📑 The opportunity Our Partnership Development Managers (PDMs) play a key role in supporting the effective delivery of our group strategy through the support of our Partnerships at a firm and adviser level. Cultivating key conversations and relationships, your goal will be to ensure that we support our Partnership firms and contribute to the gr ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your busines ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your busines ...
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📑 The opportunity Our Partnership Development Managers (PDMs) play a key role in supporting the effective delivery of our group strategy through the support of our Partnerships at a firm and adviser level. Cultivating key conversations and relationships, your goal will be to ensure that we support our Partnership firms ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your busines ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your busines ...
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📑 This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; Communicating investment st ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your busines ...
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📑 Are you a regulatory specialist looking to elevate your career to the next level? The Openwork Partnership, a leader in financial services, is seeking a passionate and highly competent T&C Supervisor to join our dynamic teams.As a valued member of our team, you will ensure we maintain our exceptional standard of quality and risk oversight for our P ...
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📑 Are you a regulatory specialist looking to elevate your career to the next level? The Openwork Partnership, a leader in financial services, is seeking a passionate and highly competent T&C Supervisor to join our dynamic teams.As a valued member of our team, you will ensure we maintain our exceptional standard of quality and risk oversight for our P ...
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📑 Are you a regulatory specialist looking to elevate your career to the next level? The Openwork Partnership, a leader in financial services, is seeking a passionate and highly competent T&C Supervisor to join our dynamic teams.As a valued member of our team, you will ensure we maintain our exceptional standard of quality and risk oversight for our P ...
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📑 Are you a regulatory specialist looking to elevate your career to the next level? The Openwork Partnership, a leader in financial services, is seeking a passionate and highly competent T&C Supervisor to join our dynamic teams.As a valued member of our team, you will ensure we maintain our exceptional standard of quality and risk oversight for our P ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with ...
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📑 The opportunity Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, providers, 3rd parties, clients, general admin functions as well as maintaining the CRM records ac ...
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📑 The opportunity We are seeking a dynamic and experienced Protection Adviser to join our growing team. Reporting to the Partnership Services Team Leader, the primary purpose of role is to proactively own and manage high quality protection and GI advice following the Openwork Sales Process guidelines. Managing communications with clients, adv ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your busines ...
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📑 The opportunity Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, providers, 3rd parties, clients, general admin functions as well as maintaini ...
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📑 The opportunity We are seeking a dynamic and experienced Protection Adviser to join our growing team. Reporting to the Partnership Services Team Leader, the primary purpose of role is to proactively own and manage high quality protection and GI advice following the Openwork Sales Process guidelines. Managing c ...
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📑 The opportunity Providing strategic guidance and bespoke field-based consultancy services to our network of firms within Openwork, this is a role key to the growth of the business. Alongside the Head of Business Consultancy, You'll lead the design, delivery, evaluation, and ongoing improvement of the Business Consultancy ...
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📑 The opportunity At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with ...
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📑 The opportunity As a Wealth Business Assessor, you will be responsible for the pre and post-sale advice checking of Pension and Investment business for The Openwork Partnership. Ensuring that the advice complies with current regulation and Openwork’s COB Suitable Advice framework. You will review both the advice and the Suitability Report, p ...
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📑 Change ManagerJob Type: Full-timeLocation: Swindon 2 days per weekSalary: £45,000 - £52,000We are on the lookout for a Change Manager with a strong track record in leading strategic change initiatives. The ideal candidate will be responsible for driving customer-centric solutions and ensuring successful implementation across The Openwork Partnershi ...
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📑 The opportunity The key purpose of this Senior Change Leader position is to lead key strategic programmes across The Openwork Partnership, from identifying new opportunities through to design, launch and embedding changes. Working towards optimal ROI. You'll lead and coach the teams to deliver high quality changes at pace and within budget. ...
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📑 The opportunity As a Wealth Business Assessor, you will be responsible for the pre and post-sale advice checking of Pension and Investment business for The Openwork Partnership. Ensuring that the advice complies with current regulation and Openwork’s COB Suitable Advice framework. You will review both the advic ...
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📑 S Posted byRecruiter This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; T ...
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📑 The opportunity This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; ...
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📑 The Role:As a Financial Promotions Officer, you will play a pivotal role in overseeing and approving all promotional and advertising materials used by 2plan Financial Advisers. This encompasses a broad range of products including Investments, Pensions, Protection, Mortgages, and General Insurance.The benefits:Salary - up to £30-45k DOE and quals1 D ...
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📑 The Role:As a Financial Promotions Officer, you will play a pivotal role in overseeing and approving all promotional and advertising materials used by 2plan Financial Advisers. This encompasses a broad range of products including Investments, Pensions, Protection, Mortgages, and General Insurance.The benefits:Salary - up to £30-45k DOE and quals1 D ...
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📑 The opportunity To provide 2nd and 3rd level fixes and support to the Openwork Service Desk on tickets that relate to Openwork strategic / mission critical applications Support junior team members with issues not covered by process documents. Involvement in process enhancements and projects where requi ...
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📑 The opportunity This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, parti ...
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📑 S Posted byRecruiter This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis’ investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan we ...
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📑 The opportunity As a Business Assurance / Compliance Officer, you will be instrumental in maintaining our high standards of service. This key role requires a dedicated and knowledgeable professional with Diploma status (working towards) in financial services. You'll be responsible for quality assurance and pre-approvals of high-risk business ...
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