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Appointment Coordinator

1 month ago

Poole, United Kingdom Hays Specialist Recruitment Limited Full time

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.

£26,000Full 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 nowIf 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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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