Contact us
Location
Home Based
Advertising Salary
£36,590 - £54,886

The opportunity

The Concert Programme is the delivery of a new CRM platform (ConcertHub) built for our adviser network that will be further developed over a two-year period to provide an intuitive, flexible business system for Wealth, Mortgage and Protection advisers to grow their business in a competitive and compliant way. It also provides clients of advice firms with personal and intuitive information and support in managing their financial wellbeing. 

We now have an exciting new opportunity for a Firm Engagement Consultant to join this programme of work on a long-term fixed-term contract (initially through to the end of 2022), working specifically to guide adviser firms through the onboarding process for ConcertHub and support them with the transition both technically and from a business change perspective.

Your responsibilities will include:
 
  • Positive engagement with key stakeholders in adviser firms to become a trusted, knowledgeable partner for onboarding to ConcertHub.
  • Manage the discovery process with firms to gather the information required by the Openwork Partnership to onboard them onto ConcertHub.
  • Provide the firms with data migration reports and run webinars and support calls to assist them in understanding their tasks and responsibilities to clean up current system data prior to migration.
  • Understand the roles within the firms to enable a Training Needs Analysis to be conducted and training to be organised.
  • Undertake checkpoints with the firms to ensure they are meeting their responsibilities at each stage of the onboarding process and can continue to Go Live.
  • Understand a firms operating identity and undertake documentation and analysis of target Operating Model processes with each firm.
  • Provide firms with a playback of the recommended interventions to ensure their working practices enable them to achieve the benefits of ConcertHub.
  • Support the firms Post Live, answering queries and directing them to the Helpdesk support team when appropriate.

What will you need to succeed?

  • Demonstrable experience in a financial services environment.
  • Knowledge of Wealth Management organisations essential; Mortgage & Protection also desirable.
  • Previous experience centred around managing customer relationships/engagement.
  • Experience of business readiness and roll-out of financial systems.
  • Understanding of business process and rationalisation / simplification to achieve system benefits.
  • Good knowledge of regulatory requirements in relation to retail distribution.
  • Strong relationship building / management and influencing skills at all levels.
  • Excellent communicator, able to document and present information on a range of subject matter.
  • Strong planning and organisational skills, able to prioritise and manage workloads effectively.

Why 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 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.

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