Working with Network firms to maximise firm income, Sesame revenue, retention of firms and advisers, head count growth and adviser productivity through the effective distribution of existing and new services to also ensure positive customer outcomes.

To lead the implementation of the recruitment plan for the members on panel in order to meet business plan targets for quality new advisers joining existing firms on panel.

Telephone account management activity within Sesame Network to:

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.

The Proposition Manager is responsible for managing the full lifecycle of adviser propositions, ensuring both new and existing solutions meet adviser needs, regulatory expectations, and Sesame Bankhall Group’s strategic objectives. The role balances the development of new propositions, from initial insight and concept creation through to delivery, with the ongoing review and optimisation of existing propositions to ensure they continue to deliver value, remain commercially viable, and align with market trends. Working collaboratively across internal teams and external partners, the Proposition Manager ensures propositions are well-governed, insight-led, and effectively taken to market.

To ensure the accurate and timely investigations of Complaints/Unsuitable Advice (UA)/Past Business Reviews (PBRs) in accordance with all internal processes and regulatory requirements.

Organise, manage and support cross-functional teams to deliver projects and workstreams and supports the Transformation Office in applying transformation method as the single point of contact for allocated workstreams/projects and to identify, document and deliver changes to people, processes and systems across the business.

To support the Commercial and Financial Strategy Director with providing Financial Support to SBG Executive and Business areas to ensure that it becomes an integral part of the business management process.

To support Internal and External stakeholders with financial data, using the wide pool of Sesame Bankhall Group data sources. To provide analysis, interpretation, and insight of this financial data.