The opportunity
Are you an experienced leader, passionate about nurturing and encouraging next generation professionals?
You'll be responsible for shaping the next generation of Financial Advisers within our partnership. 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 requirements, and driving forward our adviser pipeline strategy - helping us build a future ready partnership.
Join our mission to make financial advice accessible to everyone. This is a Swindon based role, however nationwide travel will be required.
What we offer:
1. Salary - up to £40,000
2. Bonus scheme - on target bonus - 7.5%
3. Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
4. Critical illness cover
5. Income protection
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 to include private medical insurance, dental insurance and much more.
What you'll be doing:
9. Managing and nurturing next generation advisers through structured development programmes
10. Providing coaching, mentoring and guidance to ensure engagement and collaboration
11. Act as the primary point of contact for performance and well being
12. Align training activities to professional qualifications
13. Partner with Openwork Business School to ensure programme quality and attendance for your cohorts
14. Monitor and record progress towards competency status
15. Coordinate with business functions to assist with the graduates learning the structure of the company
16. Identify future resource gaps and ensure graduates are ready to fill resource gaps across the partnership
17. Provide regular reporting on team and individual progress, exam success rates and competency milestones
18. Recommend improvements to the programme based on feedback
What will you need to succeed?
19. Experience in a early careers leadership role ideally from a Financial Services background
20. Proven ability to coach and motivate early careers professionals
21. Organised and empathetic to support team members through what maybe their first corporate role
22. Continuous improvement mindset
23. Ability to identify and deliver improvements in our customer journey and service delivery
24. The ability to manage resource / workflow and multiple tasks and priorities to deadlines, delegating as appropriate
25. Strong relationship management and interpersonal skills with the ability to build effective working relationships
26. Proven ability to lead, implement and drive change initiatives
27. Ability to consistently achieve standards and deadlines
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.