Vetting Services Caseworker
Location
Swindon | United Kingdom
Job description
The opportunity
The Vetting Services team ensure that individuals appointed by The Openwork Partnership are vetted appropriately. This includes a wide variety of vetting methods such as completing credit checks, DBS checks and referencing. Vetting services manages the complete adviser experience, from initial recruitment into the network through to end of contracts and all the elements in between.
This is a hybrid role based 2-3 days a week in our Swindon office.
The benefits:
- Salary - up to £25,000
- Bonus scheme - on target bonus -7.5%
- 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
- 25 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.
Your responsibilities will include:
- Due diligence and a ‘fit and proper’ assessment of Adviser, Principal, AR (Appointed Representative), IAR and Employee applications and appointments, meeting regulatory and Openwork standards.
- Pro-active coordination of the joining experience.
- Written and verbal technical recruitment advice for, and relating to, prospective ARs, balancing service, regulatory safety and sound commercials.
- Adherence to Openwork recruitment standards and Non-Openwork Business Interests (NOBI).
- Referring and quality recording of the outcomes for applications not meeting Openwork recruitment standards or NOBI.
- FCA authorisation submission, responding to requests for further information as required.
- Accurate and timely operational MI and records.
- Undertaking regular procedural reviews to ensure up to date and fit for purpose.
- Quality checking including recruitment decisions, file quality and system inputs.
- Supporting team administration and wider team tasks as required.
- Good quality documentation, clearly and concisely supporting decisions.
- Managing day to day workflow, changing priorities and tasks, providing support across teams, projects and initiatives.
What will you need to succeed?
- Experience of operating in a busy and demanding multi-functional role.
- Financial Services experience desirable.
- Adviser and AR Approval Licences and the ability to coordinate the appointment of large businesses / acquisitions.
- Good written and verbal communication.
- Attention to detail.
- Manages priorities / adapts effectively.
- Uses technical knowledge to find solutions to problems.
- Organisation, managing tasks with conflicting priorities and achieving deadlines.
- Excellent working knowledge of internal systems and Microsoft Office package.
- Strong customer service and relationship management and the ability to quickly establish credibility at all levels.
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.
Job tags
Salary
£25k per annum
