We are looking for a highly organised and confident communicator to create the best first impression to all guests, advisers and employees entering our Swindon Office. As the first person any guest/customer would come into contact with, it is fundamental that the role holder epitomises what we stand for as a business and reflects our brand values – highly competent, strong integrity...

As Business Continuity and Incident Management Consultant, you'll support the BCP Lead, in ensuring the effective application and compliance of our Business Continuity and Incident Management frameworks. You'll take responsibility for ensuring adherence to the framework, bring together performance metrics and contribute to ongoing improvements. You'll play a key role in enhancing the...

We are seeking a detail driven professional to oversee pre and post-sale advice checking across our Wealth Business, including specialist Investment and Occupational Pension cases. In this role, you'll ensure all advice and Suitability Reports meet regulatory standards and align with The Openwork Partnership's COB Suitable Advice framework. You'll also play a vital part in supporting adviser...

Are you a skilled Operations Manager looking for a new opportunity? If so we want to hear from you! We are looking for experienced and talented Operations Managers to join our COO function, supporting our strategic goals this year. We have a lot to achieve, and we need the right leaders to enable our operational teams to deliver effectively and provide the best service to our custom...

As the office assistant, you'll play a key role in ensuring the smooth and efficient running of our London office. You'll help create a welcoming, organised, and productive environment for colleagues, advisers and visitors alike, consistently reflecting our brand values of professionalism, integrity and approachability. Working closely with the Head of Facilities, you'll support the day-to-d...

As a Provider Management Administrator, you will play a key role within our distribution services team, ensuring the smooth set up and maintenance of provider codes across applications, systems and provider networks. You'll support both The Openwork Partnership and Owl Financial, working to high standards and within agreed SLAs - helping to keep our operations running seamlessly and efficiently....

As a Senior Business Analyst, you will work on complex change initiatives throughout the project lifecycle. You will be: Uncovering the underlying problems and stating why we should address them Structuring and defining the needs of the stakeholders so that we can find the best solutions to address the problems Bridging the gap between what the stakeholders ne...

As part of our continued growth ambitions, we are looking for a established and enthusiastic Business Development Manager to establish and cultivate meaningful partnerships and fuel business growth. You'll be at the heart of our growth ambitions - uncovering new opportunities, and deepening the connection with our existing Partners and Firms. You'll play a key role within Partnershi...

We are looking for a detail-oriented and analytical professional to assess the suitability and quality of advice provided by 2plan financial advisers. This role will cover a broad range of product areas, including investments, pensions, protection, mortgages and general insurance. You will play a key part in ensuring that all advice meets regulatory standards and delivers good customer...

We are looking for an experienced Paraplanners to join the newly established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service. We'd like you to support our advisers with maintaining client records, occasional data...

Are you passionate about ensuring high standards and supporting professional growth? We're looking for a driven individual to deliver the 2plan Training & Competence (T&C) scheme across the company and ensure that our processes are working as expected by the scheme. This roles is responsible for the Supervision of Appointed Representatives Firms, Self Employed and Employed advisers as well...

The Wealth Development Manager will support the promotion and adoption of the Omnis, Openwork and 2plan Wealth Proposition. This is a permanent hybrid role, and can be based in either our Swindon or London office, with the requirement to be in the office 2/3 days a week. The benefits: Salary - up to £70,000 Bonus scheme - on target bonus - 15% ...