The Openwork Partnership Graduate Podcast

In this episode of The Openwork Partnership's Graduate Podcast, hosted by Rodney Cofie and Sachin Bhavsar, we are joined by Head of Partnership Recruitment, Andrew Fry. Andrew enlightens us on all things recruitment and onboarding, particularly regarding into The Openwork Partnership.

In this episode of The Openwork Partnership’s Graduate Podcast, hosted by Ali Doughman and Rodney Cofie, we are joined by guests: Brian Seaman and Kay Lewis. Our guests will be discussing the topic of Diversity and Inclusion, including the action group, what they are doing and its importance.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Ali Doughman and Sachin Bhavsar, we are joined by Andria Reid and Neil Walker who will be discussing all things Change, including its benefits, challenges and how to overcome them.

In this episode of The Openwork Partnership’s Graduate Podcast, hosted by Sachin Bhavsar and Louis Ingamells, we are joined by guests: Rob Chapman, Leadership & Professional Development Specialist within The Openwork Partnership Business School and Setul Mehta, Head of Partnership Services. We will be discussing the topic of financial education; the issues surrounding it and the subsequential impacts.

In this episode of The Openwork Partnership’s Graduate Podcast, hosted by Corliss Luong and Louis Ingamells, we are joined by guests Lisa Willingham- The Openwork Foundation Executive and Kieron O’Sullivan- Digital Delivery Manager and Graduate Foundation Ambassador at The Openwork Partnership. We will be discussing The Openwork Foundation, who they are and how they work together to help support vulnerable people.

*All funds raised for the Foundation are uplifted by 50% by Openwork Holdings Limited.

In this episode of The Openwork Partnership’s Graduate Podcast, hosted by Rodney Cofie and Sachin Bhavsar, we are joined by guests James Hickson and Johan Warensjo. Our guests are part of the 2022 graduate cohort and we will be asking them about their experiences so far, how they feel the graduate scheme is giving them resources for the next steps in their career and advice for prospective graduate applicants and current graduates.

In this episode of The Openwork Graduate Podcast, hosted by Matt Daniels as well as co-host Sophia Nelson, we are joined by 2021 Graduates, Tori Hurel, Middle Office Administrator and Harvey Butler, Financial Adviser at Prosperity Financial Services. In our discussion we explore what life looks like after the Graduate Scheme and the opportunities that have materialised since. We also discuss future aspirations as well as top tips for our 2023 Graduates.

In this episode of The Openwork Graduate Podcast, hosted by Toluwa Olusola as well as co-host Georgia Westwood, we are joined by Dan Graham, Head of Community Experience and Marketing at NextGen Planners and Chantelle Dean, Financial Adviser at St. Barts Finance. In our discussion we explore Chantelle’s career journey and Dan’s role at NextGen Planners and their mission in attracting the next generation of advisers. We also explore, how we can bridge the gap to attract the next generation of financial advisers.

In this episode of The Openwork Graduate Podcast, hosted by Sophia Nelson as well as co-host Matt Daniels, we are joined by Jo Timbrell, Advice Quality Team Leader and Dan Flynn, Firm Engagement Consultant who are both Wellbeing Ambassadors at the Openwork Partnership. In our discussion we explore what a Wellbeing Ambassador is as well as why a work/life balance is important. We also look to the future and discuss top tips for improving your mental health, in addition to what Openwork is doing to help people in the organisation manage their mental health and wellbeing.

In this episode of The Openwork Graduate Podcast, hosted by Sophia Nelson as well as special guest co-host Ellen Watson, we are joined by Sukhi Atwal, Principal Partner at Atwal Wealth Management, Sam Tesch, Head of the Openwork Foundation and Melanie Johnson, Principal Partner at John Savage Consultancy. In our discussion we explore their background and experiences as women in the financial services industry as well as the challenges they have faced of being a woman in the financial services industry. We also look to the future and discuss what the outlook for women in the financial services industry will look like. 

