At a Glance
- Tasks: Manage customer appointments and support Financial Consultants in building relationships.
- Company: Wesleyan, a trusted financial services provider since 1841.
- Benefits: Competitive salary, annual bonus, flexible working, and 28 days holiday.
- Other info: Join a diverse culture that values collaboration and innovation.
- Why this job: Make a real impact while shaping brighter financial futures for professionals.
- Qualifications: Strong communication skills and relationship-building experience required.
The predicted salary is between 29700 - 36300 £ per year.
Salary: Up to £25,600, based on skills and experience
Contract Type: Fixed Term – 35 hours a week
Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week
Shape Brighter Futures with Wesleyan. Established in 1841, Wesleyan helps trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.
Make a Difference. This role is 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.
Your Impact. Here’s how you’ll make a difference:
- Arrange carefully considered and quality tailored first appointments, seminars, events and lunch and learns for Financial Consultants.
- Plan and carry out an appropriate level of customer contact using lead sources and book the required number of appointments within Outlook.
- Open a business case within the CRM system and send confirmation of appointment to the client.
- Research systems and ensure collected and recorded data is updated and provided to the FC, putting them in an informed position.
- Build a professional relationship with each Financial Consultant that includes regular communication and management of their diaries effectively and in line with their FC/RC working contract.
What You’ll Bring:
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 determined to succeed attitude
- Commercial awareness about 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
Benefits That Work for You. We believe rewards should reflect the life you live. Here’s what you can expect:
- Annual bonus to recognise your contribution.
- 28 days holiday (plus a culture day!) – rising to 30 days with service.
- Flexible hybrid working for better work-life balance.
- Company pension scheme – matched plus 2% (up to 10%).
- Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
- Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
- Enhanced family leave and two volunteering days to give back to causes you care about.
Why Wesleyan? We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive.
We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options. If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.
What to Know Before Applying. Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK. Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.
Ready to Shape Your Future? Apply today and join us in creating brighter financial futures—for our customers, our members, and you.
Relationship Coordinator in Birmingham employer: Wesleyan Careers
Wesleyan is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for a Project Actuary to thrive. With competitive benefits including flexible hybrid working, generous holiday allowances, and a commitment to employee growth through mentorship and training, Wesleyan empowers its team members to make a meaningful impact in the financial futures of trusted professionals. Located in Birmingham, the company also offers unique perks such as free secure parking and enhanced family leave, ensuring a supportive environment for all employees.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Coordinator in Birmingham
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Wesleyan Careers. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Wesleyan Careers before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Relationship Coordinator in Birmingham
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Wesleyan Careers:Your cover letter is your chance to shine! Tell us why you want to work at Wesleyan Careers specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Wesleyan Careers!
How to prepare for a job interview at Wesleyan Careers
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
