Client Services Coordinator

Client Services Coordinator

Location: St Neots, Cambridgeshire (hybrid working)

Salary: £28,000 – £30,000 DOE  

We are recruiting on behalf of a well-established Chartered Financial Planning practice in the Cambridgeshire area. This is a fantastic opportunity for an organised, client-focused professional to join a supportive and collaborative team, providing high-quality administrative and client service support to a team of Financial Advisers.

The Role

You will act as a key point of contact for clients and new enquiries, managing day-to-day administrative operations and ensuring advisers are well-supported. Responsibilities include diary and appointment management, preparation for client meetings, production of client-facing documentation, and maintaining accurate and compliant client records. You will liaise across the team to keep work progressing efficiently, contribute to team meetings, and maintain your own CPD and Training & Competence records.

About You

You will be a confident communicator with strong organisational skills and a professional, client-first approach. You will be comfortable managing multiple priorities in a busy environment and take genuine pride in the quality of your work. Previous experience in financial services or a client-facing administrative role is desirable, though candidates with strong transferable skills and a positive attitude to learning are equally welcome to apply.

What's on Offer

• Salary of £28,000 – £30,000 depending on experience
• Hybrid working arrangements
• 35-hour working week 
• Pension with employer contributions matched up to 5%
• Generous wider benefits package