At a Glance
- Tasks: Guide Mortgage Advisers through the onboarding process with friendly support and thorough checks.
- Company: Join the UK's leading mortgage network, known for its supportive culture and success.
- Benefits: Enjoy private medical insurance, 25 days leave, flexible hours, and career development opportunities.
- Other info: Hybrid working model with a focus on inclusivity and personal growth.
- Why this job: Be a key player in ensuring quality and security for new advisers while building great relationships.
- Qualifications: Customer service experience, attention to detail, and a curious mindset are essential.
The predicted salary is between 27000 - 33000 £ per year.
Hybrid - 3 days at our Derby office, 2 days working from home.
About the role
We're on the lookout for an Onboarding Officer to join our growing Adviser Onboarding team - the friendly detectives who make sure every Mortgage Adviser joining MAB's network is exactly who they say they are and meets our high standards. You'll be the helpful guide (and occasional myth-buster!) for Advisers, firms and lead sources as they move through our application process. From compliance checks to warm conversations and curious investigation, you'll play a key part in bringing great advisers into our network safely and smoothly.
What you'll be doing
- Building great working relationships with business owners, regional managers, and individual applicants
- Running internal and external searches on applicants to ensure everything stacks up
- Assessing applications to minimise risk and keep our network secure
- Answering adviser queries with confidence, clarity and a friendly tone
- Being a positive ambassador for the MAB brand
- Completing thorough reference checks
- Carrying out due diligence activities for all advisers
- Maintaining accurate adviser and business records across internal systems and provider platforms
About You
You're naturally curious, love getting things right first time and enjoy speaking with people from all walks of life. You're calm under pressure, organised by instinct, and always happy to go the extra mile to uncover answers and smooth out bumps in the journey. To be successful in this role, you will have:
- Experience delivering excellent customer service
- A knack for building positive relationships
- Strong attention to detail
- Tenacity and an inquisitive mindset
- Ability to work to targets and tight deadlines
- A solution-focused approach to challenges
- Confident with the Microsoft Office suite
- Organised, structured and steady under pressure
A quick note...
Please note this is not a Recruitment or HR role, it sits within our Sales division, focusing on adviser onboarding and due diligence rather than talent acquisition. The internal title for this role is 'Onboarding Case Officer'.
Recruitment Process
1st stage: In-person interview with the Hiring Manager and a member of the team.
What's In It For You?
- Private Medical Insurance (Vitality)
- 25 days annual leave (increasing to 28 with service) plus your birthday off
- Matched pension contribution (L&G)
- Share save scheme (Equinity)
- Retail discounts
- Free entertainment tickets
- Plus much more!
- Flexible working hours with hybrid working for Head Office roles (as agreed with your line manager)
- A wide range of Learning & Development offers, from 121 coaching to qualification support, helping you to grow and thrive in your career
- A supportive, inclusive culture with forums you're welcome to join from day 1, using your voice to make MAB an even better place to work
Everyone is Welcome
At MAB, we value different experiences and perspectives which adds diversity and value to our culture. As an equal opportunities employer, we are committed to creating an environment where everyone feels welcomed, included and heard for who they are. We aspire to have a diverse and inclusive workplace and strongly encourage applicants from a wide range of backgrounds to apply and join us.
We are committed to reducing barriers in every stage of our recruitment process so everyone feels they can bring their best self when applying for new opportunities at MAB. If you'd like to hear how we can support you by adjusting our process, from application to interview and onboarding, please contact us.
Use of AI
We recognise that AI tools can be a helpful way to articulate your qualities, skills and experience when applying for roles. It's important to us, however, that we see the real you throughout the recruitment process. We hire real people, not polished personas! We simply ask that you consider carefully how and where you use AI during your application, so we can hear your own thoughts and meet your authentic self.
Please note we are unable to consider candidates requiring visa sponsorship at this moment in time. We won't be accepting speculative CVs from recruitment agencies, with a full PSL in place.
The Company
Mortgage Advice Bureau (MAB) PLC is the UK’s leading mortgage network. We’re experts in Mortgage and Protection advice, with over 200 awards and counting. We’re proud of our reputation in the industry and of our people, who continue to be the heart of MAB’s success.
Adviser Onboarding Officer employer: Mortgage Advice Bureau (MAB)
Mortgage Advice Bureau (MAB) is an exceptional employer, offering self-employed Mortgage & Protection Advisers the chance to thrive in a supportive and flexible environment. With uncapped earnings, competitive commission structures, and access to market-leading technology, you can build your own business while receiving comprehensive compliance, admin, and marketing support. Join a company that values your growth and success, all while enjoying the freedom to work remotely or in a hybrid model from Chelmsford.
Contact Details:
Mortgage Advice Bureau (MAB) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Onboarding Officer
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Mortgage Advice Bureau (MAB). Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Mortgage Advice Bureau (MAB) before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Adviser Onboarding Officer
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Mortgage Advice Bureau (MAB):Your cover letter is your chance to shine! Tell us why you want to work at Mortgage Advice Bureau (MAB) specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Mortgage Advice Bureau (MAB)!
How to prepare for a job interview at Mortgage Advice Bureau (MAB)
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
