Onboarding Team Leader


Posted: 07/11/2019


Full time


Business area: Workforce Management

Service/Department: Onboarding

Primary purpose of the role: Management of the Onboarding Team, ensuring that advisors have the necessary tools, skills and knowledge to achieve their targets and development objectives.

Directly responsible to: Group Onboarding Manager

Directly responsible for: Onboarding coordinators


Key Responsibilities:

To manage the performance of the Onboarding Team to ensure all targets are achieved.

To maintain and improve standards within the team by developing skills, knowledge and performance.

To manage and develop team members to be self-managing and accountable to manage routine operations within On Boarding.

Deliver high quality coaching and performance management to staff.

To support the career development plans and training needs of team members and yourself.

To ensure that talent is identified and succession plans are in place.

To communicate effectively, ensuring that messages and information are delivered consistently and are understood.

To manage complaints effectively and efficiently within agreed timescales.

To manage and implement change brought about by changing stakeholder requirements and legislative change.

To manage and analyse regular informal stakeholder feedback to improve service delivery.

To manage discipline, welfare and attendance management processes to ensure consistency and transparency.

To ensure effective resource planning supported by business metrics and trends to ensure performance targets are exceeded.

To produce reports and documents accurately and within timescales.

To maintain a strict level of employee confidentiality at all times.

To be accountable for risk assessments and all Health and Safety checks for their team.

To maintain own knowledge of legislative and industry requirements and that of the team.

To maintain and build upon technical knowledge associated with the Service Area.

To maintain a high level of personal drive and the highest standard of accountability and professionalism at all times


Person Specification


Strong leadership and coaching skills with the ability to set clear objectives and deliver effective feedback.

Ability to encourage and motivate others, focusing on the benefits to the individual and the business.

Ability to communicate clearly, create trust and liberate potential.

Ability to set direction, plan and allocate resources.

Excellent communication skills: confident in preparing reports/documents and delivering presentations.

Strong customer focus.

Ability to be innovative and use own initiative.

Ability to tackle performance problems objectively and effectively.

Personal workload organisational and time management skills.

Ability to deal with difficult situations and staff issues in an assertive and supportive manner.

Ability to work as part of a management team with an active and valuable contribution.

Excellent computer and keyboard skills with experience of using Microsoft Office applications.



Knowledge of the Umbrella/Contracting Finance Industry.

Experience of recruitment and selection.

Proven ability to build and maintain strong stakeholder relationships.

Ability to work to organisational standards (e.g. service level agreements.)

Ability to identify and take action to resolve issues, being accountable for organisational goals.

An understanding of and adherence to all confidentiality aspects required.

An understanding of and adherence to all relevant health and safety procedures.

Ability to work flexibly to meet the demands of the business including shift rotations and weekend work.


Due to the changing nature of the business, this job description serves as a framework to outline the main areas of responsibility at the time of writing. It is not intended to be either prescriptive or exhaustive and will be subject to change.

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