Wealth Proposition Consultant - 2Plan in Leeds

We are looking for an experienced professional to manage key areas of the 2plan Propositions function. In this role, you will ensure that the products and services offered to clients are developed and managed effectively, aligned with our corporate strategy, and delivered within a strong governance framework.

This role is a hybrid role, 3 days a week in the Leeds office.

The benefits:

• Salary - up to £65,000
• Bonus scheme - on target bonus - 15%
• 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 - 1x salary
• Death in service - 4x salary
• 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 accountabilities:

• Operational management and delivery of key areas of the Wealth Proposition to provide control and oversight of proposition development and management.
• You will own the relationship management of all Wealth proposition product providers.
• Ensuring there is a suitable relationship governance framework in place to monitor and evaluate the performance of the providers.
• Bring forward new development ideas and other opportunities with providers that will enhance the Wealth Proposition and drive great outcomes for advisers and their clients.
• Undertake due diligence on initial appointment of new providers and on an ongoing basis.
• Undertaking proposition reviews for wealth products, owning the actions and seeing them through the appropriate governance committees.
• Undertake research activity across the industry’s products for wealth, competitors, consumers and our own data.
• Ensuring wealth proposition content on adviser and colleague Teams channels is up to date and accessible.
• Drafting relevant communications for advisers and colleagues.
• Ownership of MI including distribution of this to relevant parties.
• Technical support for adviser and colleague enquiries.
• Input to and ownership of relevant suitability templates.
• Point of contact for third party research tools and software solutions.

What will you need to succeed?

Qualifications/Experience

• Significant experience within an advice based role in financial services
• Level 4 diploma in Regulated Financial Planning or equivalent
• Good overall knowledge of the financial services industry
• Good knowledge of the Wealth advice process
• In-depth knowledge of the types of products offered by 2plan and the financial advice market it operates in
• Knowledge of MiFID and COBS, Consumer Duty, Retirement Income Review & PROD
• Experience and sound knowledge of Microsoft applications including Word, Excel and PowerPoint

Skills and Competencies:

• Positive, resourceful and self motivated individual capable of working autonomously, with a strong ‘can do’ attitude
• Strong organisational and time management skills
• Strong relationship and interpersonal skills
• Excellent communication skills, verbal, written & presentation
• Sound judgement and decision-making skills
• Strong analytical and problem-solving ability
• Continually seek to improve and develop knowledge
• Strong influencer & decision maker
• Continuous improvement mindset

Why us?

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.

At The Openwork Partnership, 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.