Appointment Setter – Brookson Group | Coventry, UK

School Result; Coventry; On-site; GBP 20,000 - 30,000; Full time

Benefits offered by this job

Financial planning services

Company pension

Discounted gym membership

Wellbeing support

23 days’ annual leave

2 'Press Pause' wellness days per year

Free financial advice

Job summary

A financial services firm in Coventry is seeking an Appointment Setter to connect with existing clients and set appointments for Financial Advisors. This full-time role offers hybrid working flexibility and various benefits, including financial planning services, annual leave, and a company pension. The ideal candidate should have strong communication skills and be able to work towards KPIs. Previous sales experience is a plus but not required.

Qualifications

• Strong communication skills with a friendly telephone manner.
• Ability to work towards KPIs and targets.
• Proficiency in Microsoft Office.

Responsibilities

• Use marketing data from email, DM, and social campaigns.
• Make outbound calls to set appointments with existing customers.
• Handle inbound/outbound calls and emails for customer enquiries.

Skills

Strong communication skills

Ability to work towards KPIs

Proficiency in Microsoft Office

Job description

Appointment Setter – Brookson Group | Coventry, UK

Brookson Group is seeking anAppointment Setter (Financial Services Assistant) to join its Coventry office. This is a full-time, permanent role offering hybrid working, career growth opportunities, and a supportive environment.

• Company: Brookson Group (part of People2.0)
• Location: Coventry, CV5 (hybrid: 2 days in office, rest remote)
• Contract Type: Full-Time, Permanent
• Schedule: Monday–Friday, with initial 2-week full-time office training
• Benefits: Financial planning services, annual leave, company pension, discounted gym membership, wellbeing support, hybrid flexibility

About Brookson Group

Founded in 1995, Brookson has supported freelancers, contractors, and self-employed professionals for 30 years. Now part of People2.0, Brookson continues to innovate in accountancy, tax, and support services, offering employees a dynamic and rewarding career path.

Role Overview

You will connect with existing clients, set appointments for Financial Advisors, and support customer enquiries. This role requires strong communication skills, attention to detail, and the ability to work towards KPIs.

Key Responsibilities

• Use marketing data from email, DM, and social campaigns
• Make outbound calls to set appointments with existing customers
• Handle inbound/outbound calls and emails for customer enquiries
• Maintain accurate CRM recordsCollaborate with marketing team and provide feedback on appointment themes

Candidate Requirements

• Strong communication skills with a friendly telephone manner
• Ability to work towards KPIs and targets
• Proficiency in Microsoft Office

Preferred

• Previous sales experience (not essential, training provided)
• Monthly commission potential for each appointment made
• Hybrid working (2 days in office, rest remote)
• 5% company pension contribution after 3 months
• 23 days’ annual leave + bank holidays + birthday off
• 2 “Press Pause” wellness days per year
• Free financial advice (mortgages, savings)