Financial Services Administrator: Client Care & Compliance

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

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.