The opportunity
The Vetting Services team at The Openwork Partnership plays a vital role in ensuring individuals, appointed to our network are appropriately vetted. From credit and DBS checks to references, we manage the full adviser journey - from recruitment through to contract end. As we continue to grow, we're looking for detail-oriented caseworkers to join our dynamic team and support our expansion plans. Hybrid, Based 2 days a week in our Swindon office.
The benefits:
1. Salary - up to £28,000
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 - 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 to include private medical insurance, dental insurance and much more.
Your responsibilities will include:
9. Due diligence and a ‘fit and proper’ assessment of Adviser, Principal, AR (Appointed Representative), IAR and Employee applications and appointments, meeting regulatory and Openwork standards.
10. Pro-active coordination of the joining experience.
11. Written and verbal technical recruitment advice for, and relating to, prospective ARs, balancing service, regulatory safety and sound commercials.
12. Adherence to Openwork recruitment standards and Non-Openwork Business Interests (NOBI).
13. Referring and quality recording of the outcomes for applications not meeting Openwork recruitment standards or NOBI.
14. FCA authorisation submission, responding to requests for further information as required.
15. Accurate and timely operational MI and records.
16. Undertaking regular procedural reviews to ensure up to date and fit for purpose.
17. Quality checking including recruitment decisions, file quality and system inputs.
18. Supporting team administration and wider team tasks as required.
19. Good quality documentation, clearly and concisely supporting decisions.
20. Managing day to day workflow, changing priorities and tasks, providing support across teams, projects and initiatives.
What will you need to succeed?
21. Strong customer service experience with the ability to work in a fast paced environment.
22. Experience of operating in a busy and demanding multi-functional role.
23. Financial Services experience desirable.
24. Adviser and AR Approval Licences and the ability to coordinate the appointment of large businesses / acquisitions.
25. Good written and verbal communication.
26. Attention to detail.
27. Manages priorities / adapts effectively.
28. Uses technical knowledge to find solutions to problems.
29. Organisation, managing tasks with conflicting priorities and achieving deadlines.
30. Excellent working knowledge of internal systems and Microsoft Office package.
31. Strong customer service and relationship management and the ability to quickly establish credibility at all levels.
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 2021. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment 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.
On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits