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

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