Client Operations Specialist Job at Coventry CV QL Full Time NEW

If you’re passionate about delivering a high-quality service and enjoy working in a fast‑paced, customer‑focused environment, we’d love to hear from you. Join our team where you’ll support our Financial Advisors and play a key role in ensuring an excellent experience for our clients.Established in 1995, Brookson has been supporting freelancers, contractors and self‑employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry and Bournemouth, we have grown into a trusted provider of accountancy, tax and financial services support.Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers.Our Coventry office (CV5) is easily accessible by car and just an 8‑minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days per week in the office and flexibility to work from home for the remaining days.Internally, the job title for this role is Financial Services Administrator.What will you be doing as an Administrator?As an Administrator within our Financial Services team, you will provide essential support to our Advisors, helping to ensure cases are progressed smoothly, compliantly and to a high standard. Your responsibilities will include:Providing end‑to‑end administrative support on client cases, from application through to completionSupporting new and existing clients via phone and email, delivering a proactive, professional and customer‑focused serviceManaging and maintaining accurate client records, ensuring all documentation meets internal, regulatory and compliance standardsSupporting Advisors with suitability reports, reviews and wider case administrationCarrying out checks such as Prevention of Money Laundering (PML), fee reconciliation and invoicingWorking closely with the wider team to meet service level agreements (SLAs), support compliance requirements and contribute to team improvementsWhat qualities will help you thrive as an Administrator?Strong communication skills, both written and verbal, with a friendly telephone mannerExcellent time management skills and the ability to manage your own workloadConfident building rapport with clients and working in a customer‑facing roleA strong attention to detail to ensure data accuracy and complianceComfortable working towards KPIs and targetsProficiency in Microsoft OfficeA collaborative, team‑focused approachPrevious experience within financial services is desirable but not essentialIn return for joining Brookson as an AdministratorAt Brookson, we want everyone to feel valued and supported. We offer a wide range of benefits alongside a strong commitment to colleague engagement, wellbeing and professional development. Benefits include:Hybrid working5% company pension contribution after 3 months23 days’ annual leave plus bank holidays and your birthday off each year2 Press Pause days per year – dedicated time to focus on your wellbeingFree financial advice, including mortgages and savingsWellbeing benefits including discounted gym membership, direct GP access and an in‑house Mental Health First Aid teamNext stepsIf you are interested in being considered for this opportunity, please apply with your CV, highlighting your relevant skills and experience.Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our Talent Team will be in touch within three working days to guide you through the next steps.