Case Checker

The New Homes Group; Poole; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking a detail-oriented Case Checker to ensure compliance with FCA regulations. The role involves reviewing submitted cases, providing feedback, and contributing to a positive compliance culture. Flexible hybrid working and benefits such as discounted services and training support are included.

Benefits

Hybrid working pattern

Gym discounts

Annual leave increasing with service

Birthday day off

Full support to gain CeMap Qualification

Digital GP and health check

24/7 Employee Assistance Programme

Qualifications

• Experience in regulated financial services is preferred.
• Professional and friendly telephone manner is important.

Responsibilities

• Review mortgage, protection & GI cases for compliance.
• Provide feedback to advisers and support compliance.
• Identify trends and training needs through analysis.

Skills

Attention to Detail

Written Communication

Verbal Communication

Organisational Skills

IT Skills

Job description

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Mortgage Intelligence Holdings are looking for a detail-oriented Case Checker ideally with experience in a regulated financial services environment.

In this role, you’ll be responsible for reviewing submitted cases to ensure that “best advice” is consistently applied, aligned with FCA regulations and Consumer Duty principles. Acting as a key part of our Compliance function, you will assess the quality and suitability of recommendations, provide clear feedback to advisers and field staff.

What can we offer you?

• The flexibility of a Hybrid working pattern - (2 days in the office in Bournemouth/3 working from home)
• Perks at Work – Discounts on products and services, inc gym discounts
• Group Discounts on Property Services, inc estate agency, mortgage, conveyancing and surveying services
• 22 days of annual leave to begin with, increasing by a day each year you’re with us – up to 27 days
• An additional day off to celebrate your birthday.
• Full Support and Training to gain your CeMap Qualification
• Aviva Digicare – inc digital GP and annual health check
• Access to our Employee Assistance Programme - 24/7 support for you and your family

Main responsibilities:

• Review mortgage, protection & GI cases to ensure they meet FCA and company standards
• Ensure advice given reflects Consumer Duty principles and delivers the best outcomes for customers
• Provide clear feedback to advisers to support ongoing improvement
• Identify trends, risks, and training needs through case analysis
• Support a positive compliance culture across the network

Skills and experience required:

• Confident with IT systems and tools
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Team player with great organisation skills
• Professional and friendly telephone manner

Mortgage Intelligence is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.