We're seeking an experienced Team Manager to inspire, guide, and elevate a team of Financial Planners, ensuring high quality, compliant, and client-focused financial advice is delivered. This role is responsible for fueling business performance, enhancing professional development, and maintaining adherence to regulatory and company standards.
The opportunity
Join our mission to make financial advice accessible to everyone.
Hybrid role, based 2-3 days in our Swindon office.
What we offer:
* Salary - £50,000 - £55,000
* Bonus scheme - on target bonus - 10%
* 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 including private medical insurance, dental insurance, and more.
What you'll be doing:
* Lead, coach, and develop a team of Financial Planners to meet individual and team KPI’s
* Foster a high-performance and client-centric culture
* Monitor and ensure advice given is suitable, compliant, and aligned with client needs
* Support complex case discussion and act as a technical escalation point
* Oversee onboarding and review processes to ensure consistent quality
* Collaborate with marketing and compliance to support growth opportunities and initiatives
* Analyze performance and productivity data
What will you need to succeed?
* Level 4 Diploma in Financial Planning, with a strong understanding of Investment and Pension products
* Proven ability to coach and motivate advisers in a regulated environment
* Keen eye for quality and ability to manage performance in line with quality measures
* Confident making decisions on complex client cases, including when to refer or approve
* Continuous improvement mindset to recognize where existing advice processes can be improved
* Ability to manage resources, workflows, and multiple tasks to deadlines
* Stakeholder management and interpersonal skills to build effective relationships
* Proven ability to lead, implement, and drive change initiatives
* Strong analytical, problem-solving, and decision-making abilities, using sound judgment
Why us?
We're a dynamic, fast-paced, and growing business with huge ambition. This is made possible by our brilliant people. We're investing heavily in our colleagues, striving to provide a platform for personal and professional development.
We’re proud of our culture, recognized as one of the Best 100 Large Companies to work for in 2022. We value and respect individuality and are committed to an inclusive environment that recognizes and celebrates differences. At Openwork, we believe everyone can make a difference, and race, religion, disability, and gender are never barriers. We foster a caring ethic where you can balance a successful career with outside commitments. We trust you to bring your best self to work, choosing when, where, and how you do it.
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