Relationship Coordinator

We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists and teachers, and have been doing this since 1841. Our customers are extraordinary - the people who shape the world we live in for the better. We choose to shape our world around the exceptional.

We currently employ around 1400 people, and our success comes from a history of evolving to embrace new challenges. Transformation is key to how we work, so no matter what your job title might be, if you are someone who can help us shape the future, you’ll fit right in and have a voice here.

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options. We also support hybrid ways of working, where you can split your week working from home and our iconic Birmingham city centre.

To best suit our customers needs, the working hours for our Relationship Coordinators are as follows: Monday - Wednesday 12-8, Thursday 11-7, Friday 9-5. We are open to discussing part-time and flexible working opportunities to take effect post-training/induction.

Your Role:

As a Relationship Coordinator, you’ll be responsible for contacting new and existing customers to arrange appointments with our Specialist Financial Advisers.

With no prior office/corporate experience needed, this is the perfect opportunity for anyone looking to take their first step into the world of financial services or financial advice. If you’ve previously worked in a customer-interactive role (such as sales, retail or customer service), have a great attitude and a strong work ethic, this is the job for you.

What you’ll be doing:

• Through both inbound and outbound calling, promote our services to customers to book appointments for with our Financial Advisers.
• Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent service for both them and our customers.
• Communicating with both internal and external customers via a wide range of channels such as Outbound calling, Inbound calls, email, live chat and web platforms.
• Administration to support our Financial Advisers and customers.
• You will have appointment targets to meet, we have great training and outstanding support to enable you to achieve these.

We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

We’re looking for:

• You have some customer interaction experience and are a ‘people-person’.
• Experience of meeting targets is advantageous, but not essential.
• You can hold a good conversation and are able to communicate professionally.
• You have a genuine interest in getting into the world of Financial Services.
• You’ll possess a strong attention to detail (your administration needs to be accurate!).
• This is a busy role, as such you’ll need to be pro-active (you take initiative!) and have a great work ethic (you give 100%).

The financials on offer:

• Annual salary of up to £22,000 per annum (dependent on experience).
• A monthly bonus of up to £500.
• A great pension scheme – company matched plus 2% (up to 10%).

When you’re working in the office, we’re based on Colmore Circus Queensway in Birmingham

• Close to rail links: 0.1 mile from Snowhill and 0.5 mile from New Street.
• Free onsite car parking available (bookable in advance to secure your spot).
• We operate truly flexible working – keep a healthy work-life balance with days from home and in the office.

Reward and Recognition (The core benefits you’d probably expect)

• 25 days holiday plus bank holidays (rising to 28 days with service anniversaries).
• Buy extra holiday days or sell holiday you don’t need.
• Life assurance – worth four times your base pay.
• Flexible benefits – includes our travel loan/car parking scheme, cycle to work programme plus others.
• Discounts – across major brands in retail, health, wellbeing and leisure.
• Employee assistance programme – we help you, take care of you.

Flexible & Inclusive (The extras you might be surprised by):

• Culture day- an additional day off to utilise in any way you personally choose.
• Volunteering days – 2 paid days per year.
• Health checks – access to unlimited video GP consultations.
• Enhanced Maternity Pay: 16 weeks at 100% average earnings (decreasing over time).
• Enhanced Paternity Pay: 100% of average earnings for up to 8 weeks.
• Menopause Support Plans.
• Access to Mental Health First Aiders.
• Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids).

Why Wesleyan?

• We are committed to the personal and professional growth of our people: across 2021 and 2022 so far, of the circa 850 roles we’ve offered, 29% of these went to internal colleagues to further their careers
• The Wesleyan Foundation- we’ve donated over £4.3 million to worthy causes across the UK.
• We are committed to continuing to understand and improve the impact we have on society and our environment. Sustainability at Wesleyan
• Supporters of the Women in Finance Charter and a founding member of the Women in Business network
• Members of Stonewall’s Diversity Champions programme
• From our most recent Employee Survey, 75% of our people see their colleagues as friends
• Here’s what our people say about us: EVP (INT) - Why do you like working at Wesleyan?

We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Any unsolicited submissions from agencies will be accepted as a direct application from the candidate and no fees will be payable.

We reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Job Type: Permanent

Salary: £20,614.00-£22,000.00 per year

Benefits:

• Casual dress
• Financial planning services
• Free parking
• On-site parking
• Paid volunteer time
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme
• Commission pay
• Performance bonus
• Quarterly bonus

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Birmingham, B4 6AR

Reference ID: SRC - RC