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- Tasks: Connect with clients and help generate leads for our Financial Advisors.
- Company: Join Brookson, a trusted provider of financial services since 1995.
- Benefits: Earn commission, enjoy hybrid working, and receive wellness perks.
- Other info: Dynamic workplace with excellent growth opportunities and a focus on employee wellbeing.
- 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.
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 Glasgow 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 Glasgow
✨Tip Number 1
Get to know the company! Research Brookson and its values, so you can show how your passion for customer service aligns with their mission. This will help you stand out during interviews.
✨Tip Number 2
Practice your communication skills! Since you'll be making calls and handling enquiries, role-play with a friend or family member to get comfortable with the friendly telephone approach they’re looking for.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events to learn more about the role and make a great impression before you even apply.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Brookson team.
We think you need these skills to ace Financial Services Assistant in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Assistant role. Highlight any customer service experience and skills that match the job description. We want to see how you can connect with clients and contribute to our team!
Showcase Your Communication Skills: Since strong communication is key for this role, don’t shy away from showcasing your friendly telephone approach in your application. We love candidates who can engage effectively with clients, so let that shine through!
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforwardness, so make sure your points are easy to read and get straight to the heart of why you’d be a great fit for us.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people. Don’t miss out!
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 training process, team dynamics, 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.