Client Engagement Executive

Description

Client 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.

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 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

Ad ID: 5416950891