Financial Planning Processor

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