Financial services network The Openwork Partnership has unveiled a newly-created partnership development model designed to provide additional support to partners and boost the recruitment and the onboarding experience for new joiners.
The model follows a review of the relationship management model and reflects partner feedback.
Openwork said that while the existing relationship framework was meeting current needs, the leadership team “recognised the need to evolve and to enhance the support provided to better serve partners and advisers and meet growing partner engagement ambitions”.
The model will see the creation of 35 roles, including 26 partnership development managers [PDM] based in seven regions across the UK.
It also includes changes to Openwork’s recruitment and onboarding teams:
- The recruitment team will provide partners with support to attract new advisers and help them to grow their businesses; and
- The onboarding team will work with partner firms over a structured six-month period to ensure their new advisers have a smooth entry into the partnership with a focus on good client outcomes.
Stuart Dodson, managing director of The Openwork Partnership, said: “The new model supports The Openwork Partnership’s vision to deliver real relationship value for highly engaged firms and advisers, supporting our strategic growth ambitions and transition to a family lifetime financial planning approach.”
