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.
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