At a Glance
- Tasks: Review mortgage files, coach new advisers, and ensure compliance with industry standards.
- Company: Join Stonebridge Mortgage Solutions, a leading UK mortgage network with a supportive culture.
- Benefits: Enjoy competitive salary, hybrid working, free meals, and generous leave policies.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Make a real impact in the mortgage industry while growing your career.
- Qualifications: Experience in mortgage or compliance, strong communication skills, and attention to detail.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for a motivated and detail-oriented New Partner Associate (Mortgage Quality and Compliance Adviser) to join our New Partner team in the compliance operations department. This is an exciting opportunity for someone with experience in mortgage and protection administration, compliance, quality assurance, or adviser support who’s ready to take the next step in their career. You’ll play a key role in maintaining Stonebridge’s high standards and helping advisers deliver the best outcomes for their clients.
About us
At Stonebridge Mortgage Solutions Ltd, we’re one of the UK’s leading mortgage and protection networks, supporting over 1,300 professional advisers nationwide. We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative and people-focused culture. Our success comes from our people — their insight, professionalism, and drive to make things better, dare to be different, and most importantly make our customers' lives easier.
Benefits
- A great company culture built on openness, collaboration, and support.
- Competitive salary and performance-related bonus (non-contractual).
- 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
- Company pension with optional matched contributions up to 1.5%.
- Hybrid working with flexibility to work from home.
- Free breakfast, lunch, snacks, and drinks when working in the office.
- 2 volunteering days and 1 team volunteering day each year.
- 2 half-days of paid ‘me time’ to support mental and physical wellbeing.
- Employee engagement activities, recognition schemes, and retail discounts.
- Salary sacrifice schemes (home tech, cycle to work, pension).
- Gym subsidy, company sick pay, and EAP support.
- Option to buy up to 5 extra days’ holiday.
- £500 employee referral scheme.
- Death in service cover and critical illness insurance cover.
Key responsibilities
- Review mortgage and insurance case files against internal and FCA standards, supporting specific AR firms / Advisers to get Competent Adviser Status (CAS) accredited.
- Conduct 1-2-1 reviews and performance observations with new advisers.
- Coaching and guidance to upskill the new advisers, fostering good practice and standards.
- Provide clear, constructive feedback and guidance to new advisers by phone and email.
- Liaising with other teams (Partner Support, BDMs) to help the new advisers get CAS accredited within target timelines.
- Review promotional materials and adviser CPD records to ensure compliance.
- Maintain accurate internal records and management information.
- Monitor AR competence records (CPD) and provide feedback.
- Ensure all new AR firms CAS accredited within expected timelines (currently 3 months).
Experience
- Experience within mortgage, protection, financial services, or quality assurance, ideally in compliance or adviser support.
- Strong communication and interpersonal skills.
- A proactive, organised approach with excellent attention to detail.
- Able to fully satisfy the pre-employment screening process, which comprises code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks.
How to apply
If you’re ready to grow your career with a forward-thinking network that values quality, collaboration, and people — we’d love to hear from you. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know. Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.
Mortgage Quality and Compliance Adviser in Basildon employer: Stonebridge Group - Mortgage & Insurance Network
At Stonebridge Mortgage Solutions Ltd, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel in their careers. As a Mortgage Quality and Compliance Adviser, you will benefit from a competitive salary, flexible hybrid working options, and a range of wellness initiatives, including paid 'me time' and volunteering days. Join us in making a meaningful impact in the mortgage industry while enjoying exceptional employee engagement and growth opportunities.
Contact Details:
Stonebridge Group - Mortgage & Insurance Network Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Quality and Compliance Adviser in Basildon
✨Tip Number 1
Network like a pro! Reach out to people in the mortgage and compliance sectors on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching Stonebridge’s values and culture. Show us how your experience aligns with our mission to support advisers and deliver top-notch outcomes for clients.
✨Tip Number 3
Practice your responses to common interview questions, especially around compliance and quality assurance. We want to see your expertise shine through, so be ready to share specific examples!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Mortgage Quality and Compliance Adviser in Basildon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Quality and Compliance Adviser role. Highlight your experience in mortgage and protection administration, compliance, or quality assurance. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about joining Stonebridge and how you can contribute to our team. Be genuine and let your personality come through — we love that!
Show Off Your Attention to Detail:Since this role requires a keen eye for detail, make sure your application is free from typos and errors. Double-check everything before hitting send. It shows us you care about quality, just like we do!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Stonebridge Group - Mortgage & Insurance Network
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage compliance and quality assurance. Familiarise yourself with the FCA standards and how they apply to the role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in mortgage and protection administration. Think about times when you’ve helped advisers achieve their goals or improved compliance processes. This will demonstrate your value to the team.
✨Practice Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend or family member to get comfortable discussing your ideas and experiences.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask during the interview. This could be about the company culture, the team dynamics, or how success is measured in the role. It shows that you’re genuinely interested and engaged, which can set you apart from other candidates.
