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- Tasks: Connect with clients and set appointments for Financial Advisors.
- Company: Join Brookson, a leader in contractor services for over 25 years.
- Benefits: Enjoy hybrid working, a competitive salary, and wellness perks.
- Why this job: Great opportunity for career growth in a supportive environment.
- Qualifications: Strong communication skills; sales experience not required.
- Other info: Training provided; accessible Coventry office with a friendly team.
The predicted salary is between 13800 - 19800 £ 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.
For over 25 years, Brookson has been the leading choice in the UK for contractor services in the flexible work sector. We utilise 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:
- Salary of £23,000
- 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
- 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.
Next Steps
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 employer: Brookson Group - (A People2.0 Company)
Contact Detail:
Brookson Group - (A People2.0 Company) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Assistant
✨Tip Number 1
Familiarize yourself with Brookson's services and values. Understanding what sets us apart in the contractor services sector will help you connect better with clients and demonstrate your passion for our mission during the interview.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since the role involves making outbound calls, being able to convey information clearly and confidently will be crucial in setting appointments and handling customer inquiries.
✨Tip Number 3
Get comfortable with CRM systems and Microsoft Office. Familiarity with these tools will not only help you maintain accurate records but also show that you're ready to hit the ground running in your new role.
✨Tip Number 4
Be prepared to discuss how you can contribute to achieving KPIs and targets. Think of examples from your past experiences where you've successfully met goals, as this will demonstrate your ability to thrive in a performance-driven environment.
We think you need these skills to ace Financial Services Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure to highlight your relevant skills and experiences that align with the role of Financial Services Assistant. Focus on your communication skills, any customer service experience, and your ability to work towards KPIs.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your interest in the financial services sector. Mention how you can contribute to Brookson's goals and your enthusiasm for career growth.
Highlight Technical Skills: Since proficiency in Microsoft Office is required, ensure you mention your experience with these tools. If you have any experience with CRM systems or marketing data analysis, be sure to include that as well.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and keeps you on their radar.
How to prepare for a job interview at Brookson Group - (A People2.0 Company)
✨Show Your Passion for Customer Service
Make sure to express your enthusiasm for providing exceptional customer service. Share examples from your past experiences where you went above and beyond to help a client, as this aligns perfectly with the company's values.
✨Demonstrate Strong Communication Skills
Since the role requires strong communication skills, practice articulating your thoughts clearly and confidently. You might want to prepare for common interview questions and rehearse your responses to ensure you come across as friendly and approachable.
✨Familiarize Yourself with CRM Tools
As maintaining accurate CRM records is part of the job, it would be beneficial to familiarize yourself with common CRM software. If you have experience with any specific tools, be ready to discuss how you've used them effectively in previous roles.
✨Prepare Questions About Career Development
Since the company emphasizes career growth and development, prepare thoughtful questions about potential career paths within the organization. This shows your interest in long-term opportunities and your commitment to personal and professional growth.
