Mortgage & Protection Quality Assessor (12-Month FTC)

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

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.