The opportunity
We are looking for a detail-oriented and analytical professional to assess the suitability and quality of advice provided by 2plan financial advisers. This role will cover a broad range of product areas, including investments, pensions, protection, mortgages and general insurance.
You will play a key part in ensuring that all advice meets regulatory standards and delivers good customer outcomes. By identifying potential errors or areas for improvement, you will help uphold the integrity of our advice process and support continuous development across the adviser network.
The benefits:
1. Salary - up to £42,000
2. Bonus scheme - on target bonus - 7.5%
3. Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
4. Critical illness cover
5. Income protection - 1x salary
6. Death in service - 4x salary
7. 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
8. A range of other flexible benefits to include private medical insurance, dental insurance and much more.
Key Accountabilities:
9. Assessing new business submissions in accordance with the 2plan business standards
10. Providing appropriate feedback to individual advisers
11. Demonstrating and applying understanding of internal Business Standards
12. Proactively identifying trends and feeding continuous improvement
13. Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required
14. Lead Calibration within the team to ensure that Areas of development are addressed
15. Promotion of team work within the Business Assessment Team
16. Training and sign off of new staff across the relevant core product areas through coaching and feedback
17. Support the delivery and development of team performance and workstream trendreporting
18. Delegation of Management Duties
What will you need to succeed?
Qualifications/ Experience:
19. Qualified industry qualifications such as level 4 diploma and level 3 mortgage qualification.
20. Ideally at least 2 years’ experience within a financial services organisation
21. Qualified industry qualifications such as level 4 diploma and level 3 mortgage qualification.
22. Would be expected to pass the relevant 2plan internal staff tests and the Anti Money Laundering test.
Knowledge:
Knowledge of the following areas is essential
23. COBS, ICOB and MCOB product and sales process
24. TCF
25. Data Protection
26. FCA and regulatory requirements
27. Anti Money Laundering
Skills and Competencies:
28. Good financial planning and technical knowledge
29. Strong organisation skills
30. Good understanding of risk
31. Ability to work on multiple tasks and projects
32. Willing and able to develop wide skills and knowledge
33. Good communication skills
34. Desire to learn and develop
35. Attention to detail
36. Sound judgement
37. Good problem solving
38. Clear written skills
39. Ability to remain calm under pressure
Why us?
2Plan Wealth Management was Launched in July 2007 and we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.
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.