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The Openwork Partnership
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  • Compliance Specialist  

    - Leeds
    The opportunity To carry out both risk based 2LoD compliance monitorin... Read More
    The opportunity To carry out both risk based 2LoD compliance monitoring in accordance with the Compliance Plan and, providing compliance advice to business units, helping to ensure that all activities are carried out within the regulatory framework. Using knowledge and experience of the regulatory landscape and consumer duty expectations and requirements to provide appropriate challenge and support to the business. This is a Hybrid role with 3 days based in our Leeds office. The benefits: Salary - Up to £51,000
    Bonus scheme - 10%
    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: Supporting the Risk and Compliance Director in the development and delivery of the risk assessment and Compliance Plan setting out an appropriate programme of risk-based compliance assurance activities. Undertaking a variety of monitoring and assurance activities including compliance-based thematic reviews, opinions and outcome monitoring. Advising business areas, as appropriate, on recommended control improvements, driving ownership, accountability and timely completion of actions. Providing compliance consultancy to key stakeholders at all levels across the business to enhance understanding of regulatory, financial crime and data protection requirements. This includes identifying and managing conduct risk and supports the continued development of a customer-centric culture. Assessing and interpreting relevant regulatory output, to instigate a programme of regulatory change which supports adherence to evolving regulatory requirements. This includes driving ownership, accountability and timely completion of actions. Developing and maintaining effective working relationships with first line operational management and key stakeholders Supporting and pro-actively working with the Risk and Compliance Director to effectively manage and deliver FCA regulatory visits, requests and thematic reviews to a high standard, enhancing our relationship with the regulator. What will you need to succeed? Operational compliance experience in financial services industry, in a 2LoD capacity. Strong understanding and experience of 2LoD compliance monitoring techniques and regulatory requirements. Level 4 or similar level of professional qualification to the role Maintains up to date knowledge of the regulatory landscape and emerging industry risks Good knowledge of regulatory framework, particularly conduct risk and Conduct of Business Rules Working knowledge of data protection legislation and financial crime frameworks. Up to date knowledge of relevant FCA Handbook Good market, risk and business awareness. Exceptionally well-organized, with a proven track record of maintaining detailed records and robust audit trails. Problem Solving, interpretation, decision making and judgement skills Why us? 2Plan Wealth Management was Launched in July 2007 and 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. At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less
  • Client Portfolio Manager  

    - Swindon
    The opportunity As the Client Portfolio Manager for Omnis Investments,... Read More
    The opportunity As the Client Portfolio Manager for Omnis Investments, you will be the “face & voice” of Omnis for 2plan advisers. The key purposes of the role are to increase awareness and understanding of Omnis’ investment strategies and principles. As well as increase adoption of Omnis products and services. You will develop and execute an Omnis sales plan for 2plan Wealth Management and work collaboratively with the 2plan Business Relationship Management team, as well as 2plan’s Proposition team to deliver this plan. Working with our Investment Director and marketing to continually tailor Omnis’ communication capability and approach to ensure that it remains contemporary and effective across the 2plan audience. This Is a field-based role with regular travel required. The benefits: Bonus scheme - on target bonus - 20% Car allowance - £5,486 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 3 paid days off to volunteer A range of other flexible benefits to include private medical insurance, dental insurance and much more. Your responsibilities will include: Act as the subject matter expert on all aspects of the Omnis solutions and investment approach. Conduct face-to-face and virtual meetings with 2plan advisers to position the Omnis proposition and influence flows into Omnis