Specialist Wealth Advice Assessor

As a Specialist Wealth Advice Assessor, you will be responsible for the pre and post-sale advice checking of Wealth Business, including specialist Investment and Occupational Pension business for The Openwork Partnership.

You will ensure that the advice and Suitability Report complies with current regulation and The Openwork Partnership’s COB Suitable Advice framework. As well as be responsible for providing feedback to advisers and suggested improvements, where necessary.

This is a hybrid role based in our Swindon office with 2 days a week required in the office.

The benefits:

• Salary – up to £48,000
• 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.

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.
• 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.
• Responsible for pro-actively managing an individual pipeline of cases.
• Promotion of teamwork across Operations and the Network.
• Identify and champion improvements to team processes and procedures.

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.