Mortgage & Protection Business Assessor

As a Mortgage Business Assessor within the Advice Quality Team, you will assess the suitability of advice given by Openwork firms across Mortgage and Protection.

Please note, this is a hybrid role based in Swindon. This is also a 12-month fixed-term contract.

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.