Join to apply for the Wealth Solutions Delivery Manager role at The Openwork Partnership
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Join to apply for the Wealth Solutions Delivery Manager role at The Openwork Partnership
The Openwork Partnership provided pay range
This range is provided by The Openwork Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
We're seeking a Wealth Solutions Delivery Manager to inspire, guide and elevate a team of financial advisers, ensuring delivery of high quality, compliant and client-focused wealth advice. This role fuels business performance, fosters professional development and maintains adherence to regulatory and company standards.
Join our mission to make financial advice accessible to everyone.
Hybrid role, based 2-3 days in our Swindon office.
What we offer:
* Salary - £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 to include private medical insurance, dental insurance and much more.
What you'll be doing:
* Lead, coach and develop a team of financial advisers 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
* Analysis of performance and productivity data and illustrate the results
* Participate in audits, training and competence checks and oversee any necessary remedial action
* Promote a culture of risk awareness and compliance
What you'll need to succeed:
* Diploma in Financial Planning (level 4), with a strong understanding of Investment, Pension and protection products
* Experience in a leadership role
* Proven ability to coach and motivate advisers in a regulated environment
* 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
* Experience to make decisions on complex or borderline client cases including when to refer or to approve
* Continuous improvement mindset to recognise where existing advice processes need amending for quality or efficiency.
* 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
* Proven ability to lead, implement and drive change initiatives, being an agent for change
* Good analytical, problem-solving and decision-making ability, able to use sound judgement
* Able to operate and remain calm under pressure
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.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and General Business
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