Mortgage & Protection Business Assessor in Swindon

As a Mortgage Business Assessor within the Advice Quality Team (AQT), you will assess the suitability of advice given by Openwork Appointed Representatives across Mortgage and Protection.

Please note, this is a 12 month fixed-term contract, based in Swindon on a hybrid basis.

• Bonus scheme - on target bonus- 7.5%
• Pension scheme - contribute upto 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bankholidays, with the opportunity to buy up to an additional 10 days
• Up to 3 working days per yearof paid time to participate in volunteering activities
• A range of other flexiblebenefits to include private medical insurance, dental insurance and muchmore.

Key responsibilities

• Review client files within the agreed criteria to the appropriate standards and in accordance with the current insight checklists.
• Ensure all case checking assessment is conducted and recorded in an accurate, effective and fair manner.
• Identify any errors or discrepancies in advice given, escalating to Team Leader or Team Manager if required.
• Proactively identify trends and feed continuous improvement.
• Timely reporting of potential Breaches and Rejects, taking ownership for difficult decisions.
• Identify and build relationships with key contacts (both internally and externally), providing advice and guidance as required.
• Working effectively with the appropriate Operations, Distribution and Compliance teams to improve advice quality across the network.
• Provide courteous and consistent support to team members, advisers and supervisors to improve advice quality.

What will you need to succeed?

• A background in Mortgage and Protection, such as a Broker, Mortgage Administrator, Business Assessor or similar.
• CEMAP qualified is essential for this role.
• Knowledge of ICOB and MCOB product and sales process, regulatory requirements, TCF, Data Protection and Financial Crime.
• High level of attention to detail coupled with excellent accuracy.
• A strong communicator, able to listen and build relationships effectively at a variety of levels.
• Time management, planning, prioritising and organisation skills.
• A natural customer focus, able to cope with difficult and challenging situations.

Why us?

We're a dynamic, fast-paced and growing business with huge ambition.

This is all made possible by the brilliant people who are part of The Openwork Partnership family.

We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2021.

The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment where you can balance a successful career with your commitments and interests outside of work.

We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

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