Administration Assistant
Financial Planning ProcessorRomsey, HampshireFull time, permanent Salary: 28k-30kCompetitive benefits packageOur 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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