Mortgage & Protection Business Assessor 12 month FTC

at  Openwork

THE OPPORTUNITY

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, Protection and Owl business lines.

What we offer

• Salary - up to £30,000
• 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
• 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.

This is a hybrid role with 2-3 days a week in our Swindon office

Your 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 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.
• 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.

• 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.
• 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