Client Servicing Executive | Wakefield | £25,995
Fortem People are recruiting a Client Servicing Executive on behalf of our client, a well-established financial planning practice based in Wakefield.
This is a fantastic opportunity for someone with strong administrative and client-facing experience to join a supportive team, providing high-quality servicing support to help maintain and strengthen relationships with existing clients.
What you'll be doing:
- Managing the end-to-end review process for clients, including booking review meetings and preparing review packs
- Preparing and checking internal and external correspondence and reports, including confidential and sensitive information
- Providing administrative support to Financial Advisers, including meeting pack preparation and business submission
- Updating client files accurately on Salesforce CRM
- Handling incoming calls from clients, product providers and third parties
- Meeting and greeting clients and visitors to the practice
- Liaising with SJP Admin Centres to complete transactions within specific timescales
What we're looking for:
- Previous experience in an office support role, ideally within financial services
- Confident telephone and face-to-face client manner
- Strong written communication skills and excellent attention to detail
- Good working knowledge of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Experience with a CRM system such as Salesforce is a bonus
- Well organised, able to multi-task and stay calm under pressure
What's on offer:
- Salary: £25,995
- 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
Interested? Apply now or contact Fortem People for more information.
Pay: £25,995.00 per year
Work Location: In person
