Client Integration Coordinator

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time
Key Responsibilities:
  • Supporting advice queries generated for the business, including direct enquiries, employee referrals, Introducer referrals, and referrals from marketing campaigns.
  • Building and maintaining relationships between clients and our Financial Planning team.
  • Coordinating relationships between clients and Financial Planners, considering various factors.
  • Attending client networking events to develop organic growth of our client bank.

This is a challenging yet rewarding role that requires excellent communication and organisational skills. If you are motivated and enjoy building relationships, we encourage you to apply.



  • Cheltenham, Gloucestershire, United Kingdom Anderson Recruitment Full time

    We are looking for a skilled Client Services Coordinator to support our client's operations in Staverton. The successful candidate will have experience in coordinating services, managing relationships with customers, and ensuring seamless service delivery.Key Responsibilities:- Booking engineer services for clients- Maintaining accurate records of client...


  • Cheltenham, Gloucestershire, United Kingdom Omega Full time

    About OmegaWe are a leading provider of software solutions to technically challenging sectors around the globe.">">Job SummaryThis role involves coordinating the integration of individual software components into a cohesive, fully functional system. The ideal candidate will have a strong background in software integration and exceptional organizational...


  • Cheltenham, Gloucestershire, United Kingdom The Client Full time

    Project Management OpportunityOur client is seeking a seasoned Technical Project Manager to manage technical engineering projects in Cheltenham.The successful candidate will lead the development of sustainment and product testing work packages, supporting life-cycle management of technical capabilities.The role requires strong project management skills,...


  • Cheltenham, Gloucestershire, United Kingdom Charles Russell Speechlys LLP Full time

    About the RoleWe are recruiting for a skilled Client Services Coordinator to join our team at Charles Russell Speechlys LLP.The successful candidate will be responsible for delivering exceptional client service, managing files and documents, and supporting internal stakeholders. This includes working closely with our Compliance & Risk Team to complete client...


  • Cheltenham, Gloucestershire, United Kingdom Omega Full time

    Role ResponsibilitiesIn this position as a Technical Project Coordinator, you will be responsible for leading the integration of individual software components into a cohesive system. Develop and execute comprehensive integration plans, ensuring compatibility and functionality across systems. Collaborate with development teams to identify dependencies and...


  • Cheltenham, Gloucestershire, United Kingdom Birchrose Associates Full time

    We are looking for a highly organised Junior Secretary to support our Compliance and Risk Team at Birchrose Associates.Key Responsibilities:Support the Compliance & Risk Team with client due diligence and other tasksUpdate service users on task progress and statusCreate, maintain, and update filesCoordinate internal and external postal deliveriesUse the...


  • Cheltenham, Gloucestershire, United Kingdom Creed Foodservice Ltd Full time

    Do you have experience in human resources administration and want to take your career to the next level? We are seeking an Employment Coordinator to join our team at Creed Foodservice Ltd in Cheltenham, Ilkeston & High Wycombe. As Employment Coordinator, you will be responsible for managing end-to-end recruitment, onboarding, and payroll processing, ensuring...


  • Cheltenham, Gloucestershire, United Kingdom Undisclosed Full time

    Project Manager for Test Systems IntegrationWe are seeking a highly skilled and experienced Project Manager to join our team. As a key member of our engineering department, you will be responsible for delivering projects on time, within budget, and to the required quality standards.Key Accountabilities:Leads the project execution of assigned engineering...

  • Project Coordinator

    4 weeks ago


    Cheltenham, Gloucestershire, United Kingdom Northrop Grumman Corp. (AU) Full time

    We are seeking a highly skilled Project Coordinator to join our team at Northrop Grumman Corp. (AU).The estimated salary for this position is £45,000 - £65,000 per annum.Job Description:Job Summary: This role is responsible for the overall direction, coordination, implementation, execution, control, and completion of projects.Key Responsibilities:Planning...


