Financial Services Assistant

3 months ago


Coventry, United Kingdom Brookson Ltd Full time

**Job Title**:Appointment Setter

**Location**: Coventry (CV5 6SP)

**Working Hours**: Hybrid/Flexible working - 37.5 hours a week

**Salary**:£21,000

Brookson are recruiting for an Appointment Setter to join our team in Coventry.

This role is an integral part of the business and will work towards delivering a high level of customer service. You will be the first point of contact for Brookson Financial customers and support them with the integration of the Brookson Group.

This role is known as Financial Services Assistant internally.

**What will you be doing as an Appointment Setter?**
- Conduct outbound calls to all new and existing customers to explore the additional products and needs.
- Book Pension and Investment appointments.

**What are we looking for in an Appointment Setter?**
- Essential Experience:_
- Previous experience of working in a customer service position
- Excellent written and verbal communication skills
- Strong IT skills
- Well organised and can meet deadlines
- A positive can-do attitude
- Desirable Experience:_
- Experience of working in a financial services environment
- The desire to work towards financial qualifications

**Benefits**
- Ongoing training and support with regular re-cap sessions
- 23 days’ annual leave, plus bank holidays and your Birthday day off each year pus the opportunity to buy and sell holidays
- Wellbeing benefits include access to mindfulness resources, confidential support 24/7, direct GP access, and in house Mental Health First Aid team to name a few
- Cycle to work scheme
- Local and online discounts
- Life Assurance policy and Health Care cover
- 5% company pension contribution after 3 months
- Free Financial Advice including Mortgages, Savings, Pensions, and more.

**Next Steps**

All applicants are required to have right to work in the UK (sponsorship not available for this role)

To find out more, please contact Vicky from the Talent Team on 07976 382034.



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