Partner Monitoring Lead
Listed on 2026-02-19
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Finance & Banking
Financial Consultant, Corporate Finance
Salary
£55,000-£65,000 depending on experience
Role TypePermanent, Full-time
LocationHybrid, 2 days a week in the London Office
Reporting toDirector of Operations, Hometree Finance
About HometreeJoin Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015, Hometree began its journey in the home cover market. Today, we are spearheading the shift towards a future where home energy systems are decentralised, digitised, and reliant on renewable sources such as heat pumps, solar panels, batteries, EV chargers, and smart controls. This innovative approach is not just about sustainability;
it's about empowering homeowners to manage their energy more efficiently and cost‑effectively, thereby setting new standards in energy consumption.
We operate across three dynamic divisions:
- Financial Services:
Here, you'll contribute to offering flexible financing options, that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades. - Energy Services:
Be part of our extensive network of local installation businesses that equip homeowners with the cutting‑edge, sustainable energy solutions necessary for reaching net‑zero emissions. - Home Services:
Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home.
At Hometree Group, we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions, and we need passionate individuals to support them at every step. Join us during this exciting time, and play a pivotal role in a business that supports sustainable home ownership in alignment with their readiness and needs.
Key Achievements- 🏆 £85m+ Capital Raised – We’ve raised over £85m to-date from leading global investors including Legal & General Capital and specialist energy VCs
- 🏆 6 Acquisitions – We’ve expanded our operations by acquiring four key companies across financing (Hometree Finance - formerly Bewarm), home cover (Your Repair) and energy services (Geowarmth, The Little Green Energy Company, IMS, and Green Gen).
- 🏆 100k Homes Covered – We cover over one hundred thousand homes across the UK
- 🏆 280+ Employees – We have over 250 passionate employees transforming the industry across the Group, one home at a time
This role sits within Hometree Finance. 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.
Hometree Finance works with a growing network of Introducer Appointed Representatives (IARs) and regulated Credit Brokers to introduce its regulated products and services. This role 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 the day‑to‑day ownership and effectiveness of partner monitoring, ensuring 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.
This is a first‑line operational compliance role within Hometree Finance. The role works closely with second‑line Compliance and other internal stakeholders, while operating autonomously as the day‑to‑day owner of partner monitoring and oversight.
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…
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