  • Cheltenham, Gloucestershire, United Kingdom Onyx-Conseil Full time

    About the Position:As a Senior Systems Integration Specialist, you will be responsible for spearheading the design and implementation of enterprise-scale Cloud infrastructure solutions for our esteemed government client.You will work closely with our team to identify and resolve complex technical issues, ensuring seamless release-to-service processes and...


  • Cheltenham, Gloucestershire, United Kingdom Michael Page (UK) Full time

    An Exciting Opportunity:We are seeking an experienced Private Client Services Manager to join our team in Michael Page (UK). The successful candidate will have a proven track record in private tax advisory services, with a strong understanding of taxation laws and regulations.Job Responsibilities:Manage tax planning and compliance for private clients within...


  • Cheltenham, Gloucestershire, United Kingdom Acorn by Synergie Full time

    Job OverviewWe are seeking a dynamic and enthusiastic Sales and Coordination Specialist to join our team at Acorn by Synergie. As a Wedding & Events Assistant, you will work with our clients' Wedding & Events Manager to deliver exceptional experiences.ResponsibilitiesCoordinate and execute various events, including weddings, corporate gatherings, and social...


  • Cheltenham, Gloucestershire, United Kingdom Care By Us Ltd Full time

    We offer an estimated annual salary of £30,000 - £38,000 for this Adult Care Manager position.About the JobThis is an exciting opportunity for an experienced Adult Care Manager to join our team at Care By Us Ltd. As a key member of our management team, you will be responsible for leading our care coordination team, managing care worker support, and driving...


  • Cheltenham, Gloucestershire, United Kingdom FUSE Recruitment Full time

    FUSE Recruitment is proud to present an exciting opportunity for a Commercial Project Coordinator to join our client's commercial team. This role offers a chance to work on a variety of projects, including residential, leisure, retail, and industrial developments, and contribute to the delivery of high-quality projects on time and within budget.The...


  • Cheltenham, Gloucestershire, United Kingdom ENL Legal Recruitment Full time

    A highly skilled Private Client Lawyer is sought after by a reputable law firm in the region to further develop their private client offerings.This exciting opportunity comes with an attractive salary of £65,000 - £85,000 per annum, along with a comprehensive benefits package and a dedicated personal development plan.We are looking for an ambitious and...


  • Cheltenham, Gloucestershire, United Kingdom Care By Us Ltd Full time

    Estimated salary for this role is £28,000 - £35,000 per annum.About the RoleWe are seeking a highly organised and experienced Adult Care Manager to lead our care coordination team at Care By Us Ltd. As a key member of our management team, you will be responsible for ensuring seamless care delivery, managing care worker support, and driving client...


  • Cheltenham, Gloucestershire, United Kingdom Rise Technical Recruitment Limited Full time

    About the RoleRise Technical Recruitment Limited is seeking a Junior Electrical Project Coordinator to join our team. This role involves working closely with our electrical estimation specialists to provide accurate project estimates and deliver exceptional client service.The successful candidate will have a strong background in electrical engineering,...

  • Project Coordinator

    2 months ago


    Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals in Cheltenham is seeking a skilled Project Coordinator to oversee and guide our project teams. Manage diverse projects across multiple departments and ensure timely and successful delivery.Key Responsibilities:Plan, execute, and close projects according to strict deadlines and within budget.Coordinate internal resources and third...


  • Cheltenham, Gloucestershire, United Kingdom i2i Recruitment Full time

    About the RoleWe are looking for a skilled Financial Operations Coordinator to join our team. As a Financial Operations Coordinator, you will be responsible for processing payroll, building relationships with clients, and providing administrative support to the team.Key Responsibilities:Process payroll and related financial transactionsLiaise with clients to...


  • Cheltenham, Gloucestershire, United Kingdom Anderson Recruitment Full time

    Job DescriptionThe role of a Service Coordinator with Anderson Recruitment involves coordinating and scheduling maintenance services for various clients. This position requires strong communication skills to ensure seamless interaction with customers, engineers, and other stakeholders.Key responsibilities include:Coordinating engineer visits to customer...