Are you passionate about raising advice standards and ensuring great customer outcomes? As a Mortgage Business Assessor within our Advice Quality Team, you’ll play a key role in safeguarding the quality, suitability and compliance of advice delivered across our Mortgage, Protection and Owl business lines.
This is an opportunity to use your expertise to influence adviser behaviour, support continuous improvement, and help shape the future of advice across the Openwork network.
This is a 12 month Fixed Term Contract, hybrid role, based in our Swindon office, with the requirement to be in the office 3 days a week.
The benefits:
- Salary - up to £32,000
- Bonus Scheme- On target bonus 7.5%
- 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
- Death in service - 4x salary
- 27 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 you’ll be doing
- Reviewing client files against agreed criteria, applying Insight checklists to ensure advice is suitable, compliant and clearly documented.
- Conducting and recording assessments with accuracy, fairness and consistency.
- Identifying errors, discrepancies or concerns in advice and escalating where appropriate.
- Spotting trends and contributing to ongoing improvements in advice quality.
- Taking ownership of potential breaches and rejects, making confident and timely decisions.
- Meeting daily and weekly SLAs, including case checks and peer reviews.
- Building strong working relationships with advisers, supervisors and internal teams.
- Collaborating with Operations, Distribution and Compliance to enhance advice quality across the network.
- Providing clear, courteous and consistent support to colleagues and advisers