This role is responsible for providing technical support and guidance on Openwork policies and procedures within our T&C function. Supporting our Partners, Advisers, and internal teams, ensuring T&C processes, licensing, and financial monitoring activities are completed accurately and on time.
Please note, this is a hybrid role based in Swindon.
Benefits package:
- Salary - £30,000 - £35,000 depending on experience
- 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
- 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:
- Assessing the financial status of Partners, Shareholders and Advisers
- Coordinate financial monitoring activity
- Maintain accurate and up-to-date T&C records
- Produce regular and ad-hoc reports on T&C activity
- Identify system and process improvements
- Keep T&C frameworks and documentation up to date and communicate changes clearly