At a Glance
- Tasks: Coordinate client journeys and support business growth through effective communication.
- Company: Join Phoenix Health & Safety, a leader in health and safety consultancy.
- Benefits: Enjoy 25 days annual leave, hybrid working, and performance-related bonuses.
- Other info: Flexible working environment with excellent career development opportunities.
- Why this job: Be at the heart of consultancy services, making a real impact on client experiences.
- Qualifications: Experience in B2B coordination and strong customer service skills required.
The predicted salary is between 35000 - 45000 £ 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:
- 25 Days Annual Leave (Pro-Rata for Part-time and Fixed-Term Roles)
- Additional Holiday Purchase
- Hybrid Working
- Performance-Related Bonus
- Life Assurance
- Vitality Private Healthcare
- 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.
Your responsibilities include:
- Client Coordination & Communication
- 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.
- Scheduling & Diary Management
- 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.
- Documentation & Administration
- 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.
- CRM & Reporting
- Keep CRM records up to date, including client status, notes, and next steps.
- Produce basic management reports to support pipeline, delivery, and reappointment oversight.
- Commercial Support
- 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.
- Quality & Ways of Working
- 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.
Essential and desirable capabilities
To be successful in this role, you must have / be:
- Demonstrable experience in a B2B 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.
To be successful in this role, 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.
We know it’s not a skill, but the successful candidate must have permission to work in the role’s location by the start of their employment.
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. Whether you're just starting out, returning to work after a break, or looking to take your next step, you’ll be doing work with meaning. Join us and make a real difference.
Consultancy Coordinator employer: Wilmington
At Phoenix Health & Safety, part of Wilmington plc, we pride ourselves on being an exceptional employer that values individuality and inclusivity. Our home-based Consultancy Coordinator role offers a dynamic work environment with opportunities for personal and professional growth, alongside a competitive salary and comprehensive benefits package including hybrid working, performance-related bonuses, and access to wellbeing resources. Join us to make a meaningful impact while enjoying a supportive culture that prioritises employee development and work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Consultancy Coordinator
✨Tip Number 1
Get your networking game on! Reach out to people in the industry, attend webinars, and connect with potential colleagues on LinkedIn. You never know who might have a lead on that perfect Consultancy Coordinator role!
✨Tip Number 2
Practice your pitch! When you get that chance to chat with someone about the role, be ready to explain why you're the best fit. Highlight your organisational skills and customer service experience – they’re key for this position!
✨Tip Number 3
Don’t shy away from following up! After any conversation or interview, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, you’ll find all the details you need about the role and the company. Let’s get you that Consultancy Coordinator job!
We think you need these skills to ace Consultancy Coordinator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Consultancy Coordinator role. Highlight your experience in client coordination and communication, as well as any relevant B2B support roles you've had. We want to see how you fit into our team!
Show Off Your Organisation Skills:Since this role involves juggling multiple client journeys and schedules, be sure to showcase your organisational skills. Mention specific tools or methods you use to keep everything on track. We love a candidate who can keep things running smoothly!
Communicate Clearly:Your written English needs to shine! Use clear and professional language in your application. This is your chance to demonstrate your ability to produce client-ready communications, so make every word count. We appreciate clarity and precision!
Apply Through Our Website:Don’t forget to apply through Wilmington plc’s career site as mentioned in the job description. It’s the best way for us to receive your application and ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Wilmington
✨Know the Company Inside Out
Before your interview, take some time to research Phoenix Health & Safety and understand their services. Familiarise yourself with their approach to health and safety consultancy, as well as their values. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Showcase Your Communication Skills
As a Consultancy Coordinator, strong communication is key. Prepare examples of how you've successfully handled client conversations or resolved issues in previous roles. Practising these scenarios can help you articulate your experience clearly during the interview.
✨Demonstrate Your Organisational Skills
Given the need for excellent organisation in this role, be ready to discuss how you manage multiple tasks and priorities. Consider sharing specific tools or methods you use to stay organised, such as CRM systems or scheduling software, to highlight your ability to keep everything running smoothly.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and expectations for the role. This shows that you're not just interested in the job, but also in how you can contribute to the company's success.
