Relationship Coordinator

Wesleyan; Birmingham; Hybrid; GBP 22,000 - 27,000; Full time

Benefits offered by this job

Annual bonus

28 days holiday

Flexible hybrid working

Company pension

Underground parking

Salary sacrifice schemes

Enhanced family leave

Volunteer days

Job summary

Wesleyan in Birmingham is seeking a Financial Services Support role to manage FC customer territories, booking quality first appointments mainly by telephone in line with regulatory requirements. The position is hybrid, based in Birmingham with office two days per week.

You will drive prospecting and lead management to increase quality appointments, build professional relationships with Financial Consultants, and support scheduling and data updates in the CRM.

Qualifications

• Role requires managing appointments and leads with attention to regulatory requirements.
• Experience in financial services is preferred and beneficial.
• Strong communication and relationship-building abilities are essential.

Responsibilities

• This role is responsible for the management of FC’s customer territories to book quality first appointments, primarily via telephoning customers according to regulatory requirements.
• The purpose is to drive, action and manage prospecting and opportunities including lead management to increase quality appointments in FC diaries.

Skills

Attention to detail

Objection handling

Quick thinking

Communication skills

Negotiation

Relationship building

Evenings availability

Self-motivated

Lead management

Financial services background

Education

Financial Planning Certificate (or equivalent)

Job description

Salary: Up to £24,480, based on skills and experience + Quarterly Bonus Scheme

Contract Type: Fixed Term for 12 Months - 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 help 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: About Wesleyan

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

• 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.

Discover the full range of benefits: Wesleyan Careers Rewards

Why Wesleyan?

We're building a culture where everyone belongs. Diversity isn't 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.

Ready to Shape Your Future?

Apply today and join us in creating brighter financial futures - for our customers, our members, and you.