As a Mortgage Business Assessor within the Advice Quality Team (AQT), you will assess the suitability of advice given by Openwork Appointed Representatives across Mortgage and Protection.
Please note, this is a 12 month fixed-term contract, based in Swindon on a hybrid basis.
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 - 1x salary
- Death in service - 4x salary
- 27 days holiday + bank
holidays, with the opportunity to buy up to an additional 10 days
- Up to 3 working days per year
of paid time to participate in volunteering activities
- A range of other flexible
benefits to include private medical insurance, dental insurance and much
more.
Key responsibilities:
- Review client files within the agreed criteria to the appropriate standards and in accordance with the current insight checklists.
- Ensure all case checking assessment is conducted and recorded in an accurate, effective and fair manner.
- Identify 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.
- Identify 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.
- Provide courteous and consistent support to team members, advisers and supervisors to improve advice quality.