Appointment Coordinator
Core duties and responsibilities:
- Call clients to book in annual review meetings
- Navigate and plot meetings across England to optimise Financial Planners' journeys
- Update and manage each Financial Planner's diary
- Send confirmation letters to clients
- Make up and maintain compliant files
- Assist reception greeting clients
- Assist reception processing post
- To comply with the principles of Treating Customers Fairly in all aspects of the role of administrator
- Full time
- Office based
Key Skills:
- Polite telephone manner
- Ability to achieve agreed outcomes without supervision
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Ability to work independently and in a team
- Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
- Xplan is our back-office system - training will be provided
Full time or part time - this can be a part time position - 5 hours a day / hours to suit the candidate9-5.30pm (4.30pm on a Friday)
£26,000 - £28,000 DOE
Lovely offices to work in - great benefits
What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
#