Brookson Financial
Administrator
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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.
About Us
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 financial services support.
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
Our Coventry office (CV5) is easily accessible by car and just an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days per week in the office and flexibility to work from home for the remaining days.
The Role
Internally, the job title for this role is Financial Services Administrator.
What You'll Be Doing
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:
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- 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
- 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
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What We Offer
In return for joining Brookson as an Administrator
At Brookson, we want everyone to feel valued and supported. We offer a wide range of benefits alongside a strong commitment to colleague engagement, wellbeing and professional development. Benefits include:
- Salary of £25,000
- 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
Next Steps
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.
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