Contact us
Location
Leeds
Advertising Salary
£30,000 to £45,000

The opportunity

We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with our Advisers, ensuring they are utilising the most up to date and market ready material through a variety of channels such as websites, social media and advertising. You'll need to be collaborative, proactive and have a keen eye for detail. 
 
This is a hybrid role, with a minimum of one day per week in our Leeds office. 
 
The benefits:
  • Salary - £30,000 to £45,000
  • 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.
Key Accountabilities:
  • Managing and taking responsibility for Adviser financial promotions, approving all items of stationery and advertising material in line with FCA regulation. 
  • Review, design and approval of regulated documents for the 2plan network.  
  • Managing and developing promotional content for our Adviser websites 
  • Accountability for the approval and development of the our client newsletter on a quarterly basis 

What will you need to succeed?

    
  • Some evidential experience within a financial services organisation, ideally a network. 
  • Either qualified or working towards industry qualifications such as level 4 diploma and level 3 mortgage qualification. 
  • Knowledge of the following areas is essential:
  • COBS, ICOB and MCOB product and sales process  
  • Marketing rules 
  • Data Protection understanding
  • FCA and regulatory requirements 
  • Anti Money Laundering 
  • Good financial planning and technical knowledge 
  • Strong organisation skills 
  • Good understanding of risk
  • Ability to work on multiple tasks and projects 


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.

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