- Salary - £38,000 to £44,000
- Bonus scheme - on target bonus -7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more. Key Accountabilities:
- The provision of technical advice; face to face, written and verbally, to and relating to, new and existing AR's and Partners - balancing a high-quality service with the right commercial outcomes.
- Presenting to Partners / Advisers and within the business as required.
- Relationship management with Key Accounts.
- Technical expertise (SME) on Contracts and Financial Manuals; Openwork, Zurich / ZAN and Allied Dunbar legacy.
- The provision and ongoing monitoring of Standard and non-standard offers and contractual arrangements for new and existing AR's.
- To manage and administer Practice Succession Planning, incorporating Practice Buy Outs (PBO) and Business Re-structures, providing expertise and guidance.
- Due diligence, a 'fit and proper' assessment of new ARs, Re-structures, Principals, Advisers or Employees, adhering to the Openwork Policy and Contract Standards and regulatory requirements.
- Applying to and liaising with, the FCA to gain the appropriate authorisations required.
- Liaising with Legal to progress, facilitate and report legal actions as required.
- Resolving contractual queries and providing technical advice to other business areas, Partners / Advisors and Field Management
- Previous Financial Service experience.
- Experience of operating in a busy and demanding multi-functional role.
- Experience of proactively managing a pipeline of work against SLAs and deadlines and complaint handling.
- Business awareness and service orientation.
- Good understanding of the Financial Services Industry, including Financial Conduct Authority, Consumer Duty, Data Protection, Anti Money Laundering and Vulnerable Customer principles and how to apply these to day-to-day processes.
- Broad understanding of Financial Services marketplace and competitors.
- Excellent working knowledge of internal systems and Microsoft office package; Word, Excel, PowerPoint, and Outlook as a minimum.
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Senior Contract Services Advisor - Swindon, United Kingdom - The Openwork Partnership
Description
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 business, protecting your family, or building a retirement plan... our purpose is to make it easier for you to face your future with confidence and optimism.
The Openwork Partnership brand continues to grow, both in terms of our adviser network and our colleagues across the Group.
As a Senior Contract Services Advisor, you will provide technical guidance and SME support to our Partners, Advisers, and other areas of the business to ensure the appropriate application of Openwork Contract and Policy.Benefits:
What will you need to succeed?
Why us?
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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