Job Description

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The opportunity

Are you detail-oriented with a passion for maintaining high standards in financial advice? Join our dynamic team as a Mortgage and Protection Business Assessor, where you'll play a vital role in ensuring the quality and compliance of mortgage and protection recommendations made by our Openwork advisers.

In this role, you'll assess cases submitted by Openwork advisers across the Partnership, providing constructive feedback and guidance to maintain our reputation for delivering outstanding client outcomes. You'll also help identify trends, support best practice, and contribute to a culture of continuous improvement.

12 month fixed term contract, based 2 days a week in our Swindon office.

The benefits:

Salary - up to 32,000 Bonus scheme - on target bonus - 7.5% Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% Critical illness cover Income protection - 1 x salary Death in service - 4 x salary 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

Review mortgage and protection cases to assess the quality of advice and adherence to the Openwork sales process. 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. Provide clear, actionable feedback to advisers to rectify issues and ensure high standards are maintained.Timely reporting of potential Breaches and Rejects, taking ownership for difficult decisions. Achieve the agreed number of advice checks and peer review checks per day, as well as other SLAs. 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. Stay up to date with regulatory changes and industry best practices
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What will you need to succeed?

Previous experience in mortgage and protection advice or compliance/quality assurance within financial services. Previous business assessment experience. Relevant qualifications (CeMAP or equivalent) preferred. Strong understanding of FCA regulations and TCF (Treating Customers Fairly) principles. Excellent attention to detail and the ability to communicate feedback effectively Sound judgement, ensuring impartiality and consistency. Good problem solving, analytical and decision-making skills. Time management, planning, prioritising and organisation skills. Remains calm when under pressure. A collaborative mindset and desire to help others grow and improve. A natural customer focus, able to cope with difficult and challenging situations.
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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 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague's individual differences and identities - just like our financial advice, for us, it's personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other 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.