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Appointment Coordinator

2 months ago

Poole, Poole, United Kingdom Ortus PSR Full time

About Ortus PSR

We are a dynamic and innovative financial planning firm dedicated to helping clients achieve their financial goals. Our company culture is built on mutual respect, continuous learning, and a shared passion for excellence. We pride ourselves on fostering a collaborative and inclusive environment where every team member's ideas are valued.

Our Commitment to Clients

We are committed to treating our clients fairly and ensuring they receive the highest level of service. Our team of 7 Financial Advisers works closely with clients across the UK to provide personalized financial solutions.

Key Responsibilities

  • Client Interaction: Call clients to schedule annual review meetings, ensuring a positive and professional experience.
  • Meeting Coordination: Efficiently navigate and plot meetings across England to optimize our Financial Planners' travel schedules.
  • Diary Management: Update and manage each Financial Planner's diary, ensuring all appointments are accurately recorded.
  • Client Communication: Send confirmation letters to clients, maintaining a high standard of correspondence.
  • Compliance: Prepare and maintain compliant files, ensuring all documentation meets regulatory standards.
  • Reception Assistance: Greet clients warmly and process post efficiently, ensuring the reception area operates smoothly.
  • Customer Fairness: Adhere to the principles of Treating Customers Fairly in all aspects of your role.

Key Skills

  • Polite Telephone Manner: Excellent communication skills with a friendly and professional tone.
  • Self-Motivation: Ability to achieve agreed outcomes without direct supervision.
  • Articulate and Well-Written: Strong verbal and written interpersonal skills, ensuring clear and effective communication.
  • Multitasking: Ability to juggle multiple tasks and prioritize effectively in a fast-paced environment.
  • Tech Savvy: Good IT skills, with proficiency in Microsoft Word, Excel, and Outlook.
  • Team Player: Capable of working both independently and as part of a collaborative team.