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- Tasks: Coordinate client journeys and support business growth through effective communication.
- Company: Join Phoenix Health & Safety, a leader in health and safety consultancy.
- Benefits: Enjoy hybrid working, performance bonuses, healthcare, and gym memberships.
- Why this job: Be at the heart of consultancy services, making a real impact on client experiences.
- Qualifications: Experience in coordination roles with strong customer service skills.
- Other info: Exciting growth opportunities in a dynamic and supportive environment.
The predicted salary is between 28000 - 42000 £ per year.
Location: UK - Home based
Salary: up to £35k base + up to £10k commission
Contract Type: Full Time, Permanent
What We Can Offer You:
- Hybrid Working
- Performance-Related Bonus
- Life Assurance
- Vitality Private Healthcare
- Additional Holiday Purchase
- Health Cash Plan
- Subsidised Gym Memberships
- Cycle to Work scheme
- Discount Vouchers
- Access to Wellbeing Resources
Why Do We Want You
Phoenix Health & Safety (part of Wilmington plc) has a brand new opportunity for a Consultancy Coordinator to join our growing consulting team. We are looking for someone who is confident handling client conversations - including proactive outreach - and who enjoys roles where organisation and communication really matter. You’ll be comfortable supporting inbound and outbound calls, coordinating busy schedules, and keeping client journeys running smoothly from first contact onwards. If you’re looking for a role with variety, ownership, and a mix of outreach, service delivery and business growth, we’d love to hear from you!
Job Purpose, Tasks and Responsibilities
You’ll be the central point of contact for Phoenix's clients, combining coordination and business development. You’ll handle inbound and outbound calls to warm and cold leads, book initial meetings, and support the sales process. Once a client is secured, you’ll onboard them and manage the scheduling of consultations with our H&S Consultants.
Tasks And Responsibilities
- Client Coordination & Communication: Act as the main point of contact for clients, managing inbound and outbound calls and emails. Coordinate the client journey from enquiry through booking, delivery support, and follow up. Issue confirmations and pre and post visit communications to ensure clients are well prepared.
- Scheduling & Diary Management: Book and manage health and safety review appointments and follow up calls/visits. Optimise consultant diaries for efficiency, travel, and service priorities. Proactively manage changes, cancellations, and re-bookings, highlighting delivery risks where needed.
- Documentation & Administration: Prepare and issue client documentation in line with Phoenix standards. Track deliverables and ensure actions are progressed on time. Maintain accurate records, templates, and version control.
- CRM & Reporting: Keep CRM records up to date, including client status, notes, and next steps. Produce basic management reports to support pipeline, delivery, and reappointment oversight.
- Commercial Support: Support client retention and conversion through timely follow-ups and proposal support. Capture and progress additional opportunities identified by consultants. Contribute to improving client experience and identify process improvements.
- Quality & Ways Of Working: Ensure communications and records meet quality, audit, and compliance standards. Follow agreed processes and escalation routes, helping to keep SLAs on track. Take part in continuous improvement across systems, processes, and templates.
What’s The Best Thing About This Role
You will be at the heart of Phoenix's consultancy services, ensuring clients receive a seamless, professional experience while working closely with consultants to support business growth and client success.
What’s The Most Challenging Thing About This Role
Balancing multiple client journeys, schedules, and administrative processes simultaneously, while maintaining accuracy, responsiveness, and a high level of service.
What We’re Looking For
To be successful in this role, you must have / be:
- Demonstrable experience in a coordinator / scheduler / operations support role, ideally within a professional services, compliance, or field-based delivery environment.
- Strong customer service and communication skills with the ability to build rapport quickly and handle challenging conversations professionally.
- High level of organisation and attention to detail, able to manage multiple moving parts simultaneously.
- Strong commercial awareness: understands the importance of conversion, retention, and delivering a premium client experience.
- Excellent written English, able to produce clear, client-ready communications and maintain accurate records.
