Analyst - Integration and Diligence

The opportunity

Following recent investment from Bain Capital and aligned with our strategic goals around succession and renewal in the network, we’re building a team to oversee and manage our strategic investments into the franchisees within The Openwork Partnership.

As the Analyst (Integration & Diligence), you will play a key role in supporting the assessment and integration of acquired advice firms into the Openwork Partnership. Reporting to the Head of Integration & Diligence, you’ll deliver operational, financial, and client book analysis to inform decision making and transition planning. You’ll also support due diligence, reporting, and integration tracking to ensure acquisitions align with strategic advice goals.

This is a permanent, hybrid role and can be based in either our Swindon or London office, with the requirement to be in the office 2 days a week.

The benefits :

• Salary – up to £45,000
• 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.

Your responsibilities will include :

What will you need to succeed?

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.