Financial Services Administrator

The opportunity

Our Case Checkers are responsible for assessing the suitability of advice provided by 2plan Financial Advisers. This is a varied role, requiring excellent customer service skills and attention to detail. The role provides exposure to all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is therefore a fantastic opportunity to begin your career in Financial Services. A strong communicator, you will be customer focused and able to manage priorities effectively as part of a team. Our ultimate mission is to ensure that the advice provided is first class, ensuring suitable customer outcomes.

The benefits:

• Salary - £24,000 - £28,000
• 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
• 25 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.
• Continued professional development and qualifications

Key Accountabilities:

• Assessing new business submissions in accordance with the 2plan Business Standards
• Providing appropriate feedback to individual Advisers via a variety of channels.
• Proactively identifying trends and feeding continuous improvement
• Identifying and building relationships with key contacts and providing advice and guidance as required
• Pre Sale checking of various higher risk areas such as Asset Review, Paraplanning and Pensions
• Promotion of team work within the Business Assessment Team

What will you need to succeed?

• Some established experience within a Financial Services organisation
• Strong organisation skills
• Ability to work on multiple tasks and projects
• Willing and able to develop wide skills and knowledge
• Good communication skills
• Desire to learn and develop
• Attention to detail
• Sound judgement
• Good problem solving

Why us?

Launched in July 2007 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’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.