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Appointment Coordinator

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HAYS 28000.00 British Pound . GBP Per annum

2024-10-02 17:36:41

Job location Poole, Dorset, United Kingdom

Job type: fulltime

Job industry: Administration

Job description

Appointment Coordinator


Core duties and responsibilities:

  • Call clients to book in annual review meetings
  • Navigate and plot meetings across England to optimise Financial Planners' journeys
  • Update and manage each Financial Planner's diary
  • Send confirmation letters to clients
  • Make up and maintain compliant files
  • Assist reception greeting clients
  • Assist reception processing post
  • To comply with the principles of Treating Customers Fairly in all aspects of the role of administrator
  • Full time
  • Office based

Key Skills:
  • Polite telephone manner
  • Ability to achieve agreed outcomes without supervision
  • Articulate
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good IT skills
  • Ability to work independently and in a team
  • Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
  • Xplan is our back-office system - training will be provided
Full time or part time - this can be a part time position - 5 hours a day / hours to suit the candidate9-5.30pm (4.30pm on a Friday)
£26,000 - £28,000 DOE
Lovely offices to work in - great benefits

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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