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 efficie...