Financial Planning Processor

Financial Planning Processor

Romsey, Hampshire

Full time, permanent

Salary: 28k-30k

Competitive benefits package

Our client, Voyage Financial Planning, is an independent financial planning firm committed to delivering high-quality, client-focused advice. With a growing client base and a strong reputation for professionalism, the business provides tailored financial solutions across pensions, investments and protection.

Responsibilities

• Prepare and process new client documentation including fact finds, ID checks and compliance forms
• Ensure all onboarding activity is completed accurately in line with FCA requirements
• Maintain and update client records within the CRM system
• Submit new business applications across pensions, investments and protection products
• Track cases through to completion, liaising with providers where required
• Resolve queries and chase outstanding information to ensure timely processing
• Support advisers and paraplanners with report preparation and recommendation packs
• Gather policy information, illustrations and provider data
• Assist with meeting preparation including agendas, documentation and follow-ups
• Respond to client queries in a professional and timely manner
• Process client requests including withdrawals, fund switches and policy changes
• Maintain accurate records and audit trails for compliance purposes
• Identify and escalation any potential risks or issues

Qualifications

• Previous experience in a financial services administration or processing role
• Strong attention to detail and accuracy
• Excellent organisational and time management skills
• Confident written and verbal communication skills
• Proficient in Microsoft Office (Word, Excel, Outlook)

Desirable

• Experience within financial planning or wealth management
• Knowledge of pensions, investments and protection products
• Familiarity with CRM systems
• Understanding of FCA regulations and compliance requirements

Benefits

• Competitive salary based on experience
• Pension scheme
• Supportive and modern working environment
• Clear progression pathway into paraplanning or advisory roles
• Support for professional qualifications (e.g. CII Diploma)
• Ongoing training and development

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