Financial Services Administrator

Location: Coventry

Closing date: Not specified

Hours per week: 37.5

Brookson Financial have x2 opportunities for Financial Administrators to join the team, based in their lively office in Coventry. This is a busy role supporting the Advisors in managing the client administration, data capturing and regularly interacting with new and existing clients.


Brookson Financial were acquired by Brookson about 3 years ago. Since joining the Brookson Group they have experienced significant growth and now boast specialist teams for mortgages, protection and investment advice. We're passionate about developing people and heavily invest in qualifications within Financial Services to help our employees progress.


What you will do

- Ensuring that client files are maintained in line with internal policies and professional standards

- Communicating with medical experts on case underwriting

- Resolving client issues quickly and professionally

- Carrying out Prevention of Money Laundering checks on clients, in line with existing legislation and Group policies

- Ensuring that fees and commissions reconciled and are paid promptly, including the

invoicing of clients

- Supporting advisors and managers to ensure that compliance and legal requirements are met in line with the Firm’s Compliance Manual

- Administration support and case handling from application to completion


The ideal candidate will have

- A minimum of 6 months experience in a similar administration role

- A minimum of 6 months working in a professional services environment, ideally financial services

- An interest in studying Financial Services qualifications in the future


What Brookson look for

- Strong communication skills, both written and verbal

- Ability to manage own workload

- Confident being client facing


What Brookson can offer you

- Annual bonus/performance bonus

- 5% employer pension contribution

- Study Support

- 23 days’ annual leave

- Birthday off

- Structured Training

- Free parking

- Employee Discount Scheme


The closing date for this job has now passed.