Relationship Coordinator, Birmingham, Hybrid

Relationship Coordinator - SRC Salary: Up to £24,480, based on skills and experience Contract Type: Fixed Term - 35 hours a weekLocation: Hybrid working (office based in Birmingham) - typically 2 days in the office per weekSummary of the roleA financial service company is seeking a dedicated professional to join the company, as a Relationship Coordinator. They are looking for someone who will be responsible for the management of Financial Consultant''s (FC''s) customer territories in respect of booking quality first appointments, primarily via telephoning customers according to statutory, regulatory and the Society''s compliance requirements.The purpose of the role is to drive, action and manage prospecting and opportunities including lead management with the aim of increasing the number of quality appointments booked into FC diaries.What you''ll be doingArranging 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 book 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 ensure 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 management ..... full job details .....