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If you're passionate about providing exceptional customer service, we'd love to hear from you! Join our team, where you'll work with existing clients and have the chance for career growth and development.

For over 25 years, Brookson has been the leading choice in the UK for contractor services in the flexible work sector. We utilise advanced technology and a team of experts to deliver excellent support in accounting, taxes, finances, legal matters, and payroll.

We have offices in Warrington (our HQ), Bournemouth, and Coventry. Recently, we were acquired by People2.0, a global company specialising in workforce management solutions and global employment services, which means exciting opportunities for career development await you.

Our Coventry office (CV5) is easily accessible by car and an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days in the office and the flexibility to work from home the rest of the week. During the initial 2-week training period, you'll be in the office full-time for team integration and peer training.

Internally the job title for this role is Financial Services Assistant

What will you be doing as an Appointment Generator?

As the Appointment Generator, you play a vital role in connecting with clients and uncovering potential leads for our Financial Advisors. Your main tasks include:

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Using marketing data from email, DM, and social campaigns.

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Making outbound calls to set appointments with existing customers to discuss value-added products.

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Handle customer enquiries within Brookson via inbound and outbound calls and emails.

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Maintaining accurate CRM records

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Collaborating with the marketing team and providing feedback on successful appointment-generating themes.

What are the qualities that can help you thrive as an Appointment Generator?

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Strong communication skills with a friendly telephone approach.

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Able to work towards KPIs and targets comfortably.

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Proficiency in Microsoft Office.

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Previous sales experience isn’t essential, we’ll provide all the training you need.

In Return for joining us as an Appointment Generator

Here at Brookson, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. The benefits for this role include:

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Salary of £23,000

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Potential to earn monthly commission

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Hybrid working

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5% company pension contribution after 3 months

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23 days’ annual leave, plus bank holidays and your Birthday off each year

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Free Financial Advice including Mortgages and Savings.

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Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.

Next Steps

If you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria.

Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps.

Should you have any questions, please feel free to reach out to Vicky from the Talent Team on (phone number removed)