Junior Advisor

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

Key Responsibilities

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.

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