Basingstoke 01256 336 100

Winchester 01962 865 152

Financial Services Lead Co-ordinator

  • Location

    Winchester, Hampshire, England

  • Salary

    £20k - 24k per year + Free Parking

  • Contract


  • Reference


1-1 Recruitment are working alongside a local client of ours, based in Winchester (15 Minutes away from the station) who are seeking a highly organised, self-motivated, determined person to drive and co-ordinate Financial Services activity within the business, ensuring lead quality and quantity meet your own and agency targets.

Excellent communication skills are essential, as you will be responsible for obtaining appointments for the field-based Financial Advisor. Outbound prospecting to customers will be necessary for success. This includes outbound call-out sessions, local events, mail-outs and customer drop-in sessions.

You will work closely with the Financial Advisor, both in terms of reviewing lead generation activity and arranging appointments in their diary. It is important to monitor and manage agency pipeline activity, identifying opportunities to cross sell to new and existing customers.

You will ensure colleagues have the required skills and knowledge to spot opportunities for leads through providing coaching support and feedback, developing a culture of upselling financial services. You will then make sure that leads are qualified, and activity is completed in line with service and quality standards.

This role is available on a Full or Part Time basis, Office based but client visits for reviews, new business and promotion of services will be required.

Previous Experience Required:

Sales / Development experience is essential.

Prior role(s) in the Financial Services industry and/or Business development in a commercial industry (ideally insurance) are advantageous.

5 GCSEs, including Maths and English plus 2 A-levels are preferred. Relevant professional qualifications are desirable.

For immediate consideration, please apply here.

1-1 Recruitment is one of the leading recruitment agencies for jobs in Winchester for permanent, temporary and contract recruitment solutions. Due to the high volume of applications we are receiving, if you do not hear from a consultant within 5 days, unfortunately your application has been unsuccessful on this occasion. In the meantime please keep an eye on for any other potential vacancies.

Apply Below