In this episode of The Openwork Partnership Graduate Podcast, hosted by Georgia Westwood as well as co-hosts Toluwa Olusola and Matt Daniels, we are joined by Rohit Vaswani, Client Portfolio Manager of Omnis Investments. In our discussion, we explore what volatility means and Omnis’ current approach in relation to current market changes. We also look to the future and discuss what we can learn from historic events and the lessons to be learnt about financial markets.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Toluwa Olusola as well as co-host Georgia Westwood, we are joined by some of the key people involved in The Openwork Partnership’s new and exciting Business School. Karen King, Programme Director of Management and Professional Development, Ed Bailey, Programme Director of Technical Proficiency and Simon Finley, Design Studio Manager. We explore what you can expect from the Business School and how you can get involved.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Georgia Westwood, we are joined by Barnaby Geib, Director, and Founder of Bull Ferguson one of our well-established financial planning firms in the Openwork Partnership network and Carrie Morris, Chief People Officer at The Openwork Partnership, as well as co-host Matt Daniels. In this discussion we explore what leadership means, what makes a good leader and how organisational culture impacts leadership.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Sophia Nelson, we are joined by Sophie Barker, Talent Acquisition Manager, Tori Hurel 2021 Graduate, and Ellen Watson and Arjun Degun, 2022 Graduates at The Openwork Partnership, as well as co-host Matt Daniels. This episode brings our graduate scheme to life with insight from recent graduates, talking about their journey so far, what they've enjoyed, what they might do differently and what comes next. We also spoke to Sophie who leads the early careers recruitment activity here at The Openwork Partnership.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Toluwa Olusola, we are joined by Richard Houghton, Chief Financial Officer, and Claire Limon, Network Director, at The Openwork Partnership, as well as co-host Sophia Nelson. In this discussion we explore the challenges and opportunities that hybrid working presents from our guest’s perspective, and how they view what the office of the future looks like.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Matt Daniels, we are joined by the Protection and General Insurance Proposition and Market Development Manager of The Openwork Partnership, Steve Berry, and the Director of Robyn Allen Solutions, Robyn Allen, as well as co-host Toluwa Olusola. We explore protection as a concept, the need for protection, and the ways in which as an industry we can go about educating the public on the astounding benefits of having protection in place.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Georgia Westwood, we are joined by guests Harvey Butler, Tori Hurel and Jen Huxtable from The Openwork Partnership’s first graduate cohort, and co-host Sophia Nelson. Our guests reflect on their experience on the Graduate Scheme, the ways in which the experience equipped them for the next steps in their career and the various different career paths chosen by our guests having completed the scheme.

In the final episode of The Openwork Partnership’s Graduate Podcast, we have had the opportunity to spend time with our CEO Philip Howell. Tune in to hear his thoughts on the importance of bringing young people into the Financial Services industry as well as understanding the key successes of The Openwork Partnerships graduate scheme.

Over the past year the four of us have had the great opportunity to meet with some very influential people within the industry and build our network. We have touched on topics like Diversity and Inclusion, investment trends of the younger generation and the future of automated advice processes, with the hope that we have helped to attract and educate the younger generation.

Running this project has given us the opportunity to take our newly learnt skills into our next roles, the graduate program and the podcast have helped to build skills that we can all take into the next step of our careers – we hope to see you soon in our newly found roles within the network at head office or as qualified advisers.

A special mention for all of our guests for taking part in our podcasts, and Deborah Bowerman for her guidance and support throughout the year. As the current Graduate Scheme comes to an end, we look forward to crossing paths in the future.

On behalf of the Podcast team thank you for listening in and being part of our journey.

We wish you a very Merry Christmas and a Happy New Year!

Love, Nada Darbani, Adam Chopdat, Harvey Butler and Max Pascazio

Host Aimee Lungutescu, is joined by Penny Group’s Sanjay Assarpota, Cavendish Brooke’s Jack Spiers and Blue Heron’s Rebecca Harbrow. The group discuss what it takes to build a successful career in financial advice – including building and maintaining a client bank, as well as tips for young advisers in the early stages of their career.

In this episode of The Openwork Partnership Graduate Podcast, hosted by Max Pascazio, we are joined by founder of Financial Technology Research Centre and AdviserSoftware.com, Ian McKenna. Also joining us is Openwork Chief Commercial Officer, Mike Morrow, and usual guest Nada Darbani. We discuss Robo and Automated advice processes – how they operate at the moment and how they may shape the future of financial advice.

In this episode of The Openwork Partnership Graduate podcast, we are joined by special guests Erica Mandryko, Sara Wichelow and Catherine Morgan. In conjunction with The Openwork Partnerships Inspiring Women in Financial Services conference, the graduate podcast this month aims to explore the experiences the guests have had as women within financial services and what they think women bring to the industry. Throughout the episode, the guests give insight as to what the industry needs to do to inspire more involvement from women and give great advice to the younger generation of women to inspire them to join the industry.

In part 2 of Diversity & Inclusion within financial services we continue the conversation with Liz Field, Robyn Allen, and Sarah Mason around the changes in D&I within financial services.

In this episode of The Openwork Partnership Graduate Podcast, we are joined by Liz Field, CEO of PIMFA; Robyn Allen, Director and Adviser of Robyn Allen Solutions and Sarah Mason, The Openwork Partnership’s Inclusion and Engagement Manager. During the podcast we discuss the changes in D&I in the Financial Services Industry and understand where we were; where we are now and where we want to be in the future.

In this episode of The Openwork Partnership Graduate Podcast,  special guests Rohit Vaswani, from Omnis Investments and Georgia Hulkes  from the marketing and communications team, joins the group to discuss  the world of Investments and where exactly young people are investing.  Throughout the episode, Rohit gives an informed insight into the impacts  of where young people are investing while highlighting the importance  of risk and having a view to the future.

In this episode of The Openwork Partnership Graduate Podcast,  special guest Sophie Barker, from the talent acquisition team, joins the group once again but this time to discuss creating the next generation  of leaders within financial services and The Openwork Partnership's upcoming graduate scheme.

Graduate Recruitment… What’s The Secret? ft. Sophie Barker