Contract Services Advisor

The opportunity

As a Contract Services Advisor, you will make sure company contracts and policies are applied correctly. You’ll provide expert support and guidance to Partners, Advisers, and other teams to help the business grow and develop.

This is a hybrid role in Swindon - 3 days per week.

The benefits:

Salary - Up to £32,000
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
Up to 3 working days per year of paid time to participate in volunteering activities
A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Responsibilities

Manage Practice Succession Planning, including business sales, valuations, and restructuring, while giving guidance on contracts (both current and legacy).
Support changes to business structures and ensure they meet regulatory requirements.
Assist with bi-annual Enhancement Rate Reviews and the annual FIA Charge Review.
Prepare and issue contract offers and documentation (standard and non-standard) to support recruitment and business growth.
Provide contract advice and insights to senior management, including reporting and analysing contract data.
Maintain accurate records, including the Non-Standards Database.
Manage adviser charging processes and contract enhancement rates.
Support recruitment processes, including contracts and bonus schemes for recruitment and sales managers.
Produce management information (MI) reports on contract activity and performance.
Help with internal and external audits and regularly review processes to ensure they are up to date and effective.
Respond to contract-related queries from across the business and provide clear guidance.
Carry out regular admin tasks, including:
- Monthly branch data updates
- Processing commission payments for deceased advisers
- Updating key internal lists (e.g. PINC list)

What will you need to succeed?

What You’ll Need to Succeed
- Experience working in a busy, multi-tasking role
- Background in financial services
- Experience working to targets, SLAs, and handling complaints
- Strong understanding of customer service and business needs
- Good knowledge of GDPR and FCA regulations (helpful but not essential)
- Excellent communication skills (written and verbal)
- High level of attention to detail
- Ability to manage multiple priorities and adapt quickly
- Strong problem-solving skills and ability to apply technical knowledge
- Ability to work independently and maintain high standards
- Good organisation and time management skills
- Strong IT skills, including Microsoft Word, Excel, PowerPoint, and Outlook

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 2021. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment 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.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.

Apply

Contract Services Advisor

The opportunity

What will you need to succeed?

What You’ll Need to Succeed

Why us?

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