Client Services Coordinator at RGH-Global Limited

Job Description:

Latest job information from RGH-Global Limited for the position of Client Services Coordinator. If the Client Services Coordinator vacancy in St Neots matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at RGH-Global Limited for the position of Client Services Coordinator below matches your qualifications.

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 efficiently, contribute to team meetings, and maintain your own CPD and Training & Competence records.

About You

You will be a confident communicator with strong organisational skills and a professional, client-first approach. You will be comfortable managing multiple priorities in a busy environment and take genuine pride in the quality of your work. Previous experience in financial services or a client-facing administrative role is desirable, though candidates with strong transferable skills and a positive attitude to learning are equally welcome to apply.

What's on Offer

• Salary of £28,000 – £30,000 depending on experience
• Hybrid working arrangements
• 35-hour working week 
• Pension with employer contributions matched up to 5%
• Generous wider benefits package

Job Info:

• Company: RGH-Global Limited
• Position: Client Services Coordinator
• Work Location: St Neots
• Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Client Services Coordinator at the office St Neots above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.