Administrator

Brookson Group; Coventry; Hybrid; GBP 23,000 - 28,000; Full time

Benefits offered by this job

Salary of £25,000

5% company pension contribution after

23 days' annual leave + bank holidays

Birthday day off each year

2 Press Pause days per year

Free financial advice

Job summary

Brookson Group in Coventry is seeking an Administrator within our Financial Services team to support Advisors, progress cases, and maintain compliant records. You will handle end-to-end client case administration, contact clients by phone and email, and assist with invoicing and AML checks.

You will work to SLAs with a data-driven focus, ensuring accurate client records and compliance while collaborating with the wider team in a hybrid setup with two days in the office.

Qualifications

• Strong communication skills, written and verbal, with a friendly manner.
• Excellent time management and ability to manage your workload.
• Data accuracy and compliance focus in a client-facing role.
• Experience with financial services is desirable but not essential.

Responsibilities

• Provide end-to-end administrative support on client cases from application through completion.
• Support new and existing clients via phone and email with a proactive, professional service.
• Manage and maintain accurate client records meeting internal and regulatory standards.
• Support Advisors with suitability reports, reviews and wider case administration.
• Carry out checks such as AML, fee reconciliation and invoicing.
• Collaborate with the team to meet SLAs and contribute to improvements.

Skills

Communication skills

Time management

Attention to detail

Team player

Customer service

Proactive

Tools

Microsoft Office

Job description

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.

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 our careers.

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.

Internally, the job title for this role is Financial Services Administrator.

What will you be doing as an Administrator?

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

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
• 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