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The Openwork Partnership
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  • The opportunity As the Proposition Marketing Manager, you will be resp... Read More
    The opportunity As the Proposition Marketing Manager, you will be responsible for the day-to-day delivery of the Omnis Investments Proposition Marketing strategy, including the creation of product communications and marketing campaigns to advisers, clients and relevant stakeholders. You'll ensure these are completed to a consistently high standard, on time and within budget, and in line with proposition development and deployment. This is a hybrid role with 2-3 days based in our Swindon office. The benefits: Salary - up to £65,000 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. Your responsibilities will include: Creating and supporting marketing proposition support for key projects and programmes. Supporting the development and managing the delivery of the annual Omnis marketing strategy and communications plan. Maintaining an existing suite of marketing material and content. Provide thought leadership and input to the development of new marketing collateral and campaigns. Drive the Omnis proposition forward through impactful and engaging marketing material. Management of the delivery of communications to support the Omnis product proposition to advisers, staff and customers. Working with Insight/Decision Science and Marketing Communications to devise and deliver targeted product campaigns that drive lead and revenue generation for advisers and the Openwork Group. Understanding how all marketing collateral is used by advisers and customers, recommending changes as appropriate. Work within a team of Proposition Marketing Managers, sharing ideas and providing additional support where needed. What will you need to succeed? Demonstrable experience in a marketing or communications role with a Wealth, Investment or Asset Manager. B2B experience, B2B2C experience ideally – communicating to consumers via third parties. Marketing or Communications qualification (ideally degree or equivalent). IMC & CIM qualification would be preferred An appreciation of FCA regulations regarding marketing of financial advice and investments. A solid understanding of current marketing principles and their application. Ability to interpret technical or strategic information into simple, straightforward language appropriate for target audience. Experience of using content management systems to publish online content. Some experience of creative agency management and an appreciation of print and online content production processes. Proven track record for delivery to deadlines. Excellent interpersonal skills including the ability to build and maintain relationships with all levels of the organisation. 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
  • IT Service Operations Manager  

    - Swindon
    The opportunity The IT Service Operations Manager is part of a collabo... Read More
    The opportunity The IT Service Operations Manager is part of a collaborative team, supporting the delivery and management of our IT services. This role focuses on daily oversight of operational processes including Incident, Problem, Change, Transition, Release, and Environment Management. You’ll work closely with your team to maintain service stability, drive continuous improvement, and ensure operational readiness. Participation in the out-of-hours rota for major incident and release support is also required. The benefits: Salary - up to £60,000 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: Contribute to the improvement of incident, change, problem, and release management processes. Rotate with the team to lead key meetings such as Change Advisory Board, problem and release management meetings Manage major incidents to minimise downtime and implement proactive measures to prevent recurrence. Support problem management by analysing data, working with support teams to identify issues, and collaborating with technical teams to resolve them. Assist in transitioning new or updated services into BAU, ensuring operational readiness. Drive service improvement initiatives and promote a culture of continuous improvement. Help collate key information, including data types held in environments and current versions of key applications. Support the introduction of new software and help maintain the standard software list. What will you need to succeed? Qualifications / Experience: Must have at least 3 years relevant experiences, such as an Incident, problem, change or release Manager Experience in environment management and configuration an advantage. Experience managing escalations and complaints. Strong technical knowledge, good understanding of IT infrastructure as well as application support. Proven experience implementing service improvements. Knowledge: Strong understanding of IT service management principles ideally ITIL V4. Knowledge of problem management techniques preferable Understands IT/Technology delivery for all services (infrastructure, application, cloud-based evergreen services). · Commercial awareness, including supplier engagement and service procurement Skills and Competencies: Highly motivated and a passion to deliver an outstanding service. First class communications skills and ability to liaise with stakeholders across all levels of business Good analytical and problem-solving skills Confidently lead and facilitate meetings Outstanding organisational and time management skills Ability to balance workload in a calm and efficient manner Confidence to challenge, review and help to Improve processes and procedures 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
  • Business Analyst  

