Appointment Coordinator
Core duties of the role:
* Call clients to book in annual review meetings
* Navigate and plot meetings across England to optimise Financial Planners' journeys
* Update and manage each Financial Planners diary
* Send confirmation letters to clients
* Make up and maintain compliant files
* To comply with the principals of treating customers fairly in all aspects of the role of the administrator
* Full-time and office based
Key Skills:
* Polite telephone manner
* Ability to achieve agreed outcomes without supervision
* Articulate
* Excellent interpersonal skills, both written and verbal
* 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.
£26,000
Full time but there is some flex on the hours - ie: 9am - 4pm / 10am - 5pm / 9am - 3pm (examples)
Office based - parking
Lovely offices
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.
# 4546372