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- Tasks: Connect with clients and generate leads for Financial Advisors through calls and marketing data.
- Company: Join Brookson, a trusted provider of financial services since 1995.
- Benefits: Earn commission, enjoy hybrid working, and receive wellness perks.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Strong communication skills and a willingness to learn; sales experience not required.
- Other info: Dynamic workplace with excellent growth opportunities and a focus on employee wellbeing.
The predicted salary is between 25000 - 30000 £ per year.
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.
Established in 1995, Brookson has been supporting freelancers, contractors, and self-employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry, and Bournemouth, we have grown into a trusted provider of accountancy, tax, and support services. Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.
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.
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.
- Handling 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 Brookson as a Financial Services Assistant, 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:
- Potential to earn monthly commission for each appointment made.
- Hybrid working.
- 5% company pension contribution after 3 months.
- 23 days’ annual leave, plus bank holidays and your Birthday off each year.
- 2 Press Pause days per year (An opportunity to step back, breathe, and focus on your wellness).
- Free Financial Advice including Mortgages and Savings.
- Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.
If you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria. Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps. Should you have any questions, please feel free to reach out to Vicky from the Talent Team on 07787 412090.
Financial Services Assistant in Chesterfield employer: Brookson (A People2.0 Company)
Contact Detail:
Brookson (A People2.0 Company) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Assistant in Chesterfield
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Brookson. Understand their values, services, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. Focus on showcasing your communication skills and friendly approach, which are key for the Financial Services Assistant role.
✨Tip Number 3
Be ready to share your experiences! Think of examples from your past where you've provided excellent customer service or worked towards targets. These stories will help you stand out and demonstrate your fit for the role.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to Vicky or the team. It shows your enthusiasm for the position and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Services Assistant in Chesterfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Financial Services Assistant role. Highlight any customer service experience and your ability to work towards targets, as these are key for us at Brookson.
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for customer service and how you can contribute to our team. Keep it friendly and professional, just like we do at StudySmarter.
Showcase Your Communication Skills: Since strong communication is vital for this role, make sure to demonstrate your friendly telephone approach in your application. We want to see how you connect with clients even before the interview!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Brookson (A People2.0 Company)
✨Know Your Stuff
Before the interview, make sure you understand Brookson's services and how they support freelancers and contractors. Familiarise yourself with their values and mission, as this will help you connect your passion for customer service to their goals.
✨Show Off Your Communication Skills
As a Financial Services Assistant, strong communication is key. Practice speaking clearly and confidently about your experiences. You might even want to role-play common customer scenarios with a friend to get comfortable with handling enquiries and setting appointments.
✨Be Ready to Discuss KPIs
Since the role involves working towards KPIs and targets, be prepared to discuss how you've met or exceeded targets in previous roles. If you don’t have direct experience, think of examples from other areas where you’ve demonstrated goal-oriented behaviour.
✨Ask Insightful Questions
At the end of the interview, have a few questions ready that show your interest in the role and the company. Ask about the team dynamics, training opportunities, or how success is measured in the position. This not only shows your enthusiasm but also helps you gauge if it's the right fit for you.