Contact us
Swindon / Remote
Advertising Salary
up to £40,000

The opportunity

As a Wealth Business Assessor, you will be responsible for the pre and post-sale advice checking of Pension and Investment business for The Openwork Partnership. Ensuring that the advice complies with current regulation and Openwork’s COB Suitable Advice framework.

You will review both the advice and the Suitability Report, providing constructive feedback to advisers and suggest improvements, where necessary.
This is a 12 month fixed term contract
Hybrid, based 2-3 days a week in our Swindon office
The benefits:
  • Salary - up to £40,000
  •  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
  • 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:
  • Checking of cases in accordance with current regulation and Openwork’s COB Suitable Advice framework, in an accurate, effective, and fair way
  • 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.

What will you need to succeed?

  • Extensive previous experience in a financial services organisation.
  • 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 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.
  • Understanding of how to use MS Office, particular Word and Excel.
  • 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 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.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.

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