What You’ll Be Doing:
Become the backbone of our operations as you:
- Deliver top-tier technical and administrative support to our expert advisers.
- Translate complex information into clear, professional, and client-focused suitability letters.
- Ensure client files are meticulously complete and compliant with industry standards.
- Handle client and partner queries with outstanding communication skills.
- Coordinate appointments and liaise with GP surgeries and insurance providers to drive positive outcomes.
- Assist with trust forms and maintain accurate computer records.
- Be a champion of our compliance process—because details matter.
Who You Are:
We’re looking for someone who:
- Has experience in financial services or protection insurance (bonus points if you’ve worked with an IFA or as a mortgage administrator).
- Thrives in an administrative role, displaying efficiency and exceptional attention to detail.
- Boasts strong interpersonal and communication skills and enjoys being part of a team.
- Can confidently tackle complex information and turn it into meaningful actions.
- Is self-motivated, proactive, and eager to grow.
- Ideally is able to work full time (although we would consider 4 full days per week for the right candidate) either office based, hybrid or fully remote.
Why You’ll Love Working With Us:
At Future Proof, we believe in celebrating and investing in our team:
- 💼 Competitive Salary: £25,000–£26,000 per year, with company performance bonus and separate individual performance bonus, plus annual incremental salary increases.
- 🏖️ Generous Benefits: Private medical insurance, 28 days holiday (plus bank holidays), additional holiday buyback scheme, 5% employer pension contributions, 4 x death-in-service benefits and group income protection cover.
- 🌟 Exclusive Perks: Employee Assistance Programme with free counselling, remote GP services and 2nd medical opinion, £150 towards new glasses, and more!
- 📈 Career Progression: Fully funded industry-recognised qualifications and professional development opportunities.
- 🏡 Flexible Working: Hybrid/remote or in office working.
- 🚀 Exciting Extras: From company events to discounted food, free flu jabs, and volunteer time—your wellbeing and happiness are a priority.
Does this sound like you? If so we’d love to hear from you! Please send your CV to lucy@futureproofinsurance.co.uk using ref FPEX