solutions. Work collaboratively with the Openwork Marketing team to ensure Omnis market, fund and promotional materials meet 2plan Advisers’ and Customers’ needs. Where appropriate, work with the Investment Director and investment team on bespoke communications for 2plan. Represent Omnis at regional member meetings, Member Engagement Group Meetings and large Adviser meetings. Support 2plan Advisers with their High-Net-Worth Client meetings - providing macroeconomic and market views but not involved in advice activities. Co-ordinate Omnis/2plan webinars, national and regional conferences/meeting. Work with the 2plan BRM team and Proposition team to ensure Advisers have the necessary skills, support, training and material to promote and advise on the Omnis investment solutions. Respond to all 2plan Adviser and Customer performance-related complaints and queries. Encourage a culture of continuous improvement with both internal and external teams. What will you need to succeed? Significant wealth management experience; with in-depth knowledge of retail wealth financial services products (e.g. ISAs, investment bonds and pensions). Good relationship management experience. Previous sales experience. Good distribution experience. Experience of Financial Markets and economic theories. Experience of developing and executing sales plans. A good understanding of the UK investment and savings environment, the wider UK regulatory environment, investment products and services (notably UCITS funds and DFM services), investment sales process, how independent financial advisers operate advice process, sales reporting (CRM) methods, investment strategies, techniques and instruments. Why us? At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less
  • Marketing Executive  

    - Swindon
    The opportunity The Channel Marketing Executive is an important role w... Read More
    The opportunity The Channel Marketing Executive is an important role with a strong impact across the Openwork Partnership. You'll be responsible for the efficient execution, delivery and monitoring of key Campaign and BAU material using a variety of resources and channels. You will be a central figure within the Channel team in ensuring that marketing assets from across the team are accessible to the network of Adviser firms. This will require day to day management of external channels and resources, close interaction with the full marketing team, SMEs across the business, key advisers and suppliers. This is a hybrid role with 3 days a week based in our Swindon Office. The benefits: Salary - up to £42,000
    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
    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: Working with the Channel Manager to deliver targeted product campaigns that drive lead and revenue generation for advisers and Openwork.
    Taking ownership of key tasks to ensure these are delivered to the required standard and on time.
    Ensuring content is correct, engaging and relevant on the Openwork’s Adviser portal.
    To ensure communications and marketing material is written and produced to required Openwork standards and is regulatorily compliant.
    Understand how all marketing collateral is used by advisers and customers, recommending changes as appropriate
    Provide challenge and forethought in identifying new opportunities to enhance and improve channel support and campaigns
    The role involves the need to understand business plans to ensure that we maximise the ability to provide the most relevant and effective assets.
    The role requires that the jobholder maintains and is responsible for the library of assets by channel and that appropriate approvals are sought.
    You will be required to do regular sourcing and reporting of MI to demonstrate the value of campaigns.
    Ownership of the Provider & Lender Marketing service agreements and outputs.
    To provide both absence cover & day to day resource support to other Channel Execs.
    What will you need to succeed? Communications/marketing experience  Experience within Financial Services - Mortgage and protection experience is desirable Experience of implementing integrated communications.
    Plans either in FS or other industries. Excel, PowerPoint, CMS, Digital design
    Strong communication skills including ability to interpret technical or conceptual information into simple, straightforward English. Strong interpersonal skills for effective stakeholder management.
    A delivery focus that operates across a variety of activities.
    Ability to manage and prioritise across different priorities, multiple stakeholders, timescales and goals.
