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Appointment Setter - Financial services

Job Posted: 4 hours ago

Salary: £ 12.63 - 12.63 / Hour
Job Type: Permanent
Location: Wakefield, West Yorkshire

Expire in: a month

Job Description

Are you a confident communicator who loves talking to people and building relationships over the phone? A growing financial services firm is seeking a Client Services Associate to proactively engage clients, set appointments from client databases, and manage high-volume outbound calls. You'll be the friendly, professional voice of the firm, combining expert telephone skills with a passion for delivering an exceptional client experience.

The Role

You'll be the first point of contact for clients, leading outbound engagement and supporting advisers with accurate, timely information. This position blends relationship management with essential administrative control, requiring a proactive, organised, and detail-driven approach.

Key Responsibilities

Proactive Client Engagement

Deliver frequent outbound calls to clients before, during, and after adviser meetings.

Handle inbound enquiries and ensure positive client outcomes.

Support contact strategies, including event attendance and targeted client/prospect engagement.

Operational & Administrative Support

Coordinate adviser review meetings and prepare all related documentation.

Maintain and develop the central client database to support re-engagement activity.

Use Salesforce CRM for workflow and internal communication.

Liaise with external providers to gather relevant scheme and plan information.

About You

Proven experience in a customer service role with high-volume outbound telephone work.

Confident on the phone, with a friendly and professional manner.

Enjoys speaking to people and building strong relationships.

Highly organised with meticulous attention to detail.

Proactive, self-starting, and able to use initiative.

Thrives in a team-focused, supportive environment.

What's on Offer

£23,000 salary + comprehensive benefits

Clear salary progression opportunities

Discretionary bonus of up to 15%

25 days holiday + bank holidays

Workplace pension & 4x salary life assurance

Additional appraisal reward day

Hybrid working: 1 remote day per week (11am-7pm)

Hours: Mon-Thu 9am-5pm, Fri 8:30am-4:30pm

Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. 

PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Appointment Setter - Financial services job near me in Wakefield, West Yorkshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!