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For Companies At a Glance
- Tasks: Connect clients with financial advisers by scheduling appointments and understanding their needs.
- Company: Join an award-winning company with over 15 years of success in financial services.
- Benefits: Enjoy hybrid working, uncapped commission, and a supportive, inclusive culture.
- Why this job: Make a real difference in people's financial futures while developing your career.
- Qualifications: Experience in appointment making or customer service; confident communicator with a positive attitude.
- Other info: Beautiful office location with free parking and easy commute from nearby cities.
The predicted salary is between 25000 - 26000 £ per year.
Overview
Scheduling Co-ordintator Financial Services (Hybrid Working)
LS21
£25k (inc to £26k after probation) + Commission (OTE – £38k) Uncapped
Hybrid (working from home Mondays and Fridays)
Are you a confident communicator with a passion for helping people make smarter financial choices? Do you thrive on building genuine relationships and creating value in every interaction?
This leading, award-winning company with over 15 years of success in connecting consumers with trusted, regulated financial advice is growing and we re looking for an experienced Appointment Maker to join our team.
Why This Role Matters
This is more than just booking calls. It s about creating trust, understanding customer needs, and acting as the first step toward transforming someone s financial future. You ll be speaking with individuals actively seeking guidance and connecting them with professional adviser partners who can help.
You ll need to bring confidence, empathy, and a strong understanding of what great conversations sound like. If you re experienced in appointment making, come from either a sales, or customer service background and love making a real difference this role is for you.
What You ll Get
- £25,000 starting salary rising to £26,000 after 6 months
- Uncapped monthly commission rewarding your success (OTE £38k)
- Hybrid working model
- Career progression with tailored development plans
- Inclusive culture supportive, fun, and people-first
- Beautiful location/offices free parking, green surroundings, easy commute from Leeds, Bradford, Harrogate and beyond
About You
- Proven experience in appointment making within a sales, or customer engagement
- Confidence in handling phone conversations and uncovering customer needs
- A collaborative approach able to build trust with both clients and partners
- Understanding of or interested in the financial services sector
- Motivated, resilient with a positive attitude
Ready to Make a Difference?
This is your chance to join a purpose-driven business that s consistently ranked among the top tech companies in the UK. You ll be supported, empowered, and rewarded with real opportunities to grow and thrive.
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Scheduling Co-ordinator employer: Neom Recruitment Ltd
Contact Detail:
Neom Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Scheduling Co-ordinator
✨Tip Number 1
Familiarise yourself with the financial services sector. Understanding the basics of financial advice and the common needs of clients will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Practice your communication skills. Since this role heavily relies on building trust and understanding customer needs, consider role-playing scenarios with friends or family to enhance your confidence and empathy.
✨Tip Number 3
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 4
Showcase your appointment-making experience. Be ready to discuss specific examples of how you've successfully booked appointments and built relationships in previous roles, as this will demonstrate your suitability for the position.
We think you need these skills to ace Scheduling Co-ordinator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in appointment making, sales, or customer service. Use specific examples that demonstrate your ability to build trust and understand customer needs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping people make smarter financial choices. Mention your confidence in handling phone conversations and how you can create value in every interaction.
Showcase Relevant Skills: In your application, emphasise skills such as communication, empathy, and resilience. Provide examples of how you've successfully engaged with customers and built relationships in previous roles.
Research the Company: Familiarise yourself with the company's mission and values. Understanding their approach to financial services will help you align your application with what they are looking for in a candidate.
How to prepare for a job interview at Neom Recruitment Ltd
✨Showcase Your Communication Skills
As a Scheduling Co-ordinator, you'll need to demonstrate your ability to communicate effectively. Practice articulating your thoughts clearly and confidently, especially when discussing how you can help clients make smarter financial choices.
✨Understand the Financial Services Sector
Familiarise yourself with basic concepts in financial services. This will not only show your interest in the sector but also help you engage in meaningful conversations during the interview, showcasing your understanding of customer needs.
✨Emphasise Relationship Building
Highlight your experience in building genuine relationships, whether in sales or customer service. Be prepared to share examples of how you've created trust and value in past interactions, as this is crucial for the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle challenging situations. Prepare scenarios where you've successfully navigated customer needs or turned a difficult conversation into a positive outcome.
