This is an exciting opportunity for a 12 month secondment, joining the Wealth Advice and Sales Process team. This opportunity would suit a colleague keen to develop their career and widen their knowledge of the Wealth Advice process. You'll learn skills required to create, present and communicate process guidance, support advisers and FIRST with queries and attend forums and working groups. A full diploma qualification is desirable, but not essential if the applicant is studying towards or holds the levels of knowledge required. An inbuilt sense of curiosity, the ability to see the end to end picture and great communication skills are a must. This is a 12 month FTC or secondment opportunity. The benefits: Salary - up to £60,000 Bonus scheme - on target bonus - 15% 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. Key Accountabilities: Engaging in effective and regular provider and adviser consultation on Advice Process requirements and design Define, implement and manage Advice Process across all business lines Processes that drive and support profitable execution of the Openwork Partnership proposition and business model Acting as SME for the Wealth advice process Cost effective Advice Process design, implementation and maintenance of Openwork’s regulatory and financial performance criteria What will you need to succeed? Diploma qualified Advice Process design and improvement including experience of drafting guidance documents Project Management/Business Lead/SME experience Dealing face to face and over the phone with Providers and Advisers Good overall knowledge of the financial services industry. Detailed knowledge of the advice process and Openwork proposition Knowledge of industry developments Good knowledge of regulatory requirements in relation to retail distribution Good understanding of financial services products including investments, pensions and mortgages Sound judgement and decision making Continually seek to improve and develop knowledge in relevant areas 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.