Job Description
Client Services Coordinator Location: St Neots, Cambridgeshire(hybrid working)Salary: £28,000 – £30,000 DOEWe 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 ...