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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.

Responsibilities

* 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

What next?

Apply today to be consid...

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Website click.appcast.io
Ad Id27440477
CategoryAccounting
PostedNovember 16, 2021
Expiry December 16, 2021
Status NOT FILLED
Details New
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