The opportunity As part of our growth plans, we are seeking an experienced Senior Business Assessor to join us. Taking responsibility for assessing the suitability of advice provided by 2plan Financial Advisers, the role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is accountable for ensuring the advice provided to the customer is correct, and any errors are identified and resolved to ensure best and suitable customer outcomes. As the Senior Business Assessor, we'd like you to support the team with coaching and training and identify opportunities for continuous improvement within the team. This is a hybrid role with 2-3 days per week in our Leeds office. The benefits: Salary - £42,000 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. Key Accountabilities: Assessing new business submissions in accordance with 2plan business standards Providing appropriate feedback to individual advisers Demonstrating and applying understanding of internal Business Standards Proactively identifying trends and feeding continuous improvement Identifying and building relationships with key contacts and providing advice and guidance Promotion of collaboration within the Business Assessment Team and with the wider business Training and sign off of new colleagues across the relevant core product areas Support the delivery and development of team performance and workstream trend reporting What will you need to succeed? Either qualified or working towards industry qualifications such as level 4 diploma and level 3 mortgage qualification. Established Financial Services experience. Knowledge of the following areas is essential: COBS, ICOB and MCOB product and sales process, Consumer Duty, Data Protection and FCA and regulatory requirements Good financial planning and technical knowledge Strong organisation skills Good understanding of risk Ability to work on multiple tasks and projects Willing and able to develop wide skills and knowledge Good communication skills Desire to learn and develop Attention to detail Sound judgement Good problem solving Clear written skills Ability to remain calm under pressure Training & coaching skills Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.