At a Glance
- Tasks: Support the integration of advice firms and ensure smooth onboarding experiences.
- Company: Join a dynamic and ambitious team at The Openwork Partnership.
- Benefits: Competitive salary, bonus scheme, pension matching, and 27 days holiday.
- Other info: Flexible working environment with a commitment to inclusivity and personal growth.
- Why this job: Make a real impact in a growing business while developing your career.
- Qualifications: 1-2 years in financial services or project management with strong analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Support the growth of our Partnership by contributing to the diligence, assessment, and seamless integration of advice firms. Taking day-to-day ownership across key elements of selected transactions, you’ll help ensure that acquired client books and firms are transitioned efficiently, compliantly, and with minimal disruption to both clients and advisers. This role plays an important part in delivering a smooth onboarding experience, aligned to our adviser lifecycle strategy and long-term partnership goals. This is a hybrid role, 3 days a week from the Swindon office.
The benefits:
- Salary - £40,000 to £50,000
- Bonus scheme - on target bonus - 10%
- 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 - 1x salary
- 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 Accountabilities:
- Support operational, financial, and client book analysis on acquisition targets, including adviser and client data insights
- Contribute to diligence reports and integration risk assessments to support internal decision-making
- Build and maintain models, dashboards, and templates to assess financial performance and client segmentation
- Assist with integration planning, including client transitions, data migration, and alignment to systems and processes
- Track integration progress, monitor KPIs, and maintain clear documentation and project timelines
- Provide general analytical and operational support, including reporting insights to senior stakeholders
What will you need to succeed?
- 1–2 years’ experience within intermediated/retail financial services and/or exposure to project management, acquisitions, diligence, or integration
- Good understanding of the UK financial advice market, including FCA regulation, adviser models, and client servicing approaches
- Strong analytical skills, with the ability to assess commercial performance and identify risks and mitigations
- Effective communicator, comfortable engaging with stakeholders at all levels
- Strong organisational, project, and stakeholder management skills, with the ability to manage competing priorities
- Proactive, flexible team player with high emotional intelligence, able to work independently and support sensitive adviser and client transitions
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.
Analyst - Integration and Diligence in Swindon employer: Openwork
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. With a strong focus on work-life balance and a supportive culture, our Swindon office offers a hybrid working model, competitive salary, and a comprehensive benefits package, including generous holiday allowances and a robust pension scheme. Join us to be part of a team that values individuality and fosters an environment where everyone can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Analyst - Integration and Diligence in Swindon
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their values and how they align with your skills. This will help you tailor your responses and show that you're genuinely interested in being part of the team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experience in financial services and how it relates to the Analyst role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our dynamic team.
We think you need these skills to ace Analyst - Integration and Diligence in Swindon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Analyst role. Highlight any relevant experience in financial services, project management, or integration work to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about this role and how your background fits. Share specific examples of your analytical skills and stakeholder management to show us what you can bring to the team.
Showcase Your Communication Skills:Since effective communication is key for this role, make sure your application is clear and concise. Use straightforward language and structure your thoughts logically to demonstrate your ability to engage with stakeholders.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our dynamic team!
How to prepare for a job interview at Openwork
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK financial advice market, FCA regulations, and adviser models. Being able to discuss these topics confidently will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've used your analytical skills to assess performance or identify risks. Bring along any relevant models or dashboards you've created in the past to demonstrate your capabilities.
✨Engage with Stakeholders
Since this role involves engaging with various stakeholders, practice how you would communicate complex information clearly and effectively. Think of scenarios where you've had to manage competing priorities and how you handled them.
✨Be Proactive and Flexible
During the interview, highlight instances where you've shown initiative and adaptability. This role requires a proactive approach, so sharing stories about how you've successfully navigated changes or challenges will resonate well with the interviewers.
