Lead Services Executive

This role will appeal to those who are looking to start their careers in financial services as we provide full training and support.

You will work closely with the leads services team, advisers and clients to ensure all leads generated by marketing campaigns and BMA events are allocated and that the end to end lead management process is followed.

Your role will involve contacting clients who have expressed an interest in Chase de Vere and booking a complimentary first stage appointment with one of our Independent Financial Advisers. You will then follow up on this meeting and gain a full understanding of the outcome and future business opportunities.

To be successful in this role, you will be personable, professional, a team player and above all, strive to meet our client’s needs.

• Building and development excellent working relationships with colleagues across the business including Advisers, Senior Managers and Regional Managers
• Contacting clients and arranging a first stage meeting with a Financial Adviser
• Supporting our Independent Financial Advisers and allocating leads according to location
• Following up on all initial stage meetings and documenting progress and next steps
• Updating the lead status from initial meeting to business written
• Ensuring client records are accurate and all administration is up to date
• Collating and providing management information to identify areas where training and support may be required

• Have experience of providing excellent customer service to both internal and external client.
• Have previous experience of working in an administrative capacity and it would be beneficial, but not essential, if you have financial services experience
• Have experience working within defined service standards, policies and procedures
• Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)

• Be Reliable
• Think Independently
• Create Confidence