At a Glance
- Tasks: Support the growth of our Partnership through diligence and seamless integration of advice firms.
- Company: Join a forward-thinking financial services firm with a commitment to inclusivity.
- Benefits: Competitive salary, bonus scheme, pension contributions, and 27 days holiday plus more.
- Other info: Hybrid role with opportunities for professional growth and development.
- Why this job: Make a real impact by ensuring smooth transitions for clients and advisers.
- Qualifications: 1-2 years in financial services or project management; strong analytical and communication skills.
The predicted salary is between 40000 - 50000 £ per year.
Opportunity to 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.
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 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.
Our Commitment
We are committed to building an inclusive culture and environment. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier.
Analyst - Integration and Diligence in Swindon employer: The Openwork Partnership
Join a forward-thinking company that prioritises employee growth and well-being, offering a competitive salary and a comprehensive benefits package including a generous pension scheme and flexible working arrangements. Our Swindon office fosters a collaborative and inclusive culture, where your contributions directly impact the success of our partnerships and client transitions, making this an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Analyst - Integration and Diligence in Swindon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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We think you need these skills to ace Analyst - Integration and Diligence in Swindon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Openwork Partnership.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Openwork Partnership's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Openwork Partnership
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Openwork Partnership.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Openwork Partnership will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Openwork Partnership employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
