Appointment Setter / Customer Service Relationship Coordinator

AWD online; London; On-site; GBP 25,000 - 30,000; Full time

Job summary

AWD online is offering a fantastic opportunity for an Appointment Setter / Customer Service Relationship Coordinator in London. This role requires strong communication skills and a proactive attitude, ideal for those looking to start their career in financial services. The position includes comprehensive training and a supportive work environment with numerous benefits like holiday flexibility and a pension scheme.

Benefits

28 days holiday plus bank holidays

Great pension scheme

Life assurance

Flexible benefits

Discounts across major brands

Volunteering days

Health checks

Qualifications

• Some customer interaction experience is preferred.
• Ability to hold engaging conversations.
• Interest in financial services.

Responsibilities

• Contact new and existing customers to arrange appointments.
• Promote services via calling and ensure quality appointments.
• Manage diaries of Financial Advisers.

Skills

Communication

Customer service

Attention to detail

Proactivity

Job description

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Appointment Setter / Customer Service Relationship Coordinator, London

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Client:

AWD online

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

485336a8b1b8

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

JOB OVERVIEW

We have a fantastic new job opportunity for an Appointment Setter / Customer Relationship Coordinatorwho has a polite, friendly and helpful telephone manner with good customer service and conversational skills.

With no prior office / corporate experience needed , this is the perfect opportunity for anyone looking to take their first step into the world of financial services or financial advice. If you’ve previously worked in a customer-facing role (such as sales or retail), have a great attitude and a strong work ethic , this is the job for you.

Working as an Appointment Setter / Customer Relationship Coordinator you’ll be responsible for contacting new and existing customers to arrange appointments with the company’s Specialist Financial Advisers.

As a successful candidate you will have a great opportunity to join a company that can offer training, support and an excellent career path.

DUTIES

Your duties as an Appointment Setter / Customer Relationship Coordinator include:

• Promote services to customers, via both Outbound and Inbound calling, and ensure quality appointments are booked for the Financial Advisers
• Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and customers
• Evidence strong communication skills with both internal and external stakeholders via a wide range of channels (Outbound / Inbound calls, email, and web platforms)
• Ensure outstanding attention to detail in all administration work completed for customers and Financial Advisers
• With an expectation to deliver to KPI’s each month, ensure you are proactive in managing your own diary and keeping up to date with any business changes. In return, the company provide comprehensive training and outstanding support to enable you to achieve these and set you up for success

CANDIDATE REQUIREMENTS

As an Appointment Setter / Customer Relationship Coordinator you will have the following skills and experience:

• You have some customer interaction experience and are a ‘people-person’
• Experience of meeting targets is advantageous, but not essential
• You can hold a good conversation and are able to communicate professionally
• You have a genuine interest in getting into the world of Financial Services
• You will possess strong attention to detail (your administration needs to be accurate and call conversations need to meet compliance standards)
• This is a busy role, as such you’ll need to be pro-active (you take initiative!) and have a great work ethic (you give 100%)

BENEFITS

• 28 days holiday plus bank holidays (rising to 30 days with service anniversaries)
• Buy extra holiday days or sell holiday you don’t need
• Great pension scheme (company matched plus 2% (up to 10%))
• Life assurance – worth four times your base pay
• Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme plus others
• Discounts – across major brands in retail, health, wellbeing and leisure
• Employee assistance programme – we help you, take care of you
• Culture day - an additional day off to utilise in any way you personally choose
• Volunteering days – 2 paid days per year
• Health checks – access to unlimited video GP consultations
• Enhanced Maternity Pay: 16 weeks at 100% average earnings (decreasing over time)
• Enhanced Paternity Pay: 100% of average earnings for up to 8 weeks
• Access to Mental Health First Aiders
• Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)

Candidates MUST have the Right to Work in the UK

By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-P12037

Full-Time, Part-Time, Job Share, Admin / Administration / Customer Services / Appointment Maker Permanent Flexible Working Jobs, Careers and Vacancies. Find a new job and work in Hybrid from Home and the Office in Birmingham, West Midlands. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.

AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.