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Appointment Administrator

  • Location:

    Nottingham, Nottinghamshire

  • Sector:

    Admin & Secretarial

  • Job type:

    Contract

  • Salary:

    £18000 - £22000 per annum

  • Contact:

    Madeleine

  • Contact email:

    [email protected]

  • Job ref:

    NOT/11182_1659088733

  • Published:

    14 days ago

  • Expiry date:

    9/09/2022

  • Startdate:

    22/08/22

Job Description

***Appointment Administrators***

I am pleased to be working with a well-established wealth management business in Nottingham, holding a brand new, exciting opportunity for an Appointment Administrator! Working closely with Financial Planners, organizing all appointments and administrative duties this is not an opportunity to miss!

JOB TITLE: Appointment Administrator
SALARY: £18,000.00 - £22,000.00
HOURS: 37.5 per week
LOCATION: NG2
CONTRACT: FIXED TERM - 6 MONTHS

JOB ROLE:
" Using Salesforce to recognize existing clients who have Review Meetings scheduled to plan effectively for the month.
" Utilize reports to book in those meetings ensuring that the Administrator/Financial Planner has enough notice to allow for any prep work.
" When booking in client meetings, be aware of the geography and Financial Planner's diary to make most efficient use of the time and distance involved.
" To work with each "Pod" to help in overseeing contact with existing prospects to keep the relationship alive and book in appointments as necessary.
" Following a marketing event, schedule time to follow up with all attendees, gain feedback and build a rapport with the aim of securing a meeting with a Financial Planner.
" Ensure that all Attendees have been through PROMs before securing an appointment for a Financial Planner.

THE SUCCESSFUL CANDIDATE WILL NEED:
" A positive and professional approach when communicating with clients or prospects.
" A resilient personality, who works in a sales-oriented style with a confident approach.
" Confident and clear communicator with people from all backgrounds.
" Experienced in Microsoft Office and Outlook.
" Great organization and listening skills.
" A collaborative team player mindset.

BENEFITS:
" Relaxed working environment
" Office days out
" Birthday off!
" Private Medical Scheme

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