Location: Pool-in-Wharfedale, Leeds (Hybrid)
Salary: £24,000 starting salary + uncapped monthly bonus (£500–£1,000 typical monthly OTE)
Hours: Full-time (36-hour working week) or part-time opportunities available
Contract: Permanent
Great Earning Potential. Clear Salary Progression. Flexible Hours.
Join us on a £24,000 starting salary, with uncapped performance bonus and a clear route to increase your basic salary to £26,000 within your first 12 months:
- Starting salary: £24,000 + uncapped monthly bonus
- After 6 months: Progress to £25,000 basic salary, subject to performance and successful probation
- After 12 months: Increase to £26,000 basic salary with continued strong performance
- Bonus: Uncapped, with £500–£1,000 typical monthly OTE
- Full-time: Just 36 hours per week
- Part-time: We’re also open to experienced candidates looking for part-time hours
- Hybrid working: Giving you greater flexibility between home and office
That means the opportunity to increase your basic salary by £2,000 within your first 12 months, while earning performance-related bonus on top.
And with a 36-hour full-time working week and hybrid working, you’ll have more time back without compromising your career progression or earning potential.
Are You Great at Getting People Talking?
We’re looking for experienced, confident telephone professionals who know how to build rapport, ask the right questions and turn a conversation into a positive outcome.
If you’ve worked in a contact centre, telephone sales, lead qualification, appointment setting or target-driven customer service environment, this could be your next move.
At Lead Tech, our Qualifications Specialists speak with consumers looking for financial advice, understand their circumstances and requirements, and connect them with an appropriate regulated financial adviser.
This is not a scripted call-handling role.
We need people who can think on their feet, listen properly, ask intelligent questions and confidently guide a conversation.
If you’re motivated by targets, quality and earning more when you perform, we want to hear from you.
What You’ll Be Doing
Every customer is different, so every conversation is different.
You’ll speak directly with consumers, understand what they need, and determine whether and how one of our financial advice partners can help.
You’ll be responsible for:
- Conducting detailed fact-finds to understand customers’ circumstances, financial goals and requirements.
- Asking effective, probing questions to uncover the information needed to properly qualify each customer.
- Building rapport quickly and creating trust over the telephone.
- Confidently taking ownership of conversations and keeping them focused and productive.
- Matching customers with an appropriate financial adviser based on their needs and preferences.
- Setting high-quality, qualified appointments and clearly explaining what happens next.
- Managing customer expectations throughout the journey.
- Identifying signs of customer vulnerability and adapting your approach appropriately.
- Handling personal and potentially sensitive information professionally.
- Working accurately within FCA requirements and Consumer Duty principles.
- Identifying additional relevant opportunities where appropriate, while always keeping the customer’s needs at the centre of the conversation.
- Consistently working towards individual and team KPIs, quality measures and performance targets.
The Person We’re Looking For - Experience matters for this role.
We’re looking for people who already know how to communicate effectively with customers over the telephone and are comfortable being measured on their performance.
You’ll ideally have experience in one or more of the following:
- Contact centre environments
- Telephone sales
- Lead qualification
- Appointment setting
- Financial services
- Target-driven customer service
- Outbound or inbound telephone roles
More importantly, you’ll be able to demonstrate that you can build rapport, uncover customer needs and achieve results without compromising the quality of the customer experience.
You’ll Need To Be:
Confident – You’re comfortable taking control of a conversation and asking direct questions when needed.
Curious – You don’t just accept the first answer. You listen, probe and make sure you properly understand the customer’s circumstances.
Personable – You can build rapport quickly and make customers feel comfortable discussing their situation.
Commercially aware – You understand that this is a performance-driven role and you’re motivated by achieving targets and earning bonus.
Resilient – Not every conversation will be straightforward. You can stay positive, professional and focused throughout the day.
Empathetic – You recognise that financial conversations can be personal and sensitive, and you know when to adjust your approach.
Accurate – You understand the importance of capturing the right information and following processes correctly.
Driven – You want to perform well, earn well and progress.
Financial Services Experience
Previous financial services experience is desirable, particularly if you already understand:
- Consumer Duty
- Customer vulnerability
- Regulated customer journeys
- Financial advice or lead generation
However, we’ll also consider candidates from other sectors who can demonstrate strong telephone experience, a track record of achieving targets and excellent customer communication skills.
We’ll provide comprehensive training on our products, processes and regulatory requirements.
Why Lead Tech?
Lead Tech is an established, FCA-authorised financial services lead generation business based in Pool-in-Wharfedale, just north of Leeds.
For more than 15 years, we’ve helped connect consumers across the UK with financial advice firms that can support their needs.
We’ve built our business around delivering quality – for our customers, our partners and our people.
When you join us, you’ll get:
- £24,000 starting salary
- Uncapped monthly performance bonus
- Typical bonus OTE of £500–£1,000 per month
- Clear, achievable progression
- Opportunity to become a Senior Qualifications Specialist after 6-12 months
- Salary progression to £25,000 and then £26,000, subject to performance
- Hybrid working
- Full-time and part-time opportunities
- Flexible shift patterns
- Comprehensive financial services and regulatory training
- Hands-on coaching and ongoing development
- Support from an experienced team
- Free on-site parking
- A scenic office location in Pool-in-Wharfedale
- The opportunity to build a longer-term career within financial services
This Role Will Suit You If...
You’ve already proved that you can communicate with customers effectively over the telephone.
You’re comfortable with targets and KPIs.
You know the difference between having a conversation and simply reading a script.
You enjoy understanding what makes people tick, asking questions and finding the right solution.
And importantly, you want your performance to have a direct impact on what you earn and where your career goes next.
If that sounds like you, we’d like to hear from you.
Apply Today
We’re looking for experienced people who can bring confidence, energy, professionalism and a strong work ethic to our team.
If you have proven telephone-based experience and you’re ready to take the next step in a performance-focused financial services career, apply today to become a Qualifications Specialist at Lead Tech.
Pay: From £24,000.00 per year
Benefits:
- Casual dress
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
- Private medical insurance
Ability to commute/relocate:
- Otley LS21 1FD: reliably commute or plan to relocate before starting work (required)
Experience:
- contact centre: 1 year (required)
- Outbound sales: 1 year (required)
- Appointment scheduling: 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Otley LS21 1FD
