Partner Monitoring Lead

Partner Monitoring Lead Own partner oversight and drive top-tier customer outcomes as Hometree Finance’s Partner Monitoring Lead, shaping compliance with impact and energy. Salary: £60,000-£70,000 depending on experience Role type: Permanent, Full-time Location: Hybrid, 2 days a week in the London Office Reporting to: Director of Operations, Hometree Finance About the role Hometree Finance is the finance arm of the broader Hometree Group, a UK-based residential energy services company. It specialises in providing flexible, homeowner-focused financing solutions to help people afford major home energy and heating upgrades without large upfront costs. This role sits within Hometree Finance. It will execute, evidence, and continuously enhance partner monitoring, ensuring that regulatory requirements are met and strong customer outcomes are delivered. The Partner Monitoring Lead is responsible for day‑to‑day ownership and effectiveness of partner monitoring, ensuring that Introducer Appointed Representatives (IARs) and Credit Brokers operate within their permissions, comply with regulatory expectations, and consistently deliver good customer outcomes. The role also has responsibility for developing and preparing an oversight framework, subject to regulatory permissions, that would enable HTF to directly monitor Appointed Representatives as the business evolves, ensuring oversight remains scalable, risk‑based and robust as new distribution models are introduced. Responsibilities Operational Ownership: Lead the implementation, design, and effectiveness of the IAR & Partner Monitoring Framework, ensuring alignment with SUP 12, PRIN 2A (Consumer Duty), and FCA expectations. Subject Matter Expertise: Act as the first‑line expert on partner monitoring, escalation and remediation processes. Partner Onboarding: Execute onboarding processes designed with second‑line Compliance, including permissions checks and initial review of partner websites, marketing materials and communications. Due Diligence: Conduct and evidence partner due diligence, assessing financial stability and regulatory permissions. Risk‑Based Monitoring: Maintain a monitoring plan tailored to partner size, volume, conduct risk and historical issues, including ongoing supervision. Compliance Oversight: Monitor partner websites, marketing materials and promotions to identify non‑compliance or unauthorised activity, tracking remediation and escalation. Data & Analysis: Analyse complaints, customer feedback and Consumer Duty outcome indicators to identify emerging conduct or customer harm risks. Training & Engagement: Serve as first‑line contact for partners on compliance matters and coordinate/deliver compliance training for partners and internal teams. Automation & Infrastructure: Work with data, product and second‑line teams to automate monitoring, detect outliers and improve scalability of partner oversight. Governance & Reporting: Produce partner MI/monitoring reports, contribute to Board/committee reporting and maintain audit‑ready records for FCA and internal reviews. Qualifications AR/IAR Oversight Experience: Extensive prior experience in AR/IAR oversight within an FCA‑regulated firm such as Consumer Credit or similar. SUP 12 Knowledge: Strong working knowledge of SUP 12 requirements for ARs. Consumer Duty Expertise: Solid understanding of PRIN 2A (Consumer Duty). Financial Promotions Rules: Familiarity with financial promotions regulations and compliance requirements. Framework Design: Demonstrable ability to design and run an AR monitoring framework end‑to‑end. Data‑Driven Approach: Comfortable with MI interrogation, compliance analytics and identifying patterns or emerging risks. Technology & Automation: Experience using technology or AI tools for monitoring, surveillance or process automation. Judgement & Autonomy: Excellent judgement and ability to operate independently, driving change where needed. Partner Engagement: Confident in challenging, raising and resolving issues with sales‑driven partners. Regulated Credit Knowledge: Understanding of regulated consumer hire or credit broking practices. Extra Credit Installer‑Based AR Networks: Experience working with installer‑based AR networks, including oversight and compliance management. Perks of the job 25 days holiday plus bank holidays and birthday. Hybrid working – 2 days per week with the team in the London office. Free boiler & home emergency cover with Hometree and 40% discount for friends & family. Discounted gym membership across over 100 UK gyms (independent and chains) and free fitness, wellness and nutrition apps. £300 Home office allowance. Support for mental health and wellbeing via Oliva. Menopause support from Stella, including friends & family access. Cycle to work scheme. Regular team socials including summer and winter parties. Equal Opportunity Employer At Hometree, we are committed to creating an inclusive and representative environment. We promise to give you the same opportunities as everyone else and we will not discriminate against you at any point in the hiring process or the working day. FCA Code of Conduct We operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA) and are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business. #J-18808-Ljbffr Galvany Tactics GMBH