Career Opportunities in Financial Planning
2 days ago
Future 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 Planning Administrator, you will be working alongside other specialists to assist our 15 Financial Advisers.
Key Responsibilities- Attending Openwork and Future Perfect training courses
- Preparing illustrations and reports for client meetings
- Writing Suitability Letters
- Managing cases to completion
- Regularly speaking with clients and brokers over the telephone
- Booking and confirming appointments
- Updating our CRM system
We have a structured training programme for candidates to build up the practical, background knowledge and skills to be an effective Financial Planning Administrator.
Ideal Candidate- Have at least 12 months office experience (Essential)
- Excellent communication skills, both written and verbal
- Highly organised with strong attention to detail
- IT proficient – especially in Excel
- Competitive salary: £25,000 - £30,000 per annum
- Free office parking
- 23 days paid holiday, bank holidays + 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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