Client Support Executive – New Business Team | Wakefield | £26,525
Fortem People are recruiting a Client Support Executive to join the New Business Team of a leading financial planning practice in Wakefield.
This role is central to the smooth running of the practice's new business process — supporting Financial Advisers through accurate case management and ensuring clients receive a consistently professional service from onboarding through to completion.
What you'll be doing:
- Providing technical and administrative support across the New Business process
- Ensuring client files hold all required ID and application documentation
- Processing applications accurately and progressing cases with providers, advisers and clients
- Updating client files on Salesforce CRM and running reports/illustrations
- Managing the adviser pipeline and providing regular case progression updates
- Answering calls and greeting clients/visitors professionally
- Chasing Letters of Authority and liaising with SJP Admin Centres to meet deadlines
- Overseeing the client journey from onboarding through to completion of new business
What we're looking for:
- Previous office support experience, ideally in financial services
- Strong communication skills, both written and verbal
- Confident with Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Experience with a CRM system such as Salesforce is beneficial
- Highly organised with excellent attention to detail
- Able to multi-task and stay calm under pressure
What's on offer:
- Salary: £26,525
- 35 hours per week, Monday to Friday, 9am–5pm (1 hour lunch)
- 25 days annual leave plus bank holidays (rising to 28 after 2 years)
- 3 additional days off over Christmas (not taken from annual leave)
- 6% company pension with salary exchange available
- Performance-based bonus scheme after probation (up to 2.5% of salary per quarter)
Apply now through Fortem People.
Pay: £26,525.00 per year
Work Location: In person