    Excellent influencing and networking skills Proven track record for delivery to deadline Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less
  • The opportunity We are looking for a T-Shaped Solution Architect who c... Read More
    The opportunity We are looking for a T-Shaped Solution Architect who combines broad, hands-on technology experience with deep expertise in modern Microsoft engineering patterns. In this role, you will take ownership of end-to-end solution architecture – translating business outcomes into robust technical delivery. You will play a key role in shaping and guiding the design of secure, scalable, and supportable technology solutions, working closely with delivery teams to ensure successful implementation. Partnering with stakeholders across the organisation, you will help ensure solutions meet business needs, align with governance and architectural standards, and contribute to the responsible evolution of our technology landscape. This is an opportunity to influence strategy, drive architectural excellence, and shape the future of our technology estate while working collaboratively across teams and business units. This is a hybrid role, 3 days a week from our Leeds office. The benefits: Salary - up to £85,000 Bonus scheme - on target bonus - 15% 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: Translate business strategy into solutions architecture Understand business drivers, outcomes, capabilities and value-streams (current and future state) and determine corresponding solution designs and change requirements. Translate business and technical requirements into an architectural blueprint to achieve business objectives; document assumptions, constraints, risks and dependencies. Identify organisational and financial impacts (skills, processes, structure, cost) and recommend pragmatic options and trade-offs. Lead solutions design and analysis Lead evaluation, design and analysis across products, projects and services, covering applications, integrations, data flows and operational processes. Create reference architectures and solution patterns (identity, integration, real-time, data, platform) to enable consistent delivery and reuse. Analyse the business/IT environment to detect critical deficiencies and technical debt; recommend solutions for improvement and prioritise remediation. Own technical architecture for the 2plan stack Ensure application stack, has maintainable component design, performance and a coherent user experience. Define authentication and authorisation patterns across our services. Lead real-time interaction patterns, including scaling, reliability and observability considerations. Shape SQL data architecture and access patterns, including performance, integrity, and lifecycle/retention considerations. Work with Openwork on potential adoption of our Strategic data solutions Design and evolve our Azure infrastructure and platform services to be secure-by-design and fit for reliable operations. Orchestrate delivery and governance  Play a pivotal role in design authority: shape standards, guide major technology decisions, and ensure architecture assurance and compliance. Define principles, guidelines and guardrails to ensure solution decisions align to the target-state architecture vision. Work with project managers (in the future product owners) and delivery leads to maintain an architectural runway that supports future requirements and reduces rework. Support agile teams with advice on opportunities, impacts and risks, taking account of technical and architectural debt. Technology leadership, vendors and continuous improvement Mentor and inspire engineering teams, fostering technical excellence and continuous improvement (documentation, patterns, testing, observability). Evaluate new technologies, tools and frameworks; contribute to RFI/RFPs and make recommendations on adoption. Engage third parties/vendors to ensure solutions integrate effectively, meet security and operational requirements, and support 2plan goals. Desirable: leverage Microsoft Power Platform (Power Apps, Power Automate, Power BI) for pragmatic automation and reporting where it complements the engineering stack. What will you need to succeed? Proven experience as a technical, solution or application architect delivering modern systems in Microsoft/.NET environments. Strong Microsoft expertise: Azure, .NET, identity concepts (IdentityServer/Entra), integration patterns and API management. Experience with modern web architectures; Blazor WebAssembly experience strongly preferred. Experience designing authentication/authorisation flows (OAuth/OIDC, tokens, claims) and applying secure-by-design practices. Experience with real-time architectures (SignalR or equivalent) including scaling and resilience. Strong SQL and relational data architecture experience (modelling, performance, integrity, lifecycle). Experience integrating third-party systems and evaluating vendor solutions (RFI/RFP, due diligence, recommendations). Experience in a regulated environment (financial services wealth management desirable) with audit-minded delivery and compliance awareness. Desirable: Power Platform experience (Power Apps, Power Automate, Power BI) with governance and guardrails. Desirable: Azure architecture certifications; TOGAF welcome but practical delivery experience is more important. Knowledge: Architecture best practices and tooling; ability to produce clear diagrams, models, strategies and roadmaps. Non-functional design: security, performance, availability, resilience/DR, observability and supportability. System development life cycle methodologies (agile/DevOps) and how to support teams with an architectural runway. Compatibility and integration of products/services across interdependent technologies and services. Regulatory and compliance considerations relevant to technology delivery (data protection, security, auditability). Skills and Competencies: Strong leadership and stakeholder management; able to translate complex technical and security concepts into business language. Skilled at influencing, guiding and facilitating stakeholders and peers with decision making. Able to work creatively and analytically to solve business problems and propose solution options with clear trade-offs. Hands-on technical credibility with engineers; able to mentor and uplift engineering practice and documentation discipline. Comfortable working across applications, data, cloud and security and collaborating with diverse teams and partners. Why us? 2Plan Wealth Management was Launched in July 2007 and 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. Read Less