- Confident IT user (Microsoft 365, CRM/workflow tools); able to learn new systems quickly and work with structured templates.
- Able to work calmly under pressure, prioritising tasks effectively and maintaining service standards.
To be successful in this role, it would be great if you have:
- Experience supporting health & safety, compliance, or consultancy services (or similar regulated professional services).
- Understanding of key H&S documentation types (e.g., policies, risk assessments, action plans) and typical client needs.
- Experience using telephony/booking systems and producing MI reports for operational leadership.
- Experience supporting sales/service conversion workflows (e.g., follow-ups, proposals, renewals, reappointments).
- Familiarity with quality assurance, evidence trail, and process-driven environments.
We know it's not a skill, but the successful candidate must have permission to work in the role's location by the start of their employment.
About Us
Phoenix Health & Safety, part of Wilmington Plc, is a leading provider of health and safety training and consultancy. We empower individuals and businesses through expert education and support. Our rapid growth makes this an exciting time to join our team!
Join us and do Work That Means Something
At Wilmington Plc, we help global customers to do the right business in the right way - providing trusted data, insights, and education to navigate the Governance, Risk and Compliance (GRC) landscape. When you join us, you'll not only make a real difference for our customers, you'll also enjoy flexibility through hybrid working and benefit from a wide range of learning, career, and development opportunities. Whether you're just starting out, returning to work after a break, or looking to take your next step, you'll be doing work with meaning. Join us and make a real difference. Click on APPLY today!
Consultancy Coordinator in Birmingham employer: Phoenix Health & Safety
Contact Detail:
Phoenix Health & Safety Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultancy Coordinator in Birmingham
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Phoenix Health & Safety. Understand their values, services, and recent news. This will help you tailor your conversation and show that you're genuinely interested.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. Focus on how you can highlight your organisational skills and client communication experience, as these are key for the Consultancy Coordinator role.
✨Tip Number 3
Be ready to showcase your multitasking skills! During the interview, share examples of how you've successfully managed multiple projects or client interactions at once. This will demonstrate your ability to handle the busy nature of the role.
✨Tip Number 4
Follow up after your interview! Send a thank-you email expressing your appreciation for the opportunity to interview. This not only shows good manners but also reinforces your enthusiasm for the position and the company.
We think you need these skills to ace Consultancy Coordinator in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Consultancy Coordinator role. Highlight your experience in client coordination and communication, as well as any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Off Your Organisation Skills: Since this role involves juggling multiple client journeys and schedules, it’s crucial to demonstrate your organisational prowess. Share examples of how you've managed busy workloads or coordinated complex tasks in previous roles. We love a good planner!
Communicate Clearly: Your written English needs to be top-notch! Ensure your application is clear, concise, and free from errors. This is your chance to show us your communication skills, so make every word count. Remember, we’re looking for someone who can produce client-ready communications.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to the right place. Plus, it shows you’re serious about joining our team at Phoenix Health & Safety. We can’t wait to hear from you!
How to prepare for a job interview at Phoenix Health & Safety
✨Know Your Stuff
Before the interview, make sure you understand the role of a Consultancy Coordinator inside out. Familiarise yourself with Phoenix Health & Safety's services and how they support clients. This will help you answer questions confidently and show that you're genuinely interested in the company.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare examples of how you've successfully handled client conversations or resolved issues in the past. This will demonstrate your strong customer service skills and ability to build rapport.
✨Get Organised
As a coordinator, organisation is key. Bring a notepad or digital device to jot down important points during the interview. You might also want to prepare a list of questions about the role and the team dynamics, showing that you’re proactive and detail-oriented.
✨Be Ready for Scenario Questions
Expect to be asked how you'd handle specific situations, like managing multiple client schedules or dealing with cancellations. Think through potential scenarios beforehand and outline your thought process. This will highlight your problem-solving skills and ability to stay calm under pressure.
