Partner Compliance & Onboarding Coordinator

Stonebridge Group - Mortgage & Insurance Network; Basildon; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid working

Birthday off

22 days annual leave

Company pension

Performance bonus

Employee referral £500

Gym subsidy

Dental/Health benefits

Job summary

Stonebridge Mortgage Solutions Ltd is seeking a Mortgage Quality and Compliance Coordinator to support our New Partner Compliance Team. You will review complex mortgage and insurance cases, maintain compliance records, and deliver timely MI to inform decisions.

This role blends compliance administration with adviser support in a fast-paced environment. You'll work in a hybrid setup, collaborating with advisers and internal stakeholders to ensure accreditation, onboarding, and ongoing regulatory

Qualifications

• Experience in administrative, compliance, quality assurance or adviser support roles within mortgage, protection or financial services.
• Excellent written and verbal communication skills with advisers and colleagues.
• Strong customer service skills and commitment to a great adviser experience.
• Highly organised with attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience using Microsoft Office, especially Excel, Outlook, Word and PowerPoint.
• Strong analytical skills to produce and interpret MI reports.
• Proactive approach to problem solving and continuous improvement.
• Ability to work independently and as part of a team.
• Knowledge of mortgage or financial services regulation and adviser onboarding.

Responsibilities

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

Skills

Compliance administration

Adviser support

Data analysis

Customer service

Attention to detail

FCA regulatory knowledge

Tools

Microsoft Office

Job description

Stonebridge Mortgage Solutions Ltd is seeking a Mortgage Quality and Compliance Coordinator to support our New Partner Compliance Team. You will review complex mortgage and insurance cases, maintain compliance records, and deliver timely MI to inform decisions.

This role blends compliance administration with adviser support in a fast-paced environment. You'll work in a hybrid setup, collaborating with advisers and internal stakeholders to ensure accreditation, onboarding, and ongoing regulatory