Junior Advisor

Your newpany

Hays are recruiting for a permanent Junior Advisor for our Manchester city centre-based client. As junior advisor, you will support the client onboarding and engagement process by handling warm leads, speaking with prospective clients daily, and converting enquiries into qualified appointments with senior advisors. The role also includes preparing and sending Letters of Authority (LOAs) as part of the onboarding journey. The role involves handling sensitive financial information, a high level of confidentiality, professionalism, and accuracy is required.This is a progressive position ideal for someone ambitious, confident on the phone, and looking to build a career in the financial services or client advisory sector. This is a fully office-based role.

Your new role

Key Responsibilities

Action and prioritise warm leads generated through internal marketing, referrals, and digital channels.

Speak with prospective clients daily to un...