Position details
APPOINTMENT SETTER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Wakefield
£23000
28/11/2025
NJR16221
plus bonus
£23000
28/11/2025
NJR16221
plus bonus
DESCRIPTION
Client Services - Financial Services
Wakefield
£23,000 + Bonus & Benefits
Are you passionate about delivering outstanding customer service within financial services? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit a Client Services Team Member who will be the first point of contact for valued clients.
This is a fantastic opportunity to join a professional and ambitious team where you\'ll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish.
What You\'ll Do:
\" Arrange client meeting and manage adviser diaries
\" Handle incoming client enquiries and ensure positive outcomes
\" Proactively engage with clients before, during, and after adviser meetings
\" Manage client communications, events, and prospecting contact strategies
\" Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records
\" Prepare for adviser meetings and liaise with external providers for policy/scheme information
What We\'re Looking For:
\" Experience in a financial services-based customer service or client support role
\" Previous experience in a phone based position
\" Strong communication skills, both written and verbal
\" Excellent attention to detail and organisational abilities
\" Confidence using CRM systems and handling client data (Salesforce experience a bonus)
\" A proactive, team-focused mindset with a client-first attitude
What\'s on Offer:
\" Salary: £23,000 + discretionary bonus (up to 15%)
\" Clear progression pathways with potential for future salary increases
\" 35 hours/week: Mon-Thurs 9am-5pm, Fri 8:30am-4:30pm (including 1 remote day/week with 11am-7pm shift)
\" 25 days holiday + bank holidays
\" Pension scheme & death in service (4x salary)
\" Additional reward days & performance recognition
If you thrive in a supportive, fast-paced environment and enjoy building lasting relationships with clients, we\'d love to hear from you.
For more info or to apply confidentially, or contact NJR Recruitment quoting NJR15913
Wakefield
£23,000 + Bonus & Benefits
Are you passionate about delivering outstanding customer service within financial services? NJR Recruitment is currently supporting a fast-growing wealth management firm in Wakefield to recruit a Client Services Team Member who will be the first point of contact for valued clients.
This is a fantastic opportunity to join a professional and ambitious team where you\'ll play a key role in client communication, appointment preparation, and CRM management-helping to shape the client journey from start to finish.
What You\'ll Do:
\" Arrange client meeting and manage adviser diaries
\" Handle incoming client enquiries and ensure positive outcomes
\" Proactively engage with clients before, during, and after adviser meetings
\" Manage client communications, events, and prospecting contact strategies
\" Maintain and update CRM (Salesforce) to ensure smooth workflow and accurate records
\" Prepare for adviser meetings and liaise with external providers for policy/scheme information
What We\'re Looking For:
\" Experience in a financial services-based customer service or client support role
\" Previous experience in a phone based position
\" Strong communication skills, both written and verbal
\" Excellent attention to detail and organisational abilities
\" Confidence using CRM systems and handling client data (Salesforce experience a bonus)
\" A proactive, team-focused mindset with a client-first attitude
What\'s on Offer:
\" Salary: £23,000 + discretionary bonus (up to 15%)
\" Clear progression pathways with potential for future salary increases
\" 35 hours/week: Mon-Thurs 9am-5pm, Fri 8:30am-4:30pm (including 1 remote day/week with 11am-7pm shift)
\" 25 days holiday + bank holidays
\" Pension scheme & death in service (4x salary)
\" Additional reward days & performance recognition
If you thrive in a supportive, fast-paced environment and enjoy building lasting relationships with clients, we\'d love to hear from you.
For more info or to apply confidentially, or contact NJR Recruitment quoting NJR15913
Apply Now
