Appointment Setter – Brookson Group

Appointment Setter – Brookson Group | Coventry, UK

Brookson Group is seeking an
Appointment Setter (Financial Services Assistant) to join its Coventry office. This is a full-time, permanent role offering hybrid working, career growth opportunities, and a supportive environment.

• Company: Brookson Group (part of People
  2.0)
• Location: Coventry, CV5 (hybrid: 2 days in office, rest remote)
• Contract Type: Full-Time, Permanent
• Schedule: Monday–Friday, with initial 2-week full-time office training
• Benefits: Financial planning services, annual leave, company pension, discounted gym membership, wellbeing support, hybrid flexibility

Founded in 1995, Brookson has supported freelancers, contractors, and self-employed professionals for 30 years. Now part of People
2.0, Brookson continues to innovate in accountancy, tax, and support services, offering employees a dynamic and rewarding career path.

You will connect with existing clients, set appointments for Financial Advisors, and support customer enquiries. This role requires strong communication skills, attention to detail, and the ability to work towards KPIs.

• Use marketing data from email, DM, and social campaigns
• Make outbound calls to set appointments with existing customers
• Handle inbound/outbound calls and emails for customer enquiries
• Maintain accurate CRM records
  
  Collaborate with marketing team and provide feedback on appointment themes

• Strong communication skills with a friendly telephone manner
• Ability to work towards KPIs and targets
• Proficiency in Microsoft Office

• Previous sales experience (not essential, training provided)
• Monthly commission potential for each appointment made
• Hybrid working (2 days in office, rest remote)
• 5% company pension contribution after 3 months
• 23 days’ annual leave + bank holidays + birthday off
• 2 “Press Pause” wellness days per year
• Free financial advice (mortgages, savings)