.
• 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