Business Assessor

6 days ago


Leeds, United Kingdom Openwork UK Ltd Full time

We are seeking a skilled Business Assessor to join our team at 2plan Wealth Management. You'll 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.

**This is a hybrid role with 2 days per week in our Leeds office.**

**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
- 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.

**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.


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