Financial Monitoring Assessor
As a Financial Monitoring Assessor, you will be assessing the solvency and fitness of all of Openwork's Appointed Representatives (firms) by investigating and understanding their financial situations.
Please note, this is a hybrid role based in Swindon.
Benefit package
- Salary - £35,000-£41,000 depending on experience
- 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
- Death in service - 4x salary
- 27 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 responsibilities
- Monitor the firms financial situations by looking at bank statements, accounts etc.
- Escalating cases where required and requesting further documentation.
- Certain cases may require presenting to Senior Leaders.
- Ensure information is accurate and applied to the set quality checking standards.
- Identifying and build relationships with AR’s providing advice and guidance as required.
What will you need to succeed?
- Financial Services background is key.
- Experience in a similar, investigative role e.g. financial monitoring, vetting.
- Strong willed and confident to make decisions and push back when required.
- Level 4 Diploma in Financial Planning is a bonus, but not essential
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.
