Financial Planning Processor

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.

Responsibilities

• 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 in...