Administrative Role in Financial Services
2 days ago
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 ResponsibilitiesAs 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
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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Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeAbout Future Perfect Financial SolutionsWe are a leading firm of Financial Advisers with over 30 years of experience assisting households across the UK. Our head office is based in Binley Business Park, Coventry.Job Title: Financial Planning AdministratorSalary: £22,000 - £28,000 per annum, depending on experience.Company OverviewOur team consists of 15...
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Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeAbout UsAt Future Perfect Financial Solutions, we pride ourselves on offering flexibility and work-life balance to support parents returning to work. Our company was established in 1989 and has been assisting over 6000 households across the UK.The RoleWe are looking for an experienced Administrative Professional to join our team as a Financial Planning...
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Career Opportunities in Financial Planning
2 days ago
Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full timeCompany OverviewFuture Perfect Financial Solutions is a leading firm of Financial Advisers, established in 1989. With over 6000 households across the UK supported, our head office is based in Binley Business Park, Coventry.About the RoleWe are seeking an experienced Administrative Professional to join our close-knit team of 9 specialists. As a Financial...
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