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Mortgage and Protection File Reviewer (Homebased option)

Posted 4 January by EGRecruiting Ltd Featured Ended

Our Client is looking to recruit a Business Assurance Assessor, to work within Mortgages and Protection. The role can be based in either Newcastle or Swindon, or home-based.

Responsibilities will include:

  • Scoping, planning, delivering and reporting of Business Assurance control checks and Business Assurance reviews undertaken
  • Provide appropriate assurance oversight
  • Updating internal systems to record progress and outcomes
  • Demonstrate good customer outcomes
  • Contribute to building a great environment to work in
  • Operate efficiently - treat the business as if it’s your own
  • Own decisions and tasks - decide and deliver
  • Build on own knowledge by self-learning, share knowledge and best practice with colleagues

Candidates must hold CeMAP (or equivalent Mortgage qualification) - Advanced CeMAP would be advantageous. Experience of working in a Financial Services environment with:

  • A broad understanding of the Mortgages and Protection markets in terms of Advice, Providers/lenders, platforms, products and the way in which advisers within a network are remunerated is advantageous
  • A broad knowledge and understanding of Financial Services regulation and the Mortgage Market Review is advantageous
  • A good understanding of the approach in relation to core requirements for an AR firm/Adviser achieving competence, supervision, data protection, anti-money laundering requirements, Financial Crime Policy, data security and Treating Customers Fairly concepts
  • A broad understanding of how an advice/ AR businesses operate.
  • A commitment and understanding to TCF principles
  • A broad understanding of the use and benefits of technology within a financial services practice

Candidates should have:

  • A confident approach, self-motivated with good interpersonal skills
  • An excellent telephone manner and written communication.
  • The ability to cope with pressure; and react quickly to changing priorities and key messages
  • The ability to work using own initiative but also as part of a team
  • A good working knowledge of Word, Excel and PowerPoint
  • Management systems knowledge (Workbench, Officeweb, Gateway, PS/Intrinsic Extranet, X-Plan)
  • Strong analytical approach and inquisitive nature
  • Ability to follow processes when required

Benefits include, salary between £22,000-£25,000 (plus 20% uplift, depending on geographical area), bonus up to 15%, 4XDIS, Healthcare, extensive flexible benefits, 25 days holiday and study support to develop further.

Interested candidates are invited to contact EGRecruiting for further information.

Reference: 33636195

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