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- Tasks: Coordinate client journeys, manage schedules, and ensure seamless communication.
- Company: Join Phoenix Health & Safety, a leader in health and safety consultancy.
- Benefits: Enjoy hybrid working, performance bonuses, private healthcare, and more!
- Why this job: Be at the heart of client success and business growth in a dynamic role.
- Qualifications: Experience in coordination, strong communication skills, and attention to detail required.
- Other info: Exciting growth opportunities in a supportive and professional environment.
The predicted salary is between 24000 - 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’re looking for someone who is confident handling client conversations – including proactive outreach – and 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 & Responsibilities:
- 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.
- 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.
- 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.
- Keep CRM records up to date, including client status, notes, and next steps.
- Produce basic management reports to support pipeline, delivery, and reappointment oversight.
- 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.
- 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:
- 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.
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.
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.
Apply: Join us and make a real difference. Click on ‘APPLY’ today!
Consultancy Coordinator in Birmingham employer: Tribepost Ltd
Contact Detail:
Tribepost Ltd 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 inside out! Research Phoenix Health & Safety, their values, and what they stand for. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be handling client conversations, it’s crucial to sound confident and professional. Role-play with a friend or family member to get comfortable with potential scenarios you might face.
✨Tip Number 3
Be proactive! Don’t wait for opportunities to come to you. Reach out to your network, attend relevant events, and engage with industry professionals on platforms like LinkedIn. You never know where a conversation might lead!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Phoenix Health & Safety. Don’t miss out on this chance!
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 to highlight your experience in coordination and client management. Use keywords from the job description to show we’re on the same page!
Show Off Your Communication Skills: Since this role is all about client conversations, demonstrate your strong written English skills. Keep your application clear and professional, just like you would in client communications.
Highlight Your Organisation Skills: We want to see how you manage multiple tasks and keep everything running smoothly. Share examples of how you've juggled various responsibilities in previous roles to show us you can handle the busy nature of this position.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Phoenix Health & Safety.
How to prepare for a job interview at Tribepost Ltd
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Consultancy Coordinator role. Familiarise yourself with the responsibilities and requirements listed in the job description. This will help you articulate how your experience aligns with what they’re looking for.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your communication skills. Practice answering questions clearly and confidently, and think of examples where you've successfully handled challenging conversations or built rapport with clients.
✨Be Organised and Detail-Oriented
The job requires a high level of organisation and attention to detail. During the interview, highlight your ability to manage multiple tasks and keep accurate records. You might even want to share specific tools or methods you use to stay organised.
✨Prepare Questions That Show Your Interest
At the end of the interview, you’ll likely have the chance to ask questions. Prepare thoughtful questions that show your interest in the company and the role. For example, ask about their approach to client retention or how they measure success in the consultancy team.
