Wealth Team Manager

The opportunity

We're seeking an experienced Team Manager to inspire, guide and elevate a team of Financial Planners, ensuring high quality, compliant and client-focused financial advice is delivered. This role takes responsibility for fuelling business performance, enhancing professional development and maintaining adherence to regulatory and company standards.

Join our mission to make financial advice accessible to everyone.

Hybrid role, based 2-3 days in our Swindon office.

What we offer:

• Salary - £50,000 - £55,000
• Bonus scheme - on target bonus - 10%
• 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
• 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.
  
  

What you'll be doing:

• Lead, coach and develop a team of Financial Planners to meet individual and team KPI’s
• Foster a high performance and client centric culture
• Monitor and ensure advice given is suitable, compliant and aligned with client needs
• Support complex case discussion and act as a technical escalation point
• Oversee onboarding and review processes to ensure consistent quality
• Collaborate with marketing and compliance to support growth opportunities and initiatives
• Analysis of performance and productivity data
  
  

What will you need to succeed?

• Level 4 Diploma in Financial Planning, with a s trong understanding of Investment and Pension products
• Proven ability to coach and motivate advisers in a regulated environment
• Keen eye for quality and ability manage performance in line with quality measures
• Confident making decisions on complex client cases including when to refer or to approve
• Continuous improvement mindset to recognise where existing advice processes can be improved
• Ability to manage resource / workflow and multiple tasks and priorities to deadlines
• Stakeholder management and interpersonal skills with the ability to build effective working relationships
• Proven ability to lead, implement and drive change initiatives
• Strong analytical, problem-solving and decision-making ability, able to use sound judgement
  
  

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 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.