As part of our growth plans, we are seeking an experienced Senior Business Assessor to join us. Taking responsibility for assessing the suitability of advice provided by 2plan Financial Advisers, the role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is accountable for ensuring the advice provided to the customer is correct, and any errors are identified and resolved to ensure best and suitable customer outcomes.
As the Senior Business Assessor, we’d like you to support the team with coaching and training and identify opportunities for continuous improvement within the team.
This is a hybrid role with 2-3 days per week in our Leeds office.

KEY ACCOUNTABILITIES:

• Assessing new business submissions in accordance with 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 and providing advice and guidance
• Promotion of collaboration within the Business Assessment Team and with the wider business
• Training and sign off of new colleagues across the relevant core product areas
• Support the delivery and development of team performance and workstream trend reporting

Please refer the Job description for details