Appointment Setter

Fintelligent Search; Hyde; On-site; GBP 30,000 - 32,000; Full time

Benefits offered by this job

Private healthcare

Profit sharing

Pension scheme

Death in service

Funding for qualifications

Training & development

CRM progression

Manchester office

Coffee & snacks

Shower & Pilates

Team events

Career progression into £100k OTE

Job summary

Fintelligent Search is seeking an experienced Appointment Setter to engage warm leads and build a new outbound function within a regulated financial services environment. The role offers funded professional qualifications and a clear path into CRM support and junior advisory positions.

You'll re-engage historic leads to generate qualified appointments, explore pension reviews and financial wellbeing campaigns, and contribute to shaping the outbound sales function.

Qualifications

• At least one year's experience in outbound sales, telesales, lead generation, appointment setting or business development.
• Experience working towards targets through proactive outbound activity.
• Experience within financial services or a regulated environment, with evidence of handling objections and converting leads.

Responsibilities

• Re-engage warm, historic and dormant leads to generate qualified appointments for advisers.
• Identify opportunities around pension reviews, retirement planning and pension consolidation.
• Engage employers and HR decision-makers around workplace pension clinics and financial wellbeing campaigns.
• Contribute ideas and feedback as the new outbound sales function develops.

Skills

Outbound sales

Telesales

Lead generation

Appointment setting

Business development

Job description

500,000+ warm leads to engage | Build a new outbound function | Funded professional qualifications | Clear progression into financial services advisory roles

If you're an experienced Sales Executive looking to move beyond high-volume sales and build a career in regulated financial services, this Appointment Setter role offers genuine ownership, funded qualifications and a clear route into CRM and junior advisory positions.

You'll work with a substantial pool of warm and historic leads, helping customers understand their existing pension arrangements and identifying opportunities for pension reviews and broader financial advice. You'll also help develop a new outbound function, with progression available for the right person.

Package & Benefits

• Salary £30,000-£32,000 per annum, depending on experience.
• OTE of £40,000+ per annum, with uncapped commission.
• Direct pathway into £100k OTE roles, next step up can be achieved in 3-6 months with £40k basic.
• Monday to Friday working hours, 9:00am to 5:30pm.
• Private healthcare.
• Profit share scheme.
• 8% employer pension contribution.
• Death in service cover.
• Relevant professional qualifications funded, including R01, R04 and R06.
• Structured training and development programme.
• Clear progression into CRM and junior advisory roles.
• Modern, high-specification office in a prime Manchester city centre location.
• Complimentary snacks, refreshments and premium bean-to-cup coffee.
• On-site shower facilities and Pilates studio access.
• Regular social events and team incentives.
• Direct pathway into £100k OTE roles.

About the Company

You'll join a growing financial services business focused on making pension, retirement and financial advice more accessible. The business supports individuals and employers through advice, education and financial wellbeing initiatives.

Key Responsibilities

• Re-engage warm, historic and dormant leads to generate qualified appointments for advisers.
• Identify opportunities around pension reviews, retirement planning and pension consolidation.
• Engage employers and HR decision-makers around workplace pension clinics and financial wellbeing campaigns.
• Contribute ideas and feedback as the new outbound sales function develops.

About You

• At least one year's experience in outbound sales, telesales, lead generation, appointment setting or business development.
• Experience working towards targets through proactive outbound activity.
• Experience within financial services or a regulated environment, with evidence of handling objections and converting leads.