At a Glance
- Tasks: Manage customer appointments and support Financial Consultants in a dynamic environment.
- Company: A leading financial service company with a focus on teamwork and inclusivity.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Embrace diversity and enjoy a supportive workplace culture.
- Why this job: Join a vibrant team and make a real impact in the financial services sector.
- Qualifications: Strong communication skills and a knack for relationship-building.
The predicted salary is between 24480 - 24480 £ per year.
A financial service company is seeking a dedicated professional to join the company as a Relationship Coordinator. The role involves managing Financial Consultant’s (FC’s) customer territories, booking quality first appointments primarily via telephoning customers, and ensuring compliance with statutory, regulatory and Society requirements. The purpose of the role is to drive, action and manage prospecting and opportunities, including lead management, to increase the number of quality appointments booked into FC diaries.
What you'll be doing:
- Arranging carefully considered and quality‑tailored first appointments, seminars, events and lunch and learns for Financial Consultants.
- Planning and carrying out an appropriate level of customer contact using lead sources and booking the required number of appointments within Outlook.
- Opening a business case within the CRM system and sending confirmation of appointment to the client.
- Researching systems and ensuring collected and recorded data is updated and provided to the FC, putting them in an informed position.
- Building a professional relationship with each Financial Consultant that includes regular communication and effective diary management in line with their FC/RC working contract.
What we’re looking for:
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 determination to succeed.
- Commercial awareness of lead management.
Desirable:
- 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.
- Solution‑driven.
- Financial Planning Certificate (or equivalent) is desirable.
Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly, so we can support you.
Relationship Coordinator, Birmingham, Hybrid employer: Sanderson Recruitment Plc
As a Relationship Coordinator at our Birmingham office, you will thrive in a supportive and inclusive work culture that prioritises employee growth and development. We offer a competitive salary, flexible hybrid working arrangements, and a commitment to diversity, ensuring that every team member feels valued and empowered to succeed. Join us to be part of a dynamic team dedicated to delivering exceptional service in the financial sector, where your contributions directly impact our clients' success.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Coordinator, Birmingham, Hybrid
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Sanderson Recruitment Plc. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Coordinator, Birmingham, Hybrid
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Sanderson Recruitment Plc.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Sanderson Recruitment Plc's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Sanderson Recruitment Plc
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Sanderson Recruitment Plc.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Sanderson Recruitment Plc will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Sanderson Recruitment Plc employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
