Contact us
Location
Swindon (hybrid)
Advertising Salary
£55,000

The opportunity

We're looking for an experienced leader to support our continued growth ambitions.  You'll be at the heart of driving service excellence within our Partnership Services Function.  In this dynamic, hands-on role, you'll lead and oversee the day to day operations - ensuring seamless delivery of services, operational efficiency, compliance and a culture of continuous improvement. You'll play a key strategic role in supporting scalable, client focused operations aligned with our business growth.

Your leadership will span across several core teams, including our Emerging Talent, Admin, and Paraplanning Teams.

Join our mission to make financial advice accessible to everyone.
 
 Hybrid role, based 2-3 days in our Swindon office.

What we offer:

  • Salary - £55,000
  • 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 
  • 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.
What you'll be doing:
  • Monitoring and optimising all operational activities across multiple teams. 
  • Ensuring capacity is managed and maximised. 
  • Ensuring full-service utilisation at all times.
  • Designing and delivering market leading training and development for our operational activities.
  • Creating and maintaining service excellence
  • Lead and inspire our teams to achieve excellence. 
  • Create valuable reporting mechanisms and drive best outcomes. 

What will you need to succeed?

  • Level 4 Diploma in Financial Planning
  • Established leadership and management experience from a Financial Services background. 
  • Good understanding of T&C framework
  • Keen eye for quality and ability to determine actions on any underperformance, including coaching, formal plans or escalation and determining actions on remedial steps
  • Continuous improvement mindset
  • Curious to identify process improvements. 
  • Ability to manage resource / workflow and multiple tasks and priorities to deadlines. 
  • Relationship management and interpersonal skills and the ability to cultivate effective relationships.

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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