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Permanent

Junior Advisor

City
money-bag 35000.00-35000.00 Annual
3091036888
Posted 5 days ago

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 ResponsibilitiesAction 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 c

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