Role: - Client Engagement Support
Salary Expectations: - £25k-£30k based on experience. With Bonus potential.
Full Time – Office Based – Chatham – Free on site staff car park

A fantastic new role for a well-established financial services client. This key role is for a person to be the face of the company. You need to be able to handle on a day to day basis, all leads that pass through the business, manage those leads, ensure they are correctly booked and recorded and ensure all outcomes are followed up.

To be able to report to the board monthly progress and booking activity levels. This person should have a fantastic client service mindset and always ensure their clients have an exceptional first impression. A certain amount of flexibility will be needed as call may need to be completed outside of standard office hours.

This role is going to suit a person with a strong and outgoing personality, who is willing to adapt to multiple challenges. The ideal candidate will have Financial Service experience and will be looking to understand more about the business and become a key player for the team as your career develops.

The Roll will include but is not limited to: -
Call and Book Each Lead
Create Meetings and Book Rooms etc
Manage Diary capacity
Manage Lead Data
Regular Presentations to the board about lead data.
Build strong relationships with clients
Recognise and divide all leads to the most suitable advisers and liaise with those advisers
Complete an initial fact find to gather factual information about the client.
Question clients correctly to understand needs and the purpose of the meeting.
Meet and greet visiting clients and visitors
Liaise with advisers to detail client needs

Please only apply if you fully match the skills and experience required. If you have not had contact from us within 72 hours of your application, due to receiving high volumes of applications, please assume that your application has been unsuccessful on this occasion.

Recruitment Solutions (Folkestone) Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job you accept the Terms & Conditions, Privacy Policy and Disclaimers which can be found on the RSFL website