Mortgage and Protection Business Processor

The Openwork Partnership; Swindon; Hybrid; GBP 29,000 - 35,000; Full time

Benefits offered by this job

Bonus on target

Pension match

Critical illness cover

Income protection

Death in service

Annual Leave 27 days

Private medical insurance

Dental insurance

Job summary

Openwork Limited is seeking a Business Processor to join the Advice Quality Team in Swindon on a 12-month fixed-term hybrid basis. You will review adviser files across Mortgage and Protection, ensuring compliance with current checklists and quality standards.

The role blends office presence with flexible working, offering a competitive salary up to £32,000, a target bonus of 7.5%, and a comprehensive benefits package including pension, income protection and private medical insurance.

Qualifications

• Background in mortgage and protection (e.g., ex-Broker, Mortgage Consultant Administrator, Business Assessor, Branch Manager).
• High level of attention to detail with excellent accuracy.
• Strong time management, planning and organisational skills.

Responsibilities

• Review client files within the agreed criteria to the appropriate standards and in accordance with current Insight checklists.
• Ensure all case checking assessments are conducted and recorded accurately, effectively and fairly.
• Identify errors or discrepancies in advice and escalate as needed.
• Proactively identify trends and contribute to continuous improvement.
• Report potential Breaches and Rejects promptly and take ownership of difficult decisions.
• Meet the required number of advice checks and peer review checks per day and other SLAs.
• Build relationships with key contacts internally and externally, providing guidance as required.
• Collaborate with Operations, Distribution and Compliance teams to improve advice quality across the network.
• Provide courteous, consistent support to team members, advisers and supervisors to improve advice quality.

Skills

Mortgage experience

Attention to detail

Time management

Planning & organisation

Job description

As a Business Processor within the Advice Quality Team, you will assess the suitability of advice given by Openwork firms across Mortgage and Protection. You will be case checking Advisers across the network, conducting annual reviews and more to ensure files/information meets the right criteria.

Please note, this is a 12-month fixed term contract, and will be a hybrid role based in our Swindon office.

Benefits package:

• 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
• Death in service - 4x 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.

Key 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 if needed.
• 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.

What will you need to succeed?

• A background in mortgage and protection is key, for example, ex-Broker, Mortgage Consultant Administrator, Business Assessor, Branch Manager.
• High level of attention to detail coupled with excellent accuracy.
• Time management, planning, prioritising and organisation skills.

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 2021. The Openwork Partnership values and respects individuality and we are committed to building an inclusive culture and environment 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.