A dynamic and innovative financial planning firm dedicated to helping clients achieve their financial goals. We pride ourselves on an open culture where every team member’s ideas are valued, fostering a collaborative and inclusive environment. Our commitment to treating customers fairly is at the heart of everything we do, ensuring our clients receive the highest level of service.
We are looking for an Appointment Coordinator with a salary up to £26,000
You will be supporting our team of 7 Financial Advisers with their meetings across the UK.
Our team thrives on mutual respect, continuous learning, and a shared passion for excellence. Located in the heart of Poole, we offer a workplace that encourages growth, creativity, and the pursuit of professional success. If you are someone who values a supportive atmosphere where your contributions make a real impact, this is the place to grow your career
Core Duties and 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.