Location
POOLE
Salary
£26000 - £30000
TypePermanent
WorkplaceOn-Site
Ref85945
Our client is on the look out for a motivated individual with excellent interpersonal skills to join their Admin team as an Appointment Coordinator
Salary – up to £26,000 – pro rata – full time and part time positions available!
•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 client