Be part of class of 2022
This is an extraordinary opportunity to be part of our transformation journey and build a career in the financial services industry
This is an extraordinary opportunity to be part of our transformation journey and build a career in the financial services industry
Be part of class of 2022
Joining us on a two-year contract; initially you will spend time with our training teams, learning about our business, our industry and become specialists in Concert Hub: our new Customer Relationship Management (CRM) system. You will then join the team responsible for supporting our 4,300 advisers (700 firms) with their adoption of this leading technology whilst also spending some time within our head office departments. The aim of this first year is to really embed your knowledge of our industry and how professional financial advice is provided whilst getting to know The Openwork Partnership.
Apply now
Chartered Insurance Institute (CII) qualification
During your initial 3 months of training, you also will be supported through R01: Regulation & Ethics: Chartered Insurance Institute (CII) and complement this later in the scheme with CF6: Mortgage advice. Giving you an industry recognised Mortgage qualification (Certificate in Mortgage Advice), and should you want it, a gateway into wealth advice.
The Openwork Partnership Graduate Scheme
Financial advice
After getting to grips with how we operate you’ll spend your first twelve months partnering with adviser firms to support their journey and transition to the adoption of the new CRM with a focus on driving engagement within those firms. This system will be integral to how our firms do business, provide advice and ultimately look after clients in the future. By understanding and helping them on this journey you will embed your understanding of financial advice, how our industry works and see first-hand how professional advisers provide clients with financial advice.
Our industry
You will then move into the second year of the programme and will be given the opportunity to apply for 2 six-month rotations within our Head Office functions, these opportunities could be within Business Change, Technology, Operations, HR and further. During this time, you will gain further insight into our industry and what it takes behind the scenes to deliver our strategy.
In the second year of the programme, we will also support you to gain your Lean Six Sigma Green Belt qualification, developing your project management capability and allowing you to continue your learning journey with us.
The Openwork Partnership Graduate Scheme
After getting to grips with how we operate you’ll spend your first twelve months partnering with adviser firms to support their journey and transition to the adoption of the new CRM with a focus on driving engagement within those firms. This system will be integral to how our firms do business, provide advice and ultimately look after clients in the future. By understanding and helping them on this journey you will embed your understanding of financial advice, how our industry works and see first-hand how professional advisers provide clients with financial advice.
You will then move into the second year of the programme and will be given the opportunity to apply for 2 six-month rotations within our Head Office functions, these opportunities could be within Business Change, Technology, Operations, HR and further. During this time, you will gain further insight into our industry and what it takes behind the scenes to deliver our strategy.
In the second year of the programme, we will also support you to gain your Lean Six Sigma Green Belt qualification, developing your project management capability and allowing you to continue your learning journey with us.
Support
With our support, this role could lead to a career in wealth management, supporting one of our many adviser firms and achieving chartered financial adviser status. It could alternatively lead to a successful career with the central functions of The Openwork Partnership itself.
Apply nowWhat will you need to succeed?
- 2:1 minimum university degree, preferably with a business focus such as Economics, Business Studies, Accountancy or similar
- Established work experience either paid or voluntary
- Passion for Financial/Professional Services and delivering technology project solutions
- Demonstrable relationship building capability
- Entrepreneurial spirit, innovative thinking and resilient attitude
- Comfortable with interpreting information to inform business decisions
- Confident, articulate communicator
- Ability to provide training support, write material and create reports
- Strong organisational skills
- Full UK driving license
Why The Openwork Partnership?
Ambition
We’re a dynamic, fast paced and growing business with huge ambition and we believe this is all made possible by the brilliant people who are part of the Openwork Partnership family. We’re investing heavily in the development of our people, continuously striving to give them a pathway to reach their full potential. We’re also very proud of our culture, having placed in the Top 100 Best Companies to work for again in 2020!
Reward
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.
We are offering a base salary of £25,000 plus a 7.5% bonus upon successful completion on the 24-month programme.
The Openwork Partnership is one of the largest financial advice businesses in the UK, with a strong shareholder base and a professional community of over 4,100 financial advisers. We’ve been ever-present in the UK’s financial advice market for over 50 years, and because of our rich heritage we have the know-how and experience to understand what it really takes to provide a secure home for high quality, customer-focused advisers.
Why The Openwork Partnership?
We’re a dynamic, fast paced and growing business with huge ambition and we believe this is all made possible by the brilliant people who are part of the Openwork Partnership family. We’re investing heavily in the development of our people, continuously striving to give them a pathway to reach their full potential. We’re also very proud of our culture, having placed in the Top 100 Best Companies to work for again in 2020!
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.
We are offering a base salary of £25,000 plus a 7.5% bonus upon successful completion on the 24-month programme.
The Openwork Partnership is one of the largest financial advice businesses in the UK, with a strong shareholder base and a professional community of over 4,100 financial advisers. We’ve been ever-present in the UK’s financial advice market for over 50 years, and because of our rich heritage we have the know-how and experience to understand what it really takes to provide a secure home for high quality, customer-focused advisers.
How to apply
All applications must be made online. As part of the online application, we require you to upload your CV and include a covering letter explaining why you are interested in beginning your career with The Openwork Partnership, and why you believe you would be a great fit for our graduate scheme.
Should you be successful in passing initial screening you will then be asked to complete one or more stages of our assessment process.
