Relationship Coordinator

Wesleyan Group; Birmingham; Hybrid; GBP 23,000 - 28,000; Part time

Benefits offered by this job

Annual bonus

Hybrid working

Pension scheme

Underground parking

Salary sacrifice options

Enhanced family leave

Volunteering days

28 days holiday

Job summary

Wesleyan Group in the United Kingdom is seeking a Relationship Coordinator to manage FC customer territories, booking quality first appointments primarily by telephone in line with regulatory and Society requirements.

You will drive prospecting and opportunities, manage leads, and increase the number of quality appointments in FC diaries. Strong communication and diary management are essential.

Qualifications

• Attention to detail and accuracy.
• Ability to overcome objections.
• Ability to think and react quickly.
• Excellent communication skills, both verbal and non-verbal.
• Able to negotiate, persuade and shape opinions.
• Relationship-building experience.
• Able to work regular evenings as required.
• Self-motivated, results oriented with a can-do attitude.
• Commercial awareness about lead management.
• Background in financial services is ideal.
• Team culture: KPI-driven and collaborative.
• Proactive, takes ownership and is customer-centric.
• Professional approach.
• Financial Planning Certificate or equivalent is desirable.

Responsibilities

• Arrange quality first appointments, seminars, events for Financial Consultants.
• Plan customer contact using lead sources and book appointments.
• Open a CRM business case and send confirmation to clients.
• Research systems and update data for FCs.
• Build professional relationships with each FC, managing diaries and communications.

Skills

Attention to detail

Overcome objections

Quick thinking

Excellent communication

Negotiation

Relationship building

Evening availability

Commercial awareness

Financial services background

Team collaboration

Proactive ownership

Customer-centric

Professional approach

Certifications desirable

Education

Financial Planning Certificate (or equivalent)

Tools

Outlook

Job description

Relationship Coordinator – SRC

Salary: Up to £25,600, based on skills and experience

Contract Type: Fixed Term– 35 hours a week

Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week

Shape Brighter Futures with Wesleyan

Established in 1841, Wesleyan helps trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.

Find out more about who we are: careers.wesleyan.co.uk

Make a Difference

This role is responsible for the management of Financial Consultant’s (FC’s) customer territories in respect of booking quality first appointments, primarily via telephoning customers according to statutory, regulatory and the Society’s compliance requirements.

The purpose of the role is to drive, action and manage prospecting and opportunities including lead management with the aim of increasing the number of quality appointments booked into FC diaries.

Your Impact

Here’s how you’ll make a difference:

• Arrange carefully considered and quality tailored first appointments, seminars, events and lunch and learns for Financial Consultants.
• Plan and carry out an appropriate level of customer contact using lead sources and book the required number of appointments within Outlook.
• Open a business case within the CRM system and sending confirmation of appointment to the client.
• Research systems and ensure collected and recorded data is updated and provided to the FC, putting them in an informed position.
• Build a professional relationship with each Financial Consultant that includes regular communication and management of their diaries effectively and in line with their FC/RC working contract.

What You’ll Bring

Essentials

• Attention to detail and accuracy
• Ability to overcome objections
• Ability to think and react to information quickly
• Excellent communication skills Both verbal and non-verbal
• Able to negotiate, persuade and shape opinions
• Relationship building experience
• Able to commit to working regular evenings according to the Society’s requirements
• Self‑motivated, results oriented with a determined to succeed attitude
• Commercial awareness about lead management
• A background in financial services is ideal
• Team Culture – Desire and ability to work towards departmental KPI’s
• Proactive, takes ownership and is customer centric
• Professional approach
• Financial Planning Certificate (or equivalent) is desirable

Benefits That Work for You

We believe rewards should reflect the life you live. Here’s what you can expect:

• Annual bonus to recognise your contribution.
• 28 days holiday (plus a culture day!) – rising to 30 days with service.
• Flexible hybrid working for better work-life balance.
• Company pension scheme – matched plus 2% (up to 10%).
• Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
• Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
• Enhanced family leave and two volunteering days to give back to causes you care about.

Why Wesleyan?

We’re building a culture where everyone belongs. Diversity is not just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part‑time options.

If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.

What to Know Before Applying

• Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
• Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.