2 Financial Services / Investment jobs in Gorse Hill, Swindon

As Operational Performance Manager, you'll be at the heart of driving service excellence within our Partnership Services Function. In this dynamic, hands-on role, you'll lead and oversee the day to day operations - ensuring seamless delivery of services, operational efficiency, compliance and a culture of continuous improvement. You'll play a key strategic role in supporting scalable, client focused operations aligned with our business growth. Your leadership will span across several core teams, including our Emerging Talent, Admin, and Paraplanning Teams. Join our mission to make financial advice accessible to everyone.,

• Monitor and optimise all operational activities
• Ensure capacity limits do not break
• Working alongside the Relationship manager to ensure full-service utilisation at all times
• Work with the operations design lead to fully document, optimise, review and refine all our operational procedures
• Design and deliver team training around operational activities
• Maintain service excellence and resolve queries as needed
• Conduct performance reviews, identify development areas and oversee CPD activities
• Monitor metrics and report on performance
  
  Level 4 Diploma in Financial Planning
• Previous team leadership or supervisory experience
• Good understanding of T&C framework
• In depth knowledge of pensions, investments, protection, tax planning and cashflow modelling
• Keen eye for quality and ability to determine actions on any underperformance, including coaching, formal plans or escalation and determining actions on remedial steps
• Continuous improvement mindset to recognise where existing processes need amending for quality or efficiency and to deliver improvements in our customer journey and service delivery
• The ability to manage resource / workflow and multiple tasks and priorities to deadlines, delegating as appropriate
• Strong relationship management and interpersonal skills with the ability to build effective working relationships
• Strong IT skills, with working knowledge of MS Office, in particular Word, Excel, PowerPoint, and Outlook
  
  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.


• Salary - £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.