Client Relationship Coordinator - Taunton

We are seeking a proactive and personable Client Relationship Coordinator to join one of our clients, a well-established and growing financial services business based in Taunton.

This is a fantastic opportunity to join a company with a strong reputation and long-standing presence in the South West, offering a supportive team environment, excellent benefits, and genuine opportunities for progression.

Full-time role (37.5 hours)
Monday – Friday, 8:45am – 5:15pm
Office-based

Salary: Up to £33,000 (DOE)

Responsibilities

• Act as a professional and friendly point of contact for clients via phone, email, and in person
• Manage diaries, coordinate meetings, and support Financial Consultants with day-to-day workload
• Prepare meeting packs and onboarding documentation for new and existing clients
• Process new business applications and ensure they are completed accurately and compliantly
• Liaise with clients to manage queries and provide updates on their cases
• Coordinate client reviews, including preparing valuation and review reports
• Maintain accurate and up-to-date client records in line with compliance standards
• Ensure follow-up actions and correspondence are completed in a timely manner
• Provide general administrative support to the wider team

Benefits

• Matched pension contributions up to 5%, plus additional NI savings contribution
• Private medical insurance
• Life assurance (4x salary) and income protection
• 33 days holiday (including bank holidays), increasing to 38 with service + option to buy more
• Fully funded professional qualifications and training
• Electric car, cycle-to-work, and travel schemes
• Long service awards, referral bonuses, and paid volunteering days

If this is something you are interested in, apply now!