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 firms, enhance their client propositions, and develop sustainable business plans. Working closely with the Partnership, you’ll champion excellence in Mortgage and Protection, collaborate with third-party providers, and deliver workshops and initiatives that strengthen adviser capability and client outcomes. This is a permanent, hybrid role with flexibility to work remotely and travel nationally or regionally when required.
The benefits:
1. Salary – £79,000
2. Bonus scheme – on target bonus 15%
3. Pension scheme – contribute up to 5% of your salary and Openwork will match you and add an extra 5%
4. Critical illness cover
5. Income protection – 1x salary
6. Death in service – 4x salary
7. 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
8. A range of other flexible benefits including private medical and dental insurance
Your responsibilities will include:
9. Acting as a trusted, skilled Openwork representative, building and maintaining strong relationships across the Partnership
10. Providing consultancy and business development expertise to achieve performance targets and promote best practice
11. Supporting SME advisers with business plans and commercial growth strategies
12. Delivering engaging workshops and meetings to educate clients and partners on mortgage and protection products
13. Collaborating with third-party providers to enhance service offerings and expand the client base
14. Supporting adviser growth through targeted deployment and exceptional client service
15. Producing reports and analysis on performance, activity, and outcomes
16. Working closely with the Business School training team to develop capability across the Mortgage and Protection network
What will you need to succeed?
17. Appropriate Mortgage and Protection qualifications
18. Strong understanding of the Mortgage & Protection environment and industry
19. Proven experience across B2B / intermediary relationships and FS distribution models
20. Experience supporting small and medium-sized businesses with commercial planning and business development
21. Sound working knowledge across protection, mortgage, and GI products
22. Understanding of financial advice regulation, key commercial models, and relevant legislation
23. Ability to manage relationships through professional and challenging interactions
24. Experience using CRM/contact systems and managing adviser pipelines effectively
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.