Relationship Executive - Omnis Investments

This is a brand new role, key in supporting the delivery of Omnis’ messaging to our adviser network. The key deliverables of the role are to:

• Increase awareness and understanding of Omnis’ investment strategies and principles;
• Increase adoption of Omnis products and services, particularly within 2plan wealth management;
• Communicating investment strategies to advisers with the goal of growing assets under management
• To help advisers sell more Omnis products and to retain existing business.
• Build strong relationships with financial advisers
• Segment adviser base to build an effective engagement plan

The benefits: 

• Competitive Salary
• Bonus scheme 
• Pension scheme - contribute up to 5% of your salary and we 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:

• Support in the delivery of Omnis’ key messages
• Regular meetings with advisers, in person and via Teams
• Work closely with the CLient Portfolio Manager and Investment Specialist to provide adviser feedback to the business
• Work collaboratively with the Omnis teams to ensure up-to-date information is being shared with advisers
• Support Client Portfolio Manager with regional presentations
• Support the Omnis query mailbox review

What you'll need to suceed

Qualifications / Experience:

• Good organisation & time management skills. Able to deliver against deadlines and manage diary effectively
• Relationship management skills. Ability to build rapport and manage relationships effectively
• A reasonable understanding of Financial Markets and economic theories.
• An understanding of Financial advisers and their needs to recommend investment solutions
• An interest in Financial markets and investment management

Skills and Competencies:

• High integrity
• High conviction in ensuring that the purpose of the role is fully met.
• Focused and delivery-centric.
• Able to develop and maintain effective working relationships.
• Effective, articulate, tactful and open in communicating with others.
• Strong time management skills, ensuring service levels/appropriate deadlines are met.
• Willing and proactive learner who will help others and be part of the team.
• The ability to work effectively in a team

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.