Paraplanner / File Checker
The opportunity for an experienced Paraplanner / File Checker to join a reputable Pensions firm who provide an unparalleled service to their client-base.
* Keep up to date with training and supervision requirements according to their competence as set out in the T&C Scheme.
* Provide weekly reports to the Paraplanner/File Checker Supervisor relating to output, quality concerns and other Management Information as required.
* Supporting the PTS in research and analysis to meet Client needs and objectives
* Supporting the PTS in preparing Client financial plans and suitability reports
* To provide professional support and assistance to the Pension Transfer Specialists (PTS) and client service process.
What's on offer?
* Pension contribution matched to 5%.
* 4x annual salary for death in service.
* 23 days annual leave
* Annual leave purchase scheme
* Birthday off with pay
* Discretionary annual bonus
Apply today to be consid...
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|Posted||November 16, 2021|
|Expiry||December 16, 2021|