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- Tasks: Connect with clients, qualify leads, and book appointments in a dynamic team.
- Company: Join an award-winning advisory firm focused on client relationships and growth.
- Benefits: Enjoy 30 days holiday, performance bonuses, and study support for qualifications.
- Why this job: Be part of a caring culture with clear career paths and regular training.
- Qualifications: Experience in client engagement and a warm, professional phone manner required.
- Other info: Opportunities for career progression and a supportive team environment.
The predicted salary is between 21500 - 25700 £ per year.
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
Lead Engagement Specialist employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Engagement Specialist
✨Tip Number 1
Familiarise yourself with the financial services industry. Understanding the key players, trends, and challenges will help you engage more effectively with potential clients and demonstrate your knowledge during conversations.
✨Tip Number 2
Practice your phone manner by role-playing with friends or family. This will help you become more comfortable and confident when speaking with inbound leads, ensuring you come across as warm and professional.
✨Tip Number 3
Get to know our company culture and values. Being able to articulate how you align with our mission of connecting people with life-changing advice will set you apart from other candidates.
✨Tip Number 4
Network with current employees or alumni who have worked in similar roles. They can provide insights into the day-to-day responsibilities and expectations, which can help you tailor your approach during the interview process.
We think you need these skills to ace Lead Engagement Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client engagement, especially if you have a background in financial services. Use keywords from the job description to demonstrate that you meet their requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your warm and confident phone manner. Share specific examples of how you've successfully engaged clients in the past and how you can contribute to the firm's growth.
Highlight Organisational Skills: In your application, emphasise your organisational skills and experience with CRM systems. Mention any tools or methods you use to manage your time and tasks effectively.
Show Ambition and Growth Mindset: Convey your ambition and readiness to grow within the firm. Discuss your career goals and how this position aligns with your professional development aspirations.
How to prepare for a job interview at Ellis James Partners Ltd
✨Showcase Your Communication Skills
As a Lead Engagement Specialist, your phone manner is crucial. Practice articulating your thoughts clearly and confidently. Prepare to demonstrate how you can engage with clients effectively during the interview.
✨Highlight Relevant Experience
Even if your background isn't strictly in financial services, be ready to discuss your client engagement experience. Share specific examples of how you've built relationships and driven results in previous roles.
✨Demonstrate Organisational Skills
Since the role involves managing CRM and diary systems, come prepared with examples of how you've successfully organised tasks in the past. You might even want to mention any tools or methods you use to stay efficient.
✨Express Your Ambition
The firm values growth and career progression. Be sure to convey your enthusiasm for personal development and how you see yourself evolving within the company. Discuss any relevant qualifications you're pursuing or plan to pursue.
