Client Services Executive - Start Your Financial Planning Career

Ellis James Partners Ltd; England; Hybrid; GBP 23,000 - 27,000; Full time

Job summary

A growing financial planning firm in Wakefield is seeking a Client Services Executive to enhance client relationships and support Financial Advisers. This role offers a £23,000 salary with a potential 15% bonus, alongside 25 days of holiday and a hybrid work model. Ideal candidates will have customer service experience, a proactive mindset, and strong communication skills. If you're ready to progress your career in financial services within a supportive culture, we invite you to apply.

Benefits

25 days holiday + bank holidays

Up to 15% bonus

Pension & life assurance

Hybrid working model

Qualifications

• Experience in customer service or admin, ideally with outbound phone work.
• Proactive mindset and strong attention to detail.
• Confidence communicating with both clients and internal teams.

Responsibilities

• Be the first point of contact for clients and lead structured outreach.
• Support Financial Advisers directly in preparing for meetings.
• Gain exposure to the full client journey for foundational experience.

Skills

Customer service experience

Proactive mindset

Strong attention to detail

Confidence in communication

Job description

A growing financial planning firm in Wakefield is seeking a Client Services Executive to enhance client relationships and support Financial Advisers. This role offers a £23,000 salary with a potential 15% bonus, alongside 25 days of holiday and a hybrid work model. Ideal candidates will have customer service experience, a proactive mindset, and strong communication skills. If you're ready to progress your career in financial services within a supportive culture, we invite you to apply.