{"id":3100603,"url":"https://alion.io/job/eight-financial-advice-client-coordinator","title":"Client Coordinator","company":{"id":674571,"name":"Eight Financial Advice","domain":"eightfinancialadvice.co.uk","url":"https://alion.io/company/eightfinancialadvice","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":31000,"max_usd":49000,"period":"year","method":"role_country_seniority_unknown","sample_n":433},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Monday.com","optional":false}],"status":"live","first_seen_at":"2026-10-22T17:28:11Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-24T06:49:19Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Client Coordinator\nEight Financial Advice\nTotton - £30,000\nWe’re looking for an organised, proactive and people-focused Client Coordinator to join EIGHT Financial Advice at our Totton office.\nYou’ll play an important role in delivering a great experience for new and existing clients and coordinating incoming enquiries. This is a varied role for someone who enjoys building relationships, keeping things organised and helping the wider team perform at their best.\nKey Responsibilities\nCoordinate new enquiries, ensuring they are handled promptly and professionally.\nMaintain accurate prospect data and manage workflows using Monday.com and other systems.\nAct as the first point of contact for clients, prospective clients and visitors.\nDeliver a positive client experience, including meeting arrangements, refreshments and follow-up communications.\nRecord meeting actions and follow up to ensure tasks are completed.\nIdentify opportunities to improve processes and enhance the client experience.\nRequirements\nExcellent organisational and communication skills.\nA friendly, confident and professional approach.\nStrong attention to detail and the ability to manage competing priorities.\nA proactive mindset, with the ability to take ownership and use initiative.\nGood IT skills and confidence using systems to manage data and workflows.\nCommercial awareness and an understanding of how enquiry management supports business growth.\nBenefits\nHybrid working: 3 days in the office, 2 days wherever you work best\nPerformance bonus + Company-wide bonus (when Eight hits targets)\n28 days' holiday + bank holidays + your birthday off\nPrivate medical insurance & life assurance (4x salary)\nWellbeing support: EAP, mental health helpline, cycle-to-work scheme\nFree mortgage and pension advice from our in-house experts\nVolunteering time: 8 paid hours annually via The Eight Foundation\n Regular socials & epic events","description_format":"text","description_chars":1903,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance","Hybrid work"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-22T17:28:11Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":39,"reasons":["conf:3","win:early"],"computed_at":"2026-10-24T06:02:35Z"},"pay":null,"html_url":"https://alion.io/job/eight-financial-advice-client-coordinator","json_url":"https://alion.io/job/eight-financial-advice-client-coordinator.json","meta":{"generated_at":"2026-10-24T07:20:10Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":10835,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":674571},"rest":"https://alion.io/mcp/rest/get_company?id=674571"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Feight-financial-advice-client-coordinator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Feight-financial-advice-client-coordinator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Feight-financial-advice-client-coordinator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/eight-financial-advice-client-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Feight-financial-advice-client-coordinator"}]}