At a Glance
- Tasks: Manage leads and appointments for Specialist Financial Advisers, enhancing customer connections.
- Company: Wesleyan, a trusted financial services provider since 1841.
- Benefits: Competitive salary, bonuses, flexible working, and generous holiday allowance.
- Other info: Join a diverse team committed to creating brighter futures for all.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Experience in customer service or sales is a plus; strong communication skills are essential.
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: Lead & Appointment Specialist in Birmingham employer: Wesleyan
Wesleyan is an exceptional employer that prioritises collaboration, innovation, and integrity, making it a fantastic place for professionals seeking meaningful work. With a strong focus on employee growth, the company offers flexible hybrid working arrangements, generous holiday allowances, and a supportive culture that values diversity and inclusion. Located in Birmingham, employees benefit from secure city centre parking and a range of rewards that reflect their contributions, ensuring a fulfilling work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Coordinator: Lead & Appointment Specialist in Birmingham
✨Tip Number 1
Get to know the company inside out! Research Wesleyan's values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in making a difference.
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly articulate how your skills align with the role of Relationship Coordinator. Think about your past experiences and how they can translate into success in this position.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral—always a bonus!
✨Tip Number 4
Don’t forget to follow up! After any interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make decisions.
We think you need these skills to ace Relationship Coordinator: Lead & Appointment Specialist 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 lead management and customer service, 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 juggle multiple priorities. In your application, give examples of how you’ve successfully managed your time and organised 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 the Wesleyan team!
How to prepare for a job interview at Wesleyan
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Relationship Coordinator. Familiarise yourself with lead management, appointment scheduling, and the importance of compliance in financial services. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
Since this role involves a lot of interaction with Specialist Financial Advisers and customers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in previous roles, especially in high-pressure situations. This will demonstrate your ability to handle the demands of the job.
✨Prepare for Scenario-Based Questions
Expect questions that assess how you would handle specific situations, like managing diary changes or dealing with difficult customers. Think of past experiences where you successfully navigated similar challenges and be ready to share those stories during the interview.
✨Research Wesleyan's Values
Wesleyan prides itself on collaboration, innovation, and integrity. Take some time to understand these values and think about how they align with your own. During the interview, express how you can contribute to their culture and mission, making it clear that you're not just looking for a job, but a place where you can make a real impact.
