At a Glance
- Tasks: Manage customer territories and book quality appointments for Financial Consultants.
- Company: Dynamic financial service company with a focus on relationship building.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Flexible working environment with a supportive team culture.
- Why this job: Join a team that values your skills and helps you make meaningful connections.
- Qualifications: Strong communication skills and a passion for customer service.
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. They are looking for someone who will be 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.
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 book the required number of appointments within Outlook.
- Opening a business case within the CRM system and sending confirmation of appointment to the client.
Relationship Coordinator, Birmingham, Hybrid employer: Sanderson Recruitment
As a Relationship Coordinator at our Birmingham office, you will thrive in a supportive and dynamic work culture that prioritises employee growth and development. We offer a competitive salary, flexible hybrid working arrangements, and a commitment to compliance and quality, ensuring that you can make a meaningful impact while enjoying a balanced work-life experience.