  • Technical Project Manager  

    - Swindon
    The opportunity The Technical Project Manager is accountable for overs... Read More
    The opportunity The Technical Project Manager is accountable for overseeing the successful execution of complex technology initiatives within the Enterprise IT & Data program. Acting as a vital link between technical experts and business stakeholders, this role ensures that project solutions are implemented effectively, risks are proactively managed, and tangible business value is achieved. Success in this position requires the ability to cultivate strong professional relationships, rapidly grasp diverse technical concepts, and clearly articulate their implications to audiences without a technical background This is a FTC, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. The benefits: Salary - £65,000
    Bonus scheme – on target bonus 10%
    Pension scheme – contribute up to 5% of your salary and Openwork will match you and add 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 including private medical and dental insurance Key Accountabilities  Project Delivery Plan, manage, and deliver multiple technology projects to agreed scope, time, and budget. Build and maintain effective relationships with stakeholders across IT, data, and business functions. Proactively identify and manage risks, issues, and dependencies. Technical Understanding & Communication Translate technical concepts into clear, business-friendly language. Facilitate workshops and meetings to drive alignment and decision-making. Ability to understand complex technical topics and their interdependencies. Stakeholder Engagement Act as a bridge between technical teams and business stakeholders. Influence and negotiate to ensure project objectives are met. Communicate project status, risks, and decisions clearly and proactively. Governance & Documentation Ensure all project documentation is up to date and compliant with internal standards. Track and report on key project metrics and KPIs. Support continuous improvement of project delivery processes. Demonstrable experience managing complex technical projects in enterprise environments. Experience in IT, data, or digital transformation programmes. Strong understanding of project management methodologies (Agile, Waterfall, Hybrid). Experience working with cross-functional teams. Familiarity with cloud platforms, data integration, and enterprise IT systems. What will you need to succeed? Demonstrable experience managing complex technical projects in enterprise environments. Strong understanding of project management methodologies (Agile, Waterfall, Hybrid). Familiarity with cloud platforms, data integration, and enterprise IT systems. Project management tools (e.g., MS Project, Jira, Azure DevOps). Knowledge of software development lifecycles and delivery methodologies (Agile, Waterfall, Hybrid). Understanding of change management principles within technology environments. Excellent vendor and stakeholder management and relationship-building skills. Conflict and resolution skills to manage competing priorities Adaptability and resilience to thrive in a fast paced, ambiguous or high-pressure environment Strategic planner with the ability to align project goals with broader business objectives and anticipate future challenges A robust decision maker with the ability to make informed choices under pressure Continuous improvement mindset to seek opportunities to enhance the process, tool and methodologies for greater efficiency and effectiveness Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less
  • Senior Financial Services Trainer  

    - Leeds
    The opportunity We are looking for a motivated professional to help sh... Read More
    The opportunity We are looking for a motivated professional to help shape and deliver our Business School Academy programme. In this role, you will support the development of future advisers by assessing, training, and coaching candidates to build the skills and knowledge needed to succeed. You'll work closely with individuals and groups, uphold the Academy's professional standards, design engaging learning content, and continuously improve the learner experience by identifying new trends and best practices. This is an exciting opportunity to play a key role in developing high quality, commercially successful professionals while contributing to the ongoing growth and impact of the Academy. This is a hybrid role, 3 days a week from our Leeds office. The benefits: Salary - up to £54,000  Bonus scheme - on target bonus - 10% 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: Agree the required level of coaching and development support for candidates at pre, post and during Academy programme training, ensuring Academy delegates make effective progress through their development track. Design and deliver training and coaching on prospecting, fact-finding, presentation skills to adviser candidates / firms. Provide a focal point of contact for candidates / firms requiring development support in their formative months. Drive results by reviewing and monitoring business plans for advisers/leaders & production post appointment. Conduct assessments for potential candidates and determine suitability. Provide development/mentoring/support to firms to improve candidate success via a successful & supportive partner firm. Assist in identifying opportunities & support those firms who wish to grow their adviser numbers and/or who wish to expand into new areas of the proposition. Assist in identifying opportunities for external new entrants to be placed within existing firms – either as trainees, or as fully qualified and licensed individuals. What will you need to succeed? Qualifications/ Experience: Level 4 Diploma qualification and Mortgage qualification. Chartered status desirable Experience of working in B2B and B2C environments Minimum 2 years experience in training and facilitation design and delivery.
