Business Assessor
6 months ago
Our Case Checkers are responsible for assessing the suitability of advice provided by 2plan Financial Advisers. This is a varied role, requiring excellent customer service skills and attention to detail. The role provides exposure to all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is therefore a fantastic opportunity to begin your career in Financial Services. A strong communicator, you will be customer focused and able to manage priorities effectively as part of a team. Our ultimate mission is to ensure that the advice provided is first class, ensuring suitable customer outcomes.
**The benefits**:
- Salary - £24,000 - £28,000
- 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% (15%)
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 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.
- Continued professional development and qualifications
**Key Accountabilities**:
- Assessing new business submissions in accordance with the 2plan Business Standards
- Providing appropriate feedback to individual Advisers
- Proactively identifying trends and feeding continuous improvement
- Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required
- Pre Sale checking of various higher risk areas such as Asset Review, Paraplanning and Pension Transfers
- Promotion of team work within the Business Assessment Team
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