Hybrid Financial Services Administrator - Client Support

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

Benefits offered by this job

Salary £25,000

Pension 5%

23 days annual leave + holidays + your

Birthday off

Press Pause days

Financial advice

Wellbeing benefits

Job summary

Brookson Financial in Coventry is seeking an Administrator to support our Financial Advisors. You will help progress client cases end-to-end, maintain accurate records and ensure compliance, delivering professional service.

This hybrid role requires strong communication, time management and attention to detail, with a proactive, client‑facing approach. Salary around £25,000 with pension and generous wellbeing benefits.

Qualifications

• 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 and related tools.

Responsibilities

• 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) and contribute to team improvements.

Skills

Communication

Time management

Rapport with clients

Attention to detail

KPIs

Tools

Microsoft Office

Job description

Brookson Financial in Coventry is seeking an Administrator to support our Financial Advisors. You will help progress client cases end-to-end, maintain accurate records and ensure compliance, delivering professional service.

This hybrid role requires strong communication, time management and attention to detail, with a proactive, client‑facing approach. Salary around £25,000 with pension and generous wellbeing benefits.