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Financial Planning Processor

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Pure Human Resources

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Location:
United Kingdom , Romsey

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

28000.00 - 30000.00 GBP / Year
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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)
  • 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

Nice to have:

  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
May 10, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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