Trainee Financial Planning Administrator

Your role as a Financial Planning Administrator is to support 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 their goals. 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:
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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 oppurtunity 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 minutes of study time per day, and you will need to commit to additional study in your own time to pass the modules.

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

About Future Perfect

Established in 1989, Future Perfect has a team of 15 Financial Advisers and Mortgage Advisers, ably supported by an efficient administrative office team. We look after around 6,000 client households across the Midlands and have grown through our ethos of 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 businesses for over 15 years.

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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24 days paid holiday and bank holidays

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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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