Support the delivery of SBG’s transformation agenda by providing analytical, process, and change capability that bridges strategy and execution. The Transformation Analyst works across business and operational teams to map and improve processes, develop business cases, produce user-facing documentation, and support the embedding of change, enabling the organisation to adopt new ways of working with confidence and clarity.

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.

Lead and manage the effective delivery of organisational change across SBG, ensuring that people, processes and systems are prepared for transformation. The Change Manager will act as a key enabler of successful programme delivery by developing and executing change management strategies that minimise disruption, maximise adoption and embed sustainable improvements aligned to the organisation’s strategic objectives.

Develop, maintain and continuously improve operational capacity planning frameworks across SBG, ensuring that resource availability is accurately modelled, risks to delivery are identified in advance and that capacity decisions are evidence-based. The Operational Capacity Planner will act as a key analytical partner to operational leaders, translating demand signals into actionable capacity plans that support the organisation’s growth strategy and service excellence commitments.

To provide Sesame Bankhall Group (“SBG”) with advice, support guidance, oversight and assurance in relation to compliance with its obligations pursuant to data protection legislation and regulation.

To ensure that Appointed Representative firms (ARs) have effective systems and controls, and governance arrangements in place to meet both network and regulatory requirements.

To deliver proactive supervision and oversight to ARs, ensuring alignment with internal frameworks and regulatory standards.

To work closely with internal teams to identify, monitor and mitigate risks that could lead to consumer harm, through the analysis of Management Information (MI) and Key Risk Indicators (KRIs), desk-based assessments and firm audits.

To support new ARs and Advisers through the onboarding process, ensuring they are appropriately set up to meet network and FCA requirements from the outset.

To work closely with internal stakeholders to provide ongoing compliance and productivity support to Advisers, to ensure that any additional support needs are met, including growth opportunities.

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.

Supporting the retention of existing DA clients through the delivery of excellent service and experience by establishing, maintaining, and developing relationships between the DA business and its clients.

Help to recruit new SBG clients in line with the business plan targets. New client leads will be generated through a variety of mediums, marketing, sales campaigns, referrals etc.