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 guide cohorts of trainees as they embark on their journey towards becoming qualified and competent financial advisers. You'll play a key part in delivering a structured training plan, providing pastoral support, upholding regulatory development frameworks, and driving forward our adviser pipeline strategy - helping us build a
future ready Partnership Services.
This is a Swindon based role, however nationwide travel will be required.
What we offer:
Salary - 40,000
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
Death in service - 4x salary
27 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.
What you'll be doing:
Manage a team of trainees through structured development programmes
Provide coaching, mentoring and career guidance to ensure high engagement and retention
Act as the primary point of contact for performance and well being
Align training activities to professional qualifications
Liaise with the Openwork Business School to ensure programme quality and attendance
Monitor and record progress towards competency status
Ensure all trainees meet our internal regulatory requirements, promoting a culture of risk awareness and compliance
Conduct file reviews and shadowing sessions to assess readiness for live advice delivery
Coordinate with business functions to assist with the graduates learning the structure of the company
Identify future resource gaps and ensure graduates are ready to fill resource gaps across the partnership
Provide regular reporting on team and indivual progress, exam success rates and competency milestones
Recommend improvements to the programme based on feedback
What will you need to succeed?
Experience in a leadership role (Financial Services preferred)
Proven ability to coach and motivate early career professionals in a regulated environment
Organised and empathetic to support team members through what maybe their first corporate role
Keen eye for quality and ability to determine actions on any underperformance, including coaching, formal plans or escalation and determining actions on advice file issues and associated remedial steps
Continuous improvement mindset to recognise where existing processes need amending for quality or efficiency. The ability to identify and deliver improvements in our customer journey and service delivery
The ability to manage resource / workflow and multiple tasks and priorities to deadlines, delegating as appropriate
Strong relationship management and interpersonal skills with the ability to build effective working relationships
Strong verbal and written communication, influencing & negotiation skills
Proven ability to lead, implement and drive change initiatives, being an agent for change
Ability to consistently achieve standards and deadlines without a need for supervision
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 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities - just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other 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.
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