Cda & Data Gathering Consultant

7 months ago

Swindon, United Kingdom Openwork UK Ltd Full time

Do you want be part of a team with a ‘can do’ spirit with a shared vision for shaping and improving outcomes for their customers? As a CDA Consultant you will play a key role in promoting The Openwork Partnership's core values through providing our customers with a great experience centred around really understanding their needs. We are looking for someone who is able to exhibit agile, flexible, and collaborative working practices to help us drive through greater efficiencies. Someone who is driven to succeed, to learn and develop.

The purpose of the Centralised Data consultant is to analyse and input ceding scheme information to ensure the correct information is received and replayed in the Suitability Report. Ensuring that all cost information, features, and benefits are accurately keyed and represented in the analysis. Working to agreed service level agreements (SLAs) and both regulatory and Openwork Sales Process standards at all times. This Is a high volume and fast paced role which acts as an excellent step Into the Wealth Advice space.

**This is a hybrid role based in our Swindon office, with the flexibility to work from home 2-3 days a week.**

**The benefits**:

- Salary - £25,000 - £35,000
- 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 - 1x salary
- Death in service - 4x salary
- 25 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.

**Your responsibilities will include**:

- Analyse product information received to complete a cost analysis and produce a draft client report for the introducing adviser.
- Regularly chase the adviser and/or providers where there are outstanding requirements.
- Work in collaboration with Openwork’s financial advisers to ensure that their requirements are met, which allows them to provide suitable advice.
- Ensure all work is completed compliantly and within agreed service level agreements.
- Identify and champion improvements to team processes and procedures.
- Responsible for pro-actively managing individual pipeline of cases.

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