Our Pre Approvals Officers play a key role within the 2plan team, ensuring that cases submitted by our advisers are reviewed and managed within our business standards framework. The role involves working with a diverse group of advisers and internal colleagues to ensure best practice and service is delivered every time.
This is a hybrid rile with 2-3 days per week in our Leeds office.
Your accountabilities:
- Assessing Pre Approval cases within agreed SLAs
- Application of 2plan Business Standards
- Liaison with 2plan Financial Advisers to discuss cases as required
- Ensuring Pre Approval records are kept up to date
- Managing workflow of cases
- Assisting with Adviser Induction Courses
- Compliance casework such as reviewing procedures, AML, training of 2plan staff and Advisers
- Proactively identifying trends and feeding continuous improvement
- Identifying and building relationships with key contacts and providing advice and guidance
The benefits:
- Salary - up to £37,000
- Bonus scheme - on target bonus - 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.