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
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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