Mortgage Compliance Assistant

Proper Advice Ltd; Chester; On-site; GBP 30,000 - 36,000; Full time

Benefits offered by this job

4-day working week

Job summary

Proper Advice Ltd in Chester is seeking a detail‑focused mortgage administration and case management assistant to support our advisers on admin and compliance for every case. You will input applications, run DIPs, and ensure files are fully compliant before submission.

In this full‑time, office‑based role you’ll develop a strong understanding of the mortgage process, manage a live pipeline, and grow into more senior case management or compliance responsibilities as the business expands, while

Qualifications

• Experience in mortgage administration or case management in a UK brokerage or network.
• Good understanding of mortgage process from DIP to completion.
• High accuracy when handling sensitive client documents.
• Ability to handle compliance queries with network and advisers.
• Strong organisational skills to manage a live pipeline and deadlines.
• Clear written and verbal communication with advisers, clients, and lenders.
• Experience with digital client records and Salesforce is a bonus.
• CeMAP or equivalent qualification is advantageous but not essential.

Responsibilities

• Enter mortgage applications onto lender portals and packaging systems, verify data against the fact find and documents.
• Run Decisions in Principle (DIPs).
• Prepare complete mortgage and protection files: ID and AML checks, income and expenditure evidence, suitability documentation and disclosure paperwork.
• Carry out pre-submission file checks so cases go to the network right first time.
• Take the lead on compliance queries from our network, gathering what’s needed from advisers and clients and closing points by deadline.
• Keep case records up to date so anyone picking up a file can see the status.
• Spot recurring issues in file reviews and feed back to prevent repeats.

Skills

Attention to detail

Organisation

Communication

Stakeholder management

Education

CeMAP or equivalent qualification (advantage)

Tools

Salesforce

Job description

Proper Advice is a whole-of-market mortgage and protection brokerage based in Chester. We help first-time buyers, home movers, remortgage clients and landlords find the right mortgage, and make sure they're properly protected once they have it. We're a growing team that cares about getting things right for clients, and we look after every case closely from the first enquiry to completion. We also offer a 4-day working week.

Role Description

This is a full-time, office-based role in Chester. The work is roughly half case processing and half file quality. You'll support our advisers on the admin and compliance side of every case, getting applications onto lender systems accurately and quickly and making sure each file holds up from a compliance point of view.

Day to day you'll:

• Key mortgage applications onto lender portals and packaging systems, checking the data against the fact find and supporting documents
• Run Decisions in Principle (DIPs)
• Prepare complete mortgage and protection files: ID and AML checks, income and expenditure evidence, suitability documentation and disclosure paperwork
• Carry out pre-submission file checks so cases go to the network right first time
• Take the lead on compliance queries from our network, getting what's needed from advisers and clients and closing points off within deadline
• Keep case records up to date so anyone picking up a file can see exactly where it stands
• Spot recurring issues in file reviews and feed them back so the same points don't come up twice

In return you'll get a 4-day working week, a competitive salary, a generous holiday allowance, and room to grow into a senior case management or compliance role as the business expands.

Qualifications

• Experience in a mortgage administration or case management role within a UK brokerage or network
• A good working understanding of the mortgage process, from DIP through to completion
• Close attention to detail and a high level of accuracy when working with sensitive client documents
• Confidence dealing directly with a network compliance team, and the persistence to see a query through
• Strong organisation, with the ability to manage a live pipeline of cases and deadlines without things slipping
• Clear written and verbal communication with advisers, clients and lenders
• Comfortable working with digital client records and CRM systems (Salesforce experience is a bonus)
• Knowledge of protection products and underwriting is an advantage
• CeMAP or an equivalent qualification is an advantage but not essential