At a Glance
- Tasks: Support financial advisers by processing client documentation and ensuring compliance.
- Company: Voyage Financial Planning, a reputable independent firm in financial services.
- Benefits: Competitive salary, pension scheme, and ongoing training for career growth.
- Other info: Clear progression opportunities into paraplanning or advisory roles.
- Why this job: Join a supportive team and kickstart your career in financial planning.
- Qualifications: Experience in financial services administration and strong attention to detail.
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
Administration Assistant in Hampshire employer: Pure Human Resources
Voyage Financial Planning is an exceptional employer, offering a supportive and modern working environment in Romsey, Hampshire. With a commitment to employee growth, the firm provides clear progression pathways into paraplanning or advisory roles, alongside support for professional qualifications and ongoing training. Join a team that values attention to detail and professionalism while delivering tailored financial solutions to clients.
StudySmarter Expert Advice🤫
We think this is how you could land Administration Assistant in Hampshire
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Voyage Financial Planning. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance requirements. Show them you’re not just detail-oriented but also genuinely interested in the industry!
✨Tip Number 3
Practice your communication skills! Whether it’s written or verbal, being able to convey your thoughts clearly is key in this role. Consider mock interviews with friends or family to get comfortable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Administration Assistant in Hampshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Processor role. Highlight your previous experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with what we’re looking for. Keep it professional but let your personality come through!
Showcase Your Attention to Detail:As a Financial Planning Processor, attention to detail is key. In your application, provide examples of how you've demonstrated this skill in past roles. We love seeing candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Pure Human Resources
✨Know Your Stuff
Make sure you brush up on financial services terminology and the specific duties of a Financial Planning Processor. Familiarise yourself with FCA regulations and compliance requirements, as these will likely come up during the interview.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past experience where you successfully managed complex documentation or ensured compliance. Highlight how your meticulous nature has positively impacted your previous roles.
✨Practice Your Communication Skills
As you'll be liaising with advisers, paraplanners, and clients, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend to refine your verbal communication skills and ensure you're confident in your responses.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
