At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it's our shared history, our DNA. Whether you are planning a career with us, growing your business, protecting your family, or building a retirement plan… o...

This is a brand new role, key in supporting the delivery of Omnis' messaging to our adviser network. The key deliverables of the role are to: Increase awareness and understanding of Omnis' investment strategies and principles; Increase adoption of Omnis products and services, particularly within 2plan wealth management; Communicating investment strategies to adv...

At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it's our shared history, our DNA. Whether you are planning a career with us, growing your business, protecting your family, or building a retirement plan… our...

Providing strategic guidance and bespoke field-based consultancy services to our network of firms within Openwork, this is a role key to the growth of the business. Alongside the Head of Business Consultancy, You'll l ead the design, delivery, evaluation, and ongoing improvement of the Business Consultancy strategy, aimed at enhancing capacity and efficiency of Openwork Partners, advise...

We are seeking a dynamic and experienced Protection Adviser to join our growing team. Reporting to the Partnership Services Team Leader, the primary purpose of role is to proactively own and manage high quality protection and GI advice following the Openwork Sales Process guidelines. Managing communications with clients, advisers, and 3rd party contacts, you will follow workflows and comp...

At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it's our shared history, our DNA. Whether you are planning a career with us, growing your business, protecting your family, or building a retirement plan&helli...

Due to our continued growth, we are looking for an Assistant Accountant to come and join the finance team at 2plan wealth management. This is hybrid role with one day per week in our Leeds office. The benefits: Salary -£30,000 to £35,000 Bonus scheme - on target bonus –7.5% Pension scheme - contribute up to 5...

We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with our Advisers, ensuring they are utilising the most up to date and market rea...

At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of creating comprehensive, well-researched suitability reports ensuring optimal outcomes for our customers. Your role involves handling intricate, technical projects and making a real impact in our client's financial journ...

As a Business Assurance / Compliance Officer, you will be instrumental in maintaining our high standards of service. This key role requires a dedicated and knowledgeable professional with Diploma status (working towards) in financial services. You'll be responsible for quality assurance and pre-approvals of high-risk business across a wide range of wealth management products, ensuring adherence ...

We are looking for a highly motivated and experienced Change Leader. Who will lead strategic change across The Openwork Partnership, ensuring customer centric end to end thinking across all business areas, from developing robust solutions through to monitoring success when implementations go live. Responsible for establishing and embedding business value with end-to-end thinking across ...

Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, providers, 3rd parties, clients, general admin functions as well as maintaining the CRM records accurately. This is a 12 month fixed term contract, based...