Adviser Onboarding Officer

Mortgage Advice Bureau; East Midlands; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Private Medical Insurance

25 days annual leave

Birthday off

Pension contribution

Share save scheme

Job summary

Mortgage Advice Bureau is seeking an Advisor Onboarding Officer in Derby for a permanent full-time role with hybrid work (3 days in the Derby office, 2 days from home). The position focuses on adviser onboarding, compliance checks and due diligence to ensure entrants meet our standards.

You will build relationships with advisers, firms and lead sources, perform background checks and maintain records while guiding applicants through the process with a client-focused, detail-oriented approach.

Qualifications

• Experience delivering excellent customer service.
• Strong relationship-building skills.
• High attention to detail.
• Tenacity and inquisitive mindset.
• Ability to work to targets and tight deadlines.
• Solution-focused approach to challenges.
• Proficiency with Microsoft Office.

Responsibilities

• Building great working relationships with business owners, regional managers, and individual applicants.
• Running internal and external searches on applicants to ensure everything stacks up.
• Assessing applications to minimise risk and keep our network secure.
• Answering adviser queries with confidence, clarity and a friendly tone.
• Being a positive ambassador for the MAB brand.
• Completing thorough reference checks.
• Carrying out due diligence activities for all advisers.
• Maintaining accurate adviser and business records across internal systems and provider platforms.

Skills

Customer service

Relationship building

Attention to detail

Tenacity

Targets & deadlines

Solution-focused

Microsoft Office

Job description

Advisor Onboarding Officer

Permanent, Full-time

Hybrid - 3 days at our Derby office, 2 days working from home

£27,000 plus benefits

About The Role

We’re on the lookout for an Onboarding Officer to join our growing Adviser Onboarding team - the friendly detectives who make sure every Mortgage Adviser joining MAB’s network is exactly who they say they are and meets our high standards.

You’ll be the helpful guide (and occasional myth‑buster!) for Advisers, firms and lead sources as they move through our application process. From compliance checks to warm conversations and curious investigation, you’ll play a key part in bringing great advisers into our network safely and smoothly.

What You’ll Be Doing

• Building great working relationships with business owners, regional managers, and individual applicants
• Running internal and external searches on applicants to ensure everything stacks up
• Assessing applications to minimise risk and keep our network secure
• Answering adviser queries with confidence, clarity and a friendly tone
• Being a positive ambassador for the MAB brand
• Completing thorough reference checks
• Carrying out due diligence activities for all advisers
• Maintaining accurate adviser and business records across internal systems and provider platforms

About You

You’re naturally curious, love getting things right first time and enjoy speaking with people from all walks of life. You’re calm under pressure, organised by instinct, and always happy to go the extra mile to uncover answers and smooth out bumps in the journey. To be successful in this role, you will have:

• Experience delivering excellent customer service
• A knack for building positive relationships
• Strong attention to detail
• Tenacity and an inquisitive mindset
• Ability to work to targets and tight deadlines
• A solution-focused approach to challenges
• Confident with the Microsoft Office suite
• Organised, structured and steady under pressure

A quick note…

Please note this is not a Recruitment or HR role, it sits within our Sales division, focusing on adviser onboarding and due diligence rather than talent acquisition.

The internal title for this role is 'Onboarding Case Officer'.

Recruitment Process

1st stage: 1st stage: In-person interview with the Hiring Manager and a member of the team.

What’s In It For You?

• Private Medical Insurance (Vitality), 25 days annual leave (increasing to 28 with service) plus your birthday off, matched pension contribution (L&G), share save scheme (Equinity), retail discounts, free entertainment tickets, plus much more!
• Flexible working hours with hybrid working for Head Office roles (as agreed with your line manager)
• A wide range of Learning & Development offers, from 121 coaching to qualification support, helping you to grow and thrive in your career
• A supportive, inclusive culture with forums you're welcome to join from day 1, using your voice to make MAB an even better place to work

Everyone is Welcome

At MAB, we value different experiences and perspectives which adds diversity and value to our culture. As an equal opportunities employer, we are committed to creating an environment where everyone feels welcomed, included and heard for who they are. We aspire to have a diverse and inclusive workplace and strongly encourage applicants from a wide range of backgrounds to apply and join us.

We are committed to reducing barriers in every stage of our recruitment process so everyone feels they can bring their best self when applying for new opportunities at MAB. If you’d like to hear how we can support you by adjusting our process, from application to interview and onboarding, please contact [e-mail].

Use of AI

We recognise that AI tools can be a helpful way to articulate your qualities, skills and experience when applying for roles. It’s important to us, however, that we see the real you throughout the recruitment process. We hire real people, not polished personas! We simply ask that you consider carefully how and where you use AI during your application, so we can hear your own thoughts and meet your authentic self.

Please note we are unable to consider candidates requiring visa sponsorship at this moment in time. We won't be accepting speculative CVs from recruitment agencies, with a full PSL in place.