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Financial Services Administrator

4 months ago

Leeds UK, West Yorkshire, United Kingdom 2plan wealth management Ltd Full time

To assess the suitability of advice provided by 2plan Financial Advisers across all product lines, including Investments, Pensions, Protection, Mortgages, and General Insurance. The goal is to ensure the advice given to customers is accurate, identifying and addressing any errors to guarantee suitable customer outcomes.


The benefits:


  • Salary - up to £24-28k DOE and qualifications
  • 1 Day a week in the office and more if you prefer
  • Support for further qualifications
  • 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% (up to 15%)
  • 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 including private medical insurance, dental insurance, and much more.



Key Responsibilities:

  • Assess new business submissions in line with 2plan Business Standards.
  • Provide appropriate feedback to individual Advisers.
  • Apply and demonstrate understanding of internal Business Standards.
  • Proactively identify trends and contribute to continuous improvement.
  • Build relationships with key internal and external contacts, offering advice and guidance as needed.



Qualifications / Experience:


  • At least 2 years of experience within a financial services organisation.
  • Ideally qualified or working towards industry qualifications such as Level 4 Diploma and Level 3 Mortgage qualification.



Skills and Competencies:

  • Good financial planning and technical knowledge.
  • Strong organisational skills.
  • Ability to manage multiple tasks and projects.
  • Willingness to develop a broad skill set and knowledge.



About us?


Since July 2007 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 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.