Administrative Role in Financial Services

2 days ago


Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full time
About Future Perfect Financial Solutions

We are a leading financial services company that provides flexible solutions for parents returning to work. At Future Perfect Financial Solutions, we believe in creating a work-life balance that supports parents in their career aspirations.

Key Responsibilities

As a financial planning administrator, your key responsibilities will include:

  • Preparation of illustrations and reports for client meetings
  • Writing suitability letters
  • Managing cases to completion
  • Communicating regularly with clients and brokers
  • Updating our CRM system
Benefits and Rewards

In addition to a competitive salary, you will also enjoy:

  • Free office parking
  • 23 days paid holiday, bank holidays, plus an extra day off for your birthday
  • Study support towards further qualifications
  • Staff events


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