Onboarding Manager
United Kingdom Full-time Posted 3 days ago
The opportunity
As our Onboarding Manager, you will take ownership of the full onboarding journey for new Advisers, Principals and Firms joining our network. Your focus will be to make joining smooth, efficient and high-quality from day one.
You will lead a team of Onboarding Consultants, support new Advisers as they come into the network, and work closely with teams across the business to ensure everything runs seamlessly.
Please note, this is a field-based role so will require flexibility to travel.
Salary & Benefits
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.
As our Onboarding Manager, you will take ownership of the full onboarding journey for new Advisers, Principals and Firms joining our network. Your focus will be to make joining smooth, efficient and high-quality from day one.
You will lead a team of Onboarding Consultants, support new Advisers as they come into the network, and work closely with teams across the business to ensure everything runs seamlessly.
Please note, this is a field-based role so will require flexibility to travel.
Salary & Benefits
- Salary up to £65,000 + £4,236 car allowance
- Bonus scheme (target 15%)
- Pension – contribute 5%, matched by the company with an additional 5%
- Critical illness cover
- Income protection (1x salary)
- Death in service (4x salary)
- 27 days holiday + bank holidays (option to buy up to 10 extra days)
- Flexible benefits including private medical, dental and more
- Leading and managing a team to deliver strong, consistent onboarding results
- Owning the full onboarding journey from recruitment handover through to completion
- Working closely with Recruitment and Partnership teams to create a smooth transition for new joiners
- Partnering with Supervision teams to ensure all onboarding meets quality and compliance standards
- Planning resources effectively to meet demand and stay within budget
- Supporting team development, performance and succession planning
- Building strong relationships with advisers, firms and internal teams
- Using data, reporting and insights to improve the onboarding experience
- A background in Financial Services with strong knowledge on wealth
- Proven leadership and team management experience
- Ability to build relationships at all levels and encourage collaboration
- Understanding of business planning and assessing adviser viability
- A proactive approach – someone who looks for ways to improve and deliver better results
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.
