Appointment Setter

**Location**
**Salary**
**Posted on**
**Reference**
**Benefits**
***

Beverley
£20000 - £22000 26/03/2024
NJR14722
plus bonus

DESCRIPTION

NJR Recruitment are delighted to be recruiting for a well established financial planning firm who is seeking a highly organised and personable Appointment Booker to join their team in Beverley. You will play a vital role in serving existing clients and driving new business by proactively scheduling qualified appointments with the Financial Advising team.

What\'s in it for you?
Competitive salary and benefits package
Discretionary bonus scheme
Pension scheme
25 days holiday allowance + Bank Holidays
Immediate start available
Opportunity for professional development within a growing financial services company
Supportive and collaborative work environment
The chance to make a real difference by connecting clients with the financial advice they need
Shifts include 9am-5pm and 12pm-8pm and will be a mix of these during the week

Responsibilities will include:
Schedule Appointments: Work collaboratively with the Financial Advisers to schedule appointments that fit their availability and align with client needs.
Confirmation & Rescheduling: Confirm appointments with clients promptly and professionally, handling any rescheduling requests efficiently.
Calendar Management: Maintain accurate and up-to-date appointment calendars for the Financial Advisers, ensuring smooth scheduling and efficient use of their time.
Knowledge Development: Actively learn about the Clients services to effectively communicate with clients and manage their queries.
Data & Reporting: Maintain accurate records and generate reports as required to support the Appointment Booking function.

You\'ll be a great fit if you:
Have a minimum of 1 years\' experience in appointment setting or a similar role (financial services experience a plus).
Possess excellent communication and interpersonal skills, both written and verbal.
Are highly organised and detail-oriented, with a strong ability to manage multiple tasks effectively.
Can thrive in a fast-paced environment and work independently with a strong focus on accuracy.
Have a confident and professional phone manner, comfortable handling multiple calls simultaneously.
Possesses a strong aptitude for technology and thrives in environments with evolving systems.
Maintain a positive and enthusiastic attitude with a genuine desire to learn and contribute to the team\'s success.
Possess a sound understanding of data protection principles (GDPR).
Are happy to start work earlier and finish later than a normal 9-5 day.