Enquiry Coordinator

Reeves Group are continuously expanding and are committed to recruiting the best talent into our business, and we are just as committed to retaining them. We want determined, ambitious and proactive employees to join our growing teams and that is why our salaries, training programmes and personal development schemes are among the most competitive in our industry. We are always looking for talented individuals to help us achieve our goals and help drive the success of our business

We are recruiting a Enquiry Coordinator and we are looking for hardworking and driven individuals to join our team. The successful candidate will be detail orientated, able to manage and prioritise their workload and thrive in a fast paced environment.

About Reeves

Reeves Group is a specialist firm of Independent Financial Advisers which, for more than 25 years, has been helping clients to build financial security both for the present and the future.

While our offices are based in Newcastle Upon Tyne, our dedicated team of advisers, technical specialists and support staff work with clients across the country.

We are continuously looking to improve, develop and grow our team. Due to our ongoing success we need to recruit driven, enthusiastic, and hardworking team members to ensure we continue to provide an outstanding service to our constantly growing client bank.

Reeves prides itself on the development and training of our staff, as we know that well-trained and competent staff are the backbone of outstanding financial advice and exceptional service to our clients. It’s due to this dedication to our workforce that Reeves is a fantastic company to join.

Main Duties:

• Adviser Support & Workflow Management – Oversee advisers’ workflows, follow up on outstanding tasks, and manage their diaries, including call bookings.
• Administration – Oversee the completion of administrative tasks, including document chasing, scanning, printing, and uploading to Finplan.
• Client Communication – Ensure the Enquiry Coordinator Team is the primary point of contact for clients, providing updates and assisting with rescheduling calls to address any queries.
• Team Data Oversight – Drive and manage data input for the team, ensuring strict compliance and accuracy.
• Compliance & Target Achievement – Deliver quarterly commercial and compliance targets.
• Process Efficiency – Monitor and streamline processes such as DocuSign tracking, call outcome recording, and administration of outgoing post.
• Case Management & Follow-Ups – Ensure the Enquiry Coordinator Team follows up on outstanding documents and information for each case.

Qualifications & Experience

• Excellent phone manner with the ability to engage and build rapport quickly.
• Strong communication skills, both verbal and written.
• Confidence in handling outbound calls and overcoming objections professionally.
• Ability to multitask, prioritise workload, and maintain attention to detail.
• A proactive and enthusiastic attitude with a client-focused approach.

Job Types: Full-time, Permanent

Pay: £26,500.00 per year

Benefits:

• Company events
• Cycle to work scheme
• Sick pay

Location:

• Newcastle upon Tyne NE7 7TZ (required)

Work Location: In person