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The Openwork Partnership jobs

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TRAINEE FINANCIAL ADVISER

Initially carrying out an administrative role, supporting advisers with their administrative requirements. Maintaining robust and accurate records on the internal CRM. Undertake basic fact find activities. Identify new business op...

CompanyThe Openwork Partnership
AddressBuckinghamshire, England
CategoryBanking
Salary£24,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted 14 hours ago See detail

Trainee Financial Adviser New

The Openwork Partnership

Buckinghamshire, England

£24,000 - £35,000 per annum

Initially carrying out an administrative role, supporting advisers with their administrative requirements. Maintaining robust and accurate records on the internal CRM. Undertake basic fact find activities. Identify new business op...

14 hours ago seen See more...

Office Administrator

The Openwork Partnership

Suffolk, England

£13 Hourly

Diary management. Report filing. Client contact. Provider contact. Good administration and organisational skills. Good Communication skills with an excellent telephone manner. General Office 365 skills. Ability to work independent...

5 days ago seen See more...

Senior Financial Administrator

The Openwork Partnership

Berkshire, England

£30,000 - £35,000 per annum

Gathering information on the clients behalf. Liaising with pension and investment providers. Regular contact with the financial advisers. Preparing the relevant paperwork for client meetings. Production of suitability reports. De...

2 weeks ago seen See more...

Administrator

The Openwork Partnership

Berkshire, England

£26,000 per annum

Answer initial client contact, incoming calls, and emails, and responding to client queries where appropriate. To manage diaries, booking in all relevant business and personal commitments. Contact clients to arrange meetings and c...

2 weeks ago seen See more...

Office Administrator

The Openwork Partnership

Suffolk, England

£13.00 per hour

Diary management. Report filing. Client contact. Provider contact. Good administration and organisational skills. Good Communication skills with an excellent telephone manner. General Office 365 skills. Ability to work independent...

3 weeks ago seen See more...

Mortgage Adviser

The Openwork Partnership

Avon, England

£30,000 - £80,000 per annum, OTE

Provide expert mortgage advice to clients, specialising in new build properties. Utilise provided leads to generate business opportunities and cross sales. Collaborate with the team to achieve targets and goals. Ensure compliance...

4 weeks ago seen See more...

Mortgage Administrator

The Openwork Partnership

West Midlands, England

£12.00 per hour

Data entry. CRM submission, including client and mortgage provider details. Appointment booking. Administration skills. Mortgage Advice or Mortgage Industry knowledge (ideal but not necessary). Communication skills. Organisational...

a month ago seen See more...

Mortgage Adviser

The Openwork Partnership

West Midlands, England

£30,000 - £35,000 per annum

Thriving Leads: Immerse yourself in a steady stream of leads, including 5 to 10 remortgage leads monthly, alongside new enquiries and introducers, setting the stage for your triumph. Empowered Support: Unleash your potential with...

a month ago seen See more...

Paraplanner

The Openwork Partnership

North Yorkshire, England

Cash flow modelling. Communicating with product providers. Client Fact Finding. Suitability report writing. Demonstrable recent Paraplanning experience. Full L4 Diploma qualified or working towards this. Understanding of the pensi...

2 months ago seen See more...

Financial Adviser

The Openwork Partnership

Warwickshire, England

£30,000 - £150,000 per annum, OTE

Provide personalised financial advice, ensuring clients' best interests are always paramount. Manage an existing client bank while actively generating new business opportunities. Cultivate relationships with introducers to expand...

2 months ago seen See more...

Trainee Mortgage Adviser

The Openwork Partnership

Devon, England

£20,000 - £25,000 per annum

Begin as an entry-level administrator to gain a comprehensive understanding of mortgage processes. Progress through a structured training program to become a successful Mortgage Adviser. Work with local estate agents, handle incom...

2 months ago seen See more...

Mortgage and Protection Administrator

The Openwork Partnership

Cleveland, England

Process new business applications. Submit mortgage / protection business to Concert Hub for compliance purposes. First point of contact with clients throughout their Mortgage and Protection journey. Responsible for contacting lend...

2 months ago seen See more...

Mortgage Adviser

The Openwork Partnership

West Yorkshire, England

£20,000 - £100,000 per annum

Utilise provided leads from high-quality introducers to advise clients on mortgage options. Demonstrate initiative and ambition by actively building your own network and seeking referrals. Provide exceptional service to clients, e...

2 months ago seen See more...

Protection Adviser

The Openwork Partnership

Lancashire, England

£20,000 - £100,000 per annum

Develop and maintain relationships with colleagues to receive referrals. Generate your own enquiries through various channels. Provide expert advice on protection products to clients. Assess client needs and recommend suitable pro...

2 months ago seen See more...

Senior Administrator / Paraplanner

The Openwork Partnership

Hampshire, England

£32,000 - £35,000 per annum, negotiable

Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular comm...

2 months ago seen See more...

Senior Administrator

The Openwork Partnership

County Down, Northern Ireland

£25,000 - £40,000 per annum

Acting as the first point of contact for enquiries. Supporting Advisers with a wide range of general administrative duties. Inputting policy application data accurately and submitting applications. Maintaining robust and accurate...

2 months ago seen See more...

Financial Advice Administrator - 15hrs PW

The Openwork Partnership

Merseyside, England

£13.00 - £17.00 per hour, negotiable

General admin duties including document management. Contacting providers for information. Contacting clients. An hourly rate of 13 to 17 depending on experience. Flexible working hours. Training provided on complex duties. Study...

2 months ago seen See more...

Mortgage and Protection Adviser

The Openwork Partnership

Oxfordshire, England

Commission only

Provide personalised advice, ensuring clients' best interests are always paramount. Ensuring that a clients current and future circumstances are discussed in order to have detailed discussion around their protection needs. Cultiva...

2 months ago seen See more...

Financial Advice Administrator

The Openwork Partnership

Merseyside, England

£13.00 - £17.00 per hour, negotiable

General admin duties including document management. Contacting providers for information. Contacting clients. An hourly rate of 13 to 17 depending on experience. Flexible working hours. Training provided on complex duties. Study...

2 months ago seen See more...

Technical Administrator

The Openwork Partnership

London, England

£40,000 per annum, negotiable

Organisational skills. Solution building. Independent working. Report writing. Literacy skills. Maths - confident with numbers (CGT Calculations). Excel, Word, Office. Salary of 40,000 (negotiable). Ongoing support. Study support...

2 months ago seen See more...

Top Jobs

Financial Adviser, Client Manager, Mortgage Adviser, Mortgage Protection,

What companies are hiring for similar jobs The Openwork Partnership?

The top companies hiring now for The Openwork Partnership similar jobs are eFinancialCareers, FlexJobs, Pinstripe Personnel, Premier Jobs UK Limited, Ortus PSR, Recruit UK, Just Mortgages, Rayner Personnel, Adecco, Astral Recruitment, The Openwork Partnership, Brook Street, Office Angels, Michael Page Finance, Public Practice Recruitment Ltd,

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