DB File Checker

DB Transfer File Checker
Cardiff
Hybrid working

This role is best suited for those individuals who have worked with DB pensions either in a compliance, advisory or Paraplanning capacity. A pension transfer specialist qualification such as AF7/AF8/G60/PETR is desirable but not required.

The Business

The business is an FCA-regulated, growing IFA Network. They are a robust, institutionally backed group, with a diverse, supportive, and highly experienced team. They have been in existence for over 20 years and are currently embarking on an exciting growth programme.

The Role

Within the role, you will be supporting the IFA firms and advisors within the network, leading the DB Pension side of the file checking department, using your experience and qualifications to deal with cases and resolutions, ensuring files reach regulatory and network requirements. In addition to DB work, you will be supporting the File Checking side of the compliance team with any complex cases that could require your expertise.

The Benefits

• Competitive salary
• 25 days holiday + bank holidays
• Pension scheme
• Sick pay
• Private medical
• Life insurance
• Income protection
• On Site Gym

Apply

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.

Synonyms

Review Officer, Paraplanner, Case Checker, Compliance Auditor, File monitoring auditor, Quality Checker, PTS, Pension Transfer Specialist, Defined Benefit.