- Job Type: Full-time
- Location: Office-based
- Salary: £26k + bonus
We are seeking a Appointment Coordinator to join our clients team. The successful candidate will be responsible for managing and optimising the schedules of our Financial Planners, ensuring efficient and effective client service. This role requires excellent organisational skills, a polite telephone manner, and the ability to work both independently and as part of a team.
Day-to-day of the role:
- Calling clients to schedule annual review meetings.
- Navigating and planning meetings nationally to optimise journeys.
- Updating and managing diaries.
- Sending confirmation letters to clients.
- Creating and maintaining compliant files.
Required Skills & Qualifications:
- Polite telephone manner with the ability to achieve agreed outcomes without supervision.
- Articulate with excellent interpersonal skills, both written and verbal.
- Ability to multitask and prioritise effectively.
- Good IT skills and fully competent in desktop applications (proficient in Microsoft Word, Excel, and Outlook).
Benefits:
- Competitive salary.
- Comprehensive training on our office system
- Opportunity to work in a supportive team environment.
- Career development opportunities within the company.
To apply for this position, please submit your CV or for more information please call OIivia at REED Bournemouth