# Client Coordinator

> Eight Financial Advice · Totton, United Kingdom (Hybrid) · Full-time · Posted 2026-10-22

**Salary:** GBP 30,000–30,000

**Workplace:** hybrid

**Department:** Marketing & Operations

## Description

Client Coordinator  
Eight Financial Advice  
Totton - £30,000  
  
We’re looking for an organised, proactive and people-focused Client Coordinator to join EIGHT Financial Advice at our Totton office.

You’ll play an important role in delivering a great experience for new and existing clients and coordinating incoming enquiries. This is a varied role for someone who enjoys building relationships, keeping things organised and helping the wider team perform at their best.  

## Key Responsibilities

-   Coordinate new enquiries, ensuring they are handled promptly and professionally.
-   Maintain accurate prospect data and manage workflows using Monday.com and other systems.
-   Act as the first point of contact for clients, prospective clients and visitors.
-   Deliver a positive client experience, including meeting arrangements, refreshments and follow-up communications.
-   Record meeting actions and follow up to ensure tasks are completed.
-   Identify opportunities to improve processes and enhance the client experience.

## Requirements

-   Excellent organisational and communication skills.
-   A friendly, confident and professional approach.
-   Strong attention to detail and the ability to manage competing priorities.
-   A proactive mindset, with the ability to take ownership and use initiative.
-   Good IT skills and confidence using systems to manage data and workflows.
-   Commercial awareness and an understanding of how enquiry management supports business growth.

## Benefits

-   **Hybrid working**: 3 days in the office, 2 days wherever you work best
-   **Performance bonus** + **Company-wide bonus** (when Eight hits targets)
-   **28 days' holiday** + **bank holidays** + **your birthday off**
-   **Private medical insurance** & **life assurance** (4x salary)
-   **Wellbeing support**: EAP, mental health helpline, cycle-to-work scheme
-   **Free mortgage and pension advice** from our in-house experts
-   **Volunteering time**: 8 paid hours annually via The Eight Foundation
-   **Regular socials & epic events**

## Apply

[Apply at Eight Financial Advice](https://apply.workable.com/eight-financial-advice/j/F202E69428/apply)

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