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      2plan wealth management

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      2plan wealth management reviews

      Great place to work - Trainee Paraplanner 2plan wealth management Employee Review

      5.0
      23 Sept 2024
      Trainee paraplanner
      Recommend
      CEO approval
      Business outlook

      Pros

      Very flexible and relaxed with dress code and with working hours. Really friendly helpful people around that have been there a long time. Training is considered and one on one

      Cons

      Moved from one day a week to two days a week in the office after hiring lots of people that lived far away. Quite flat structured, not a huge room for progression although that does look likely to change soon

      Explore other reviews about 2plan wealth management

      4.0
      23 Jan 2026
      Ifa
      Recommend
      CEO approval
      Business outlook

      Pros

      Support, Financial Strength, Provider Terms

      Cons

      Software could be improved and more intuitive.

      5.0
      9 June 2025
      Adviser engagement consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      Forward thinking. Love working at 2plan. Part of the larger Openwork Group.

      Cons

      None I can think of.

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