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Administrator
2 weeks ago
If you are motivated, well-organised and have an interest in administration, this could be the opportunity for you.
**A career as an Administrator**
Your role as an Administrator is to support our Financial Advisers in all capacities to allow them to concentrate on client-facing work.
Financial Advisers help clients make well-informed decisions about their financial journey through life. This means discussing what they want out of life, what their financial requirements will be and how resources can be harnessed towards achieving theirgoals. They then recommend financial products such as pensions, investments, mortgages and insurance to meet the clients’ current and future needs.
**The role**
You will be required to provide support on a daily basis with duties including:
- Shadowing a senior administrator
- Attending Openwork and Future Perfect training courses
- Collating client information
- Preparing illustrations and reports for client meetings
- Regularly speaking with clients and advisers over the telephone
- Writing Suitability Letters
- Chasing business pipeline
- Booking and confirming appointments
- Updating our CRM system
We will provide full training on all of these tasks.
- Have at least 12 month’s office experience (Essential)
- Excellent communication skills, both written and verbal
- Highly organised with strong attention to detail
- IT proficient - especially in Excel
**About Future Perfect**
Established in 1989, Future Perfect has a team of 14 Financial Advisers, ably supported by a well-trained, experienced and efficient administrative office team. We look after around 6,000 client households across the Midlands and have grown through our ethosof offering quality face-to-face financial planning advice and our commitment to building trusted and enduring relationships with clients. Our head office in based in Binley Business Park, Coventry.
We are part of a financial services distribution company called Openwork Ltd, which provides a range of business support to a nationwide network of some 600 financial advisory businesses such as Future Perfect. We have been in the top 25 of Openwork’s businessesfor over 15 years.
**Rewards and benefits**
The initial salary is £21,000 pa to £25,000 pa, depending on your financial services experience and qualifications. As well as the initial salary, we also offer:
- Salary increase when units passed
- Free office parking
- 4 weeks paid holiday and bank holidays
- NEST pension
- Study Support towards further qualifications
- Staff events
**Future Perfect Charitable Fund**
We are extremely proud of the Future Perfect Charity Fund, which is part of registered charity The Openwork Foundation. It is a grant-making charitable fund where funds are raised and donated by the Future Perfect community. The Company matches monies raisedor donated pound for pound and also contributes 1% of its pre-tax profits. Since it set-up in 2014, we have raised over £30,000 for good causes in the Midlands. Our latest grant was for £6,000 to Solihull Life Opportunities (SOLO), which has helped them withtheir running costs.