JOB OVERVIEW
We have a fantastic new job opportunity for an Appointment Setter / Customer Relationship Coordinatorwho has a polite, friendly and helpful telephone manner with good customer service and conversational skills.
With no prior office / corporate experience needed, this is the perfect opportunity for anyone looking to take their first step into the world of financial services or financial advice. If you’ve previously worked in a customer-facing role (such as sales or retail), have a great attitude and a strong work ethic, this is the job for you.
Working as an Appointment Setter / Customer Relationship Coordinator you’ll be responsible for contacting new and existing customers to arrange appointments with the company’s Specialist Financial Advisers.
As a successful candidate you will have a great opportunity to join a company that can offer training, support and an excellent career path.
DUTIES
Your duties as an Appointment Setter / Customer Relationship Coordinator include:
1. Promote services to customers, via both Outbound and Inbound calling, and ensure quality appointments are booked for the Financial Advisers
2. Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and customers
3. Evidence strong communication skills with both internal and external stakeholders via a wide range of channels (Outbound / Inbound calls, email, and web platforms)
4. Ensure outstanding attention to detail in all administration work completed for customers and Financial Advisers
5. With an expectation to deliver to KPI’s each month, ensure you are proactive in managing your own diary and keeping up to date with any business changes. In return, the company provide comprehensive training and outstanding support to enable you to achieve these and set you up for success
CANDIDATE REQUIREMENTS
As an Appointment Setter / Customer Relationship Coordinator you will have the following skills and experience:
6. You have some customer interaction experience and are a ‘people-person’
7. Experience of meeting targets is advantageous, but not essential
8. You can hold a good conversation and are able to communicate professionally
9. You have a genuine interest in getting into the world of Financial Services
10. You will possess strong attention to detail (your administration needs to be accurate and call conversations need to meet compliance standards)
11. This is a busy role, as such you’ll need to be pro-active (you take initiative!) and have a great work ethic (you give 100%)
BENEFITS
12. 28 days holiday plus bank holidays (rising to 30 days with service anniversaries)
13. Buy extra holiday days or sell holiday you don’t need
14. Great pension scheme (company matched plus 2% (up to 10%))
15. Life assurance – worth four times your base pay
16. Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme plus others
17. Discounts – across major brands in retail, health, wellbeing and leisure
18. Employee assistance programme – we help you, take care of you
19. Culture day - an additional day off to utilise in any way you personally choose
20. Volunteering days – 2 paid days per year
21. Health checks – access to unlimited video GP consultations
22. Enhanced Maternity Pay: 16 weeks at 100% average earnings (decreasing over time)
23. Enhanced Paternity Pay: 100% of average earnings for up to 8 weeks
24. Menopause Support Plans
25. Access to Mental Health First Aiders
26. Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)
Candidates MUST have the Right to Work in the UK
APPLY TODAY…
By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P12037
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