At The Openwork Partnership, we're more than just a team. We embody values that put our customers at the heart of everything we do. We continuously seek to improve and believe in working collaboratively to achieve the best results. Now, we're on the hunt for a passionate Quality & Risk T&C Specialist to provide expertise and innovative solutions in a dynamic remote work setting. ...

As the Product / Propositions Governance Adviser you will be responsible for supporting the Openwork Proposition Governance function to ensure the products and services offered to clients are developed and managed effectively, aligned to corporate strategy and with high standards of governance. This is a 19-hour per week job share, hybrid role based in our Swindon office, with 1 day requir...

The Channel Marketing Executive is an important role with a strong impact across the Openwork Partnership. This role reports into the Channel Manager and will support them in the day-to-day delivery of the Channel product communications and marketing campaigns, to advisers, clients and relevant stakeholders - ensuring these are completed to a consistently high standard, on time and within budg...

As the Senior Investment Strategist, you will be responsible for the day to day administration of the Omnis tactical asset allocation process. You will also be responsible for overseeing key areas of the asset allocation as directed, as well as contributing to the formation of the Omnis tactical asset allocation. In addition, you will contribute to process development, stakeholder commu...

The role of the Head of Partnership Development is vital in supporting the effective delivery of our group strategy through excellent leadership, management, and engagement of a team of field-based Partnership Development Managers to deliver personal and team-based performance and behaviour targets. The role will be key in transforming the Partnership by developing growth strategies and lea...

Due to our continued growth, we are looking for an Assistant Accountant to come and join the finance team at 2plan wealth management. This is hybried role with one day per week in our Leeds office. The benefits: Salary -£25,000 - £30,000 Bonus scheme - on target bonus –7.5% Pension scheme - contribute up to 5% of your ...

Our T&C Supervisors are responsible for the supervision of individual self-employed Financial Advisers within the 2plan network. Ensuring competence is achieved and maintained via various mechanisms and a range of feedback and coaching activities, this a key role in the success of our firms. You'll take responsibility for adviser one to ones, roleplays and testing as well as supporting our f...

Our Paraplanners provide a full and elective paraplanning service to 2plan firms, producing advice and recommendations for our clients. Due to our continued growth, we are looking for an experienced Paraplanner to join the team. You'll be working on complex, technical and diverse projects, compiling comprehensive suitability reports based on research and analysis ensuring a suitable an...

Our virtual administration service is an elective service, providing paraplanning support and more to our Financial Advisers. As a Paraplanner within VAS, you will be responsible for writing suitability reports based on information provided directly by the Adviser. This service ensures that the advice provided to the customer is accurate, resulting in suitable and best possible custom...

Our Case Checkers are responsible for assessing the suitability of advice provided by 2plan Financial Advisers. This is a varied role, requiring excellent customer service skills and attention to detail. The role provides exposure to all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance and is therefore a fantastic opportunity to begin your career in ...

We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with our Advisers, ensuring they are utilising the most up to date and market ready ma...

Our Customer Service Consultants provide market leading customer service to our advisers and employees with product and payment queries. Engaging with users through an omni-channel range of contact routes, they provide a one-stop professional, positive experience critical to the success of our business. We're extremely proud of the customer service experience that our Customer Servic...