    Recognised training qualification desirable A track record of providing coaching / mentoring / sales management with results desirable Knowledge, Skills and Competencies: Ability, experience and initiative to carry out role without constant direct supervision Be willing to travel as required and as necessary, with Openwork Firms located across the UK Create and implement personal development plans for new Advisers and colleagues Interpret and analyse Openwork MI for continuous improvement Create, train and facilitate developmental workshops to assist in the development of Advisers, Practice Principles, other firm and OW colleague roles Use data to inform continuous improvement recommendations to programmes and content
    Be well-organised, have excellent planning skills and able to manage multiple tasks simultaneously, whilst balancing priorities and resources with costs and benefits Have a good knowledge of FCA guidelines, Openwork’s Sales Advice Framework (SAF) and the T&C Scheme Why us? 2Plan Wealth Management was Launched in July 2007 and 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. At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less
  • Finance Delivery Lead  

    - Swindon
    The opportunity This is a 12-month fixed term contract, hybrid positio... Read More
    The opportunity This is a 12-month fixed term contract, hybrid position with the requirement to be in the office 3 days a week. There will also be travel required to our Leeds office. As the Finance Deliver Lead you will be responsible for the Finance Systems Replacement and Technology Enablement project. You will manage all aspects of a finance system replacement, from vendor selection to implementation in our Finance function. The role requires proven experience in general ledger system replacements and strong knowledge of Finance processes, data and reporting requirements. You must have extensive experience in a Finance function within a medium or large organisation and subsequently moved into Finance systems transformation. You will bring deep functional Finance expertise (ledger, reporting, FP&A, controls, AP/AR) combined with hands‑on experience implementing end‑to‑end Finance systems, data and MI solutions. You will understand how Finance teams operate, how processes work in practice, and how to guide people through change. A critical aspect of the role is leading the Finance team through process documentation, process re‑engineering, definition of roles and controls, data ownership, and creation of operating procedures — ensuring the target Finance Operating Model is fit for purpose and fully aligned to the capabilities of the new platform. The benefits: Salary – up to £100,000 Car allowance - £5,486 Bonus scheme - on target bonus – 17.5% 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 Death in service - 4x salary 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities  A range of other flexible benefits to include private medical insurance, dental insurance and much more. Key responsibilities include: Leading our Finance teams through documenting current processes, identifying inefficiencies, designing future‑state processes, and ensuring these align to good practice and system capabilities. Own the development of Finance SOPs, RACI definitions, control frameworks and end‑to‑end workflow design. Provide expert functional guidance to ensure the new system supports core Finance requirements in general ledger structure, reporting hierarchies, FP&A processes, PO/AP workflow, and data quality management. Coach and guide Finance colleagues to adopt new processes, tools and data-driven ways of working; and identify areas where upskilling within the Finance Team is required. Work closely with Change Management to embed new behaviours, establish ownership across Finance teams, and ensure the operating model is sustainable for BAU. Lead the full lifecycle of the project, including requirements gathering, process and data future state design, vendor selection and subsequent delivery. Act as the liaison between the Finance function, Openwork group technology and data teams, vendors and any existing and new third parties. Drive engagement and Change Management across the Finance function including supporting the team to take on small change opportunities within Finance. Jointly with the Finance Leadership Team, identify and support design of Target operating model changes brought about by new systems capabilities. Lead project governance and reporting, including RAID management and managing the project through its lifecycle (Discovery, Business Case, Technical approvals, Delivery, Go-Live and Transition to BAU). Working closely with the Business Owner in Finance, the Executive Sponsor (the Chief Financial Officer) and the Head of Portfolio Delivery for Corporate Services. What will you need to succeed? Significant experience working within a Finance function (e.g. Financial Control, FP&A, Financial Reporting, Commercial Finance) in a medium-to-large organisation, ideally within a regulated Financial Services environment. Strong Finance knowledge, particularly