This role serves as a central liaison between the organisation and its portfolio of member firms across the network, fostering strong, trust-based relationships and supporting members in achieving their business objectives.
By collaborating closely with internal specialist teams within 2plan, you will drive member engagement, facilitate commercial growth, and ensure partners fully leverage the organisation’s offerings.
This office-based role is pivotal in delivering a seamless member experience, proactively identifying opportunities and challenges, and contributing to the ongoing success and sustainability of both the members and the organisation.
This is a 6 Month Fixed Term Contract (FTC), hybrid role, based in our Leeds office, with the requirement to be in the office 3 days a week.
The Benefits:
- Salary - up to £45,000
- 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
- Establish and nurture strong, professional relationships with a designated portfolio of member firms through consistent telephone and digital engagement, adhering to 2plan Relationship Management standards
- Represent 2plan as a trusted advisor, providing members with day-to-day support in business development, queries, issues and engagement activities
- Contribute to the achievement of growth objectives by actively promoting 2plan’s propositions, services, processes, and digital platforms
- Collaborate with members to understand their business goals, challenges, and opportunities, escalating complex needs to appropriate channels when necessary
- Maintain comprehensive and accurate records of all member interactions, actions, and outcomes using CRM and contact management systems
- Proactively identify early warning signs, risks, or support requirements within member firms and escalate these for timely intervention and additional support
- Work closely with internal teams—including proposition, compliance, and operations—to deliver a seamless and beneficial partner experience
- Provide market and partner insights to support the achievement of account objectives and drive continuous improvement initiatives
- Take personal ownership of Issues and take to a conclusion utilising 2plan and group resources