As we continue our growth journey at 2plan, we are looking for a Tester to join our Technology function. You'll be responsible for the testing of software, documentation and reporting of bugs within physical software assets to ensure we have delivered 'Fit for Purpose' software to our users. Providing expertise in all aspects of IT testing, with the ability to align testing processes with ...

As the Access Service Analyst you will be delivering Access to Openwork Colleagues, as well some access to Firms. This includes creation and removal of system accounts and licences. You will also contribute to software asset management through the effective assignment and management of licenses to internal staff and advisers. For this role we are looking for a high motivated person wh...

This is a great opportunity to work with our fantastic team at Omnis Investments as T ransfer Agency & Platform Administrator, responsible for performing oversight activities and daily checks on the Transfer Agency, Shareholders and Platforms. This role will oversee the day-to-day operational service delivery and range of activities to these outsourced providers. Regular reporting plays a...

This is a fantastic opportunity for an established Compliance Consultant to join the team. In the role you'll be providing effective risk based second line compliance services across the wealth, mortgage and protection channels for The Openwork Partnership. You'll provide compliance consultancy to the Chief Risk & Compliance Officer, Channel Heads, Executive Committee, Senior Manage...

As we grow and develop the Risk & Compliance function at 2plan, we are looking for an experienced Compliance Specialist to join the team. You'll be responsible for providing risk based 2LoD compliance monitoring in accordance with the Compliance Plan, and whilst managing potential conflicts of interest, provide compliance advice to business units, helping to ensure that all activities are carri...

As the Financial Monitoring Senior Administrator you will maintain and report on Appointed Representatives (AR) related activities and provide support to the Financial Monitoring Assessors where required. You will support the assessment of the solvency and fitness and propriety of all the Appointed Representatives (AR). Supporting the assessor, as required, in understanding and...

As Financial Monitoring Assessor, you'll take accountability for assessing the solvency and fitness and propriety of all the Appointed Representatives by investigating and understanding the financial soundness. You'll be c ompetent in understanding and interpreting financial monitoring risk, taking r esponsibility for analysing and assessing risk and making sound judgement. Th...

As the Communication Manager you will manage communication resources to ensure the delivery of change communications. You will define and tell a compelling story about what change is needed, as well as why and how it supports business success. Producing engaging and innovative integrated communications which meets business and network requirements. This is a hybrid role based in our Swi...

Hybrid role based in Swindon - 2 days a week required in the office. As Support Services Administrator, you will provide high quality administration support across the Pension and Investments Transfer Teams to ensure the efficiency of daily activities. You will consistently deliver an outstanding service to our Advisers, Partners, and each other. The benefits: Salar...

As a Wealth Advice Assessor, you'll play a crucial role in ensuring the quality and compliance of pension and investment advice at The Openwork Partnership. Ensuring that the advice complies with current regulation and Openwork's COB Suitable Advice framework, you'll review both the advice and the Suitability Report, providing feedback to advisers and suggested improvements, where...

Reporting to the Partnership Services Sales Team Leader, the primary purpose of this position is to assist the Protection and Mortgage Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, 3rd parties and clients. You will support with general admin functions as well as maintaining the CRM records accurately. This is a great role fo...

As the Senior Investment Strategist you will work collaboratively with our existing Senior Investment Strategist, and other key colleagues, to help lead the investment strategy function of Omnis, including the day to day running of the Omnis tactical asset allocation process. This includes overseeing macroeconomic research, investment strategy, tactical asset allocation and portfolio managem...