Career Opportunities in Financial Planning

2 days ago


Coventry, Coventry, United Kingdom Future Perfect Financial Solutions Full time
Company Overview

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 Role

We 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
Benefits Package
  • 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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