T&C Senior Technical Support

The Openwork Partnership; Swindon; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Salary - £30,000 - £35,000

Bonus scheme - on target bonus - 7.5%

Pension scheme - Open to contribute

Critical illness cover

Income protection

Death in service - 4x salary

27 days holiday + bank holidays

Private medical insurance and dental

Job summary

The Openwork Partnership is seeking a hybrid role based in Swindon to provide technical support and guidance on T&C policies and procedures. You will support Partners, Advisers and internal teams, ensuring T&C processes, licensing and financial monitoring activities are completed accurately and on time.

The role emphasizes attention to detail, strong organisation, and the ability to manage diverse tasks while maintaining up-to-date records and clear communication.

Qualifications

• Administrative experience with great organisational skills.
• Strong attention to detail with the ability to work on a variety of tasks.
• Financial services experience is a bonus, but not essential.

Responsibilities

• Assess the financial status of Partners, Shareholders and Advisers.
• Coordinate financial monitoring activity.
• Maintain accurate and up-to-date T&C records.
• Produce regular and ad-hoc reports on T&C activity.
• Identify system and process improvements.
• Keep T&C frameworks and documentation up to date and communicate changes clearly.

Skills

Administrative skills

Attention to detail

Organisational skills

Team player

Job description

This role is responsible for providing technical support and guidance on Openwork policies and procedures within our T&C function. Supporting our Partners, Advisers, and internal teams, ensuring T&C processes, licensing, and financial monitoring activities are completed accurately and on time.,

• Assessing the financial status of Partners, Shareholders and Advisers
• Coordinate financial monitoring activity
• Maintain accurate and up-to-date T&C records
• Produce regular and ad-hoc reports on T&C activity
• Identify system and process improvements
• Keep T&C frameworks and documentation up to date and communicate changes clearly
• Strong attention to detail with the ability to work on a variety of tasks
• Administration experience with great organisational skills
• Passionate and energetic mindset with ability to work well within the team
• Financial services experience is a bonus, but not essential

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.

Please note, this is a hybrid role based in Swindon.

Benefits package

• Salary - £30,000 - £35,000 depending on experience
• 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
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• Up to 3 working days per year of paid time to participate in volunteering activities
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.