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Overview:
Hybrid Working - Typically two days remote per week (flexible based on client meetings).
Career Development - Ongoing training and opportunities to take on new responsibilities.
Collaborative Culture - A progressive, people-first environment where ideas are valued.
Competitive Salary - £30,000 (flexible for experience), with performance-based reviews
Exciting Growth Phase - We’re expanding and evolving, making this a great time to join.
Job Title:
Client Relationship Coordinator
Location:
Basildon, Hybrid (Office-based with remote flexibility)
Salary:
£30,000 (negotiable based on experience)
About Our Client:
They are an innovative, client-focused financial planning firm undergoing a strategic transformation. Their dynamic and growing team thrives in an outrageous, kind, and progressive environment where collaboration and innovation are key. With a commitment to delivering high-quality financial advice, they are shifting our focus towards business owners while maintaining strong relationships with long-standing clients. They believe in efficiency, integrity, and personal responsibility, and value professionals who can challenge constructively, build deep client relationships, and streamline processes.
Purpose of the Role:
As a Client Relationship Coordinator, you will support Financial Planners by managing client communication and service delivery. This role is integral to maintaining high client satisfaction and ensuring seamless business processes.
Key Responsibilities
Client Servicing
• Be the friendly and professional first point of contact for client enquiries (phone, email, in person).
• Prepare client documentation before and after meetings.
• Manage client service needs and expectations, ensuring high satisfaction.
• Liaise with the team to provide updates on client accounts.
• Handle client administration queries efficiently.
• Assist in client meetings and ensure all service components are delivered on time.
• Maintain accurate client files for compliance purposes.
• Follow up on client meeting action points and track progress.
Business Processing
• Verify the accuracy and completeness of new business documentation.
• Ensure all applications are processed correctly, efficiently, and compliantly.
• Liaise with product providers to gather accurate client information.
• Record and track fees, ensuring data is up to date.
• Process fund top-ups, withdrawals, switches, and rebalances.
• Produce portfolio valuations.
Reviews & Compliance
• Organise and support client review meetings.
• Prepare necessary documentation for reviews.
• Implement and track agreed client actions.
• Ensure compliance with FCA regulations and company policies.
General Administration
• Manage Financial Planners' diaries and workloads.
• Maintain up-to-date records in back-office systems.
• Oversee post and incoming correspondence.
• Contribute ideas for process improvement and business efficiency.
What They're Looking For
At least 3 years’ experience in Financial Services administration.
Experience supporting Financial Planners/Advisers in a client-facing role.
Strong interpersonal skills to develop client trust and confidence.
Organised and methodical approach with excellent attention to detail.
Ability to challenge advisers on processes and maintain boundaries.
Experience with financial planning tools and back-office systems (e.g., Transact, cash flow planning).
Ability to prioritise workload independently and meet deadlines.
Excellent written and verbal communication skills.
