Enable job alerts via email!

Adviser Support Assistant

2plan wealth management Ltd

Leeds

On-site

GBP 35,000 - 41,000

Full time

5 days ago

Be an early applicant

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

A leading wealth management firm is hiring an Associate Support Advisor in Leeds. The role requires providing comprehensive training to new financial advisers to ensure compliance and competency. Candidates should possess a QCF Level 4 Diploma and have experience in customer service within the financial sector. Join a dynamic and supportive team that values professional development and inclusivity.

Benefits

Pension scheme with company match

27 days holiday plus bank holidays

Flexible benefits including medical and dental insurance

Bonus scheme

Critical illness cover

Death in service insurance

Qualifications

Experience in financial services or similar customer service/sales environment.
Attained QCF Level 4 Diploma, working towards Level 3 Mortgage qualification.

Responsibilities

Train new advisers on internal systems to achieve Competent Adviser Status.
Deliver feedback to advisers and manage compliance with standards.
Identify trends for continuous improvement in adviser performance.

Skills

Financial planning knowledge

Customer service skills

Problem solving

Training and coaching skills

Ability to work under pressure

Education

QCF Level 4 Diploma

Level 3 Mortgage qualification

Tools

Research tools (e.g., FE Analytics)

1 week ago Be among the first 25 applicants

2plan wealth management Ltd provided pay range

This range is provided by 2plan wealth management Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from 2plan wealth management Ltd

To provide a comprehensive onboarding service to new 2plan Financial Advisers.

This includes orienting and training advisers on 2plan's systems and processes to achieve Competent Adviser Status (CAS). The role involves coaching advisers through the assessment of client factfinds and supporting documentation to ensure compliance with regulatory and internal business standards. It also includes delivering feedback and guidance across all product lines (Investment, Pension, Protection, Mortgages, and General Insurance), and educating advisers on procedures and systems based on their needs.

Additionally, the role requires collaboration with colleagues and departments to provide an all-inclusive service, ultimately assisting advisers in delivering compliant advice to their clients

The benefits:

Salary - £35,000
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
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:

Provide training on 2plan internal systems and processes to new advisers.
Assess new business submissions in accordance with the 2plan business standards.
Deliver appropriate and constructive feedback (both verbally and written) to individual advisers
Proactively identify trends, feeding continuous improvement and driving positive engagement.
To take responsibility for end-to-end processes of tasks undertaken, ensuring own knowledge of products and regulatory requirements is understood and complied with.
To maintain technical product knowledge to support advisers, colleagues and achieve department objectives.
Demonstrate a good understanding of all systems and processes as well as a basic understanding of other 2plan departments processes
Deal with queries from advisers effectively and in a timely manner.
Ability to work on multiple tasks and projects simultaneously with conflicting deadlines while managing time and expectations.

Qualifications/ Experience:

Experience within a financial services organisation working in a similar customer service / sales environment.
Have already attained QCF Level 4 Diploma and Level 3 Mortgage qualification or working towards and further support will be provided.

Knowledge:

Knowledge of FCA and regulatory requirements, such as (but not limited to) Consumer Duty, Data Protection, Anti Money Laundering.
Use of external research tools, such as FE Analytics, Selectapension, Adviser Asset would be advantageous.

Skills and Competencies:

Good financial planning and technical knowledge
Good understanding of risk
Ability to work on multiple tasks and projects
Willing and able to develop wide skills and knowledge
Desire to learn and develop
Sound judgement
Good problem solving
Ability to remain calm under pressure
Training and coaching skills

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.

Seniority level

Seniority level
Associate

Employment type

Employment type
Full-time

Job function

Job function
Other

Referrals increase your chances of interviewing at 2plan wealth management Ltd by 2x

Get notified about new Support Advisor jobs in Leeds, England, United Kingdom.