At a Glance
- Tasks: Manage leads and coordinate appointments for Specialist Financial Advisers.
- Company: Wesleyan, a trusted financial services provider since 1841.
- Benefits: Up to £24,480 salary, bonuses, 28 days holiday, and flexible hybrid working.
- Other info: Join a diverse culture that values collaboration and offers excellent career growth.
- Why this job: Make a real impact while building relationships and enhancing customer experiences.
- Qualifications: Experience in customer service or sales is a plus; strong communication skills required.
The predicted salary is between 24480 - 24480 £ per year.
Salary: Up to £24,480 per year + bonuses
Contract Type: 12 Month Fixed Term – 35 hours a week
Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week (you will be required to attend the office daily whilst on induction)
Closing Date: 24th May 2026
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 in Support Relationship Centre. This role manages our Specialist Financial Advisers customer territories by prospecting and handling leads, primarily through compliant outbound calling. Its core aim is to improve lead quality and increase the number of high-quality first appointments booked into Specialist Financial Adviser’s diaries, in line with statutory, regulatory, and organisational requirements.
Here’s how you’ll make a difference:
- This role focuses on prospecting, lead management, and diary coordination to deliver high-quality appointments, events, and seminars for our Specialist Financial Advisers.
- It involves planning and executing customer contact activity, managing appointments through our CRM system and Outlook, maintaining accurate records, and providing researched customer insights to support informed consultations.
- The role also includes building strong working relationships with your Specialist Financial Adviser, optimising opportunities from multiple lead sources, managing diary changes and cancellations, and following up marketing and event activity.
- Performance is monitored against KPIs, with a strong emphasis on compliance, treating customers fairly, maintaining information security, and keeping product and industry knowledge up to date.
What You’ll Bring:
- Experience in financial services is advantageous but not essential.
- Demonstrated experience in a target-driven environment, ideally within appointment scheduling, customer service, or sales.
- Ability to perform effectively under pressure and meet demanding deadlines.
- Excellent written and verbal communication skills.
- Strong organisational skills with the ability to manage multiple priorities.
- Positive, proactive attitude with a genuine willingness to learn and develop.
- Flexibility and commitment to working evening shift patterns (up to 8pm) when required.
Benefits That Work for You:
- Annual bonus to recognise both company performance and your individual contribution, plus a quarterly bonus.
- 28 days holiday pa (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.
- 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
Wesleyan is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions directly impact the financial futures of trusted professionals. With flexible hybrid working arrangements, generous holiday allowances, and a commitment to employee growth through training and development, Wesleyan ensures that every team member feels valued and empowered. Located in Birmingham, the company also offers unique benefits such as free secure parking and enhanced family leave, making it an attractive place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Coordinator in Birmingham
✨Tip Number 1
Get to know the company inside out! Before your interview, dive into Wesleyan's mission and values. This will help you connect your skills to their goals and show them you're genuinely interested in making a difference.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. Focus on how your experience aligns with the role of a Relationship Coordinator, especially around lead management and customer service.
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn. Ask them about their experiences at Wesleyan and any tips they might have for your application process. It’s a great way to get insider info!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It’s a simple gesture that can leave a lasting impression and keep you top of mind.
We think you need these skills to ace Relationship Coordinator in Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Relationship Coordinator role. Highlight your relevant experience in customer service or appointment scheduling, and show us how you can contribute to our mission at Wesleyan.
Showcase Your Communication Skills:Since this role involves a lot of interaction, it’s crucial to demonstrate your excellent written and verbal communication skills. Use clear and concise language in your application to reflect your ability to communicate effectively.
Highlight Your Organisational Skills:We’re looking for someone who can manage multiple priorities. In your application, give examples of how you’ve successfully juggled tasks in previous roles, especially in a target-driven environment.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Wesleyan
✨Know Your Stuff
Before the interview, make sure you understand Wesleyan's mission and values. Familiarise yourself with their services and how they support professionals like GPs and teachers. This will show your genuine interest in the role and help you connect your experience to their needs.
✨Showcase Your Skills
Highlight your experience in customer service or appointment scheduling. Be ready to discuss specific examples of how you've managed multiple priorities or met targets in a previous role. This will demonstrate your ability to thrive in a target-driven environment.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to work under pressure. Think of scenarios where you had to adapt quickly or manage a difficult situation. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Ask about the team dynamics, how success is measured in the role, or what opportunities there are for professional development. This shows your enthusiasm and helps you gauge if the company culture aligns with your values.
