As the Wealth Proposition Marketing Manager you will be responsible for the day-to-day delivery of the Wealth Proposition Marketing Strategy, including 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 deploym...

We are looking for a highly organised and confident communicator to create the best first impression to all guests, advisers and employees entering our Swindon Office. As the first person any guest/customer would come into contact with, it is fundamental that the role holder epitomises what we stand for as a business and reflects our brand values – highly competent, strong integrity...

As Business Continuity and Incident Management Consultant, you'll support the BCP Lead, in ensuring the effective application and compliance of our Business Continuity and Incident Management frameworks. You'll take responsibility for ensuring adherence to the framework, bring together performance metrics and contribute to ongoing improvements. You'll play a key role in enhancing the...

As the office assistant, you'll play a key role in ensuring the smooth and efficient running of our London office. You'll help create a welcoming, organised, and productive environment for colleagues, advisers and visitors alike, consistently reflecting our brand values of professionalism, integrity and approachability. Working closely with the Head of Facilities, you'll support the day-to-d...

As a Provider Management Administrator, you will play a key role within our distribution services team, ensuring the smooth set up and maintenance of provider codes across applications, systems and provider networks. You'll support both The Openwork Partnership and Owl Financial, working to high standards and within agreed SLAs - helping to keep our operations running seamlessly and efficiently....

As a Senior Business Analyst, you will work on complex change initiatives throughout the project lifecycle. You will be: Uncovering the underlying problems and stating why we should address them Structuring and defining the needs of the stakeholders so that we can find the best solutions to address the problems Bridging the gap between what the stakeholders ne...

As part of our continued growth ambitions, we are looking for a established and enthusiastic Business Development Manager to establish and cultivate meaningful partnerships and fuel business growth. You'll be at the heart of our growth ambitions - uncovering new opportunities, and deepening the connection with our existing Partners and Firms. You'll play a key role within Partnershi...

This is a key role, ensuring the appropriate application of our policy and procedures, provision of technical expertise and support to our Partners, Advisers, and Partnership. Maintaining and reporting on T&C related activities and co-ordination of the Openwork Financial Monitoring programme, you'll bring technical expertise, attention to detail and a proactive approach to the team. ...

As Valuation and Middle Office Specialist, you'll oversee Omnis' fund valuation and middle office activities, ensuring each asset is accurately valued and fully understood. You'll act as the central point for valuation analysis, reporting, and policy oversight, while supporting liquidity, derivatives, and fair valuation processes. This role suits someone who combines technical expertise with ana...

We are looking for a detail-oriented and analytical professional to assess the suitability and quality of advice provided by 2plan financial advisers. This role will cover a broad range of product areas, including investments, pensions, protection, mortgages and general insurance. You will play a key part in ensuring that all advice meets regulatory standards and delivers good customer...

As we grow and develop the Risk & Compliance function at 2plan, we are looking for an experienced Compliance Associate to join the team. You'll be responsible for providing risk based 2LoD compliance monitoring in accordance with the Compliance Plan, and whilst managing potential conflicts of interest, provide compliance advice to business units, helping to ensure that all activities are carrie...

We are looking for an experienced Paraplanners to join the newly established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service. We'd like you to support our advisers with maintaining client records, occasional data...