Financial Planner - UK Wide-Salary £100k+

  • 2plan
  • UK
  • 07/01/2020
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Financial Planners Required across the UK

Appointed representatives or Registered individuals

IFA, Restricted or Hybrid


Recruit UK are pleased to be working in partnership with 2plan wealth management, we have looked behind the scenes at head office and spoken to existing advisers and we truly believe this is one of the best self-employed propositions available right now.

One of the major things we see with financial advice companies is disjointed processes and antiquated technology, CRM’s that promise the earth but don’t deliver, a multitude of add-ons that come at an extra cost, a never-ending manual and a helpline that is far from helpful.

The great thing about 2plan is they have designed their own software, built by advisers for advisers, automation is the heart of the process ensuring that marketing,  suitability letters, fact finds, product research and other integral parts of the advice process are quick and easy, you don’t even have to worry about opening your post.

Software updates are run by an experienced IT team who also provide full training and 24/7 support you’re even provided with a tablet and pen for client visits to complete applications on or offline.  This is merely the tip of the iceberg, but to put it into perspective their time-saving technology frees up 1 day a week of adviser’s time and saves advisers c£2500 per month in extra costs in comparison to going directly Authorised.

2plan are incredibly flexible, if you want to work under the 2plan branding you can and they will build you a website and manage your social media, however, if you would prefer your own branding that’s perfectly OK.

Other areas where 2plan are flexible are you can join as a registered individual or an appointed representative and still benefit from the same competitive fee splits as low as 10%, you can be IFA or restricted or even a hybrid of the two  this is especially attractive to financial advisers  who want to build an adviser team by taking advantage of the subsidised 2plan adviser academy which has a higher pass rate than the Cii, taking mortgage advisers, BDMs, paraplanners through the level 4 qualification and getting them adviser ready for your business. A forward-thinking cost-effective way to grow your business.

If you are an adviser that struggles with the administration or paraplanning 2plan have fully trained and experienced in house virtual assistants to take the weight off, you can use this as a pay as you go service, removing the extra cost of hiring staff.

One of the major benefits of joining 2plan is that they take away the worry and increased pressure of running your own compliance, with the FCA increasing the amount of work involved to be an IFA it makes more sense to let a 2plan take care of all things compliance, with regular file checking, pre-approved pension transfer desks and the cost of PI and capital adequacy covered you can ensure that you and your clients are in safe hands.


Training and adviser academy

  • 2plan’s subsidised adviser academy provides finance and support to help build a team through recruiting, training and developing paraplanners, part-qualified advisers or mortgage advisers
  • They pay towards the first eight months salary, cover the costs of training non-financial planning qualified candidates to become advisers and get them to Level 4
  • Additional ongoing training support and development workshops provide a chance to network with other advisers


Software and technology

  • Efficient technology, seamless processes and outstanding support saves advisers £2,500 per month in extra costs in comparison to going directly authorised
  • 2plan’s own technology, back-office systems and IT team have been designed by financial advisers by financial advisers so writing business has never been easier, it can easily save you a day week in time.
  • Virtual paperless environment
  • They also provide phones, laptops and tablets, as well as 24/7 support


Compliance and regulatory services

  • Pre-approved pension transfer desk.
  • 2plan’s training and competence scheme includes case checking for compliance as well as regulatory updates
  • Low PI cover, with an excess of £5,000 if a claim is made against the adviser as opposed to high premiums and an excess of £35,000-£50,000 for directly authorised advisers
  • 2plan will pay the excess if they agreed on the advice.
  • A regularly updated and comprehensive library of regulatory and financial planning guidance
  • Additional regulatory/compliance support and research such as central paraplanning support, online model portfolios, online product and provider research


Client management

  • 2plan’s Personal Client Agreements provide clear, easy to understand information on a range of tailored fee/cost options to avoid any confusion
  • Enhance client relationships so you can build relationships based on honesty and integrity
  • Ensure high-value cases receive the highest level of research and expertise
  • Easy novation of existing clients, via the experienced in-house novation team.


Marketing support

  • A strong parent brand to add weight to your reputation and help with new business and recruitment
  • First year marketing costs covered
  • 2plan’s marketing support includes brand development, newsletters, PR, social media and website management and design


Back office support

  • 2plan’s unique virtual administration system (VAS) provides full admin support and an extra pair of hands on a pay-as-you-go basis
  • Eliminates the cost and complexity involved with employing extra admin staff
  • Paraplanning service ensures the highest standards of compliant and professional advice
  • Provides a safe environment and reduces the risk for clients, advisers and 2plan
  • Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts

•  Please mention Financial Planning Jobs when applying for this role