Operational and Process Mapping Specialist

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 are at a pivotal point in our growth journey, and are seeking a dedicated resource to lead and deliver a process mapping, design, and optimisation initiative for the Operations workstream within the Adviser Lifecycle project.

This critical role involves baselining existing workflows, identifying inefficiencies, designing new workflows, and developing actionable recommendations to optimise operational performance. The focus is on ensuring efficient team operations, adhering to Openwork Partnership requirements, Regulatory standards, and policy frameworks.

This position drives to transform the way we work as a Partnership, to foster customer-centric teams supporting our colleague development and growth, demonstrating our 'think Smart, think change' culture.

This is a hybrid 12 month fixed term contract, based 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
Death in service
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:

Process Mapping: Documenting all existing operational processes and controls across the workstream to establish a clear baseline
Issue Identification: Identifying and addressing workflow and process issues impacting day-today operations
Improvement Planning: Highlighting opportunities for efficiencies and improvements across core operational processes
Business Liaison: Working closely with the wider business and technology teams to ensure operational activities are aligned and optimised
New Workflow & Process Design: Design and build of all new requirements to support the full Adviser Lifecycle model. Acquisitions, stakes, PBOs, MBOs, Next Gen pathways and other requirements
Risk Escalation: Proactively identifies and reports any quality, trends, themes, emerging risks, and behavioural indicators, escalating effectively and making suggestions for action, and implementing solutions

What will you need to succeed?

Qualifications/ Experience:

Proven experience in process improvement within an FS environment
Strong ability to map, review, and redesign processes, with a practical understanding of operational risk and control
Experience in multiple stakeholder engagement
Excellent problem solving and analytical skills, with a continuous improvement mindset
Professional qualifications in process improvement methodologies (Sigma 6 etc)
Ability to think differently with an entrepreneurial lens

Skills and Competence:

Demonstrable relationship management and interpersonal skills
Proven ability to drive change initiatives, being an agent for change
Strong analytical, problem-solving and decision-making ability, able to use sound judgement
Strong verbal and written communication, influencing and negotiation skills
Ability to operate and remain calm under pressure
Ability to assess workload, prioritise, plan and delegate as 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.

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Operational and Process Mapping Specialist

The opportunity

What will you need to succeed?

Why us?

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