Technical Advice Consultant

The opportunity

As a Technical Advice Consultant at The Openwork Partnership, you will provide technical, development and management support to ensure the Openwork Advice Systems and Processes are developed and maintained such that they are fit for purpose from both a commercial and regulatory perspective.

This is a permanent, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.

The benefits:

Salary - £60,000
Bonus scheme - on target bonus 15%
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.

Key Accountabilities :

To support the Head of Advice in order to deliver the following core objectives;

To engage in effective and regular Provider and Adviser consultation on Advice Process requirements and design.
To define, implement and manage Advice Process across all business lines.
Processes that drive and support profitable execution of the Openwork Partnership proposition and business model.
To be an SME for Wealth advice process.
Advice process, guidance and documentation that provides and demonstrates suitable outcomes for client requirements
Clear and efficient process flows together with a consistent understanding and application of standards by all stakeholders.
Cost effective Advice Process design, implementation and maintenance of Openwork’s regulatory and financial performance criteria.

What will you need to succeed?

Level 4 Diploma in Financial Planning or working towards Level 4 Diploma.
CeMap or equivalent (desirable)
Advice Process design and improvement including experience of drafting guidance documents and producing systems requirements
Project Management/Business Lead/SME experience
More than 6 years broad industry experience
Dealing face to face and over the phone with Providers and Advisers
Detailed knowledge of the advice process and Openwork proposition
Good knowledge of regulatory requirements in relation to retail distribution
Full understanding of Retail Distribution Review
Good understanding of financial services products including investments, pensions and mortgages
Continually seek to improve and develop knowledge in relevant areas

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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Technical Advice Consultant

The opportunity

What will you need to succeed?

Why us?

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