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.