Salary: Up to £24,480 per year + bonuses
Contract Type: 12 Month Fixed Term – 35 hours a week
Location: Hybrid working (office based in Birmingham) – typically 2 days in the office per week (you will be required to attend the office daily whilst on induction)
Closing Date: 24th May 2026
Shape Brighter Futures with Wesleyan
Established in 1841, Wesleyan help trusted professionals—GPs, hospital doctors, dentists, and teachers—secure their financial future. Today, we’re proud to continue that mission with passion and purpose. If you’re looking for a role where your expertise makes a real impact, and you want to work in a culture that values collaboration, innovation, and integrity, we’d love to hear from you.
Find out more about who we are: About Wesleyan
Make a Difference in Support Relationship Centre
This role manages our Specialist Financial Advisers customer territories by prospecting and handling leads, primarily through compliant outbound calling. Its core aim is to improve lead quality and increase the number of high-quality first appointments booked into Specialist Financial Adviser’s diaries, in line with statutory, regulatory, and organisational requirements.
Here’s how you’ll make a difference:
This role focuses on prospecting, lead management, and diary coordination to deliver high-quality appointments, events, and seminars for our Specialist Financial Advisers. It involves planning and executing customer contact activity, managing appointments through our CRM system and Outlook, maintaining accurate records, and providing researched customer insights to support informed consultations.
The role also includes building strong working relationships with your Specialist Financial Adviser, optimising opportunities from multiple lead sources, managing diary changes and cancellations, and following up marketing and event activity. Performance is monitored against KPIs, with a strong emphasis on compliance, treating customers fairly, maintaining information security, and keeping product and industry knowledge up to date.
What You’ll Bring
- Experience in financial services is advantageous but not essential.
- Demonstrated experience in a target-driven environment, ideally within appointment scheduling, customer service, or sales.
- Ability to perform effectively under pressure and meet demanding deadlines.
- Excellent written and verbal communication skills.
- Strong organisational skills with the ability to manage multiple priorities.
- Positive, proactive attitude with a genuine willingness to learn and develop.
- Flexibility and commitment to working evening shift patterns (up to 8pm) when required.
Benefits That Work for You
We believe rewards should reflect the life you live. Here’s what you can expect:
- Annual bonus to recognise both company performance and your individual contribution, plus a quarterly bonus.
- 28 days holiday pa (plus a culture day!) – rising to 30 days with service.
- Flexible hybrid working for better work-life balance.
- Company pension scheme – matched plus 2% (up to 10%).
- Free secure underground Birmingham city centre parking (subject to availability, weekend use included).
- Salary sacrifice schemes that help you provide the things that matter – to include PMI, Electric Vehicle Leasing and cashback on everyday essentials.
- Enhanced family leave
- Two volunteering days to give back to causes you care about.
Discover the full range of benefits: Wesleyan Careers Rewards
Why Wesleyan?
We’re building a culture where everyone belongs. Diversity isn’t just a policy—it’s part of who we are. Whatever your background, we want you to feel valued and empowered to thrive. We’re proud supporters of the ABI Making Flexible Work campaign, which means we’re open to discussing flexible working, job shares, and part-time options.
If you need reasonable adjustments during the recruitment process, just let us know—we’re here to support you.
What to Know Before Applying
- Right to Work: We’re unable to provide VISA sponsorship, so you’ll need the legal right to live and work in the UK.
- Advert Closing: We typically advertise for two weeks but may close early if we receive a high volume of applications—apply early to avoid disappointment.
Ready to Shape Your Future?
Apply today and join us in creating brighter financial futures—for our customers, our members, and you.
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