Mortgage Business Assessor

From £18,000 to £23,000 per annum
30 Nov 2017
03 Jan 2018
Contract Type
Full Time
Mortgage Business Assessor

This role is to assess the suitability of advice of Clients appointed representatives across Mortgage and Protection business lines. You will report directly to a team leader. There will be a process of structured 1:1s that will be held to discuss all areas of responsibility and personal performance. The role holder is accountable for ensuring that their own checking is performed in accordance with the above policy in an accurate, effective and fair way.

Job Role

Review the client files within the agreed criteria to the appropriate standards and in accordance with the current Insight checklistsRecord the results of the assessment accurately and concisely.To achieve the agreed number of advice checks and peer review checks per day.To be a positive role model, committed to embedding the Outcome Based PrinciplesTo provide courteous and consistent support to advisers and supervisors to improve quality.Working effectively with the appropriate Operations, Distribution and Compliance teams to improve advice quality across the Network.Ensure SLAs are achievedEscalation of Exceptions and TrendsTimely reporting of potential breaches and rejectsCompetencies/Skills

Strong attention to detailSound judgement and decision making skillsGood analytical and problem solving abilityGood listening skillsStrong influencing skillsStrong relationship and interpersonal skillsClear written and spoken communication skillsAbility to remain calm under pressureAbility to prioritise and organiseLooking for

·3 years in Financial Services in either a Business checking, T & C, Adviser, Para planner role

·CEMAP 1,2 and 3 Essentia

·CEFA / Full FPC Desirable

·Diploma Desirable

ICOB and MCOB product and sales process – Knowledge ofICOB and MCOB regulatory requirements – Knowledge ofTCF - ExperiencedData Protection - ExperiencedAnti Money Laundering - ExperiencedHours & Salary

9.00am to 5.00pm Monday to FridaySalary £18,000 to £23,000
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