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- Tasks: Support financial advisers by processing client documentation and ensuring compliance.
- Company: Voyage Financial Planning, a reputable independent financial firm.
- Benefits: Competitive salary, comprehensive benefits package, and career development opportunities.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Join a growing team and make a difference in clients' financial journeys.
- Qualifications: Detail-oriented with strong organisational skills and a passion for finance.
The predicted salary is between 28000 - 30000 £ per year.
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
Financial Planning Processor in Romsey employer: Pure Human Resources
Contact Detail:
Pure Human Resources Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Processor in Romsey
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you admire. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Apply through our website for the best chance of getting noticed. We love seeing candidates who take the initiative to connect directly with us. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Financial Planning Processor in Romsey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Processor role. Highlight your experience with client documentation, compliance, and any relevant financial services knowledge. We want to see how you can support our advisers and paraplanners!
Showcase Attention to Detail: Since this role requires a keen eye for detail, use your application to demonstrate your meticulousness. Include examples of how you've successfully managed client records or processed documentation accurately in the past.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so outline your skills and experiences that align with the job description without fluff. Let us know why you're the perfect fit!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Pure Human Resources
✨Know Your Stuff
Make sure you understand the financial planning process inside out. Familiarise yourself with terms like 'fact finds', 'ID checks', and 'FCA requirements'. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
As a Financial Planning Processor, attention to detail is key. Prepare examples from your past experiences where you've successfully managed documentation or resolved queries. Highlight how your meticulous nature has led to successful outcomes.
✨Be Ready to Discuss Compliance
Since compliance is a big part of the role, brush up on relevant regulations and how they apply to financial planning. Be prepared to discuss how you would ensure all onboarding activities are compliant and what steps you would take to maintain accurate client records.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use for CRM, or how they handle client queries. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.