Business Assessor
6 days ago
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.
-
Assessor
1 week ago
Leeds, United Kingdom Meridian Business Support Limited Full timeAssessor Higher Education Leeds Full Time, Temporary Contract Pay rate: £31.46 £38.67 per hour (depending on experience) I am currently recruiting on behalf of a well-established Leeds based university for an experienced Assessor to join their academic team on a full time temporary basis. This role will involve supporting students through the assessment...
-
Assessor
1 week ago
Leeds, United Kingdom Meridian Business Support Limited Full timeAssessor Higher EducationApply fast, check the full description by scrolling below to find out the full requirements for this role. Leeds Full Time, Temporary Contract Pay rate: £31.46 £38.67 per hour (depending on experience) I am currently recruiting on behalf of a well-established Leeds based university for an experienced Assessor to join their academic...
-
Business Assessor
6 days ago
Leeds, United Kingdom Resource Matters Ltd Full timeOur financial services advser firm client seeks a Leeds based busiess assessor. The role is to assess the suitability of advice provided by the Financial Advisers. This will cover all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. **Key Accountabilities** - Assessing new business submissions in accordance with the...
-
Leeds, United Kingdom KM Recruitment Full time**KM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors.** **Job Title**:Management / Business Administration Assessor **Location**:Home/Field based - Must be flexible with travel across Leeds, Sheffield, Newcastle and surrounding **Salary**: £30,000 - £32,000 (Depending on skills and...
-
Group Esg
2 weeks ago
Leeds, United Kingdom Chevron Traffic Management Full time**Group ESG & Business Improvement Assessor** **Location**: North Region **Salary**: £40,000 to £50,000 depending on qualifications skills and experience with company benefits and car allowance As a Group ESG (Environmental, Social, Governance) & Business Improvement Assessor, you can expect the benefits from Chevron Traffic Management that come with...
-
Business Assessor
2 days ago
Leeds, United Kingdom Openwork UK Ltd Full timeWe 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...
-
Vehicle Damage Assessor
3 weeks ago
Leeds, United Kingdom Auto Skills UK Full timeVEHICLE DAMAGE ASSESSOR OTE: £45,000 Vehicle Damage Assessor details: Basic Salary:£40,000 DOE Working Hours:Monday - Friday 42.5 hours a week Location:Leeds Talented and efficient Vehicle Damage Assessor to join this leading team. Responsibilities of a Vehicle Damage Assessor ·Work efficiently in a fast-paced accident repair centre ·Follow...
-
Vehicle Damage Assessor
2 weeks ago
Leeds, United Kingdom Auto Skills UK Full timeVEHICLE DAMAGE ASSESSOR OTE: £45,000 Vehicle Damage Assessor details: Basic Salary:£40,000 DOE Working Hours:Monday - Friday 42.5 hours a week Location:Leeds Talented and efficient Vehicle Damage Assessor to join this leading team. Responsibilities of a Vehicle Damage Assessor ·Work efficiently in a fast-paced accident repair centre ...
-
Vehicle Damage Assessor
1 week ago
Leeds, United Kingdom Auto Skills UK Full timeOverviewVEHICLE DAMAGE ASSESSOROTE: £45,000Vehicle Damage Assessor details:Basic Salary: £40,000 DOEWorking Hours: Monday - Friday 42.5 hours a weekLocation: LeedsTalented and efficient Vehicle Damage Assessor to join this leading team.ResponsibilitiesWork efficiently in a fast-paced accident repair centreFollow the correct repair techniques and produce...
-
Senior Business Quality Assessor
7 days ago
Leeds, Leeds, United Kingdom The Progeny Group Limited Full timeThe opportunityAs a Senior Business Quality Assessor you will undertake client file reviews to demonstrate compliance with systems and controls requirements, including risk management and governance processes. Ensuring that clients are treated fairly and receive good client outcomes wherever possible. Whilst leading and supporting Business Quality Assessors...