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- Tasks: Join us as an Onboarding Partner, handling applications and supporting new advisers.
- Company: Stonebridge is a people-first company focused on employee wellbeing and social responsibility.
- Benefits: Enjoy hybrid work, free meals, charity days, and a range of employee perks.
- Why this job: Be part of a supportive culture that values your insights and promotes a better future.
- Qualifications: Previous office/admin experience is essential; strong communication and analytical skills required.
- Other info: This is a 12-month maternity cover role with opportunities for personal growth.
The predicted salary is between 24000 - 33600 £ per year.
We are looking for an Onboarding Partner to join us on 12-month Fixed-Term Contract (Maternity Cover). The role will be hybrid working, 3 days from our Basildon offices and 2 days working from home. In return, you will receive a salary of £24,000 per annum, depending on skills and experience.
About us
At Stonebridge, our employees tell us we are a great place to work. We are passionate about what we do, our people matter, their opinions, insights, and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible and like to get involved in charity work. We consistently look for ways to create a better future, back each other and most importantly, to do the right thing.
- Great company culture
- Flexibility to work partly office based and partly from home
- Free breakfast, lunch, fresh fruit snacks, hot and cold soft drinks when working in the office
- 2 days off per annum for charity/community volunteering
- 2 half days paid leave for ‘me time’ to support mental and physical wellbeing
- 1 day paid leave for ‘team time’ joining your team in a volunteering/community service activity
- Full programme of employee engagement activities
- Company reward and recognition schemes
- Discounts off online and high street shopping through our employee benefits platform
- Company sick pay
- Option to buy/sell up to 5 additional days annual leave
- Bike to work scheme
- Pension
- Employee Assistance Programme
- £500 employee referral scheme
- Death in service insurance cover
- Critical illness insurance cover
The role
The Onboarding Partner deals directly with the UK-wide network of professional mortgage and insurance Advisers, in relation to completing all regulatory, due diligence and operational readiness checks ahead of them attending the Stonebridge Induction and subsequently approval to start trading.
The role includes proactive and responsive contact with new network members, answering queries by phone and email, as well as chasing for documents and information to complete processing their applications. All Inbox queries must be handled on the same working day (or within 24 hours for more complex cases).
The OB Partner is also responsible for ensuring member requests are completed within agreed, standard timelines (examples: reference requests, company detail updates etc).
Key responsibilities
- Knowing the full criteria, requirements and timelines for a new firm/adviser when completing an application to join the network
- Providing support for AR Firms/Advisers where required to correctly provide all information/documents
- Completing the processing of all applications (new Introducer and Licence requests, as well as Adviser cases) to standard and schedule
- Flag up to Senior OB Partner/OB Manager where workloads may impact capacity to complete applications on time and agree contingency measures
- Monitoring the volumes and turnaround times of calls & emails
- Ensuring own items are completed within expected timelines
- Maintaining knowledge of processes and requirements for member requests (examples: reference requests, change of company details, new Licence requests etc)
- Previous office/admin experience essential
- Able to remain focused and motivated reviewing lengthy, detailed documentation
- Probing, investigative, analytical
- Clear and articulate communicator
- Able to fully satisfy the pre-employment screening process which comprises of right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks
How to apply
Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.
Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.
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Onboarding Partner employer: Stonebridge Group - Mortgage & Insurance Network
Contact Detail:
Stonebridge Group - Mortgage & Insurance Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Partner
✨Tip Number 1
Familiarize yourself with the regulatory and operational requirements for mortgage and insurance advisers. Understanding these criteria will help you demonstrate your knowledge during the interview process.
✨Tip Number 2
Showcase your previous office or administrative experience by preparing specific examples of how you've handled similar tasks, such as processing applications or managing documentation efficiently.
✨Tip Number 3
Highlight your communication skills by preparing to discuss how you would handle queries from new network members. Think about examples where you've successfully resolved issues or provided support.
✨Tip Number 4
Research Stonebridge's company culture and values. Be ready to explain how your personal values align with theirs, especially regarding employee wellbeing and community involvement.
We think you need these skills to ace Onboarding Partner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Onboarding Partner. Familiarize yourself with the key tasks such as processing applications and maintaining communication with new network members.
Tailor Your CV: Customize your CV to highlight relevant experience, especially any previous office or administrative roles. Emphasize skills like communication, attention to detail, and your ability to handle regulatory checks.
Craft a Strong Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company culture at Stonebridge. Mention how your values align with their commitment to employee wellbeing and community involvement.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application demonstrates professionalism and attention to detail, which are crucial for the Onboarding Partner role.
How to prepare for a job interview at Stonebridge Group - Mortgage & Insurance Network
✨Understand the Role
Make sure you have a clear understanding of the Onboarding Partner role and its responsibilities. Familiarize yourself with the key tasks such as processing applications, handling queries, and maintaining timelines. This will help you answer questions confidently and demonstrate your suitability for the position.
✨Show Your Communication Skills
As a clear and articulate communicator is essential for this role, practice explaining complex information in a simple way. Be prepared to discuss how you've effectively communicated with clients or colleagues in previous roles, especially in situations that required patience and clarity.
✨Highlight Your Organizational Skills
The role requires managing multiple applications and requests simultaneously. Prepare examples from your past experiences where you successfully managed your time and prioritized tasks to meet deadlines. This will showcase your ability to handle the workload effectively.
✨Demonstrate Your Problem-Solving Abilities
Be ready to discuss instances where you've had to investigate issues or find solutions under pressure. The interviewers will be looking for your analytical skills and how you approach challenges, so think of specific examples that highlight your proactive problem-solving approach.
