At a Glance
- Tasks: Manage and enhance Wealth Proposition products, ensuring effective delivery and governance.
- Company: Join a leading financial services firm with a focus on innovation and client success.
- Benefits: Up to £65,000 salary, 15% bonus, generous holiday, and flexible benefits.
- Other info: Hybrid role with opportunities for professional growth and development.
- Why this job: Make a real impact in the financial services industry while developing your career.
- Qualifications: Experience in financial services and a Level 4 diploma in Regulated Financial Planning.
The predicted salary is between 65000 - 65000 € per year.
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.
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
- 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:
- 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
- Sound judgement and decision-making skills
- Strong analytical and problem-solving ability
- Continually seek to improve and develop knowledge
Wealth Proposition Consultant - 2Plan in Leeds employer: The Openwork Partnership
At 2Plan, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. With a competitive salary of up to £65,000, a generous bonus scheme, and a comprehensive benefits package including flexible working arrangements in our Leeds office, we are committed to supporting your professional growth and well-being. Join us to be part of a dynamic team where your contributions directly impact the success of our Wealth Proposition, while enjoying opportunities for personal development and a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Proposition Consultant - 2Plan in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know about wealth propositions. A friendly chat can lead to insider info on job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching 2plan and its offerings. Understand their products and how they align with client needs. This will show you’re genuinely interested and ready to contribute to their success.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join the team at 2plan.
We think you need these skills to ace Wealth Proposition Consultant - 2Plan in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Proposition Consultant role. Highlight your experience in financial services and any relevant qualifications, like your Level 4 diploma. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your operational management skills and your understanding of the wealth advice process. We love a good story!
Showcase Your Analytical Skills:Since this role involves a lot of research and analysis, make sure to highlight your analytical abilities in your application. Share examples of how you've used data to drive decisions or improve processes in previous roles. We appreciate a data-driven mindset!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at The Openwork Partnership
✨Know Your Wealth Products
Make sure you have a solid understanding of the wealth products offered by 2Plan. Familiarise yourself with their features, benefits, and how they compare to competitors. This will not only show your enthusiasm for the role but also demonstrate your ability to engage in informed discussions during the interview.
✨Showcase Your Relationship Management Skills
Since this role involves managing relationships with product providers, be prepared to discuss your experience in relationship management. Think of specific examples where you've successfully built and maintained professional relationships, and how those skills can benefit the Wealth Proposition function.
✨Demonstrate Analytical Thinking
The job requires strong analytical skills, so come ready to discuss how you've used data to drive decisions in previous roles. Prepare to share examples of how you've conducted research or analysis that led to improved outcomes, especially in financial services.
✨Be Ready for Governance Discussions
Understanding governance frameworks is crucial for this position. Brush up on relevant regulations like MiFID and COBS, and be prepared to discuss how you've ensured compliance in past roles. This will show that you’re not just knowledgeable but also serious about maintaining high standards in your work.
