Mortgage and Protection File Checker

Finance Advice Group Ltd; East Midlands; On-site; GBP 25,000 - 35,000; Full time

Job summary

A reputable finance organization is seeking a Mortgage and Protection File Checker to ensure compliance with regulations and internal standards. This role involves reviewing advice files and providing feedback to uphold high standards of advice and client service. The ideal candidate will possess in-depth knowledge of mortgage processes and FCA regulations, along with strong attention to detail and communication skills.

Qualifications

• In-depth knowledge of mortgage advice processes, protection products, and FCA regulations.
• Excellent attention to detail, with the ability to identify gaps and inconsistencies.
• Strong communication skills, capable of delivering clear feedback.

Responsibilities

• Review mortgage and protection advice files for compliance with FCA regulations.
• Assess advice documents for completeness and regulatory adherence.
• Provide feedback to advisers and management.

Skills

In-depth knowledge of mortgage advice processes

Excellent attention to detail

Strong communication skills

Education

CeMAP or other Level 3 mortgage qualification

Job description

Are you passionate about ensuring the highest standards in mortgage advice? Do you thrive on detail and accuracy? Are you eager to join a dynamic team where your skills truly make a difference?

We are currently looking for a Mortgage and Protection File Checker to join our busy and expanding team in Derby, a vibrant centre of finance and innovation! This is your chance to become a key player in maintaining excellence within the mortgage and protection industry.

Hours of Work : full time

As a Mortgage and Protection File Checker, you will be responsible for reviewing mortgage and protection advice files to verify their compliance with FCA regulations and internal standards. Your role is crucial in ensuring clients receive suitable advice and that our organisation maintains a reputation for integrity and excellence. You will assess advice documents for completeness, regulatory adherence, and quality, providing valuable feedback to advisers and management to uphold our high standards.

MORTGAGE AND PROTECTION FILE CHECKER REQUIREMENTS :

• In-depth knowledge of mortgage advice processes, protection products, and FCA regulations
• Excellent attention to detail, with the ability to identify gaps, inconsistencies, or risk indicators
• Strong communication skills, capable of delivering clear verbal and written feedback

CeMAP or other Level 3 mortgage qualificat...