The Openwork Partnership
Senior Onboarding Services Manager
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The opportunity
Openwork is seeking an experienced and inspiring leader to take ownership of our end-to-end onboarding experience for new Advisers, Principals and AR Firms joining the network.
This role carries full accountability for the strategic oversight and end-to-end delivery of the onboarding journey, ensuring a seamlessly integrated experience from initial engagement through to long-term embedment.
It operates as the central point of ownership, driving alignment and collaboration across all key stakeholders, and establishing a clear framework for shared responsibility and governance across the onboarding lifecycle.
Please note, this is a field-based role so will require flexibility to travel.
Salary & Benefits
- Salary up to £90,000 + £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
Key responsibilities:
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- Ensuring excellent leadership, management and engagement of the onboarding team
- Owning the full onboarding journey from recruitment handover through to completion, effectively resource planning and forecasting
- 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
What will you need to succeed?
- A background in Financial Services with strong knowledge on mortgages, protection and 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
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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.
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