Wealth Business Assessor

As a Wealth Advice Assessor, you will be responsible for the pre and post-sale advice checking of Wealth 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 £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
• 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, ensuring that their checking is performed to the appropriate standards in an accurate, effective and fair way. 
• Identifying any errors or discrepancies in advice given, feeding back to Team Leader or Team Manager as required.
• Accurate and concise recording of assessments.
• Achieving the agreed number of advice checks and peer review checks per day, as well as other SLAs.
• Proactively identifying trends and feeding continuous improvement.
• Identifying and building relationships with key contacts (both internally and externally) and providing advice and guidance as required.
• Working effectively with the appropriate Operations, Distribution and Compliance teams to improve advice quality across the network.
• Timely reporting of potential Breaches and Rejects, taking ownership for difficult decisions.
• Promotion of teamwork within the Advice Quality Department.
• Providing courteous and consistent support to team members, advisers and supervisors to improve advice quality.

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.