Career development

We offer training to match your needs, whichever stage you’re at in your financial advice career.

Business development

Our ongoing development programme offers a range of marketing workshops, business owner forums and one-to-one consultancy on subjects that help you build value in your business.

These include:

  • creating clear plans and objectives for your business
  • segmenting your clients and developing appropriate contact strategies
  • developing your personal and professional skills, as well as those of your advisers and support staff
  • creating an effective marketing plan for your business

New recruits

If you’re just starting out with Openwork, or looking to grow your business by taking on new staff, we offer a fast, effective induction to get new recruits up and running quickly. We offer a modular programme, made up of core workshops on products, prospecting and good practice, as well as more technical aspects such as taxation and trusts.

Graduates

For those new to the industry, our Ocademy Graduate programme welcomes college or university graduates aged 19-27, and brings them to up Level 3 or 4 diploma-qualified in the space of 12 months. Each participant is attached to an existing Openwork firm, to give them a strong non-academic grounding in the advice process.

All successful Academy programme participants are guaranteed a job after qualification.

We'll help you develop and grow

Coupled with the individual support you’ll receive from your dedicated named contact, it’s easy to see how our training and business development support can help take your career – or business – to the next level.

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