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- Tasks: Support client onboarding and engage with prospective clients daily.
- Company: Join a leading recruitment firm in the heart of Manchester.
- Benefits: Starting salary of £35,000 plus bonuses and excellent benefits.
- Why this job: Kickstart your career in financial services with real impact and growth opportunities.
- Qualifications: Confident communicator with customer service experience preferred.
- Other info: Dynamic office environment with a focus on professional development.
The predicted salary is between 35000 - 35000 £ per year.
Your new company Hays are recruiting for a permanent Junior Advisor for our Manchester city centre-based client. As junior advisor, you will support the client onboarding and engagement process by handling warm leads, speaking with prospective clients daily, and converting enquiries into qualified appointments with senior advisors. The role also includes preparing and sending Letters of Authority (LOAs) as part of the onboarding journey. The role involves handling sensitive financial information; a high level of confidentiality, professionalism, and accuracy is required. This is a progressive position ideal for someone ambitious, confident on the phone, and looking to build a career in the financial services or client advisory sector. This is a fully office-based role.
Your new role
- Action and prioritise warm leads generated through internal marketing, referrals, and digital channels.
- Speak with prospective clients daily to understand their needs and assess suitability.
- Convert inbound enquiries into qualified appointments with senior advisors.
- Conduct timely follow-ups and manage lead pipelines to maximise conversion and attendance.
- Build rapport quickly and provide clear, compliant explanations of the services on offer.
- Carry out discovery conversations to gather relevant information.
- Support new clients through the initial onboarding stages to ensure a smooth experience.
- Prepare and send Letters of Authority to clients accurately and efficiently.
- Maintain full confidentiality and data security when handling client documents and personal details.
- Liaise with internal teams to ensure letters of authority are processed and escalated when required.
- Log all interactions, updates, and documentation in the CRM system accurately.
- Manage a busy lead pipeline with excellent organisation and attention to detail.
- Ensure compliance with GDPR, internal confidentiality standards, and data governance requirements.
- Work closely with senior advisors to ensure clear, high-quality handovers.
- Provide updates on lead quality, conversion trends, and client insights.
- Contribute to improvements in call scripts, communication templates, and engagement processes.
- Handle all client information discreetly, adhering to strict confidentiality standards.
What you'll need to succeed
- Confident and professional communicator, especially over the phone.
- Experience in customer service, lead conversion, or outbound calling is beneficial.
- Strong organisational skills and ability to manage a high volume of leads.
- Attention to detail, particularly when preparing and tracking LOAs.
- Resilience and a target-driven approach with a desire to progress.
- Ability to build quick rapport and handle initial objections effectively.
- Comfortable using CRM systems and digital workflows.
- Commitment to confidentiality and handling sensitive information responsibly.
What you'll get in return
Starting salary of £35,000 + bonus, opportunities to progress, excellent benefits.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
Junior Advisor in Manchester employer: Hays Business Support
Contact Detail:
Hays Business Support Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Advisor in Manchester
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This way, when you chat with them, you can show you're genuinely interested and align with what they stand for.
✨Tip Number 2
Practice your phone skills! Since this role is all about speaking with prospective clients, grab a friend and do some mock calls. Focus on building rapport and handling objections like a pro.
✨Tip Number 3
Be ready to showcase your organisational skills. Prepare examples of how you've managed multiple tasks or leads in the past. This will help you stand out as someone who can handle the busy lead pipeline.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Junior Advisor in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Junior Advisor role. Highlight any customer service or lead conversion experience you have, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about the role and how your background aligns with our needs. Be confident and professional in your tone, just like you would be on the phone with prospective clients.
Showcase Your Organisational Skills: Since the role involves managing a busy lead pipeline, make sure to mention any relevant organisational skills or tools you've used in the past. This will help us see how you can handle the demands of the job.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're proactive!
How to prepare for a job interview at Hays Business Support
✨Know Your Stuff
Before the interview, make sure you understand the role of a Junior Advisor and the key responsibilities involved. Familiarise yourself with client onboarding processes, lead conversion techniques, and the importance of confidentiality in handling sensitive information.
✨Practice Makes Perfect
Since this role involves a lot of phone communication, practice your phone skills. Role-play common scenarios with a friend or family member to build your confidence in handling objections and converting leads into appointments.
✨Show Off Your Organisational Skills
Be prepared to discuss how you manage multiple leads and maintain attention to detail. Bring examples of how you've successfully organised tasks in the past, especially if they relate to customer service or lead management.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.