Diary Manager (Sales)

NJR Recruitment
Bromsgrove, Worcestershire
09 Aug 2019
05 Sep 2019
Contract Type
Full Time
Diary Manager (Sales)
Location: Bromsgrove


NJR Recruitment is representing a highly regarded Wealth Management organisation who are based in the Bromsgrove area. Our client hold a excellent reputation within the industry for providing advice to their corporate and private client's, Business Owners, who now have an exciting opportunity for a experienced Diary Manager to join their practice.

This is a fantastic opportunity to work for an excellent Business, who offers great career progression an enriching working environment with a team of dedicated individuals.

  • Own and manage the "client" journey from Acquisition to Advice.
  • Working from existing databases to book appointments for our IFAs.
  • 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 IFAs.
  • 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 cancelled appointments and managing your own diary system to call back clients within specific timescales.
  • Follow up calls/ customer satisfaction calls following IFA visits.
  • Maintain and update accurate records on CRM database.
  • Work to agreed targets and strategies and within agreed timescales.
  • Cold calling potential acquisition targets in order to generate new business.

The successful candidate will need to have previous experience and knowledge of the Financial Services Market and Investment Products; you will have good working knowledge of Microsoft Word, Excel and Outlook as well as solid communication and articulations skills as well s the ability to multi-task.

Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.

For further information please contact one of our specialist consultants quoting REF: NJR9409

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