Contact us
Swindon / Remote
Advertising Salary
Up to £30,000

The opportunity

As a Mortgage & Protection Business Assessor, you will assess the suitability of advice given by Openwork Appointed Representatives across mortgage and protection business lines. 

To be considered for this position you must have strong mortgage and protection product knowledge, as well as possessstrong communication skills and attention to detail. 

We have multiple opportunities to join the team on a 12 month fixed term contract, based two days a week in our Swindon office.
The benefits:
  • Salary - up to £30,000
  • Bonus - 7.5% on target
  • 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 - 1x salary 
  • Death in service - 4x salary
  • 25 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.
What your working day will involve:
  • Reviewing client files within the agreed criteria to the appropriate standards and in accordance with the current Insight checklists.
  • Ensuring all case checking assessment is conducted and recorded in an accurate, effective and fair manner.
  • Identifying any errors or discrepancies in advice given, escalating to Team Leader or Team Manager if required.
  • Proactively identify trends and feed continuous improvement.
  • Timely reporting of potential Breaches and Rejects, taking ownership for difficult decisions.
  • Achieving the agreed number of advice checks and peer review checks per day, as well as other SLAs.
  • Identifying 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.
  • Providing courteous and consistent support to team members, advisers and supervisors to improve advice quality.

What will you need to succeed?

  • Previous experience in a financial services organisation. 
  • Knowledge of mortgage and protection products. 
  • High level of attention to detail coupled with excellent accuracy. 
  • Sound judgement, ensuring impartiality and consistency. 
  • Good problem solving, analytical and decision-making skills.  
  • A strong communicator, able to listen and build relationships effectively at a variety of levels. 
  • Time management, planning, prioritising and organisation skills. 
  • Remains calm when under pressure.  
  • A natural customer focus, able to cope with difficult and challenging situations. 

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 2022. 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.

On top of offering a modern workplace with bags of development opportunities, we also offer a highly attractive benefits package to reward you for your hard work. This includes a competitive base salary, an industry-leading annual bonus, enhanced pension, critical illness cover, income protection and a range of other flexible benefits.

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