Overview

As Senior Business Assessor, you will assess the suitability of advice provided by 2plan Financial Advisers. This will cover all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You\''ll play a key part in ensuring that the advice provided to the customer is correct and any errors can be identified and acted upon ensuring suitable customer outcomes.Responsibilities

Assessing new business submissions in accordance with the 2plan business standardsProviding appropriate feedback to individual advisersDemonstrating and applying understanding of internal Business StandardsProactively identifying trends and feeding continuous improvementIdentifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as requiredLead Calibration within the team to ensure that Areas of development are addressedPromotion of team work within the Business Assessment TeamTraining and sign off of new staff across the relevant core product areas through coaching and feedbackSupport the delivery and development of team performance and workstream trend reportingDelegation of Management DutiesQualifications and Requirements

Ideally at least 2 years\'' experience within a financial services organisation and either qualified or working towards industry qualifications such as level 4 diploma and level 3 mortgage qualification.Would be expected to pass the relevant 2plan internal staff tests and the Anti Money Laundering test.Knowledge

COBS, ICOB and MCOB product and sales processTCFData ProtectionFCA and regulatory requirementsAnti Money LaunderingSkills and Competences

Good financial planning and technical knowledgeStrong organisation skillsGood understanding of riskAbility to work on multiple tasks and projectsWilling and able to develop wide skills and knowledgeGood communication skillsDesire to learn and developAttention to detailSound judgementGood problem solvingClear written skillsAbility to remain calm under pressureNotes

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.Location

This is a hybrid role with 2-3 days per week in our Leeds office.Benefits

Salary - £42,000Bonus 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 coverIncome protectionDeath in service - 4x salary27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 daysA range of other flexible benefits to include private medical insurance, dental insurance and much more.

#J-18808-Ljbffr