    - Swindon
    The opportunity As a Business Analyst, you will work on change project... Read More
    The opportunity As a Business Analyst, you will work on change projects across the business to translate business needs into clear, actionable requirements for our technology team. You will play a critical role in bridging the gap between business objectives and technology solutions and be responsible for the business and systems analysis of business change and IT improvement programmes.This role incorporates a broad range of experience in analysis of operational process and procedures, IT systems and services. The benefits: Salary -tbc
    Bonus scheme - on target bonus -tbc
    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. Your responsibilities will include: Complete business and systems analysis for projects. Report to Head of Business Analysis and whilst on projects take direction from Programme/Project Managers and Heads of Porfolio Delivery as appropriate.  Work closely with business stakeholders to understand their needs and objectives Translate business needs into detailed functional and technical requirements for the technology team Ensure that requirements are clear, comprehensive, and aligned with business goals Undertake detailed business requirement (functional and non functional) and analysis via workshops and feedback sessions Gather, analyse, and interpret data from various sources to support business requirements Identify trends, patterns, and insights from complex data sets to inform technology solutions Produce relevant documentation to support the sessions ensuring all end to end processes and relevant business areas have been considered Produce appropriate project documentation for the various phases of the Governance process Facilitate the prioritisation of requirements and the resolution of conflicting requirements Prepare detailed documentation of business requirements, including use cases, process flows, and data mappings Communicate requirements and insights effectively to both business stakeholders and the technology team. Facilitate regular meetings with stakeholders to review requirements and obtain feedback Analyse current processes and workflows to identify areas for improvement and technological enhancement Work with the Business Subject Matter Experts to update and create processes (including end to end process re-engineering), procedures, communication and training material as a result of change execution or to eliminate waste, improve performance Collaborate with Business SMEs and appropriate teams to implement process and technology enhancements Monitor and evaluate the effectiveness of implemented changes Stakeholder Engagement: Act as a liaison between the project team, business stakeholders and the technology team Communicate findings, insights, and recommendations to stakeholders Build and maintain strong relationships with internal and external stakeholders, including advisers Work with our third parties and development teams to ensure they have a strong understanding of the requirements Work with test teams to ensure the solution is fully tested What will you need to succeed? Experience within the financial services industry is advantageous Proven experience in business and systems analysis, translating business needs into functional and technical requirements Proficiency in data analysis tools and software (e.g., SQL, Excel, Tableau) Relevant qualifications such as Lean Six Sigma are advantageous Experience with project management tools and methodologies is advantageous Understanding of business process analysis and business process modelling/re-engineering Understanding of structured analysis and project management methodologies Previous experience of designing new processes and their validation, understanding drivers for change and articulating high level business/operational/IT requirements Wealth management, mortgage, and protection services knowledge is advantageous 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
  • Mortgage and Protection Operations Manager  

    - Swindon
    The opportunity Are you a skilled Operations Manager looking for a new... Read More
    The opportunity Are you a skilled Operations Manager looking for a new opportunity? If so we want to hear from you! We are looking for experienced and talented Operations Managers to join our COO function, supporting our strategic goals this year. We have a lot to achieve, and we need the right leaders to enable our operational teams to deliver effectively and provide the best service to our customers. You will take responsibility for the management of operational teams within the Openwork Partnership, meeting and delivering to set standards, policies, and service levels. As well as ensuring regulatory safety, ease of doing business, business growth and development. Supporting and driving change to ensure Business Excellence initiatives are met and delivered within agreed deadlines. This is a 10 month FTC and is based 2 days a week within our Swindon office. The benefits: Salary - up to £50,000 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: You will be responsible for the management of an operational team  You'll lead and develop an engaged team to deliver quality and great service to high standards to support Partner Firms and business strategy Implementation of planning, processes, and controls to achieve Quality, Survey and SLA / KPI standards You will manage operational projects as required, achieving deadlines, high standards and value Ongoing continuous improvement culture is embedded within the team with all colleagues demonstrating ‘think smart, think change’ Delivery of Business Excellence initiatives in line with agreed timescales You will proactively manage stakeholder relationships  Managing within an agreed strategic framework, with safe execution of controls, with limited intervention Complete records and timely documentation, including consistently accurate Controls and MI Delivery of accurate and meaningful MI to Operational Head and other areas of the business Pro-active resolution of all issues and queries, with appropriate risk mitigation and escalation
    What will you need to succeed? Established Operational Management experience Mortgage and Protection experience  Experience of operating in a busy and demanding multi-functional role Previous experience of dealing with financial advisers, providers, and internal support functions Experience of dealing with targets, SLAs, and complaint handling Proven ability to lead, implement and drive change initiatives, being an agent for change Good understanding of business awareness and service standards Resilient, proactive, and driven in a changing environment Strong leadership, performance, and management skills The ability to manage resource / workflow and multiple tasks and priorities to deadlines, delegating as appropriate Strong relationship management and interpersonal skills with the ability to build effective working relationships Strong verbal and written communication, influencing & negotiation skills To identify and deliver improvements in our customer journey and service delivery Proven ability to lead, implement and drive change initiatives, being an agent for change Good analytical, problem-solving and decision-making ability, able to use sound judgement Ability to consistently achieve standards and deadlines without a need for supervision

    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
  • Specialist Wealth Advice Assessor  

    - Swindon
    The opportunity We are seeking a detail driven professional to oversee... Read More
    The opportunity We are seeking a detail driven professional to oversee pre and post-sale advice checking across our Wealth Business, including specialist Investment and Occupational Pension cases. In this role, you'll ensure all advice and Suitability Reports meet regulatory standards and align with The Openwork Partnership's COB Suitable Advice framework. You'll also play a vital part in supporting advisers by providing clear, constructive feedback and recommending improvements where needed.  The benefits: Salary - up to £48,000
    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: Checking of cases in accordance with current regulation and Openwork’s COB Suitable Advice framework. Identify and champion improvements to team processes and procedures. Work in collaboration across the partnership ensuring that the financial advisers’ requirements are met, which allows them to provide suitable advice. 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 (with completed R04 exams or equivalent). 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 Fairy principles and general advice process. Familiar with The Openwork Partnership adviser and network and/or other networks. Strong IT skills, particularly with 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
  • L&D Specialist (Trainer)  

    - Swindon
    The opportunity The L&D Specialist (Trainer) will play a key role in t... Read More
    The opportunity The L&D Specialist (Trainer) will play a key role in the delivery of our flag ship training programmes, designing and delivering first-class training to our partners. We're looking for a passionate and proactive individual to join the team, supporting the Programme Directors with the design and delivery of our management and professional development programmes across the Openwork Partnership. In this role, you'll play a key part in shaping the learning journey of financial advice professionals, contributing to our vision of being recognised as a leader in developing a qualified and capable advice community throughout the UK. The benefits: Salary - up to £55,000 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 Support the continuous development of training programmes, including digitisation Collaborate with L&D Business Partner to address annual training and development needs assessment Deliver effective training materials utilising a variety of media Train Partners and their people in professional and management skills  Organise and facilitate employee development and training events Conducts follow-up studies of all completed training to evaluate and measure results Identify and support the modification of programmes as needed Contribute to the continuous development to our L&D approach within the business What will you need to succeed? In-depth understanding of learning and development within a Professional Services environment Financial Services experience essential  Experience of working in a partnership-type environment and the associated challenges Knowledge of implementing apprenticeship schemes an advantage with a creative mindset to explore alternative methods to maximise resources and impact Excellent verbal and written communication skills Strong presentation skills Adept with a variety of multimedia training platforms and methods Ability to evaluate and research training options and alternatives Ability to design and implement effective training and development interventions Ability to evaluate the effectiveness of learning and training interventions and effect improvement where appropriate 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
  • Recruitment Marketing Manager  

    - Swindon
    The opportunity As part of our continued growth ambitions, we're looki... Read More
    The opportunity As part of our continued growth ambitions, we're looking for a Marketing Manager to drive our recruitment campaigns and activity for the group. The role focuses on attracting advisers and firms to join us, promoting our partnership as a great place to be. You’ll do this by promoting a compelling adviser proposition and producing effective campaigns to generate quality leads. This is a key role, helping to facilitate adviser recruitment into our Partnership and we are looking for someone bold and creative who can cut through the noise, push boundaries and lead the delivery of innovative, insight-driven, strategic campaigns. We are looking for someone adept at understanding complex market dynamics and behaviours with a strong track record in building high-impact go-to market strategies and driving acquisition The benefits: Salary - up to £70,000 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: Planning, managing and implementing recruitment campaigns that share our Adviser Value Proposition into the wider market bringing deep industry knowledge and data driven thinking together with a passion for identifying top talent whilst elevating our brand in a competitive hiring landscape. Supporting the group recruitment teams on their deliverables and gaining the relevant information to deliver their recruitment campaigns Reporting the outcome of each campaign on a regular basis to evidence the success of your efforts. Regular review the overall outcome of each campaign and make recommendations to improve results based on data Alongside our Recruitment team, host and participate in events to attract potential advisers and firms to our network Working alongside our Digital Marketing Manager to enrich our adviser careers page and social media accounts with multimedia and adviser testimonials Identify opportunities and find innovative ways and places to share our story  What will you need to succeed? Demonstrable Marketing experience – particularly with direct recruitment campaigns Direct Marketing and multi-channels including digital marketing experience essential The ability to understand data and communicate this in a clear and simple manner Strong experience in multi-channel CRM with ability to identify and scope new opportunities Knowledge of financial services essential Proven ability to articulate value propositions and build trust Experienced marketeer with strong communication skills with a high emphasis on productivity and output Skilled in collaborating with cross-functional teams ensuring alignment Ability to network and build strong relationships Positive, self-motivated individual capable of working autonomously, with a strong “can do” attitude Expert in campaign design and optimisation, enabling innovative approaches to outreach and recruitment marketing Creative skills to find innovative ways of attracting advisers to join our network 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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