Lead Engagement Specialist

Lead Engagement Executive
Taunton or Cheltenham
£25,000 - £29,000 + 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 organised, 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 xmas
• Companywide bonus of 3%, paid twice, yearly
• A culture that actually cares - socials, shoutouts, and a supportive team
• Clear career paths - with regular reviews and training
• Competitive salary + performance bonuses - your hard work pays off
• 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 can be flexible
• 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 and a warm phone manner, this could be your next step.

Interested? Apply Now!