Openwork
### The opportunity As Fund Accounting Analyst, you will support the Fund Accounting Manager who is responsible for Omnis Investment Limited’s fund accounting and pricing activities. You'll assist with every aspect of the portfolios’ structures, holdings and fund accounting activities…
The opportunity The Vetting Services team at The Openwork Partnership plays a vital role in ensuring individuals, appointed to our network are appropriately vetted. From credit and DBS checks to references, we manage the full adviser journey from recruitment through…
Accelerate Into Wealth Advice with The Openwork Partnership We’d love to hear from experienced Mortgage and Protection Advisers, actively looking to progress into Wealth Advice, to join us here at The Openwork Partnership. Through expert led training, structured learning pathways,…
The opportunity Accelerate Into Wealth Advice with The Openwork Partnership We’d love to hear from experienced Mortgage and Protection Advisers, actively looking to progress into Wealth Advice, to join us here at The Openwork Partnership. Through expert led training, structured…
The opportunity We have multiple opportunities to join the team as a Software Developer. Responsible for contributing to the development, and maintenance of scalable software solutions that support 2plan’s business objectives, you'll combine execution and strategy, ensuring quality delivery while…
The opportunity As Senior Developer, you'll play a pivotal role in delivering high quality, scalable, and maintainable software solutions that support 2plan’s business objectives. This role combines deep technical expertise with a collaborative mindset, contributing to both hands on development…
The opportunity We're looking for a detail oriented agency management administrator to support key regulatory and administrative processes. You'll handle agent changes, references, transfers, terminations, and updates to records ensuring full compliance with FCA and The Openwork Partnerships requirements. Your…
The opportunity Join our Payment Services team and play a key role in ensuring timely, accurate and efficient processing of all payments to advisers. This is a critical position where attention to detail, reliability and ability to work to deadlines…
The opportunity This is a rare and exciting first line role, taking responsibility for the strategic delivery of our Assurance Framework (oversight controls) across The Openwork Partnership. The opportunity will give autonomy for shaping this, putting your own creative stamp…
The opportunity As part of our continued growth plans we are looking for an experienced Executive PA to join us. You'll provide full secretarial, administrative, organisational and business support to our Chief Executive Officer, as well supporting the CEO Office…
The opportunity Join our Payment Services team and play a key role in ensuring timely, accurate and efficient processing of all payments to advisers. This is a critical position where attention to detail, reliability and ability to work to deadlines…
The opportunity We are seeking a Complaints Specialist who excels in professionally resolving customer complaints, adhering to FCA rules and the Treating Clients Fairly principles. The role involves providing technical services, expertise, implementing process improvements, and conducting root cause analysis…
Are you an experienced Paraplanner looking to take the next step in your career? Are you interested in stepping into a management role, working to support the growth of a growing close knit business? If so, this Practice Manager role…
Endurance Financial was originally founded by Carl Swift and David Calow who are both practicing financial advisors. Based in Sheffield but with a UK wide client bank, we pride ourselves on our core business being from repeat business and referrals…
The opportunity Are you an experienced administrator, with a curious mindset? As Client Contact Administrator, you'll provide support to the Customer Experience Specialist in delivering the Client Contact Programme across Openwork and Owl businesses. This role plays a key part…
The opportunity Are you an experienced leader, passionate about nurturing and encouraging emerging professionals? Join our mission to make financial advice accessible to everyone. As Emerging Talent Team Leader, you'll be responsible for shaping the next generation of our Financial…
The opportunity As Operational Performance Manager, you'll be at the heart of driving service excellence within our Partnership Services Function. In this dynamic, hands on role, you'll lead and oversee the day to day operations ensuring seamless delivery of services,…
The opportunity This is an opportunity to play a key role in shaping and supporting Proposition Governance – taking ownership of high impact tasks that help ensure our product offerings are developed, managed and monitored to the highest standards, fully…
The opportunity As Middle Office Analyst, you'll support the Middle Office Manager in operationally overseeing the Omnis fund range and operational relationships with its investment management delegates. You'll act as the operational conduit to our Investment Managers for queries and…
The opportunity Following recent investment from Bain Capital and aligned with our strategic goals around succession and renewal in the network, we’re building a team to oversee and manage our strategic investments into the franchisees within The Openwork Partnership. As…
The opportunity We're on the lookout for an IT Support Coordinator to join our growing team, providing exceptional technical support across the 2plan Group. The role offers an exciting opportunity to work in a dynamic environment where you'll be responsible…
The opportunity As a “Fee Earner” you will be responsible for the continuing production of new business and new clients for Partnership Services You will work under the supervision of the Wealth Team Leader. You will be responsible for: providing…
The opportunity We are seeking a dedicated Training and Competence Supervisor to join our team of supervision experts, supporting our network of partner firms, advisers, and practice supervisors. This role plays a key part in upholding the high standards of…
The opportunity Are you detail oriented with a passion for maintaining high standards in financial advice? Join our dynamic team as a Mortgage and Protection Business Assessor, where you’ll play a vital role in ensuring the quality and compliance of…
The opportunity The primary focus of this role is to own and drive the organisation’s Business Analysis capability, ensuring that the organisation can effectively translate business needs into clear, actionable requirements for delivery and execution. Your role will be pivotal…
The opportunity We are looking for an experienced Assistant Financial Accountant, to support with our operational objectives and deliver a high quality and cost effective service within our Finance team. Working with our Finance Manager, you will deliver best in…
The opportunity We are proud of the outstanding customer service provided by our Customer Service Consultants within our FIRST team. We're seeking a Diploma qualified expert in Wealth, to support our network of advisers and internal teams with high quality,…
The opportunity We are looking for a passionate and engaging Financial Services Trainer to support The Openwork Partnership's vision to be recognised as a leader in the development of a qualified and capable community of financial advice professionals across the…