Contract Services Advisor in Swindon

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 Contract Services Advisor. Providing technical guidance and support to our Partners, Advisers, and other areas of the business to ensure the appropriate application of Openwork Contract and Policy.

The benefits: 

• Salary - £30,000 to £38,000
• 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:

• To support the administration of Practice Succession Planning (incorporating Practice Buy-Out, Valuations, and Business Re-structures), providing advice and guidance of Openwork and Legacy Contracts.
• Providing support and administration linked to the re-structuring of AR business structures ensuring regulatory requirements are met.
• Support of the bi-annual Enhancement Rate Reviews and annual FIA Charge Review
• To provide and support the Head of Contract Services, Commercial Director, other Senior Management, and other areas of the business, with MI / background information covering the range of Contract Services activities and results.
• The provision of standard and Non-Standard Contract Offers and documentation, adhering to the Authority Schedule for existing firms.
• Maintenance of the Non-Standards Database.
• Administering standard and ad-hoc Adviser charging, and new contract enhancement rates.
• To administer and support the Openwork Recruitment and Sales Manager Contract and Bonus Scheme.
• To assist with both internal and external Audit requirements, undertake regular reviews of all Contract Services procedures to ensure effective, up to date and fit for purpose.
• Resolving contractual queries and providing technical contractual advice to other business areas, Partners / Advisors and Sales Management as required.

What will you need to succeed?

Experience with mergers and acquisitions

Financial Services experience (Advantageous but not essential)

Experience of dealing with targets, SLAs, and complaint handling

Business awareness and service orientation

Knowledge of Data GDPR, and FCA regulation (Advantageous but not essential)

Excellent written and verbal communication

Excellent attention to detail

Ability to manage conflicting priorities / adapt

Technical knowledge used to resolve issues and find solutions for customers

Ability to consistently work to exacting standards managing workflow with minimal supervision

Good organisation and the ability to manage a range of tasks with conflicting priorities

Excellent working knowledge of internal systems and Microsoft office package; Word, Excel, Powerpoint and Outlook as a minimum 

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.