Business Assessor

**The opportunity**:
We are seeking a skilled Business Assessor to join our team at 2plan Limited. In this role, you will be responsible for assessing the suitability of financial advice provided by our advisers across multiple product lines, including Investments, Pensions, Protection, Mortgages, and General Insurance. Your work will ensure that advice given to clients is accurate, compliant, and achieves the best outcomes for customers.

**The Benefits**
- Salary - up to £28000
- 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
- Death in service
- 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 Responsibilities:

- Assess new business submissions according to 2plan Business Standards.
- Provide constructive feedback to individual advisers to improve their performance.
- Identify trends, suggest improvements, and contribute to the overall enhancement of advice quality.
- Conduct pre-sale checks on high-risk areas such as Asset Review, Paraplanning, and Pension Transfers.
- Foster a collaborative and supportive environment within the Business Assessment Team.

**What will you need to succeed?**:
Qualifications & Experience:

- At least 2 years' experience within a financial services organisation.
- Willing to study towards financial services qualifications, supported by the company

Required Knowledge:

- An understanding of COBS, ICOBS, and MCOBS product and sales processes beneficial

Skills & Competencies:

- Strong technical knowledge in financial planning.
- Excellent organisational skills and attention to detail.
- Ability to manage multiple tasks and projects effectively.
- Strong communication and problem-solving skills.
- Calm under pressure with sound judgement.
- A desire for continuous learning and personal development.

**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.
- At The Openwork Partnership, 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.