One connected platform

Bankingperm recruitment software

Run the banking shortlist, the offer and the fee on one record.

Vacancy to placement fee on one shared record — the bank, the candidate and every conversation in between.

  1. Vacancy
  2. Source & match
  3. Shortlist
  4. Interviews
  5. Screening
  6. Offer & fee

How the desk runs

One platform, from the vacancy to the placement fee.

  • Take the vacancy properly

    The bank, the role detail, the salary and the fee agreement sit on one job record — whether it is one of the credit analysts, relationship managers and operations staff or a role further up.

  • Source from your own database first

    Regulated hires turn on screening as much as fit, so the candidates who already cleared are the fastest to place again. Plain-English search and CV parsing run across everything you already hold, with AI match scoring surfacing who is worth a call.

  • A shortlist the client can read

    Send a formatted shortlist from the record. What matters to the bank is whether the screening pack will survive their audit, so the submission leads with that rather than a CV dump.

  • Interviews without the diary tennis

    Arrange, confirm and reschedule from the job, with reminders going to both sides and the outcome recorded against the candidate.

  • Offer, acceptance and the fee

    Offer, counter-offer and acceptance are tracked on the placement with the fee, the start date and the rebate period attached.

  • Pipeline against target

    Dashman shows time to screen, placement fees and where assignments stall, by consultant and by stage.

Checks and clearances

Screened before the placement is confirmed

Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered.

How documents and expiry work
  • Regulatory reference requests tracked to completion
  • Criminal record and credit screening where the role requires it
  • Right-to-work documents with expiry alerts
  • Professional qualifications on the candidate record

What the agents add

AI agents working on the banking desk in the background.

  • Sourcing Sam

    Matches candidates against open vacancies and has the shortlist ready to review.

  • Compliance Clara

    Flags regulatory reference requests tracked to completion coming up for expiry.

  • Timesheet Tommy

    Reads submitted timesheets and preps PAYE for fixed-term cover, with umbrella and limited for day-rate contractors for review.

  • Growth Grace

    Surfaces new bank leads worth a call.

  • Manager Max

    Briefs the desk each morning on time to screen.

Questions

Permanent Banking recruitment software questions.

Can it handle the whole banking perm process?

Vacancy, sourcing, shortlist, interviews, offer and placement fee all sit on one job record, so nothing is tracked in a separate spreadsheet or inbox.

How are placement fees and rebates tracked?

The fee, the start date and the rebate period sit on the placement, so what is invoiced and what is still at risk is visible without reconstructing it.

Does it help with candidate sourcing?

Plain-English search runs across your existing database, LinkedIn profiles come into the record in a click, and AI match scoring surfaces the candidates worth calling first.

Can we see pipeline against target?

Dashman shows pipeline, placements and fees against target by consultant, client and stage, in one live view rather than a monthly spreadsheet.

What checks does a banking placement need?

Regulated placements carry a screening trail. Each check sits on the candidate record with its date and its outcome, so the position is evidenced rather than remembered. The desk holds regulatory reference requests tracked to completion, criminal record and credit screening where the role requires it, right-to-work documents with expiry alerts, professional qualifications on the candidate record.

Compliance
Business Development
Sourcing
Daily Briefings
Timesheets

See a week of your own banking desk run in one system

Half an hour on your own kind of work.