Client Relations Coordinator for Financial Advisers

Jobtailor; Whiteley; On-site; GBP 22,000 - 32,000; Full time

Job summary

Jobtailor in Whiteley, United Kingdom, invites applications for a role providing day-to-day support to financial advisers and serving as a primary contact for client inquiries. You will help build strong client relationships and manage calendars, meetings, and records to keep advisers informed.

The role emphasizes proactive, detail-oriented work in a client-focused environment and requires excellent communication skills and CRM proficiency.

Qualifications

• Experience supporting financial advisers or professional services is preferred.
• Strong organisational and communication skills are essential.
• Ability to manage client inquiries and maintain records accurately.

Responsibilities

• Provide day-to-day support to financial advisers.
• Act as the first point of contact for client enquiries.
• Build and maintain strong client relationships.
• Oversee diary management, meeting bookings, and appointment scheduling.
• Assist in client meetings and keep records up to date.
• Ensure advisers are informed of client communications and requests.
• Liaise with internal teams to support adviser pipelines.

Skills

Organisational skills

Multitasking

Verbal communication

Written communication

Client liaison

Team player

Tools

Outlook

Microsoft Office

CRM systems

Job description

Jobtailor in Whiteley, United Kingdom, invites applications for a role providing day-to-day support to financial advisers and serving as a primary contact for client inquiries. You will help build strong client relationships and manage calendars, meetings, and records to keep advisers informed.

The role emphasizes proactive, detail-oriented work in a client-focused environment and requires excellent communication skills and CRM proficiency.