CDA Consultant

Job information CDA Consultant from the Company Openwork, this latest CDA Consultant job vacancy is located in the city Swindon SN. This latest job opening is open to job seekers who have the latest education / graduate . Job Vacancies in this Administration field have been opened and published up to the specified time.

Job Description :

The opportunity

Reporting to Centralised Data Manager and part of Operation Services team, the CDA team support our network of advisors and their teams with Pension and Investment Replacement Business. They analyse multifaceted complex information to determine and highlight the costs, features and benefits of the client’s existing assets. The team support and inform our advisors to help them to build trusted advice for their clients.

The Benefits:

• Salary – up to £31,000
• Bonus scheme
• 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
• 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.

Purpose:

To analyse and input ceding scheme information and ensure the correct information is received and replayed in the Suitability Report. Ensuring that all cost information, features, and benefits are accurately keyed and represented in the analysis. Working to agreed service level agreements (SLAs) and both regulatory and Openwork Sales Process standards at all times.

Key Accountabilities:

• Review ceding scheme information, ensuring this is up to date and complete and completing the analysis for the adviser.
• Ensure all information is keyed accurately and to regulatory and Openwork Sales process standards.
• Ensure that work is prioritised, and all Service Level Agreements (SLAs) are met.
• Engage with advisors demonstrating high levels of customer service and partnership working.
• Regularly chase advisers/providers for receipt of outstanding requirements and review documents received to determine if the analysis can be concluded.
• To engage and be involved in the review and introduction of improvements to team processes and procedures.
• Support the team manager, team leader, wider management team and colleagues, providing cover when needed.
• To be engaged and get involved where required on projects/tasks, including business efficiency and continuous improvement.

What will you need to succeed?

• Advantageous – Level 4 Diploma Financial Planning, or willingness to study.
• Extensive experience of pensions and investment products and their providers.
• Extensive experience of advice and associated administration processes.
• Pensions & Investment products – excellent general knowledge including Safeguarded Benefits, SIPPs and Pension Crystallisation.
• Good understanding of DC occupational pension rules features and benefits.
• Familiar with FCA requirements for pension and investment transfers and general advice process.
• Good understanding of the Openwork Wealth Sales Process (SAF, Process Flows, AIFs) and Wealth Proposition
• Wealth Advice assessing processes.
• In-depth knowledge of CH system and associated processes.
• Specialist knowledge of a wide range of pension and investment products, providers and charging structures.
• Pre-authorisation requirements and processes
• Sound judgement skills, ensuring impartiality and consistency.
• Good problem solving, analytical and decision making.
• Able to express ideas and opinions to influence others and confront issues.
• Ability to communicate, listen and negotiate effectively at a variety of levels using various mediums.
• Able to work well as an individual and part of a wider team.
• Time management, planning, prioritising and organisation skills
• An attention to detail combined with high accuracy.
• Able to build and maintain good working relationships.

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 . 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.