Financial Services Appointment Coordinator - Norwich

HAART; Norwich; On-site; GBP 22,000 - 40,000; Full time

Job summary

A financial services provider in Norwich is seeking a proactive Financial Services Sales Adviser to join their team. This role involves client engagement, managing appointments, and supporting lead generation. The ideal candidate will possess strong communication and organisational skills, with a customer-focused attitude. Benefits include annual leave, pension, and professional development opportunities. This position offers an exciting pathway to advance your career within a supportive environment.

Benefits

30 days annual leave

Company pension scheme

Career progression opportunities

Comprehensive training

Employee Assistance Programme

Qualifications

• Proactive, customer-focused approach is essential.
• Experience in financial services or estate agency is desirable.
• Confident telephone manner required.

Responsibilities

• Act as first point of contact for financial services enquiries.
• Book appointments and manage client interactions.
• Use CRM to log interactions and maintain data integrity.

Skills

Strong communication skills

Organisational skills

Attention to detail

Customer-focused attitude

Self-motivated

Tools

CRM systems (e.g., ROSIE)

Job description

A financial services provider in Norwich is seeking a proactive Financial Services Sales Adviser to join their team. This role involves client engagement, managing appointments, and supporting lead generation. The ideal candidate will possess strong communication and organisational skills, with a customer-focused attitude. Benefits include annual leave, pension, and professional development opportunities. This position offers an exciting pathway to advance your career within a supportive environment.