Lead Engagement Executive
Location: Taunton or Cheltenham
Salary: GBP25,000 - GBP29,000 + 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.
We're looking for someone organized and confident to establish themselves early within a growing team, with clear potential for career progression and professional development.
You'll be the friendly voice chatting with inbound leads, qualifying prospects, booking appointments, and keeping things moving smoothly between clients and advisers.
Why you'll love it here:
* 30 days holiday + BH + birthday + additional over Christmas
* Companywide bonus of 3%, paid twice yearly
* A culture that cares - socials, shoutouts, and a supportive team
* 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 - ideally in financial services, but flexible
* A warm, confident, and professional phone manner
* Organized and efficient with CRM and diary management
* Ambitious and eager to grow with the firm
If you've got experience in client engagement and a warm phone manner, this could be your next step. Interested? Apply Now!
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