Client Engagement Executive
Taunton or Cheltenham
£27,000 - £30,000 + Performance Bonus
Want to play a key role in connecting people with advice that changes lives?
An award-winning advisory firm is investing in a high-calibre team focused on building strong client relationships and driving sustainable growth.
You’ll be the friendly voice chatting with inbound leads, qualifying prospects, booking appointments, and keeping things moving smoothly between clients and advisers.
If you're organised, confident and looking to establish yourself early within a growing team, this will be a great opportunity for career progression and professional development.
Why you’ll love it here:
30 days holiday + BH + birthday + additional over xmas
Companywide bonus of 3%, paid twice, yearly
Clear career paths - with regular reviews and training
Competitive salary + performance bonuses
Referral bonuses - share the love and earn
Study support - both time and money to help you qualify for relevant qualifications
Access to the BUPA employee assistance program What you bring:
Experience in client engagement or customer service
A warm, confident, and professional phone manner - you’re a natural communicator
Organised and efficient with CRM and diary management
Ambitious and ready to grow with the firm
If you’ve got experience in client engagement or customer service and a warm phone manner, this could be your perfect next step.
Interested? Apply Now