Client Support Executive

About the role

This full‑time, office‑based position involves handling inbound enquiries from prospective clients aged 66 and over. You will guide callers through eligibility checks, explain available financial support, and ensure a professional, supportive experience throughout the early stages of the process.

Key responsibilities

• Answer inbound phone enquiries from prospective clients.
• Promptly follow up leads and maintain consistent contact.
• Conduct structured conversations to assess client eligibility.
• Clearly explain services, next steps and required documentation.
• Record accurate client information in the CRM system.
• Keep pipelines organised and up‑to‑date.
• Build trust and guide conversations toward positive outcomes.
• Manage multiple calls and tasks efficiently throughout the day.

Required profile

• Confident and professional telephone manner.
• Strong communication and listening abilities.
• Ability to lead conversations and handle objections.
• Highly organised with strong attention to detail.
• Comfortable working in a busy, fast‑paced environment.
• Proactive with a strong sense of ownership and accountability.
• Experience in phone‑based customer service, sales or contact‑centre roles is advantageous.

Required skills

What we offer

• Salary between £27,000 and £28,500 per year, dependent on experience.
• Monday‑to‑Friday office hours (9am‑5pm) with optional Saturday overtime.
• Supportive, ambitious team environment.
• Excellent progression opportunities within a growing business.
• Chance to make a real difference to people’s lives.