Client Coordinator

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