Partnership Services Team Leader

3 months ago

Swindon, United Kingdom Openwork Full time

**The opportunity**: Reporting to the Head of Partnership Services, the Partnership Services Team Leader is responsible for the day-to-day operations and management of the Partnership Services Business Support Team (Non-Sales) and management of the relationships within the Partnership, ensuring that the team are performing against all agreed objectives.

**This is a hybrid role based 2-3 days a week in our Swindon office.**

**The benefits**:

- Salary - up to £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.

Key Accountabilities:

- Manage the day to day running of the Business Support Team
- Works with the Head of Partnership Services to manage the Performance of the overarching Team
- Manage the relationship with, but not limited to Internal colleagues such as PDMs, Recruitment and Onboarding Teams and Colleagues
- Manage the relationship with Introducing Partnership Firms, OWL And 2plan and their Advisers
- Responsible for Performance Management of the Team, including but not limited to; Campaign Management, Lead Performance, Monthly
- Reporting, Ad-hoc MI requested by Head of PS
- The primary contact to manage escalated issues and seeing them through to resolution.
- Commission Payment Management making any necessary manual payments to advisers and managing broker fees coming in through cash flow
- Socialising the benefits of Partnership Services through our Online or Face to Face Events such as Peer Groups, PDM Meetings, Conferences etc
- Being a key stakeholder for all project work for the team and be involved with projects across the wider business to bring experience to the groups.

**What will you need to succeed?**:

- 2 years’ experience managing a team with experience in Financial Services
- Desirable: CeMAP (or equivalent) qualified or studying for this.
- Ability to motivate others in the team to deliver high performance
- Flexibility and able to adapt quickly to changing priorities
- Self-motivated and very well organised
- Able to handle difficult challenges in a calm and professional way
- An understanding of The Openwork Partnership adviser model.
- Desirable: to have a basic understanding of holistic advice
- Knowledge of MCOBS / ICOBS regulatory requirements.
- Knowledge of Financial Services products including Mortgage and Protection
- Excellent Numerical skills
- Excellent English spelling and grammar
- Computer literate and proficient working in Word, Excel, PowerPoint
- Strong customer services ethic.
- A clear communicator who can engage over the phone or face to face.

**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.

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