Financial Planning Processor role at Voyage Financial Planning, supporting advisers and paraplanners with client documentation, record maintenance, and report preparation.
Requirements
- 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)
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