Client Service Coordinator – Financial Services

About the role

We are seeking an organised, client‑focused Coordinator to support a growing financial planning practice. You will act as the primary administrative hub for Financial Advisers, ensuring each client case progresses smoothly from initial enquiry to final advice delivery.

Key responsibilities

• Provide comprehensive administrative support to Financial Advisers, including diary management and meeting arrangements.
• Handle client enquiries professionally, delivering a high‑quality client experience.
• Prepare documentation, meeting packs and suitability letters for straightforward transactions.
• Manage Letters of Authority (LOAs) from initiation through to completion.
• Maintain back‑office systems, keeping client records accurate and up‑to‑date.
• Produce post‑meeting reports, ISA and fund switch documentation.

Required profile

• Minimum 2 years’ experience in a Financial Services administration role.
• Good understanding of the financial planning and advice process.
• Excellent organisational abilities with the capacity to juggle multiple priorities.
• Strong written and verbal communication skills.
• High level of accuracy and attention to detail.

Required skills

What we offer

• Salary £26,000‑£35,000 per year, dependent on experience.
• 25 days annual leave plus bank holidays, with a holiday‑buy scheme.
• Hybrid working (up to 2 days remote after probation).
• Employer pension contribution with salary sacrifice.
• Discretionary new business incentive scheme.
• Life assurance (4× basic salary), healthcare cash plan and employee assistance programme.
• Free parking, free mortgage advice and shopping discount platform.
• Community involvement day each year.