Client Engagement Executive

Client Engagement ExecutiveTaunton or Cheltenham Office£25,000 - £30,000 + Performance BonusWant 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.You'll be the friendly voice chatting with inbound leads, qualifying prospects, booking appointments, and keeping things moving smoothly between clients and advisers.If you're organised, confident and looking to establish yourself early within a growing team, this will be a great opportunity for career progression and professional development.Why you'll love it here:30 days holiday + BH + birthday + additional over xmasCompanywide bonus of 3%, paid twice, yearlyA culture that actually cares - socials, shoutouts, and a supportive teamClear career paths - with regular reviews and trainingCompetitive salary + performance bonuses - your hard work pays offReferral bonuses - share the love and earnStudy support - both time and money to help you qualify for relevant qualificationsAccess to the BUPA employee assistance programWhat you bring:Experience in client engagement - financial services is advantageousA warm, confident, and professional phone manner - you're a natural communicatorOrganised and efficient with CRM and diary managementAmbitious and ready to grow with the firmIf you've got experience in client engagement and a warm phone manner, this could be your next step.Interested? Apply Now!

Created: 2025-08-23