As a Business Processor within the Advice Quality Team, you will assess the suitability of advice given by Openwork firms across Mortgage and Protection. You will be case checking Advisers across the network, conducting annual reviews and more to ensure files/information meets the right criteria.
Please note, this is a 12-month fixed term contract, and will be a hybrid role based in our Swindon office.
Benefits package:
- 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.
Key responsibilities will include:
- 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 if needed.
- Proactively identify trends and feed continuous improvement.
- Timely reporting of potential Breaches and Rejects, taking ownership for difficult decisions.
- Achieve the agreed number of advice checks and peer review checks per day, as well as other SLAs.
- 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.