At a Glance
- 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 wellness resources.
- Why this job: Be the key contact for clients and make a real impact on their experience.
- Qualifications: Experience in coordination roles with strong customer service skills required.
- Other info: Dynamic environment with opportunities for personal and professional growth.
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 and 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 enjoys roles where organisation and communication really matter. You will be comfortable supporting inbound and outbound calls, coordinating busy schedules, and keeping client journeys running smoothly from first contact onwards.
If you are looking for a role with variety, ownership, and a mix of outreach, service delivery and business growth, we would love to hear from you!
Job Purpose, Tasks and Responsibilities
Job Purpose
You will be the central point of contact for Phoenix's clients, combining coordination and business development. You will handle inbound and outbound calls to warm and cold leads, book initial meetings, and support the sales process. Once a client is secured, you will 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 will not only make a real difference for our customers, you will also enjoy flexibility through hybrid working and benefit from a wide range of learning, career, and development opportunities.
Whether you are just starting out, returning to work after a break, or looking to take your next step, you will 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 your networking game on! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. You never know who might have a lead on that perfect Consultancy Coordinator role!
✨Tip Number 2
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or family. Focus on showcasing your organisational skills and ability to handle client conversations, as these are key for the role.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. Mention something specific from the interview to remind them of your great conversation.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll be part of a company that values individuality and inclusivity, making it a great place to work.
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 these are key aspects of the job. We want to see how your skills align with what we’re looking for!
Show Off Your Organisation Skills: Since this role involves juggling multiple client journeys and schedules, it’s important to demonstrate your organisational prowess. Share examples of how you’ve managed busy schedules or handled complex tasks in previous roles. We love a good story!
Be Clear and Concise: When writing your application, keep your language clear and to the point. Use professional yet friendly language that reflects our company culture. Remember, we’re looking for excellent written English, so make sure your application is polished and free of errors.
Apply Through Our Website: Don’t forget to apply through Wilmington Plc's career site! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re serious about joining our team at Phoenix Health & Safety!
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 the key responsibilities like client coordination, scheduling, and CRM management. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your communication skills. Practice articulating your thoughts clearly and concisely. You might even want to role-play some client scenarios with a friend to get comfortable handling challenging conversations.
✨Highlight Your Organisational Skills
The ability to juggle multiple tasks is crucial for this role. Bring examples of how you've successfully managed busy schedules or coordinated projects in the past. Use specific instances to illustrate your organisational prowess and attention to detail.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use for scheduling, or how they measure success in the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.