Client Services Executive

Client Services Executive - Financial Planning Wakefield | £23,000+ Bonus + Benefits   This is your opportunity to move beyond routine admin or call-centre work and into a professional environment where your people skills actually shape client outcomes.   We're working with a respected and fast-growing financial planning firm in Wakefield that's known for its supportive culture and clear progression pathways. They're looking for a confident, proactive communicator to join their Client Services team - someone who thrives on building relationships and wants to begin their career in financial services.   Why this role is different: You'll be the first point of contact for clients - not just answering calls, but leading structured outreach and building long-term relationships. You'll support Financial Advisers directly, helping prepare for meetings and ensuring clients feel informed and valued. You'll gain exposure to the full client journey, from onboarding to review, giving you a strong foundation for future roles in advice or paraplanning.   What they're looking for: Experience in customer service or admin, ideally with outbound phone work. A proactive mindset and strong attention to detail. Confidence communicating with both clients and internal teams. Someone who wants to grow - not just do a job.   What's on offer: £23,000 base salary with clear salary progression. Up to 15% bonus (10% production + 5% performance). 25 days holiday + bank holidays + appraisal reward day. Pension & life assurance (4x salary). Hybrid working: 1 day per week remote (11am-7pm shift). A culture built on ownership, aspiration, and support.   If you're ready to take your next step toward a career in financial planning, and want to do it in a firm that values people as much as performance - we'd love to hear from you