Client Coodinator

6 days ago


Preston, United Kingdom Heat Recruitment Full time

LocationPreston Salary £25000 - £28000 TypePermanent WorkplaceOn-Site Ref89434 Recruiter Managing This Role Client Coordinator Financial Services Salary: £28,000 +  Location: Preston  We are seeking a Client Coordinator to join a growing financial services firm. This is a fantastic opportunity for someone with experience in client services, administration, or operations within a regulated environment, who enjoys building relationships and ensuring an excellent client experience. The Role You will be the key point of contact for clients, supporting advisers and internal teams to deliver a seamless service. This includes managing client communications, updating records, coordinating workflows, and ensuring compliance with regulatory standards. The role also involves supporting onboarding, preparing documentation, and helping ensure that the office runs smoothly and efficiently. What Were Looking For Experience in a client support, client services, or administration role (financial services preferred). Excellent organisational and communication skills. Strong attention to detail and ability to prioritise workloads. Proficient with Microsoft Office and CRM / back-office systems. A proactive, professional approach with the ability to work as part of a team. Benefits Full-time group life cover Income protection Health benefits Private Medical Insurance (PMI) Pension (4% contribution) 25 days annual leave (increasing with service up to 30 days) + bank holidays This is an excellent opportunity to join a supportive team where you will be encouraged to develop your skills and grow your career.


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