Senior Business Assessor

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:

• Salary - up to £45,000
• 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.

• Assessing new business submissions in accordance with the 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 (both internally and externally) and providing advice and guidance as required
• Lead calibration within the team to ensure that areas of development are addressed
• Training and sign off of new staff across the relevant core product areas through coaching and feedback
• Support the delivery and development of team performance and workstream trendreporting

• You must hold the level 4 diploma in financial planning
• You will have good attention to detail and problem solving skills
• Good financial planning and technical knowledge
• Strong communication skills with the ability to build lasting relationships 
• You will have the ability to work on multiple tasks and projects
• You will have the ability to remain calm under pressure 

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.