Telemarketer / Appointment Scheduler

IFA Administrator - Chorley, North West England

Ref: 1562Wednesday 24 April 2024

Up to £25,000

Location: Chorley, Lancashire (Hybrid role, with 2-3 days in office)

Salary: Starting at £23,000 base salary, with additional bonus of £5 per appointment booked

Benefits: Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.

Are you a confident communicator with experience in outbound client contacting? Do you thrive in a fast-paced environment, booking appointments and driving results? Our client, a prominent Independent Financial Adviser (IFA), is seeking a motivated Telemarketer / Appointment Scheduler to join their team in Chorley, Lancashire.

Key Responsibilities:

  • Utilise provided warm leads from a joint venture with the UK's 2nd largest umbrella company.
  • Contact IR35 contractors via phone, building rapport and scheduling appointments.
  • Aim to book 5-10 appointments per day to maximise outreach and engagement.
  • Maintain accurate records of calls and appointments booked.
  • Collaborate with the Advisers to ensure seamless handover of appointments.

Requirements:

  • Previous experience in outbound client contacting or telemarketing.
  • Excellent telephone manner and communication skills.
  • Ability to work autonomously and meet daily appointment booking targets.
  • Strong organisational skills and attention to detail.
  • Confidence in working remotely and managing own workload effectively.

Benefits:

  • Competitive base salary starting at £23,000, with additional bonus of £5 per appointment booked.
  • Opportunity to join an employee owner share scheme after 6 months, providing additional tax-free income annually.
  • Hybrid role offering a balance between remote work and office presence in Chorley.

If you're ready to play a vital role in connecting with IR35 contractors and facilitating their access to expert financial advice, we want to hear from you.

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