Mortgage & Protection File Quality Auditor

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

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.