Client Service Administrator

Location:

Wakefield

A growing financial planning firm is looking for a proactive and enthusiastic Client Services Team Member to join their Wakefield office.

Competitive salary + Bonus & Benefits

• Lead proactive client engagement via outbound calls before, during, and after adviser meetings.
• Handle incoming client enquiries and ensure excellent outcomes.
• Support adviser review scheduling and CRM management (Salesforce).
• Liaise with providers to obtain plan and scheme information.
• Assist in delivering client engagement campaigns and events.

• Proven experience in customer service, ideally with outbound telephony focus.
• Strong initiative, proactive mindset, and self-starter attitude.
• Excellent organisational skills and meticulous attention to detail.
• Clear communication skills for client and internal liaison.
• Team player aligned with core values of Ownership, Aspiration, and Family.

• Competitive salary (£23,000) with potential discretionary bonus (up to 15%).
• 25 days holiday plus bank holidays.
• Workplace pension and life assurance (4x salary).
• Hybrid working with flexible schedule, including one late finish day per week.
• Appraisal Reward Day and supportive development environment.