Providing technical support and guidance on Openwork policies and procedures. Supporting Partners, Advisers, and internal teams, ensuring T&C processes, licensing, and financial monitoring activities are completed accurately and on time.

• Maintain accurate and up-to-date T&C records, including licensing and competency data
• Produce regular and ad hoc reports (MI) on T&C activity
• Support the annual review of KPIs and provide recommendations for improvements
• Monitor and communicate results from T&C projects and activities
• Play an active role in T&C-related projects
• Coordinate financial monitoring activity, including scheduling annual and ongoing reviews
• Ensure all assessments are completed in line with FCA and Openwork standards
• Assess financial soundness of Partners, Shareholders, and Advisers
• Maintain clear, concise records to support decision‑making
• Complete reviews within agree...