Head of Proposition

3 months ago


Leeds, United Kingdom Openwork UK Ltd Full time

We are looking for a motivated and dynamic Head of Proposition to come and join the leadership team at 2plan. Working alongside the Group Proposition Director, you'll be responsible for the development and enhancement of the 2plan investment and M&P proposition, supporting advisers with communications, training and support.

**The benefits**:

- Salary - up to £100,000
- Bonus scheme - 30% on target bonus
- Car allowance - £7245
- 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
- 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.

**Key Accountabilities**
- 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
- Maintaining the relationship with key product providers
- Interaction and point of contact between 2plan and 3rd party mortgage and protection providers
- Hold the SMF 10 for Consumer Duty taking accountability and ownership for ongoing consumer duty delivery
- Interaction and point of contact between 2plan and 3rd party investment providers, fund groups and platforms
- Work with Omnis to ensure the Omnis solution appropriately meets the needs of 2plan advisers and clients
- Support, cultivate and grow the adoption of the Omnis funds and portfolio proposition both in terms of AUM and support base
- The broad investment and business development relationships across 2plan
- Provide strategy support and governance reporting for the Investment Committee as Chair
- Provide ongoing support to all Senior Leaders to support the attainment of strategic goals and maintaining strong corporate governance
- Represent the interests of 2plan companies within the context of the wider group with relevant external forums where required



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