Job Description

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 is essential.

You will act as a member of the Payment Services team, helping it to achieve its operational objectives and ensuring that it delivers a high quality and cost effective service.

This is a 12 month fixed-term contract, 2 days a week in the Swindon office.

The benefits:

Salary - up to 25,000 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 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.

Key Accountabilities:

You will assist the business in processing income attributable to financial advisers You will allocate income received to business submissions Processing income in line with company procedures You will be responsible for investigating unallocated transactions and action where required to allow their allocation Maintain accurate and timely financial records Maintain a strong control environment Support the preparation of month end reporting Support the Finance Team with ad hoc analysis where relevant Provide modular and ad-hoc adviser training on submission requirements and reporting systems Establish and maintain relationships with product provider commission & agency teams Analyse and report trends in submission errors and queries to support ongoing adviser engagement programmes Contribution to the process definition and policy decisions Promote positive customer relationships Demonstrate flexibility by responding to internal customer requests in a positive and timely manner

What will you need to succeed?

Experience of operating in a busy and demanding multi-functional role A strong understanding of Openwork Partners / Advisers, with an appreciation of the challenges and pressures they face, with the ability to deal /adapt as appropriate Able to manage and positively influence effective and cohesive relationships with often challenging customers with very high expectation levels Issue resolution and complaint handling Strong understanding of related policies and procedures as affects/impacts payments Awareness of Financial Services Experience of dealing with hard-wired mandatory targets and to strict SLAs Skills and Competencies:
Professional manner; enthusiastic and positive attitude Good eye for detail, ability to work with large amounts of data in a timely but accurate manner Flexible attitude; willing to support team members with cover and assistance Able to build relationships with other business areas and external stakeholders Numerate with strong analytical skills; strong excel skills Competent time management skills; able to prioritise, resource, and plan workload; willing to take initiative Comfortable working with large financial figures and maintaining confidentiality Proficiency with spreadsheets Ability to work to deadlines in a fast paced environment

Why us?

At The Openwork Partnership, 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.