Mortgage & Protection Business Assessor

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

Benefits offered by this job

Bonus scheme

Pension match

Critical illness

Income protection

Death in service

Holiday allowance

Private medical

Dental insurance

Job summary

Openwork Limited is seeking a Mortgage Business Assessor in Swindon to join the Advice Quality Team on a 12-month fixed-term contract. The role is hybrid, offering a balance of office and remote work within Swindon.

You will review client files for suitability, ensure checks are performed and recorded, and help identify trends to improve advice quality across the network. A strong mortgage/protection background and keen attention to detail are essential.

Qualifications

• Background in mortgage and protection is required.
• High level of attention to detail with excellent accuracy.
• Strong time management and organisational skills.

Responsibilities

• Review client files within the agreed criteria to the appropriate standards and in accordance with the current Insight checklists.
• Ensure all case checking assessments are conducted and recorded accurately.
• 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.
• Work effectively with 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.

Skills

Mortgage & protection background

Attention to detail

Time management

Organisational skills

Job description

As a Mortgage Business Assessor within the Advice Quality Team, you will assess the suitability of advice given by Openwork firms across Mortgage and Protection.

Please note, this is a hybrid role based in Swindon. This is also a 12-month fixed-term contract.

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.