Recruitment & Onboarding Coordinator

To give the Recruitment Team the operational capacity to move prospective AR firms through the full pipeline efficiently; from enquiry and FCA/committee submission readiness, through onboarding, to a well-supported first 12 months post-appointment; supporting the National Recruitment Manager with new entrants into the network and ensuring a successful transition and alignment with network standards and processes, while freeing up senior recruitment stakeholders to focus on relationship-building and commercial negotiation.

Responsibilities:

• Main contact for new firm principals from enquiry through to application completion, committee and FCA submission readiness, and oversight into the On-Boarding team.
• Collate and prepare pipeline firm information required for internal committees and FCA submissions, ensuring accuracy and completeness ahead of deadlines.
• Ensure application forms are accurate, complete and satisfy recruitment criteria prior to submission to the On-Boarding team.
• Act as the conduit for enquiries between On-Boarding and Sesame Sales teams.
• Manage the prospect database to generate targeted proposition campaigns.
• Proactively generate (pre-approved) marketing materials to promote Sesame to prospects and follow-up actions; liaise with Marketing to fulfil internal and external marketing requirements, including gathering requested assets from firms.
• Work with the Finance team and prospect firm during the novation process, including oversight of all documentation.
• Complete all funding request documentation for presentation to the Finance Director/CFO.
• Support the On-Boarding team with any issues that arise during the due diligence process.
• Complete required documentation for any non-standard recruits and seek the necessary approval.
• Support the RKAM/TAM handover process once a firm is appointed, remaining proactive and engaged through the firm's first 12 months to support a smooth transition and strong early relationship.
• Own follow-up actions from meetings, tracking them through to completion and ensuring deadlines are met.
• Review and adapt internal Recruitment Team processes to identify and deliver time efficiencies.
• Support the "Pay Me Journey" project — the development of a new commissions system via OneView.
• Provide ad-hoc administrative support to the National Recruitment Manager to optimise their time with attracting new entrants.
• Undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.
• Share responsibility with the National Recruitment Manager for achievement of the headcount growth target.

Critical behaviours required:

• Empathy and respect when dealing with both prospective recruits and internal colleagues.
• Respect and confidentiality in the handling of sensitive information.
• Adaptability to deal with conflicting priorities.
• Balance recruitment ambition with potential risk exposure to the business.

Personal profile:

• Qualifications required: CeMap.
• Experience required: Experience within the intermediary market, a mortgage and protection network, AR recruitment function, or equivalent regulated financial services environment. Previous involvement in regulated recruitment activity. Experience with CRM/commissions systems is an advantage.

Our Approach to Risk Management:

You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to your line manager any risk which may impact on the business.

Three Lines of Defence Risk Management Model:

You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.

The Consumer Duty Principle:

You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.

Information Security:

You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.

Ability to build robust and trusted relationships internally and externally:

• Excellent attention to detail.
• Strong organisational skills, with the ability to manage multiple firm relationships and deadlines concurrently.
• Comfortable working with compliance-adjacent documentation (FCA submissions, committee papers) with high attention to accuracy.
• Problem solving and an ability to recommend solutions to satisfy multiple stakeholders.
• Outstanding communication skills, at all levels, including confidently representing the Recruitment Team directly with firms and their principals.
• Proactive self-starter, comfortable identifying and implementing process improvements rather than waiting to be told.

Critical Knowledge Required:

• In-depth understanding of the network proposition, onboarding criteria and internal processes to support the successful onboarding and transition of new advisers and firms joining the network.
• Solid understanding of the intermediary market and the propositional differences.
• Knowledge of regulatory standards required under the Appointed Representative Regime.
• Understanding of internal approval levels and escalation points.
• Knowledge of all AR business models and required contractual documentation.
• Ability to understand the contents of a firm's business plan and resulting production.
• Working knowledge of committee and FCA submission processes.