Leads Co-Ordinator & Financial Administrator
Beaumont Wealth·United Kingdom
Role Overview The Leads Booking Coordinator is responsible for contacting prospective clients, qualifying enquiries, and booking high-quality appointments for financial advisers. The role is focused on creating a professional first impression, ensuring prospects are matched to the right adviser, and maintaining an organised pipeline of client opportunities. This position suits someone who is confident on the phone, highly organised, and…
- On-site
- Full-time
- £30k–£30k / yr