Mortgage & Protection Business Assessor
Swindon, ENG, GB, United Kingdom
Job Description
As we continue to realise our growth ambitions, we have multiple opportunities to join our Operations Services team as a Mortgage Business Assessor. You will assess the suitability of advice given by Openwork Appointed Representatives across Mortgage, Protection and Owl business lines, ensuring that every client receives advice that is not only compliant but also truly beneficial.
12 month fixed term contract, based 2 days a week in our Swindon office.
The benefits:
Salary - up to 30,000 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 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. 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.
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Job Detail
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Job IdJD3205945
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSwindon, ENG, GB, United Kingdom
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EducationNot mentioned