The opportunity
Play a key role in the growth of our Partnership by leading the diligence, assessment, and integration of advice firms. Acting as a day-to-day lead across selected transactions, you’ll ensure that acquired client books and firms are transitioned smoothly, compliantly, and with minimal disruption to both clients and advisers. This role is central to delivering a seamless onboarding experience, supporting our adviser lifecycle strategy and helping set firms up for long-term success within the Partnership. This role is a hybrid role, 3 days a week in the Swindon office. The benefits:
1. Salary - up to £75,000
2. Bonus scheme - on target bonus - 15%
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.
KEY ACCOUNTABILITIES:
9. Deliver detailed operational, financial, and client book analysis on acquisition targets, including adviser and client data insights
10. Coordinate day-to-day data collection and validation from target firms, ensuring accuracy and completeness
11. Support the production of diligence reports, risk assessments, and financial models to inform decision-making
12. Assist with planning and execution of integration activities across operations, technology, client transitions, and compliance
13. Track integration progress, manage stakeholder updates, and ensure timely delivery of key milestones
14. Provide wider analytical support, including investment evaluation, market analysis, and business case development for acquired businesses
What will you need to succeed?
15. Strong experience within intermediated/retail financial services, with a focus on acquisitions, diligence, integration, and project delivery
16. Good understanding of the UK financial advice market, including FCA regulation, adviser models, and client servicing frameworks
17. Able to assess commercial performance, identify risks, and recommend appropriate mitigations
18. Confident communicator with the ability to influence and engage stakeholders at all levels
19. Strong project and stakeholder management skills, with the ability to manage complex integrations and competing priorities
20. Proactive and adaptable team player with excellent interpersonal skills, high emotional intelligence, and the ability to take ownership and drive outcomes
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.