Full job descriptionFinancial 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.
They are now seeking a detail-oriented Financial Planning Processor to support advisers and paraplanners, ensuring a seamless and compliant client journey from onboarding through to ongoing servicing.
Financial Planning Processor, the role:
• 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 escalate any potential risks or issues
Financial Planning Processor, the person:
• 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
Financial Planning Processor, the 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
Pure Human Resources Limited works in partnership with Client Name in providing Recruitment support. No applications from agencies please.