Relationship Coordinator Hybrid

Relationship Coordinator - SRC
Salary: Up to £24,480
, based on skills and experience
Contract Type:
Fixed Term – 35 hours a week
Location:
Hybrid working (office based in Birmingham
) – typically 2 days in the office per week

Summary of the role

A financial service company is seeking a dedicated professional to join the company, as a Relationship Coordinator. The role involves managing Financial Consultant’s (FC’s) customer territories, booking quality first appointments primarily via telephoning customers, and ensuring compliance with statutory, regulatory and Society requirements.

The purpose of the role is to drive, action and manage prospecting and opportunities, including lead management, to increase the number of quality appointments booked into FC diaries.

What you'll be doing

• Arranging carefully considered and quality‑tailored first appointments, seminars, events and lunch and learns for Financial Consultants.
• Planning and carrying out an appropriate level of customer contact using lead sources and booking the required number of appointments within Outlook.
• Opening a business case within the CRM system and sending confirmation of appointment to the client.
• Researching systems and ensuring collected and recorded data is updated and provided to the FC, putting them in an informed position.
• Building a professional relationship with each Financial Consultant that includes regular communication and effective diary management in line with their FC/RC working contract.

What we’re looking for

Essentials

• Attention to detail and accuracy.
• Ability to overcome objections.
• Ability to think and react to information quickly.
• Excellent communication skills, both verbal and non‑verbal.
• Able to negotiate, persuade and shape opinions.
• Relationship‑building experience.
• Able to commit to working regular evenings according to the Society’s requirements.
• Self‑motivated, results‑oriented with a determination to succeed.
• Commercial awareness of lead management.

Desirable

• A background in financial services is ideal.
• Team culture – desire and ability to work towards departmental KPI’s.
• Proactive, takes ownership and is customer‑centric.
• Professional approach.
• Solution‑driven.
• Financial Planning Certificate (or equivalent) is desirable.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly, so we can support you.