New Partner Associate - Mortgage Compliance in Basildon

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.