Mortgage Quality and Compliance Coordinator

Stonebridge - Mortgage & Insurance Network; Basildon; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Hybrid working with flexibility towork

Birthday off

Company pension with matched up to 1.5

Employee assistance programme

Employee networking and referrals

Gym subsidy

Volunteer days

Job summary

Stonebridge Mortgage Solutions Ltd in Basildon is seeking a New Partner Compliance Co-ordinator to support mortgage firms and advisers joining the Stonebridge Network. You will review complex cases, maintain compliance records and produce MI, ensuring smooth day-to-day administration of the New Partner Compliance Team.

This role blends compliance administration, adviser support, data analysis and customer service in a fast-paced, collaborative environment.

Qualifications

• Experience in administrative, compliance, quality assurance or adviser support role, ideally within mortgage, protection or financial services.
• Excellent written and verbal communication skills with the ability to build relationships with advisers and colleagues.
• Strong customer service skills and a commitment to a great adviser experience.
• Highly organised with attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient in Microsoft Office (Excel, Outlook, Word, PowerPoint).
• Strong analytical skills to produce and interpret management information reports.

Responsibilities

• Manage the New Partner Compliance Team mailbox and respond to adviser queries promptly.
• Review complex mortgage and insurance cases and guide advisers to required standards.
• Liaise with advisers and internal stakeholders to resolve issues.
• Handle inbound adviser calls with accurate information and high service levels.
• Maintain compliance records, databases and spreadsheets with accuracy.
• Produce and distribute management information to support oversight.
• Run and review weekly MI reports and take follow-up actions.
• Audit team records and logs to ensure compliant documentation.
• Monitor adviser training and competency requirements for onboarding and accreditation.
• Support administration of new partner onboarding activities.
• Build strong working relationships with advisers and internal teams.
• Identify opportunities for process improvements and drive efficiency.
• Ensure all activities comply with procedures, regulatory requirements and data protection standards.

Skills

Administrative

Compliance

Quality assurance

Adviser support

Customer service

Attention to detail

Data analysis

Communication skills

Multitasking

Microsoft Office

Tools

Outlook

Word

PowerPoint

Excel

Job description

As our New Partner Compliance Co‑ordinator, you'll play a vital role in supporting mortgage firms and advisers as they join the Stonebridge Network and work towards accreditation. You'll be responsible for delivering excellent service to advisers, reviewing complex mortgage and insurance cases, maintaining accurate compliance records, producing management information, and ensuring the smooth day‑to‑day administration of the New Partner Compliance Team.

This is an excellent opportunity for someone who enjoys a combination of compliance administration, adviser support, data analysis, and customer service within a fast‑paced and collaborative environment.

About Us

At Stonebridge Mortgage Solutions Ltd, we're one of the UK's leading mortgage and protection networks, supporting over 1,400 professional advisers nationwide. We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative and people‑focused culture. Our success comes from our people, their insight, professionalism and drive to make things better, dare to be different and, most importantly, make our customers' lives easier.

Our Benefits

At Stonebridge, we believe great work deserves great rewards. You'll enjoy:

• A great company culture built on openness, collaboration, and support.
• Competitive salary plus (non‑contractual) performance‑related bonus.
• 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
• Company pension with optional matched contributions up to 1.5%.
• Hybrid working with flexibility to work from home.
• Free breakfast, lunch, snacks and drinks when working in the office.
• 2 volunteering days and 1 team volunteering day each year.
• 2 half‑days of paid ‘me time' to support mental and physical wellbeing.
• Employee engagement activities, recognition schemes, and retail discounts.
• Salary sacrifice schemes (home tech, cycle to work, pension).
• Gym subsidy, company sick pay, and EAP support.
• Option to buy up to 5 extra days' holiday.
• £500 employee referral scheme.
• Death in service cover and critical illness insurance cover.

Key Responsibilities

• Manage the New Partner Compliance Team mailbox, responding to adviser queries promptly and professionally while meeting agreed service levels.
• Review complex mortgage and insurance cases, providing guidance and support to advisers to help them achieve required standards.
• Liaise with advisers and internal stakeholders, including Senior Audit colleagues, to resolve case-related issues.
• Handle inbound adviser calls, delivering accurate information and excellent customer service.
• Maintain compliance records, databases and spreadsheets, ensuring information remains accurate and up to date.
• Produce and distribute management information (MI) to support operational oversight and decision making.
• Run and review weekly MI reports, taking appropriate follow‑up actions and highlighting trends where appropriate.
• Audit team records and logs, ensuring compliance activity is accurately documented and maintained.
• Monitor adviser training and competency requirements, supporting advisers through accreditation and onboarding processes.
• Support the administration of new partner onboarding activities to ensure a smooth and positive adviser experience.
• Build strong working relationships with advisers and internal teams to deliver a high standard of service.
• Identify opportunities for process improvements and contribute to greater team efficiency and effectiveness.
• Ensure all activities are completed in line with company procedures, regulatory requirements and data protection standards.

Our ideal candidate

Experience in an administrative, compliance, quality assurance or adviser support role, ideally within mortgage, protection or financial services.

Excellent written and verbal communication skills with the ability to build positive relationships with advisers and colleagues.

Strong customer service skills and a commitment to delivering a great adviser experience.

Highly organised with excellent attention to detail and accuracy.

Ability to manage multiple priorities and work effectively in a fast‑paced environment.

Experience using Microsoft Office, particularly Excel, Outlook, Word and PowerPoint.

Strong analytical skills with the ability to produce and interpret management information reports.

A proactive approach to problem solving and continuous improvement.

Ability to work independently whilst also contributing positively as part of a team.

Knowledge of mortgage or financial services regulation, adviser accreditation or onboarding processes would be advantageous.

Understanding of FCA regulatory requirements would be beneficial.

Able to fully satisfy the pre‑employment screening process, which comprises code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships.