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Job Location | Coventry |
Education | Not Mentioned |
Salary | 28,000 - 33,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Established in 1989, Future Perfect has a total team of 24. They look after 6,000+ client households across the Midlands and have grown through their ethos of offering quality face-to-face financial planning advice and their commitment to building trusted,enduring relationships with clients and valuing their teammates.Their head office is based in Binley Business Park, Coventry.They are part of a financial services distribution network called Openwork Ltd, which provides a full range of business support to 600+ financial advisory businesses such as Future Perfect. FPFS have been in the top 25 of Openworks businesses for the last15 years consecutively.They also believe in giving back and contributing to the Openwork charitable foundation, as a business they have donated over £50k to local causes in the last 7 years alone.The purpose of this roleThe purpose of the Financial Administrator role is to provide all administration support within the business. You will provide pre and post-sales support to the Financial Planners and clients alike. You will contribute to the success of the company overalland adhere to all internal compliance standards and administration procedures, ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues alike.Duties and Responsibilities:Your duties and responsibilities will include (but not be limited to):
Keyskills :
Administrative SupportBusiness SupportFinancial ServicesFinancial Planners