Back to search
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.
