Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead daily operations, ensuring service excellence and continuous improvement.
- Company: Join The Openwork Partnership, a dynamic and inclusive financial services company.
- Benefits: Enjoy a competitive salary, bonus scheme, hybrid work, and generous holiday allowance.
- Other info: Flexible working options and a culture that celebrates individuality.
- Why this job: Be part of a mission to make financial advice accessible while developing your career in a supportive environment.
- Qualifications: Level 4 Diploma in Financial Planning and previous leadership experience required.
The predicted salary is between 44000 - 66000 £ per year.
Operational Performance Manager, Swindon
Client: The Openwork Partnership
Location: Swindon, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 57eb0c322e42
Job Views: 10
Posted: 01.08.2025
Job Description
The opportunity
As Operational Performance Manager, you\’ll be at the heart of driving service excellence within our Partnership Services Function. In this dynamic, hands-on role, you\’ll lead and oversee the day-to-day operations, ensuring seamless delivery of services, operational efficiency, compliance, and a culture of continuous improvement. You\’ll play a key strategic role in supporting scalable, client-focused operations aligned with our business growth.
Your leadership will span across several core teams, including our Emerging Talent, Admin, and Paraplanning Teams.
Join our mission to make financial advice accessible to everyone.
Hybrid role, based 2-3 days in our Swindon office.
What we offer
- Salary – £55,000
- 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
- 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 including private medical insurance, dental insurance, and more
What you\’ll be doing
- Monitor and optimise all operational activities
- Ensure capacity limits are not exceeded
- Work alongside the Relationship Manager to ensure full-service utilization at all times
- Work with the operations design lead to document, optimize, review, and refine all operational procedures
- Design and deliver team training around operational activities
- Maintain service excellence and resolve queries as needed
- Conduct performance reviews, identify development areas, and oversee CPD activities
- Monitor metrics and report on performance
What will you need to succeed?
- Level 4 Diploma in Financial Planning
- Previous team leadership or supervisory experience
- Good understanding of T&C framework
- In-depth knowledge of pensions, investments, protection, tax planning, and cashflow modelling
- Keen eye for quality and the ability to determine actions on underperformance, including coaching, formal plans, or escalation
- Continuous improvement mindset to amend existing processes for quality or efficiency and improve customer journey and service delivery
- Ability to manage resources, workflows, and multiple tasks to deadlines, delegating as appropriate
- Strong relationship management and interpersonal skills
- Strong IT skills, with working knowledge of MS Office (Word, Excel, PowerPoint, Outlook)
Why us?
We\’re a dynamic, fast-paced, and growing business with huge ambition. Our success is driven by our talented colleagues. We invest heavily in our team, fostering personal and professional development, and reaching our full potential.
We’re proud of our culture, recognized as one of the Best 100 Large Companies to work for in 2022. We value individuality and are committed to an inclusive environment that celebrates diversity. At Openwork, we believe everyone can make a difference, and your race, religion, disability, or gender will never be barriers. We foster a caring ethic where you can balance your career with outside commitments. We trust our colleagues to bring their best selves to work.
#J-18808-Ljbffr
Operational Performance Manager employer: The Openwork Partnership
Contact Detail:
The Openwork Partnership Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operational Performance Manager
✨Tip Number 1
Familiarise yourself with the key responsibilities of the Operational Performance Manager role. Understanding the day-to-day operations and how they contribute to service excellence will help you articulate your fit for the position during interviews.
✨Tip Number 2
Network with current or former employees of The Openwork Partnership. Engaging with them can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your leadership skills and ability to drive operational efficiency. Be ready to discuss how you've implemented continuous improvement initiatives in previous roles.
✨Tip Number 4
Showcase your understanding of the financial services industry, particularly in areas like pensions and investments. Being well-versed in these topics will not only impress your interviewers but also show your commitment to the role.
We think you need these skills to ace Operational Performance Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Operational Performance Manager role. Focus on your leadership experience, operational efficiency, and any specific achievements in service delivery.
Craft a Compelling Cover Letter: In your cover letter, express your passion for driving service excellence and continuous improvement. Mention how your background in financial planning and team leadership makes you a perfect fit for the role at The Openwork Partnership.
Highlight Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Planning and any other relevant qualifications. Emphasise your understanding of the T&C framework and your knowledge of pensions, investments, and tax planning.
Showcase Soft Skills: The role requires strong relationship management and interpersonal skills. Use examples from your past experiences to demonstrate how you've built effective working relationships and managed teams successfully.
How to prepare for a job interview at The Openwork Partnership
✨Showcase Your Leadership Skills
As an Operational Performance Manager, you'll be leading teams. Be prepared to discuss your previous leadership experiences, how you motivated your team, and any challenges you overcame. Use specific examples to illustrate your ability to inspire and manage effectively.
✨Demonstrate Your Knowledge of Financial Services
The role requires a solid understanding of pensions, investments, and tax planning. Brush up on these topics and be ready to discuss how your knowledge can contribute to the company's goals. Showing that you are well-versed in these areas will set you apart from other candidates.
✨Emphasise Continuous Improvement
The Openwork Partnership values a culture of continuous improvement. Prepare to share examples of how you've identified inefficiencies in past roles and implemented changes that led to better outcomes. This will demonstrate your proactive mindset and commitment to excellence.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Think of scenarios where you had to manage multiple tasks or resolve conflicts within a team. Practising your responses will help you articulate your thought process clearly during the interview.