Crm coordinator Work, Jobs in Chester, Chs (with Salaries)

Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
22h
Member Experience Coordinator
Dr Tim Ltd —Holmes Chapel
- £28,000 - £32,000 a year
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- In-person
- Free parking
- Work from home
Quick apply
1d
Fundraising & Events Coordinator
Vision Support —Chester
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Project management
- Free parking
- Health & wellbeing programme
Quick apply
14d
Customer Support Coordinator
Boolean Inc. —Liverpool
- £2,350 - £3,100 a month
- Full-time
- CRM software
- In-person
- Communication skills
Quick apply
Proposals Coordinator
Glenelly —Warrington
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- SharePoint
Quick apply
Receptionist/ sales coordinator
Empire Clinics —Liverpool
- From £14 an hour
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Sick pay
Quick apply
14h
After Sales Support Coordinator
Himoinsa Power Solutions Ltd —Nantwich
- £25,420 - £280,000 a year
- Full-time
- CRM software
- Data analysis skills
- Analysis skills
Quick apply
Sales & Events Coordinator
Vito Calculli Beverage Group UK Ltd —Liverpool
- £26,000 - £29,000 a year
- Full-time
- Hybrid work
- CRM software
- Hospitality
- Google Suite
- Health & wellbeing programme
- Flexitime
Quick apply
2d
Installations Coordinator
Radius Limited —Crewe
- Full-time
- Communication skills
Quick apply
Sales Operations Coordinator (Temp)
KVH Industries, Inc. —Liverpool
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Event Coordinator
Social Value Portal Ltd —Liverpool
- £30,000 - £32,000 a year
- Full-time
- Remote
- Hotel
- Organisational skills
- In-person
- Employee assistance programme
- Employee discount
Quick apply
Aftersales Team Leader
Ormazabal UK —St Helens
- £37,000 - £42,000 a year
- Full-time
- Supervising experience
- Team management
- Travel
- Free parking
- Health & wellbeing programme
Quick apply
Property Sales Coordinator (Part-Time)
Smethurst Sales & Lettings —Liverpool
- From £100 a day
- Part-time
- Hybrid work
- CRM software
- English
- Administrative experience
- Flexible schedule
Quick apply
5d
Customer Care Co-ordinator
Bloor Homes —Holmes Chapel
- Temporary
- CRM software
- Communication skills
- Time management
- Employee discount
Dental Treatment Coordinator
Turret Orthodontics Ltd —Liverpool
- £13.75 - £14.94 an hour
- Full-time
- CRM software
- Patient care
- Organisational skills
- Health & wellbeing programme
- Employee discount
Quick apply
7d
Business Systems & Network Support Coordinator
Speedy Freight —Knutsford
- £35,000 a year
- Full-time
- In-person
Quick apply
21h
Senior Marketing Executive / Marketing Manager
Fuelius —Chester
- Full-time
- Hybrid work
- Social media management
- AI
- Paid training
Quick apply
Front of House Patient Coordinator
Bright Orthodontics —Liverpool
- £13 an hour
- Full-time
- CRM software
- Computer skills
- In-person
- Annual leave
- Employee assistance programme
Quick apply
8d
Client Solutions / Business Development Consultant (Speaker Bureau)
Raise The Bar —Prescot
- £36,000 - £38,000 a year
- Full-time
- Hybrid work
- Business development
- Contracts
- Communication skills
Quick apply
13d
Hire Desk Administrator
NRG Riverside —Skelmersdale
- £28,080 a year
- Full-time
- CRM software
- Organisational skills
- Free parking
- Annual leave
Quick apply

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crm coordinator jobs near chester, chs

Leads Co-Ordinator & Financial Administrator

Beaumont Wealth
Chester

Quick apply

Job details

Full-time
From £30,000 a year
22 hours ago

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Outbound sales
Client engagement
Case note recording
Case record updates
Appointment booking and call handling
Organisational skills
Financial services
Outbound calling
Communication skills
Business lead generation
Sales appointment setting
Progress tracking

Full job description

Role Overview

The Leads Booking Coordinator is responsible for contacting prospective clients, qualifying enquiries, and booking high-quality appointments for financial advisers. The role is focused on creating a professional first impression, ensuring prospects are matched to the right adviser, and maintaining an organised pipeline of client opportunities.

This position suits someone who is confident on the phone, highly organised, and comfortable working in a regulated financial services environment where accuracy, professionalism, and client care are essential.

