File Checker (Mortgages)
Date Posted: 30/07/2018 | