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Head Office

3 months ago

Leeds, Leeds, United Kingdom Openwork Limited Full time

Working alongside the Group Proposition Director, you'll be r esponsible for the development and enhancement of the 2plan investment and M&P proposition, supporting advisers with communications, training and support.

Bonus scheme - 30% on target bonus
Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
Critical illness cover
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.
Develop the wealth, mortgage & protection proposition, ensuring ongoing competitiveness for advisers and clients
Leadership, management and personal development of the proposition team
Deliver proposition training to advising members and develop the skills of the advising population
Interaction and point of contact between 2plan and 3 rd party mortgage and protection providers
Deep knowledge of financial services industry and working in a regulated environment
Extensive experience of product proposition development and management in a regulatory environment
Experience of supplier/partner selection best practice and commercial negotiation
Extensive understanding of regulatory requirements affecting product proposition development and management

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.

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.

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.