Client Services co-ordinator (Financial Services)

Job Title : Client Services Coordinator Location : Ipswich Salary : £27,000 per annum Contract : Full-time, Permanent (office based) About the Company My client are a well-established, privately-owned financial planning firm known for delivering expert advice and tailored solutions to individuals and families across generations. With a team of highly experienced professionals, they are committed to providing personalised financial guidance built on long-term relationships, trust, and care. Their culture is collaborative, people-first, and driven by high standards. They believe that doing the right thing for our clients starts with creating an environment where their team can thrive. If you’re someone who values professionalism, attention to detail, and creating meaningful experiences, you’ll fit right in. The Role : As a Client Services Coordinator, you will play a vital role in creating a welcoming environment for our clients and ensuring the smooth running of day-to-day operations. This is a hands-on and varied position that blends administrative support with client-focused responsibilities. Key Responsibilities Coordinate and schedule client review appointments Answer incoming calls in a professional and friendly manner Assist in preparing documentation for Annual Review meetings Meet and greet clients, ensuring they feel welcomed and looked after Reserve and manage client parking (e.g., placing / ...