Openwork UK Ltd
# The opportunity About the Firm: Kalon Financial Limited is a modern, growing and forward thinking business with ambitious growth plans. They are a full service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a…
The opportunity The Investment Analyst alongside other members of the Investment Strategy team contributes to the investment strategy function of Omnis, including the day to day running of the Omnis tactical asset allocation process. This includes macroeconomic research, investment strategy…
The opportunity As a new entrant Financial Adviser you will be responsible for delivering compliant, client focused financial advice to an established portfolio, across pensions, investments, and protection. You’ll work closely with our central administration teams to provide an exceptional…
The opportunity You will provide holistic financial planning and wealth management advice, tailored to each client’s unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients’ long term financial wellbeing. This is a…
The opportunity As an experienced Mortgage and Protection Adviser with Octagon Financial you will provide advice to clients provided through a strong relationship with the estate agency team. This role is flexible in terms of WFH the main office is…
The opportunity As the Mortgage & Protection Development Manager, you’ll play a key role in driving growth, performance, and engagement across our adviser network. You’ll deliver impactful relationship management to our Partners, Principals, Advisers, and Supervisors helping them grow their…
The opportunity Trainee Mortgage and Protection Adviser Hybrid role, Heywood, Greater Manchester No experience necessary, all training provided as part of an academy programme About the Firm Milecross Limited is a modern, growing and forward thinking business with ambitious growth…
The opportunity A well established bespoke firm that is passionate about providing a tailored, holistic wealth management service to private clients and businesses to assist them to meet their long term financial objectives. The firm prides itself on working in…
The opportunity As an experienced self employed mortgage and protection adviser, you'll use your in depth knowledge of the market to find your clients products suitable for their needs Identify and source potential new clients and convert leads into ongoing…
The opportunity As an Experienced self employed mortgage adviser, you would be speaking to new and existing clients and working with introduces to further grow your referrals. You will take a lead from an initial enquiry to managing your own…
The opportunity This is a unique role that will suit any mortgage adviser at multiple stages within their career. Whether you’re a trainee adviser, experienced adviser or a self employed adviser, this is a role not to be ignored. For…
The opportunity About the Firm Threshold Mortgage Advice have been offering professional financial and mortgage advice since 2004 and during this time have been one of the mortgage adviser firms recommended by some of the leading UK House builders and…
The opportunity We are recruiting for an experienced Protection Specialist to join the firm on an employed basis. You will be able to enjoy the flexibility of remote working, as well as getting high quality leads. This is your chance…
The opportunity As a Mortgage and Protection Adviser with Zigzag Mortgages you will work closely with an administration team to provide advice to clients provided through a strong relationship with a top performing estate agency group. This role is based…
The opportunity As a Mortgage Adviser you will be working as part of a nationwide team, providing exceptional service to clients and giving advice across mortgages and protection. Managing incoming enquiries or growing your own client bank you will have…
The opportunity As a Mortgage adviser in the new build team, you will be working in a fast growing, industry leading team that is going from strength to strength. With all leads provided, you will be working with a number…
As Investment Analyst, you’ll play a key role in analysing, selecting, and monitoring third party asset managers for the Omnis fund range. You’ll support the team’s research activities, contribute to high quality due diligence, and help maximise the success of…
As part of our continued growth ambitions, we're looking for a Marketing Manager to drive our recruitment campaigns and activity for the group. The role focuses on attracting advisers and firms to join us, promoting our partnership as a great…
As part of our continued transformation, our Marketing team is growing! We're looking for a Senior External Communications Manager to join us and play a critical role in shaping, managing and protecting the external reputation of our organisation. You'll be…
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…
As Sourcing Data Analyst, you'll ensure that the Strategic Sourcing team and the business has access to high quality and trusted Management Information & Data to assess performance, trends and provide actionable insight across all third parties. Providing evidence with…
As we continue our growth journey, our Partnership Acquisition team play a key role in increasing our adviser headcount and securing new growth firms into the Partnership. To support this, we are looking for an experienced Telesales Executive to join…
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 to support accurate…
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 to contract…
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,…
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 growing technical…
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 and mentoring…
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 is essential.…
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 on things…
Our Payment Services team play a key role in supporting our advisers within our network. As Payment Services Adviser, you'll take responsibility for processing, allocating and investigating payments and associated queries, supporting the team in achieving its operational objectives and…
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 is essential.…
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 in evidencing…
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 Advisers. You'll…
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, operational efficiency,…
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 aligned with…
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 issue resolution…
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 quality and…
This is a 12 month fixed term contract, field based role. As a Training and Competence Manager you will ensure the effective delivery of Training and Competence (T&C) quality and risk oversight with a team of Supervision experts to Openwork’s…
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 professional regulated…
As we continue to realise our growth ambitions, we have multiple opportunities to join our Operations Services team as a Mortgage Business Assessor. You will assess the suitability of advice given by Openwork Appointed Representatives across Mortgage, Protection and Owl…