FRP Advisory Group
Graduate / Trainee B2B Lead Generation Executive
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Graduate / Trainee B2B Lead Generation Executive
Trainee Funding Consultant – Outbound TeleSales at Hilton-Baird Financial Solutions
About Hilton-Baird Financial Solutions
Founded in 1997, Hilton-Baird Financial Solutions is an award-winning, FCA-authorised commercial finance broker. We help businesses of all sizes unlock working capital by introducing the most suitable funding solutions from a wide range of banks and independent lenders—from deep expertise in invoice finance to broader commercial finance.
Part of FRP Advisory Group, a leading national business advisory firm with 35 offices and over 850 team members across the UK and beyond, we value clarity, integrity, and thoughtful collaboration. We’re building a selfless team, and we’re always looking for driven, talented people to enable our clients to make confident decisions together.
Role Description
This is an outbound consultative telesales role where you’ll proactively contact businesses to introduce our services and create new opportunities for our brokerage team—as a Trainee Funding Consultant.
Initial training: For two weeks you’ll be based in our Southampton office. Hotel accommodation will be provided for those travelling from further afield. Once training is complete, the role will transition to a hybrid model.
Purpose of the Role
We’re looking for hard-working, determined professionals to join our Funding Consultant team and help UK businesses access the finance they need to thrive.
As a key part of our telemarketing team, your role will centre on generating new business opportunities. You’ll initiate contact with businesses in our database, detail our commercial finance brokerage expertise, and build a pipeline of prospects. Managed responsibility gives you ownership over prospects, your own diary, and the relationships you forge with key stakeholders.
We look for attitude and aptitude above all else. If you possess the discipline and determination to excel, we’ll equip you with the skills to thrive in this challenging yet supportive role. Our ethos is one of mutual success — whether for our clients, team, or individuals.
Key Responsibilities
- Prospect engagement: Conduct cold and warm telephone calls to generate leads.
- Introduce our services: Present Hilton-Baird as a financial broker and explain our funding options to prospective clients.
- Fact-finding: Conduct thorough interviews, gather business intelligence, and discuss financing challenges and opportunities.
- Compliance adherence: Uphold FCA regulations, GDPR, and internal procedures.
- Diary management: Schedule follow-up touchpoints and maintain your own diary.
- Relationship-building: Develop rapport with key decision-makers, ensuring compliant conversations that yield relevant insights.
- Quality assurance: Maintain a high standard of courtesy, integrity, and professionalism in all interactions.
- Performance tracking: Always meet touchstone targets across your Balanced Scorecard.
- Team engagement: Attend meetings and contribute proactively.
- Documentation: Keep an accurate, detailed log of all communications.
- Adaptability: Support special projects or perform additional duties as needed.
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Qualifications & Requirements
Minimum Qualifications
- Educated to GCSE standard or above
- Fluent verbal and written communication (strong telephone manner essential)
Key Attributes
- Quick learner with high information retention skills
- Attention to detail in all tasks
- Tenacious goal-setting to hit performance targets
- Exceptional team player with strong interpersonal skills
- Autonomy and initiative in managing tasks while collaborating effectively
- Committed work ethic – self-motivated, punctual, and reliable
- Computer proficiency in Microsoft Word, Excel & Outlook
What We Offer
- Flexible working environment: A hybrid model enables you to balance focus and flexibility.
- Uncapped discretionary bonus for exceptional performance.
- Profitable share rewards (£Earned in our financial year, May–April).
- Generous life assurance benefits.
- 30 days holiday (including company wide and bank holidays).
- Pension participation (from day three) via our FRP pension scheme.
- Investment in your future: Full on-going training, with opportunities to expand skills internally and via external workshops.
- Purposeful work: Join a team dedicated to helping UK SMEs and corporates fund growth.
- Career development: Opportunities to progress within or alongside FRP Advisory Group.
- Employee Benefits: Annual flu vaccination and Employee Assistance Programs.
- Flexible Benefits Scheme: Customise your benefits from dental care to additional holiday.
Our Commitments
Our Values
We’re driven by four core principles:
- Straightforward: Offer clear, direct advice without unnecessary complexity.
- Confident: Ground our guidance in expert knowledge and measurable outcomes.
- Pragmatic: Focus relentlessly on actionable solutions for our clients.
- Real: Blend progress and professionalism with relatability and honesty.
Sustainability & Impact
At FRP, our success is built on sustainability—environmental, social, and organisational. Our sustainability goals include:
- Stronger people-client partnerships and community investment.
- Reduced environmental impact through agile, responsible practices.
- Fairness and diversity: Our equal opportunities policy values every individual’s potential without considering factors like ethnicity, gender, or disability.
- Learning & empowerment: We actively invest in personal development and career progression.
Real Difference
Financing clients’ growth unlocked long-term needs and profitability for us—but equally, our clients’ success paves the way for ours. Your role isn’t just about transactions; you’re part of a partnership where integrity meets impact. We’re here to support every business we touch to achieve the extraordinary.
Workplace Type
Hybrid (after training)
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