Pre Approvals Officer - 2plan Wealth Management

The opportunity To assess Pre Approval cases and provide approval or non-approval for adviser-proposed cases. The benefits: Salary – up to £35,000 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 Death in service 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits including private medical insurance, dental insurance, and more. Key Accountabilities: Assessing Pre Approval cases Contacting 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 Other compliance work as required, such as reviewing procedures, AML, training of staff and Advisers Proactively identifying trends and suggesting improvements Building relationships with key contacts internally and externally, providing advice and guidance What you will need to succeed: Experience within a financial services organization in a similar role Ideally Level 4 diploma qualified, with support for higher qualifications like Chartered Knowledge of COBS, ICOB, and MCOB regulations Strong financial planning and technical knowledge Coaching and feedback skills Ability to build rapport Strong organizational skills Understanding of risk Willingness to develop wide skills and knowledge Good communication skills Desire to learn and develop Attention to detail Sound judgment Problem-solving skills Clear written communication Ability to remain calm under pressure Why us? Founded in July 2007, we are one of the UK\’s leading wealth management firms. Our support teams enable our advisers to deliver excellent service, building long-lasting client relationships. We pride ourselves on our culture, being one of the Best 100 Large Companies to work for in 2022, and our commitment to inclusivity and diversity. We believe everyone can make a difference, and we support our colleagues to balance their careers and personal lives. #J-18808-Ljbffr