Senior Technical Support - Training & Competence (T&C)

The opportunity

This is a key role, ensuring the appropriate application of our policy and procedures, provision of technical expertise and support to our Partners, Advisers, and Partnership.

Maintaining and reporting on T&C related activities and co-ordination of the Openwork Financial Monitoring programme, you'll bring technical expertise, attention to detail and a proactive approach to the team.

This is a 12 month Fixed-Term contract, hybrid role, with 2 days per week in our Swindon office.

The benefits:

• Salary - up to £35,000
• 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 - 1x salary
• Death in service - 4x 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
  
  

Key Accountabilities:

• Maintain accurate and up to date Audit trail of T&C records, licensing, and competencies
• Production of regular and ad hoc reports .
• Key involvement in all T&C related projects, monitoring and communicating results
• Annual and ongoing scheduling of cyclical and risk Financial Reviews, ensuring all assessments of Partners, Shareholders and Advisers are completed in line with the Financial Monitoring Programme and Openwork Risk Definitions.
• Completion of an assessment of financial soundness to FCA and Openwork Standards.
• High quality records and documentation clearly and concisely supporting decisions.
• Timely completion of reviews with weekly progresses in line with the ‘Follow up’ approach and concluded within SLAs.
• Approval of Risk Assessments, making decisions on challenging cases within agreed Standards.
• Timely completion and review of Financial Monitoring Questionnaires, reconciliations and bi-monthly credit reports
• Maintain accurate Control Documents
• Liaise with Supervision teams on all aspects of T&C, including supporting systems and processes.
• Responsibility for ensuring our T&C framework and documents are up to date and any changes are effectively communicated.
• Engaging with the Chartered Insurance Institute
  
  

What will you need to succeed?

• Demonstrable focus on customer service and process improvements.
• Experience of the Financial services industry
• Excellent problem solving and decision-making skills
• Ability to build and maintain strong working relationships
• Strong written and verbal communication skills
• Experience of working with MI including root cause analysis and trends
• Ability to handle potentially sensitive and confidential information
• An understanding of the credit search and Companies House processes and systems
• Good working knowledge of the Openwork Sales Process
• Good knowledge of products and related licences
• Technical knowledge used to resolve issues and find solutions for customers
• Good organisation and the ability to manage a range of tasks with conflicting priorities
  
  

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 2022. 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