1 Financial Services / Investment jobs in Potterne, Wiltshire

As Contract Services Adviser, you'll play a crucial part providing technical guidance and support to our Advisers, Partners and other business areas, ensuring the appropriate application of Openwork Contract and Policy. Your expertise supports business expansion, continuity, and progress. This is an exciting time to join our established Contract Services Team to help support our wider M&A offering. Hybrid role, based 2 days a week in our Swindon office.,

• To administer Practice Succession Planning, providing advice and guidance of Openwork and Legacy Contracts
• Responsibility for the re-structuring of AR business structures ensuring regulatory requirements are met
• Support of the bi-annual Enhancement Rate Reviews and annual FIA Charge Review
• The provision of standard and non-standard Offers and Contractual documentation
• To support the Commercial Director and other Senior Management with technical contractual advice, background, MI, and contractual implications (existing and Legacy)
• The provision of standard and Non-Standard Contract Offers and documentation, adhering to the Authority Schedule for existing firms
• Maintenance of the Non-Standards Database
• Administering standard and ad-hoc Adviser charging, and new contract enhancement rates
• To administer the Openwork Recruitment and Sales Manager Contract and Bonus Scheme
• To provide Head of Contract Services, Senior Managers, and other areas of the business with MI
• To assist with both internal and external Audit requirements, undertake regular reviews of all Contract Services procedures to ensure effective, up to date and fit for purpose
• Resolving contractual queries and providing technical contractual advice to the wider network
• Administer the Branch Standing data monthly
  
  Experience of operating in a busy and demanding multi-functional role
• Financial Services experience
• Experience of dealing with targets, SLAs, and complaint handling
• Business awareness and service orientation
• Knowledge of Data GDPR, and FCA regulation (Advantageous but not essential)
• Excellent written and verbal communication
• Excellent attention to detail
• Technical knowledge used to resolve issues and find solutions for customers
• Ability to consistently work to exacting standards managing workflow with minimal supervision
• Good organisation and the ability to manage a range of tasks with conflicting priorities
• Excellent working knowledge of internal systems and Microsoft office package; Word, Excel, Powerpoint and Outlook as a minimum
  
  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.


• Salary - £30,000 to £38,000
• Bonus scheme - on target bonus - 7.5%
• 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 - 1 x salary
• Death in service - 4 x 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.