At a Glance
- Tasks: Generate leads and qualify opportunities for financial advisers through outbound calls.
- Company: Established financial services business focused on developing future advisers.
- Benefits: Salary of £30,000–£35,000, funded qualifications, and uncapped commission.
- Other info: Join a supportive team with excellent career growth opportunities.
- Why this job: Kickstart your career in financial advice with clear progression and professional development.
- Qualifications: Sales experience, ideally in a high-volume outbound environment.
£30,000–£35,000 per annum | Funded R01 & R04 qualifications | Clear progression into financial advice | Uncapped earning potential
If you have sales experience and want to build a career in financial services, this Lead Generator role offers a structured route into financial advice, with R01 and R04 qualifications funded from the outset.
You’ll join a growing financial services business where your initial focus is generating and qualifying opportunities for advisers.
With a clear progression route into CRM and Junior Advisor positions, this role is designed for someone who wants to develop their career rather than simply move into another sales position.
Package & Benefits
- R01 and R04 qualifications funded, with a targeted qualification path within 6–8 weeks.
- Uncapped commission with clear progression into CRM and Junior Advisor roles.
About the Company You’ll join an established financial services business providing advice across pensions, investments and retirement planning.
The business is focused on developing future advisers internally and supporting career progression.
Key Responsibilities
- Make outbound calls to prospective customers and discuss their existing pension arrangements.
- Identify suitable opportunities for pension reviews and generate qualified leads.
- Book qualified appointments for financial advisers.
- Build knowledge of pensions, financial services and the advice process alongside professional qualifications.
About You
- At least one year’s sales experience, ideally in a high-volume outbound environment.
- Experience working in a regulated financial services environment.
- Experience handling objections and converting leads.
If you’re looking to use your sales experience as a stepping stone into financial advice, this could be a strong next move.
Contact Fintelligent for more information or a confidential discussion.
JL_FIN
Lead Generator in Manchester employer: Fintelligent Search
Fintelligent Search is an excellent employer for those looking to thrive in the motor trade insurance sector. Located in Stockport, the company fosters a supportive work culture that prioritises employee development and offers competitive salaries alongside performance-related bonuses. With a focus on client advisory work and risk assessments, employees are empowered to grow their expertise in commercial insurance while enjoying a collaborative team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Generator in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fintelligent Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Lead Generator in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fintelligent Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fintelligent Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fintelligent Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fintelligent Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fintelligent Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fintelligent Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
