Senior Contract Services Advisor

5 months ago


Swindon, United Kingdom Openwork UK Ltd Full time

At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your business, protecting your family, or building a retirement planour purpose is to make it easier for you to face your future with confidence and optimism.

The Openwork Partnership brand continues to grow, both in terms of our adviser network and our colleagues across the Group.
- Key Accountabilities:

- The provision of technical advice; face to face, written and verbally, to and relating to, new and existing AR’s and Partners - balancing a high-quality service with the right commercial outcomes.
- Presenting to Partners / Advisers and within the business as required.
- Relationship management with Key Accounts.
- Technical expertise (SME) on Contracts and Financial Manuals; Openwork, Zurich / ZAN and Allied Dunbar legacy.
- The provision and ongoing monitoring of Standard and non-standard offers and contractual arrangements for new and existing AR’s.
- To manage and administer Practice Succession Planning, incorporating Practice Buy Outs (PBO) and Business Re-structures, providing expertise and guidance.
- Due diligence, a ‘fit and proper’ assessment of new ARs, Re-structures, Principals, Advisers or Employees, adhering to the Openwork Policy and Contract Standards and regulatory requirements.
- Liaising with Legal to progress, facilitate and report legal actions as required.
- Resolving contractual queries and providing technical advice to other business areas, Partners / Advisors and Field Management



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