Contract Services Adviser

The opportunity

As Contract Services Adviser, you'll play a crucial part providing technical guidance and support to our Advisers, Partners and other business areas, ensuring the appropriate application of Openwork Contract and Policy. Your expertise supports business expansion, continuity, and progress.

This is an exciting time to join our established Contract Services Team to help support our wider M&A offering.

Hybrid role, based 2 days a week in our Swindon office.

The benefits:

Salary - £30,000 to £38,000
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 - 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.

Your role:

To administer Practice Succession Planning, providing advice and guidance of Openwork and Legacy Contracts
Responsibility for the re-structuring of AR business structures ensuring regulatory requirements are met
Support of the bi-annual Enhancement Rate Reviews and annual FIA Charge Review
The provision of standard and non-standard Offers and Contractual documentation
To support the Commercial Director and other Senior Management with technical contractual advice, background, MI, and contractual implications (existing and Legacy)
The provision of standard and Non-Standard Contract Offers and documentation, adhering to the Authority Schedule for existing firms
Maintenance of the Non-Standards Database
Administering standard and ad-hoc Adviser charging, and new contract enhancement rates
To administer the Openwork Recruitment and Sales Manager Contract and Bonus Scheme
To provide Head of Contract Services, Senior Managers, and other areas of the business with MI
To assist with both internal and external Audit requirements, undertake regular reviews of all Contract Services procedures to ensure effective, up to date and fit for purpose
Resolving contractual queries and providing technical contractual advice to the wider network
Administer the Branch Standing data monthly

What will you need to succeed?

Experience of operating in a busy and demanding multi-functional role
Financial Services experience
Experience of dealing with targets, SLAs, and complaint handling
Business awareness and service orientation
Knowledge of Data GDPR, and FCA regulation (Advantageous but not essential)
Excellent written and verbal communication
Excellent attention to detail
Technical knowledge used to resolve issues and find solutions for customers
Ability to consistently work to exacting standards managing workflow with minimal supervision
Good organisation and the ability to manage a range of tasks with conflicting priorities
Excellent working knowledge of internal systems and Microsoft office package; Word, Excel, Powerpoint and Outlook as a minimum

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.

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Contract Services Adviser

The opportunity

What will you need to succeed?

Why us?

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