Facilities & General Administrator

**The opportunity**:
To reflect the business by creating a good impression and experience to all guests, advisers and colleagues entering our office.

To deliver administrative facilities support to 2plan wealth management Ltd advisers, team members and colleagues.

The role holder is required to have a good knowledge of internal processes and systems to ensure a high level of service can be delivered. The role will involve a variety of administrative tasks for which the role holder should be flexible and adaptable

This role is based five days a week in our Leeds office.

**The benefits**:

- Salary - £28,000
- 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
- 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**
- Manage the internal facilities for Bridgewater Place, including visitors and equipment for the head office
- Have a good understanding of all systems and processes within their remit as well as a basic understanding of other 2plan departments processes.
- Perform data-entry, documentation, printing and general administrative duties
- Uphold standards of document control and recording of data where appropriate
- Assist with any ad-hoc tasks required by the administration department or other 2plan departments
- Effectively deal with queries from both 2plan advisers and clients when required
- Have a good understanding of AML and Data Protection
- Promotion of teamwork with the Administration team
- Providing cover for managing incoming post
- Contribute to team effort by accomplishing related results as needed
- Ensure the office areas, meeting rooms and kitchen area look their best and reflect the corporate image we are looking to always maintain
- Perform the role of Fire Marshall
- DSE Approved Assessor, to carry out all DSE Assessments for colleagues and address where necessary

**What will you need to succeed?**:
**Qualifications /Experience**
- Strong interpersonal and communication skills to deal with individuals of all levels
- Shows initiative and can work unsupervised at times
- Excellent telephone skills
- Excellent organisational skills
- IOSH and DSE Assessor desirable

**Knowledge**
Knowledge of the following areas is essential:

- Data Protection
- Anti-Money Laundering

**Skills and Competences**
- Good organisation and time-management skills
- Flexibility to work on different tasks
- Strong communication skills
- Desire and willingness to learn and develop
- Attention to detail
- Good written skills
- Sound knowledge and proficiency of Microsoft Office
- Ability to follow documented processes to a high level

**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.