Illustration Work, Jobs in Nursling, Ham (with Salaries)

Financial Planning Processor
Pure Human Resources —Romsey
- £28,000 - £30,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
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Financial Planning Processor

Pure Human Resources
Romsey

Apply Now

Job details

Permanent | Full-time
£28,000 - £30,000 a year

Benefits

Company pension

Qualifications

Microsoft Word
CRM software
Financial planning
Pension
Microsoft Excel
Microsoft Outlook
Microsoft Office
Organisational skills
Financial services
Communication skills
Certificate in Insurance
Time management

Full job description

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 Voyage Financial Planning in providing Recruitment support. No applications from agencies please.

Apply Now

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