Financial & Tax (F&T) Service Coordinator
Location: Office-Based (with potential for hybrid or remote working)
Hours: Full-time – 37.5 hours/week
Reports to: F&T Managing Consultant
Salary: Competitive, based on experience + service and performance related bonus
Company Overview
Overseas Lifestyle Services specialises in helping individuals and families relocate to Spain, offering expert support with visa applications, the logistics of relocating and getting set up in Spain along with important financial and tax (F&T) planning. Our in-house F&T team provides critical guidance on tax residency, cross-border finances, pension planning, and compliance — helping clients navigate the complexities of international relocation with clarity and confidence.
Role Purpose
The F&T Service Coordinator plays a vital administrative role in ensuring the smooth and compliant delivery of financial and tax services. This position supports the internal F&T consultants by managing client onboarding, document handling, CRM updates, appointment scheduling, and administrative workflows once a client has been qualified and referred.
This is not a sales or business development role. Instead, the Coordinator ensures the efficient processing and coordination of all administrative steps from post-referral to post-consultation.
Key Responsibilities
1. Enquiry Handling & Opportunity Development
– Respond promptly and professionally to initial F&T-related enquiries from clients and prospects.
– Answer basic general questions about Spanish tax frameworks, planning considerations, and typical financial issues faced by relocating clients (without offering advice).
– Identify potential F&T planning needs based on the client’s circumstances or questions.
– Proactively engage clients already using visa or relocation services to introduce relevant financial/tax topics and initiate discussions.Answer basic general questions about Spanish tax
– Schedule consultations or discovery calls with F&T Planning Consultants and prepare background note
– Maintain accurate records of enquiries, touchpoints, and follow-up actions in the CRM..
2. Scheduling & Consultant Support
– Schedule meetings between clients and F&T consultants.
– Prepare relevant documentation and client files ahead of meetings.
– Update consultants and advisers on client status, documentation received, and pending actions.
3. Client Onboarding & Administration
– Coordinate the onboarding of new F&T clients.
– Send and manage completion of application forms, fact-finds, declarations, and service agreements.
– Request and track all KYC (Know Your Customer) documentation and identity verification requirements.
– Follow up on outstanding items with clients via email and phone as needed.
4. Record Management & CRM
– Maintain accurate and up-to-date client records in the CRM system.
– Log communications, document uploads, service milestones, and task status.
– Support F&T consultants by preparing summaries or checklists of client files.
5. Compliance & Internal Coordination
– Ensure that all regulatory, GDPR, and compliance requirements are followed during onboarding and document handling.
– Collaborate with the F&T Managing Consultant and relocation teams to ensure a coordinated client experience.
– Support report generation, client pack preparation, and tracking of service progress.
6. Operational Support
– Help maintain document templates, internal checklists, and onboarding workflows.
– Liaise with external service providers (e.g., tax advisors, financial institutions) to facilitate next steps as directed by consultants.
– Provide general administrative support to the F&T department and contribute to service efficiency improvements.
Required Skills & Experience
– Strong administrative and organisational skills
– Excellent attention to detail and accuracy
– Fluent English (Spanish is an advantage)
– Comfortable using CRM systems, spreadsheets, and document management tools
– Discretion and professionalism when handling sensitive financial and personal data
– Ability to manage multiple administrative workflows simultaneously
– Experience in financial services, tax administration, legal admin or relocation services preferred
Ideal Candidate
This role suits someone who enjoys structured administrative work and has a process-driven mindset. You’ll be playing a critical hands on role that ensures clients receive high-quality, timely service from the F&T team. While not essential, a background working in financial planning will be advanteageous.
Why Join Us?
You’ll join a purpose-driven business helping people navigate major life transitions with expert care. The role offers professional development in the area of UK to Spain Financial & Tax Planning not just limited to service coordination as well as the chance to support a high-impact area of the business.
