Financial Services Assistant

If you're passionate about providing exceptional customer service, we'd love to hear from you! Join our team, where you'll work with existing clients and have the chance for career growth and development.

For over 25 years, Brookson has been the leading choice in the UK for contractor services in the flexible work sector. We utilize advanced technology and a team of experts to deliver excellent support in accounting, taxes, finances, legal matters, and payroll.

We have offices in Warrington (our HQ), Bournemouth, and Coventry. Recently, we were acquired by People2.0, a global company specialising in workforce management solutions and global employment services, which means exciting opportunities for career development await you.

Our Coventry office (CV5) is easily accessible by car and an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days in the office and the flexibility to work from home the rest of the week. During the initial 2-week training period, you'll be in the office full-time for team integration and peer training.

What will you be doing as a Financial Services Assistant?

As the Financial Services Assistant, you play a vital role in connecting with clients and uncovering potential leads for our Financial Advisors. Your main tasks include:

• Using marketing data from email, DM, and social campaigns.
• Making outbound calls to set appointments with existing customers to discuss value-added products.
• Handle customer enquiries within Brookson via inbound and outbound calls and emails.
• Maintaining accurate CRM records
• Collaborating with the marketing team and providing feedback on successful appointment-generating themes.

What are the qualities that can help you thrive as a Financial Services Assistant?

• Strong communication skills with a friendly telephone approach.
• Able to work towards KPIs and targets comfortably.
• Proficiency in Microsoft Office.
• Previous sales experience isn’t essential, we’ll provide all the training you need.

In Return for joining us as a Financial Services Assistant

Here at Brookson, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. The benefits for this role include:

• Starting salary £22,000
• Potential to earn monthly commission
• Hybrid working
• 5% company pension contribution after 3 months
• 23 days’ annual leave, plus bank holidays and your Birthday off each year
• Free Financial Advice including Mortgages, Savings, Pensions, and more.
• Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.

Next Steps

If you're excited about the opportunity to join our team and believe you have what it takes to excel in this role, we want to hear from you!

If your application is successful, Vicky from our talent team will be in touch to guide you through the next steps within three working days.