Job Description

Hybrid role - Pool-in-Wharfedale, near Leeds, Harrogate & Bradford

25,000 starting salary (rising to 26,000 after 6 months) + uncapped monthly commission

Full-time or part-time permanent role

Connect People. Improve Lives.

At

Lead Tech

, we're on a mission to connect consumers with trusted, regulated financial advice that truly meets their needs. As part of our continued growth, we're looking for an experienced Appointment Setter to join our team - someone who brings both experience and confidence in setting quality appointments, building trust with both consumers and financial advisers (our partners), and expertly navigating conversations to uncover customer needs.

This is more than just booking calls - it's about creating real value for people through meaningful conversations, relationship building, and a solid understanding of financial services.

This role comes with a competitive starting salary of 25,000, rising to 26,000 after six months, along with an uncapped monthly commission structure that rewards your success.

At Lead Tech, we embrace a flexible hybrid working model, giving you the best of both worlds with a mix of remote and office-based work.

About Us

Lead Tech is an award-winning company located in the picturesque village of Pool-in-Wharfedale, just north of Leeds. For over 15 years, we've been at the forefront of generating high-quality leads for financial advice firms, helping consumers connect with trusted and regulated financial solutions. Our mission is clear: Connecting people. Improving lives.

We pride ourselves on excellence, which has earned us a place in the Top 100 UK Tech Companies at the Northern Tech Awards for four consecutive years. At Lead Tech, our people are our greatest asset. We cultivate an open and inclusive culture where feedback is valued, and every team member feels a strong sense of belonging.

We believe in growing together. Through comprehensive training, support, and personalised development plans, we help you reach your full potential. Creativity and innovation are at the heart of everything we do.

Why Join Lead Tech?

We believe great people make a great business. When you join us, you'll get:
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Competitive pay:

25,000 starting salary, rising to 26,000 after 6 months
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Uncapped commission:

The more you succeed, the more you earn
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Hybrid working:

Enjoy flexibility with a mix of home and office days
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Career growth:

Clear progression paths
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Award-winning culture:

Supportive, inclusive, and fun workplace
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Great location:

Free parking, scenic surroundings - easy commute from Leeds, Bradford, Harrogate, and surrounding areas

.We're also the first and only company in our sector to be directly authorised by the FCA, highlighting our commitment to regulatory excellence and a customer-centric approach.

Job Type: Full-time and Part- time, Permanent

Expected hours: up to 37.5 per week This role is working full time /Part -time hours between 8.00am - 8.00pm, Monday - Friday and working 1 Saturday every 6 weeks Hybrid working model

What You'll Be Doing

This role is for someone with extensive

appointment setting experience

who thrives on delivering quality conversations, managing expectations, and building relationships with both consumers and our network of financial advisers. You'll be responsible for:

Conducting in-depth fact finds

with consumers to understand their financial needs, goals and circumstances - identifying any signs of vulnerability and tailoring your approach accordingly.

Matching consumers to the right financial adviser

, based on those needs and adviser specialisms.

Setting high-quality appointments

, ensuring both the consumer and adviser are clear on next steps - always ensuring suitability and relevance.

Building rapport and trust

, both with consumers on the phone and with our adviser partners. Ensuring each party is informed, prepared, and confident with the information they have been provided.

Managing expectations

on both sides to ensure a seamless and professional experience.

Support regulatory best practice

by acting with integrity and in line with FCA guidelines and our own internal standards for treating customers fairly.

Contributing to team targets

, supporting colleagues and sharing best practice.

Spotting cross-sell opportunities

where appropriate, to further support consumers.

Team Support:

Assist the sales team with various tasks outside of appointment setting calls, demonstrating strong teamwork and attention to detail.

About You

We're seeking an experienced appointment setter who thrives in a fast-paced, target-driven environment. You should have a proven track record in outbound sales, appointment setting and customer service, with the natural ability to engage and communicate effectively with customers. We're looking for a dynamic individual who can easily adapt and excel in a fast-paced setting.

Your enthusiasm and professional attitude are more important to us than specific industry experience, though familiarity with financial services products is a plus. We will provide all the tools and training necessary to help you grow and succeed in your role at Lead Tech.

What You'll Bring

Proven experience in appointment setting, lead generation, and outbound customer engagement - ideally at a senior or advanced level. Confidence and fluency in conducting structured, needs-based conversations and asking insightful, open-ended questions. A strong understanding of Consumer Duty and the importance of fair customer outcomes. Experience in recognising and supporting vulnerable customers, with a sensitive and person-centred approach. A professional, adaptable communication style - you'll be just as comfortable talking to a hesitant consumer as to a professional financial adviser. Commercial awareness and a high attention to detail - ensuring consumers are connected to the most appropriate adviser for their situation. Strong time management and self-motivation in a fast-paced, performance-driven environment. Financial services knowledge - but full training will be provided.
We're looking for someone who can think on their feet and ensure that every customer leaves with a positive impression of Lead Tech's high-quality service. You'll join a lively and welcoming team where your contributions will be valued from day one.

This role would suit people with backgrounds in

telemarketing, outbound customer service, call centre sales, lead generation, or business development.

Our Culture

Fast-growing, award-winning tech business Inclusive, community-focused workplace where your voice matters Supportive, down-to-earth team that celebrates your success Strong focus on personal development and internal progression
Inclusive Environment: We are a diverse, community-focused organisation committed to supporting inclusion and diversity. We celebrate all abilities, sexual orientations, ethnicities, faiths, and genders.

Ready to Take the Next Step?

If you're an experienced appointment setter who thrives on meaningful conversations, takes pride in connecting people to valuable services, and wants to be part of a forward-thinking, fast-growing company that values ambition and innovation -- we'd love to hear from you. Apply now and take the next step in your career with Lead Tech.

Join our team in Pool-in-Wharfedale, Leeds.

Job Types: Full-time, Part-time

Pay: From 25,000.00 per year

Benefits:

Additional leave Casual dress Company events Company pension Cycle to work scheme Enhanced maternity leave Enhanced paternity leave Free parking Gym membership Health & wellbeing programme On-site gym On-site parking Paid volunteer time Private dental insurance Private medical insurance Work from home
Ability to commute/relocate:

Otley LS21 1FD: reliably commute or plan to relocate before starting work (required)
Experience:

Appointment Setter: 1 year (required) Contact Centre: 1 year (required) Customer service: 1 year (required) Account Executive: 1 year (preferred) Salesforce: 1 year (preferred) Financial services: 1 year (required) Lead generation: 1 year (preferred)
Work authorisation:

United Kingdom (required)
Work Location: Hybrid remote in Otley LS21 1FD

Reference ID: Appointment setter