Relationship Coordinator

About the role

Wesleyan is seeking a Relationship Coordinator to manage the customer territories of Financial Consultants. Working on a hybrid schedule, you will book high‑quality first appointments and support the growth of our financial advisory services.

Key responsibilities

• Contact customers by phone to arrange first‑time appointments, seminars, events and lunch‑and‑learn sessions.
• Generate and manage leads, ensuring the required number of appointments are booked each week.
• Open business cases in the CRM system and send appointment confirmations to clients.
• Maintain accurate data in the CRM and provide relevant information to Financial Consultants.
• Build and sustain professional relationships with Financial Consultants, managing their diaries in line with contractual agreements.

Required profile

• Strong attention to detail and accuracy.
• Ability to overcome objections and think quickly.
• Excellent verbal and non‑verbal communication skills.
• Self‑motivated, results‑oriented with a determined attitude.
• Willingness to work regular evenings as required.

Required skills

• Proficiency with Microsoft Outlook.
• Experience using a CRM system for lead and appointment management.

What we offer

• Fixed‑term contract (35 hours per week) with a salary up to £25,600 per year.
• Hybrid working model – typically two days per week in the Birmingham office.
• Opportunity to develop a career in financial services within a reputable, values‑driven organisation.