Fortem People are recruiting a Client Servicing Executive on behalf of our client, a well-established financial planning practice based in Scunthorpe.
This is a great opportunity for an organised, client-focused administrator to join a friendly practice, supporting the smooth running of client reviews and day-to-day office operations.
What you'll be doing:
- Managing the end-to-end client review process, including booking meetings and preparing review packs
- Preparing and checking correspondence and reports, including confidential/sensitive information
- Supporting Financial Advisers with meeting pack preparation and business submission
- Keeping client files accurately updated on Salesforce CRM
- Answering calls from clients, product providers and third parties professionally
- Welcoming clients and visitors to the practice
- Liaising with SJP Admin Centres to ensure transactions complete on time
What we're looking for:
- Previous office support experience, ideally within financial services
- Excellent telephone and face-to-face communication skills
- Strong written English and attention to detail
- Confident using Microsoft Office (Outlook, Word, PowerPoint, Excel)
- CRM experience (e.g. Salesforce) desirable
- Organised, calm under pressure, and a good team player
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
Apply today via Fortem People.
Pay: £25,995.00 per year
Work Location: In person
