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.
- 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
Skills Required
- Excellent organisational and communication skills
- Friendly, confident and professional approach
- Strong attention to detail and ability to manage competing priorities
- Proactive mindset with ability to take ownership and use initiative
- Good IT skills and confidence using systems to manage data and workflows
- Commercial awareness and understanding of how enquiry management supports business growth
What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
.png)
