Onboarding Consultant

The opportunity

As an Onboarding Consultant you will be responsible for ensuring all new Advisers, Principals and Firms have a seamless and high-quality joining experience following their appointment to the network.

This includes supporting them to develop into new ways of working, embedding Openwork's culture and best practice as well as being the sole point of contact and critical link between a new joiner and all areas of the Partnership.

Please note, this is a 12 month fixed-term contract and is field-based and therefore will require flexibility with travel occasionally.

Benefits package:

Salary - Up to £55,000
Car allowance - £4,236
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.

Key accountabilities:

Be a trusted, skilled Openwork representative, proactively building strong relationships, with new Advisers, Principals and Firms, acting as the key point of contact from day one.
- Ensure high standards of coordination with key internal stakeholders to ensure a seamless onboarding journey.
- Provide coaching and development to new Advisers around their understanding and application of skills around on the sales process and sales skills to newly licensed Advisers.
- Ensure all Advisers understand Openwork’s compliance and quality standards and that they work effectively with assurance, quality risk teams.
- Regularly review and utilise management information, to monitor progress for all new Advisers and agree actions and support required from specialist teams to deliver required results.
Ensure effective and seamless handover on completion of Onboarding period.

What will you need to succeed?

Experience and product knowledge across mortgages, protection and wealth is key.
Experience within another Financial Services network is advantageous.
Ability to articulate Openwork's process confidently to guide and support advisers.
A background in adviser development/mentoring/coaching is desirable.
Strong collaboration skills with ability to work closely with internal departments.

Why us?

At The Openwork Partnership, 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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The opportunity

What will you need to succeed?

Why us?

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