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.