The Openwork Partnership jobs in England

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FINANCIAL PLANNER, SELF-EMPLOYED

You will be responsible for managing client enquiries and the advice process. Following up on leads promptly and maximising opportunities to convert referrals from negotiators in estate agencies across the area. You will benefit f...

CompanyThe Openwork Partnership
AddressLancashire, England
CategoryBanking
Salary£70,000 - £100,000 per annum, OTE
Job typePermanent, full-time
Date Posted 2 weeks ago See detail

Financial Planner, Self-Employed

The Openwork Partnership

Lancashire, England

£70,000 - £100,000 per annum, OTE

You will be responsible for managing client enquiries and the advice process. Following up on leads promptly and maximising opportunities to convert referrals from negotiators in estate agencies across the area. You will benefit f...

Senior Technical Administrator

The Openwork Partnership

Berkshire, England

£27,000 - £32,000 per annum

Provide technical and admin support to the financial advisers. Maintain regular communication with financial advisers throughout and support in the advice journey. Product provider liaison. Obtain valuations, quotations, illustrat...

Mortgage Adviser/Trainee Mortgage Adviser

The Openwork Partnership

Surrey, England

£20,000 - £100,000 per annum

Provide expert mortgage advice to clients based on their financial situation and needs. Guide clients through the mortgage application process, ensuring accuracy and compliance with regulations. Offer advice on protection based on...

Trainee Financial Adviser

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...

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...

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...

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...

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...

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...

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...