Appointment Maker

Posted 14 November by Quadrant Client Services

An exciting opportunity has arisen within our organisation for an Appointment Maker looking to join an experienced and successful team based on the outskirts of Southampton. You will be working within a team of 5 Appointment Makers to deliver high quality Estate Planning and Financial Advice appointments.

We focus our efforts on engaging with existing clients, business owners and directors to ensure that the appointments you arrange have the potential to develop into long-lasting client relationships.

We are currently looking for an experienced outbound caller to confidently convert leads into appointments for our advisers to attend.

You will be reliable, hard-working, enthusiastic and quick to learn, with an excellent telephone manner, demonstrable communication and influence skills. Experience working in a call centre or a similar environment is essential, and an understanding of the Financial Planning or Estate Planning industry would be beneficial.

If you would like to join a growing business and be part of a successful team, we want to hear from you.


Monday - Friday 09:00 - 17:30

Benefits include:

The organisation offers a fantastic package including an excellent basic salary, uncapped commission, pension scheme, 22 days holidays + bank holidays (rising to 25) and death in service.

Required skills

  • Admin
  • Estate Planning
  • Financial Services
  • Sales
  • Telephone Manner

Application question

Do you have 1-year minimum experience making telephone appointments?

Reference: 39368042

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