Job Description

About Huzzle

At Huzzle, we connect exceptional talent with top opportunities at leading companies across the UK, US, Canada, Europe, and Australia. Our clients include fast-growing startups, digital agencies, SaaS companies, and tech-enabled businesses across industries such as MarTech, FinTech, EdTech, and eCommerce. Unlike traditional outsourcing agencies, we place you directly with innovative companies where you become a valued member of the team.

About the company

Our client is a well-established independent financial advisory firm with over 20 years of experience managing more than £250m in assets across the UK. They specialize in providing comprehensive financial planning and wealth management services to individuals and businesses, covering critical areas such as retirement planning, investment strategies, mortgages, and risk management. By leveraging modern financial technology, the team simplifies complex processes to deliver innovative, data-driven solutions that help clients maximize their long-term financial outcomes.

With a strong market presence and offices in London and Kent, the firm operates with a client-centric mission focused on transparency and professionalism. The team is dedicated to fostering a collaborative environment where expertise and professional development are highly valued. As they continue to expand their reach across 30+ regional markets, they remain committed to delivering tailored advice and building secure financial futures through an meticulous, evidence-based approach to financial consulting.

Job Type: Full-time

We are seeking a high-performing, results-oriented Senior Sales Team Lead to join a thriving UK-based financial advisory firm. In this role, you will be the driving force behind the front-end sales pipeline, managing high-volume outreach and qualifying prospects for sophisticated financial services. This is a unique opportunity for a seasoned sales professional to not only execute at a high level but to take immediate ownership of a growing team. If you thrive in a fast-paced environment and have the ambition to evolve into a leadership role overseeing the entire marketing and lead generation department, this is the position for you.

Key Responsibilities

• Personal Lead Generation: Maintain a high personal output with a target of 100+ outbound calls per day.
• Pipeline Management: Qualify and book a minimum of 50 high-quality meetings per month for the advisory team.
• Team Leadership: Manage and mentor a small team of specialists to ensure consistent performance and professional growth.
• Calendar Oversight: Manage complex scheduling requirements for advisors, ensuring a seamless handoff from lead to consultation.
• Process Optimization: Work within established sales workflows to improve conversion rates and lead quality.

Requirements

• Fluency in English: Exceptional verbal and written communication skills are mandatory for the UK market.
• Sales Experience: Proven track record in high-volume cold calling and lead qualification.
• Technical Proficiency: Must be highly proficient in Microsoft Office and general CRM/calendar management tools.
• Senior Maturity: Demonstrated experience in managing a team or acting as a lead specialist in a sales environment.
• Tenacity: A self-starter attitude with the resilience to handle high call volumes and ambitious monthly targets.

Nice-to-Haves

• Experience in the Financial Services industry (Pensions, Investments, or Mortgages).
• Previous experience in pipeline management and CRM optimization.
• Background in offshore sales leadership for Western markets.

Benefits

🌎 100% Offshore/Remote work environment

🚀 Exceptional career growth into a Head of Marketing/Growth role

🎯 Established performance-based commission and bonus structure

📈 Long-term stability within a growth-stage firm

🕒 Flexible working hours with core GMT overlap