across General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting and Commercial Finance A background as a qualified accountant or equivalent experience, with strong understanding of Finance processes, month-end, controls, reconciliations, and reporting cycles. Practical, hands-on experience delivering Finance system implementations (e.g. GL, AP/AR, PO workflow, Planning/MI tools) as a Finance business lead rather than as an IT/technical project manager. Experience leading Finance teams through process mapping, redesign and definition of operating models, with the ability to challenge existing practices and introduce best-practice Finance processes. Demonstrable experience translating Finance functional requirements into system and data designs and ensuring these are delivered effectively. A positive track record of working with and leading finance workstreams that learn together and develop new ways of working that transform the finance operating model and capabilities. Ability to act as the “voice of Finance” across technology vendors, implementation partners and internal data teams. Experience with NetSuite and Microsoft Dynamics Extensive experience in coordination and delivery of complex programmes and projects, which may cross multiple business functions, ensuring consistency with company strategy, commitments and goals and benefits measurement. Why us? At The Openwork Partnership, we're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less
  • Wealth Advice Assessor  

    - Swindon
    The opportunity We are looking for an experienced and detail-driven pr... Read More
    The opportunity We are looking for an experienced and detail-driven professional to join The Openwork Partnership, responsible for the advice checking of ongoing servicing advice. In this role, you will play a key part in ensuring advice provided across the partnership meets current regulatory standards and aligns with Openwork's COB Suitability framework. You will review case advice, documentation, suitability reports, and annual reviews, providing clear, constructive feedback to advisers to support continuous improvement and high-quality client outcomes. This is a full-time, 6 month FTC, operations on a hybrid basis with 3 days per week in our Swindon office. The Benefits: Salary – up to £35,000
    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
    Death in service - 4x salary
    27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. Up to 3 working days per year of paid time to participate in volunteering activities 
    A range of other flexible benefits to include private medical insurance, dental insurance and much more. Key Accountabilities: As a Wealth Advice Assessor you will check cases in accordance with current regulation and Openwork’s Suitable Advice Frameworks, in an accurate, effective, and fair way. You will identify and champion improvements to team processes and procedures. You'll work in collaboration across the partnership ensuring that the Financial Advisers’ requirements are met, which allows them to provide suitable advice. You will identify and develop strong relationships with key contacts across the partnership (both internally and externally) providing advice and technical guidance as required. Regularly chase the adviser and/or providers where there are outstanding requirements. Ensure all work is completed compliantly and within agreed service level agreements. Responsible for pro-actively managing an individual pipeline of cases. Promotion of teamwork across Operations and the Network What will you need to succeed? Qualifications / Experience: Level 4 Diploma in Financial Planning Good understanding of pension and investment products. Previous experience of proactively managing a pipeline. Previous experience of dealing with adviser and providers. Knowledge: Knowledge of Pensions & Investment products, including Safeguarded Benefits, SIPPs, and Pension Crystallisation. Good understanding of Financial Conduct Authority requirements for pension and investment transfers. Awareness of Financial Conduct Authority, Treating Customers Fairly principles and general advice process. Familiar with Openwork adviser and network and/or other networks. Understanding of how to use MS Office, particular Word and Excel. Skills and Competencies: Sound judgement skills, ensuring impartiality and consistency. Good problem solving, analytical and decision making. Able to express ideas and opinions to influence others and confront issues. Ability to communicate, listen and negotiate effectively at a variety of levels using various mediums. Able to work well as an individual and part of a wider team. Time management, planning, prioritising, and organisation skills. An attention to detail combined with high accuracy. Able to build and maintain good working relationships. Flexible in approach, can handle high work and associated pressures due to service level agreement delivery. Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. 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. Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany