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The Openwork Partnership
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  • Mortgage and Protection Adviser  

    - Swindon
    The opportunity As a Mortgage and Protection Adviser, your role is to... Read More
    The opportunity As a Mortgage and Protection Adviser, your role is to proactively own and manage high quality mortgage, protection and GI advice following the Openwork Sales Process guidelines. This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. Join our mission to make financial advice accessible to everyone The benefits: Salary - up to £45,000 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 Responsibilities: Managing communications with clients, advisers and 3rd party contacts.  Demonstrating an excellent and comprehensive up to date knowledge of existing Openwork Mortgage, Protection & GI product suite. Identifying customer needs and provide accurate and compliant advice relevant to customer’s individual situation through professional and confident communication. Pro-actively follow up pipeline cases proactively and timely to establish a case resolution Ensuring that all cases follow the Openwork’s T&C Framework. Be responsible for the end to end advice process. What will you need to succeed? Desirable | CEMAP or equivalent Desirable | 2 years+ experience on Mortgage Advice Desirable | 1 years+ experience in Protection Advice Desirable | GI sales experience A clear communicator who can engage clients over the phone Proven track record as a Mortgage Adviser, exceeding quality and income targets Exceptional telephone sales skills Ability to work to predetermined deadlines in a fast paced, target driven environment Self-motivated with ability to work within a team A result orientated individual with drive, determination and a great deal of integrity 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  

    - Leeds
    The opportunity We are looking for a talented Business Analyst to join... Read More
    The opportunity We are looking for a talented Business Analyst to join our team and play a key role in delivering change projects across the business. In this position, you will translate business needs into clear, actionable requirements for our technology teams, helping to bridge the gap between strategic objectives and effective technical solutions. You will be responsible for analysing business processes, systems and operational procedures to support business change initiatives and IT improvement programmes, contributing to the delivery of efficient and impactful solutions across the organisation.  This is a hybrid role based in our Leeds office, with the requirement to be in the office 3 days a week. The benefits: Salary - Up to £54,000
    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 Responsibilities: Conduct business and systems analysis to support business charge initiatives and project delivery. Work closely with stakeholders to understand business needs and translate them into clear functional and technical requirements. Facilitate workshops and stakeholder sessions to gather, validate, and prioritise requirements. Analyse data from multiple sources to identify trends, insights, and opportunities for technology solutions. Produce and maintain clear documentation including requirements, use cases, process flows, data mapping and governance materials. Collaborate with business SMEs, project teams, and technology teams to ensure requirements are understood and solutions are effectively delivered. Analyse current processes and workflows to identify opportunities for improvement, efficiency, and technology enhancement. Support the implementation and evaluation of process improvements, while acting as a key liaison between business stakeholders and technology teams. What will you need to succeed? Qualifications/ Experience: Experience within financial services, particularly in areas such as wealth management, mortgages, or protection products. Experience of product owner responsibilities and how this supports analysis Proven experience in business systems analysis, translating business needs into clear functional and technical requirements. Strong data analysis skills with proficiency in tools such as SQL, Excel, Tableau, or similar technologies. Solid understanding of business process analysis, process modelling, and process improvement methodologies. Excellent communicator, stakeholder management, and facilitation skills with the ability to simplify complex information. Strong analytical and problem-solving abilities, with a structured approach, attention to detail, adaptability, and a continuous improvement mindset. 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
  • Partnership Development Executive  

    - Swindon
    The opportunity This role serves as a central liaison between the orga... Read More
    The opportunity This role serves as a central liaison between the organisation and its portfolio of partner firms, fostering strong, trust-based relationships and supporting partners in achieving their business objectives. By collaborating closely with field-based Partnership Development Managers and internal specialist teams, you will drive partner engagement, facilitate commercial growth, and ensure partners fully leverage the organisation’s offerings. This role is pivotal in delivering a seamless partner experience, proactively identifying opportunities and challenges, and contributing to the ongoing success and sustainability of both the partners and the organisation. This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. The benefits: Salary - up to £45,000 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: Establish and nurture strong, professional relationships with a designated portfolio of partner firms through consistent telephone and digital engagement, adhering to Openwork Relationship Management standards Represent Openwork as a trusted advisor, providing partners with day-to-day support in business development and engagement activities Contribute to the achievement of growth objectives by actively promoting Openwork’s propositions, services, processes, and digital platforms Collaborate with partners to understand their business goals, challenges, and opportunities, escalating complex needs to appropriate channels when necessary Maintain comprehensive and accurate records of all partner interactions, actions, and outcomes using CRM and contact management systems Proactively identify early warning signs, risks, or support requirements within partner firms and escalate these for timely intervention and additional support Work closely with internal teams—including field-based Partnership Development Managers, 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 What will you need to succeed? Understanding of business-to-business (B2B) relationship management, particularly in remote or telephone-based environment's Awareness of the financial services or intermediary marketplace; familiarity with mortgages, protection, or wealth management is advantageous but not essential Knowledge of regulatory and legislative frameworks relevant to the industry, or a willingness to develop expertise in this area (e.g., Data Protection, Financial Crime, Code of Conduct, Health and Safety, and Financial Conduct Authority standards) Understanding of organisational policies, procedures, and compliance requirements An interest in, or understanding of, the financial services or intermediary marketplace with mortgage, protection and wealth experience being desirable, but not essential Commercial awareness and the ability to understand business needs and priorities Awareness of regulatory and legislative frameworks, or a willingness to develop knowledge in this area Experience using CRM systems or contact management tools Experience in a similar telephone-based role such as account management, telesales, sales support, customer service or relationship management. 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
  • Principal Architect  

    - Leeds
    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
  • 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
  • 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
  • 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
  • Wealth Financial Adviser  

    - Swindon
    The opportunity We’re on a mission to make financial advice accessible... Read More
    The opportunity We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We're looking for an experienced Wealth Adviser to join our employed team, supporting our growth ambitions for the future.  You'll take accountability for the continuing production of new business and new clients for our in-house advice offering... This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week. Responsible for: Providing professional regulated financial planning advice to both new and existing clients.  Ongoing service to practice clients by conducting servicing and review events Acquiring and advising new clients from your own sources and developing new business by identifying potential clients through referral, networking, and marketing channels. The benefits: Salary - up to £64,000 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 – 1 x salary Death in service – 4 x 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: Acquisition:
    Generate new business and new clients in accordance with agreed target markets through various marketing activities including managing relationships between firms, acquired businesses, and referral sources.

    Engagement:
    Explaining our Business Proposition and Fee Structure to clients and matching our Proposition to their individual needs.

    Discovery:
    Fact Finding: Gathering all relevant information including soft and hard facts as required to comply with Openwork's compliance process as detailed in their “Suitable Advice Framework” (SAF). Have a complete understanding of clients' needs and to be able to provide a suitable recommendation.

    Planning:
    Provide High Quality Advice. As regulated by The Financial Conduct Authority the Openwork SAF and processes.

    Implementation:
    Implementing the advised plans and recommendations by means of preparing and submitting the relevant suitability reports, and applications to product providers and the Openwork Partnership, in a timely and compliant manner.

    Review:
    Effectively establish and maintain the relationship between the client and Partnership Services. Understand that the client relationship and ownership lie with Partnership Services, and this must always be respected and maintained. What will you need to succeed? Qualifications/ Experience: Level 4 Diploma in Financial Services is essential. Expert knowledge and a clear proven history of advising on wealth products. Skills and Competencies: Well organised and can prioritise work and meet deadlines. Ability to work on own initiative and, as part of a team Ability to deal with a wide range of customers both sensitively and in a timely manner Excellent verbal and written communication skills Self-motivated and can act appropriately as a team player, as well as having the ability to work as an Individual Displays a cooperative and supportive approach Flexible and enthusiastic and a commitment to self-development Ability to work to pre-determined deadlines in a fast paced, target driven environment A results orientated Individual with drive, determination and a great deal of Integrity Active listening skill and able to build relationships at point of contact Demonstrate real enthusiasm and have a persuasive ability Genuine passion for speaking to customers, answering queries and a clear communicator
    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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