Job Description

We are looking for a detail-oriented and analytical professional to assess the suitability and quality of advice provided by 2plan financial advisers. This role will cover a broad range of product areas, including investments, pensions, protection, mortgages and general insurance.


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.

The benefits:

Salary - up to 42,000 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% 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:

Assessing new business submissions in accordance with the 2plan business standards Providing appropriate feedback to individual advisers Demonstrating and applying understanding of internal Business Standards Proactively identifying trends and feeding continuous improvement Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required Lead Calibration within the team to ensure that Areas of development are addressed Promotion of team work within the Business Assessment Team Training and sign off of new staff across the relevant core product areas through coaching and feedback Support the delivery and development of team performance and workstream trendreporting * Delegation of Management Duties