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 now If 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. 4596549