UA-185291695-1 Lead Generation Call Handler, Jobs, 209

Lead Generation Call Handler

Financial planning - Bath, South West England

Ref: 209Friday 24 September 2021

£20,000 + Bonus (OTE £300 a month)

An award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. We are looking for a professional who will assist with business development and provide first line  client service for the company.

You will be based out of the Bath office answering questions in relation to investments and pensions.

The ideal candidate will have competent IT and data entry skills, as well as a high level of attention to detail, effective organisational and excellent communication skills (both written and interpersonal) and the ability to talk competently with affluent clients and an interest in personal finance.


The opportunity:

Customer service and support functions; in-bound/out-bound telephone calls, answering questions regarding savings products and services

Scheduling and confirming appointments.

Placing outbound calls for follow-ups and reaching out to prospective clients.

Presenting and explaining fees

Recommending, selecting products and services.

General administration


Required skills

Ability to record data accurately

Good IT skills with experience of using MS Outlook, Word and Excel

Experience of providing excellent customer service

Marketing and product sales abilities