Key Responsibilities

Contact new and existing leads by phone, email, or other approved communication channels.
Qualify prospects by gathering key information about their financial advice needs, circumstances, and readiness to speak with an adviser.
Book appointments for financial advisers, ensuring diary availability, client suitability, and clear handover notes.
Maintain accurate records of conversations, outcomes, follow-up dates, and booked meetings within the CRM or lead tracking system.
Follow up with prospects who have shown interest but have not yet booked an appointment.
Confirm appointments with clients and issue reminders where required.
Work closely with advisers, client managers, and administration teams to support a smooth client onboarding experience.
Handle objections professionally and identify when a lead is not appropriate or ready for financial advice.
Ensure all communications are accurate, compliant, and aligned with company policies and regulatory expectations.

Skills and Experience Required

Excellent telephone manner with the ability to build rapport quickly and professionally.
Strong organisational skills and the ability to manage multiple leads, diaries, and follow-up tasks.
Clear written communication skills for recording notes and sending professional appointment confirmations.
Confidence handling objections and asking appropriate qualification questions.
Experience in appointment setting, lead generation, client services, sales support, or financial services is desirable.
Good attention to detail, particularly when recording client information and adviser requirements.
Ability to work independently while keeping advisers and colleagues updated.
Comfortable using CRM systems, Microsoft Outlook, Teams, Excel, and other office software.

Compliance and Conduct Expectations

Understand that the role supports financial advice but does not provide regulated advice to clients.
Use approved scripts, messaging, and processes when speaking with prospects.
Escalate technical, advice-related, or complaint-related queries to the appropriate adviser or manager.
Protect client information and follow data protection, confidentiality, and company security procedures.
Record interactions accurately to support audit trails, adviser handovers, and client outcomes.
Represent the business professionally and fairly in every client interaction.

Working Relationships

The Leads Booking Coordinator will work closely with financial advisers, client managers, paraplanners, administrators, marketing colleagues, and management. The role acts as a key link between prospective clients and the advice team, ensuring that every enquiry is handled promptly, professionally, and consistently.

Working Arrangements

This role is office-based. Flexibility may be required to contact prospects at appropriate times and to support adviser diary availability. Standard working hours.

Person Specification

The ideal candidate will be proactive, resilient, and client-focused, with the confidence to make outbound calls and the judgement to identify suitable opportunities for financial advisers. They will be motivated by delivering a high-quality client experience rather than simply booking volume, and they will understand the importance of professionalism in a financial services setting.

Summary

This role is central to supporting growth within a financial advice business. By qualifying leads carefully, booking appropriate appointments, and maintaining accurate records, the Leads Booking Coordinator helps advisers focus their time on clients who are ready and suitable for advice.

The role will also include assisting in our Change of Servicing (Letters of Authority) Department.

Role Overview

The Change of Servicing Administrator manages the operational process for our Change of Servicing Department. The role provides administrative control, tracks each case to completion and ensures records are complete, accurate and easy to evidence.

Key Responsibilities

Maintain a change of servicing tracker showing client name, adviser, provider, platform, status, outstanding actions and target completion date.
Prepare and issue client authority forms using approved templates.
Check that client consent, letters of authority, ceding firm confirmations or platform transfer documents have been received where required.
Update internal systems and client records,
Monitor provider progress and chase outstanding items until the change has been completed.
Monitor volumes, backlogs, provider delays and cases requiring adviser or client action.

Skills and Experience Required

Experience in financial services administration, ideally within a wealth management or financial planning firm.
Familiarity with provider and platform servicing processes, letters of authority, adviser agency codes and client record systems.
High attention to detail and confidence managing multiple cases at different stages.
Strong written communication skills and a client-focused approach.
Ability to work accurately within internal compliance procedures and deadlines.
Strong knowledge of UK financial advice operations, client servicing and regulatory record keeping desirable.
Experience supervising administrative processes or regulated advice support teams.
Organised, pragmatic and able to balance client service with compliance requirements

Pay: From £30,000.00 per year

Benefits:

Company pension
Private medical insurance

Work Location: In person

Quick apply

Refine Your Search

crm coordinator jobs in chester, chs

Leads Co-Ordinator & Financial Administrator

Member Experience Coordinator

Fundraising & Events Coordinator

Customer Support Coordinator

Proposals Coordinator

Receptionist/ sales coordinator

After Sales Support Coordinator

Sales & Events Coordinator

Installations Coordinator

Sales Operations Coordinator (Temp)

Event Coordinator

Aftersales Team Leader

Property Sales Coordinator (Part-Time)

Customer Care Co-ordinator

Dental Treatment Coordinator

Business Systems & Network Support Coordinator

Senior Marketing Executive / Marketing Manager

Front of House Patient Coordinator

Client Solutions / Business Development Consultant (Speaker Bureau)

Hire Desk Administrator

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