At a Glance
- Tasks: Support Financial Advisors and ensure a top-notch experience for clients.
- Company: Join Brookson, a trusted provider of financial services since 1995.
- Benefits: Earn £25,000, enjoy hybrid working, and receive wellness perks.
- Other info: Dynamic workplace with opportunities for professional growth and wellbeing support.
- Why this job: Make a real impact in a fast-paced, customer-focused environment.
- Qualifications: Strong communication skills and attention to detail are key.
The predicted salary is between 25000 - 25000 £ per year.
If you're passionate about delivering a high-quality service and enjoy working in a fast-paced, customer-focused environment, we’d love to hear from you. Join our team where you’ll support our Financial Advisors and play a key role in ensuring an excellent experience for our clients.
As an Administrator within our Financial Services team, you will provide essential support to our Advisors, helping to ensure cases are progressed smoothly, compliantly and to a high standard. Your responsibilities will include:
- Providing end-to-end administrative support on client cases, from application through to completion
- Supporting new and existing clients via phone and email, delivering a proactive, professional and customer-focused service
- Managing and maintaining accurate client records, ensuring all documentation meets internal, regulatory and compliance standards
- Supporting Advisors with suitability reports, reviews and wider case administration
- Carrying out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicing
- Working closely with the wider team to meet service level agreements (SLAs), support compliance requirements and contribute to team improvements
What qualities will help you thrive as an Administrator?
- Strong communication skills, both written and verbal, with a friendly telephone manner
- Excellent time management skills and the ability to manage your own workload
- Confident building rapport with clients and working in a customer-facing role
- A strong attention to detail to ensure data accuracy and compliance
- Comfortable working towards KPIs and targets
- Proficiency in Microsoft Office
- A collaborative, team-focused approach
- Previous experience within financial services is desirable but not essential
In return for joining Brookson as an Administrator, we offer a wide range of benefits alongside a strong commitment to colleague engagement, wellbeing and professional development. Benefits include:
- Salary of £25,000
- The 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
- 2 Press Pause days per year – dedicated time to focus on your wellbeing
- 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
If you are interested in being considered for this opportunity, please apply with your CV, highlighting your relevant skills and experience. Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our Talent Team will be in touch within three working days to guide you through the next steps.
Administrator employer: Brookson
At Brookson, we pride ourselves on being an excellent employer, offering a vibrant work culture that fosters collaboration and innovation. Our Warrington office provides a supportive environment where employees can thrive, with ample opportunities for professional growth and development within the payroll and billing team. Join us to be part of a dynamic organisation that values your contributions and supports your career journey.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend having a few examples ready that showcase your skills and how they align with the role of an Administrator.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administrator role. Highlight your relevant experience in customer service and administration, and don’t forget to mention any financial services experience, even if it’s just a little!
Show Off Your Skills:We love strong communication skills! In your application, give examples of how you've effectively communicated with clients or colleagues. This will show us you’re ready for a customer-focused environment.
Be Detail-Oriented:Attention to detail is key for this role. When filling out your application, double-check for any typos or errors. A polished application reflects your commitment to quality, which we value highly.
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s super easy, and you’ll be able to see all the details about the role and our company while you’re at it!
How to prepare for a job interview at Brookson
✨Know the Company Inside Out
Before your interview, take some time to research Brookson and its services. Understand their mission, values, and the role they play in supporting freelancers and contractors. This knowledge will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Showcase Your Customer Service Skills
As an Administrator, you'll be working closely with clients. Prepare examples from your past experiences where you've delivered excellent customer service. Highlight your communication skills and how you’ve managed client relationships effectively, as this will resonate well with the interviewers.
✨Demonstrate Attention to Detail
Given the importance of compliance and accuracy in this role, be ready to discuss how you ensure attention to detail in your work. You might want to share specific instances where your meticulousness made a difference, whether it was in managing records or completing reports.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the company culture, and what success looks like in the Administrator role. This not only shows your interest but also helps you gauge if Brookson is the right fit for you.
