Return to work in the Finance sector

For any parent, the idea of returning back to work after a period of “time-out” can be daunting. Whether you are thinking about choosing full-time or part-time, at Future Perfect we offer flexibility to assist you in your transition.

Returning back to work doesn’t have to feel like a sacrifice, instead we want to create a work-life balance that is attractive to parents. We support parents who are looking to further their career, gain qualifications and move up the ladder in financial planning and administrating all whilst maintaining a healthy and ideal work-life balance!

So, who are Future Perfect and what do we do?

Established in 1989, Future Perfect are a firm of Financial Advisers and specialist staff who assists over 6000 households across the UK. Our head office in based in Binley Business Park, Coventry.

We help with Financial Planning, our services include;

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Retirement Planning

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Investment Advice

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Protection Advice

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Mortgage Advice

We have a close-knit team of 9 specialists who support 15 Financial Advisers. Our specialist staff hold a vital role within Future Perfect. You will be working alongside other specialists to help assist the advisers.

The role

You will be required to provide support on a daily basis with duties including:

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Shadowing a senior administrator

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Attending Openwork and Future Perfect training courses

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Collating client information

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Preparing illustrations and reports for client meetings

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Writing Suitability Letters

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Managing cases to completion

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Regularly speaking with clients and brokers over the telephone

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Producing annual portfolio reports

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Adjusting clients’ portfolios

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Cashflow modelling

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Booking and confirming appointments

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Updating our CRM system

Career Progression

We have a structured training programme for candidates to build up the practical, background knowledge and skills to be an effective Financial Planning Administrator.

After 6 months in your admin role, you’ll have an opportunity to join a study programme with the Openwork Academy to gain the Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, while continuing with your current role.

The Level 4 diploma consists of 6 units, each with study material and an examination. The study material, examinations (but not re-sits), workshops and training courses are all paid for by Future Perfect. Future Perfect will also pay for 30

Ideal Candidate

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Have at least 12 month’s office experience (Essential)

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Excellent communication skills, both written and verbal

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Highly organised with strong attention to detail

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IT proficient – especially in Excel

Rewards and Benefits

As well as a competitive salary, we also offer:
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Salary increase when units passed

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Free office parking

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23 days paid holiday, bank holidays + an extra day off for your birthday

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Pension Benefits

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Study Support towards further qualifications

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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 raised or 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 with their running costs.

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