Administration Assistant

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.

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.

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