Appointment Maker

Reference: AL1178

Appointment Maker

Nottingham (our ref AL1178) – hybrid

Salary £16,000 – £23,000 dep on exp + benefits

Contract position 6 to 12 months with the potential of permanent at the end


As a brand-new role in this established Wealth Management practice, this exciting position will focus on Appointment Making for the Financial Planners to maximise both individual and company potential.


Appointment Maker – responsibilities of the role:

  • Reporting directly to the Support Team Manager, the role will be pivotal in ensuring all client review meetings are booked for existing clients in a timely manner
  • Book appointments into the Financial Planners diary
  • You will also work with the Financial Planners in maintaining contact with their prospects to engender future relationships and book appointments as necessary.
  • The role holder will also be asked to follow up with attendees to marketing events with an aim of maintaining contact and booking in appointments for Financial Planners as necessary
  • Additionally, you would attempt to make contact with the client base in order to fulfil the Companys obligations and also create renewed prospect opportunities
  • Become involved in ISA/other Campaigns as necessary to maximise client engagement and business efficiency


The person we are looking for:

  • Positive and professional approach with all clients/prospects. This must include adherence to Financial Services regulations.
  • Confident when speaking with people for the first time, regardless of their background.
  • You must display excellent telephone communication skills and enjoy this type of work which will inevitably include a number of rejections.
  • A self-starter and able to work with little or no supervision, who displays a sales orientated working style and is extremely resilient.
  • Experienced with Microsoft Office, Outlook and Outlook Calendars
  • Excellent listening skills and able to identify potential opportunities for Financial Planners during your conversations with clients/prospects.
  • Ability to engage positively with colleagues at all levels within the Practice
  • Good organisational skills
  • Team Player


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.


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