Diary Manager

Alliance Pictor
Bromsgrove, Worcestershire
09 Aug 2019
05 Sep 2019
Contract Type
Full Time
Our client is one of the UK's leading Financial Services businesses and as a result of further growth now require an experienced Diary Manager - Appointment maker.


Reporting to: Adviser Relations Manager

Department: Sales

Summary: To manage a diary system using existing databases from the joint ventures and acquisitions team to book appointments for prospective clients and generate business for their Advisers through a variety of identified target sectors, Business Development Managers and Acquisitions team.


* Own and manage the "client" journey from Acquisition to Advice.

* Working from existing databases to book appointments for the Advisers.

* Receiving calls from potential new clients and generating any associated leads.

* Receiving calls from new acquisition clients, answering their queries and booking appointments with the Financial Advisers.

* Take a professional and proactive role on allocating advisers to clients using set company guidelines.

* Liaising with the Administration team to ensure that all appointment confirmation letters are issued to clients.

* Rebooking canceled appointments and managing your own diary system to call back clients within specific timescales.

* Follow up calls/ customer satisfaction calls following Financial Adviser visits.

* Maintain and update accurate records on CRM database.

* Work to agreed targets and strategies and within agreed timescales.

* Generate business for the Financial Advisers


* Can do attitude.

* Ability to understand and follow a set telephone script to deliver exceptional performance.

* Maintain a courteous and professional approach at all times.

* Maintain an excellent telephone manner with a tenacious approach.

* Demonstrate excellent communication skills at all times.

* Maintain a good working knowledge of Microsoft Word, Excel and Outlook.

* There may be potential for some weekend work when necessary.


In return, there is a highly competitive negotiable salary with a first-class benefits package which includes a pension scheme and 30 days holiday ( including bank holidays). Save As You Earn scheme.

You'll also benefit from being part of a cash plan scheme offering support on your optical and dental costs together with other therapies such as sports massage and complementary therapies.

You may also be eligible for private health insurance. Life insurance, an annual bonus as well as bonuses for recommending your friends and family as employees, introducing new clients and for long service.

If you need financial advice yourself advisers will be there to help you at no charge and an in-house legal team also provide their support to our people at a sizeable discount.

To help you synchronise your work and home life there is the option of compressed working hours so essentially you could have a three day weekend. There is a childcare voucher scheme. There are also many fun events throughout the year including a legendary Christmas party and a summer barbecue.

You can also join complimentary out-of-hours language classes and other activities. Also, if fitness is your thing, you'll get 50% off fitness classes at a local gym

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