Overview

You will play a key part in ensuring that all advice meets regulatory standards and delivers good customer outcomes. By identifying potential errors or areas for improvement, you will help uphold the integrity of our advice process and support continuous development across the adviser network. This role will cover a broad range of product areas, including investments, pensions, protection, mortgages and general insurance. Qualified industry qualifications such as level 4 diploma and level 3 mortgage qualification are expected.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. We are a dynamic, fast paced, and growing business with huge ambition. We invest in our colleagues to develop personally and professionally and reach their full potential. We are proud of our culture and inclusive environment.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 (internal and external) and providing advice and guidance as requiredLead Calibration within the team to ensure Areas of development are addressedPromotion of teamwork within the Business Assessment TeamTraining and sign off of new staff across relevant core product areas through coaching and feedbackSupport the delivery and development of team performance and workstream trend reportingDelegation of Management DutiesQualifications

Ideally at least 2 years'' experience within a financial services organisationQualified industry qualifications such as level 4 diploma and level 3 mortgage qualificationPass the relevant 2plan internal staff tests and the Anti Money Laundering testKnowledge: COBS, ICOB and MCOB product and sales processKnowledge: TCFKnowledge: Data ProtectionKnowledge: FCA and regulatory requirementsKnowledge: Anti Money LaunderingSkills and Competencies: good financial planning and technical knowledgeSkills and Competencies: strong organisation skillsSkills and Competencies: good understanding of riskSkills and Competencies: ability to work on multiple tasks and projectsSkills and Competencies: willingness to develop wide skills and knowledgeSkills and Competencies: good communication skillsSkills and Competencies: desire to learn and developSkills and Competencies: attention to detailSkills and Competencies: sound judgementSkills and Competencies: good problem solvingSkills and Competencies: clear written skillsSkills and Competencies: ability to remain calm under pressureBenefits

Salary - up to £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 protection - 1x salaryDeath 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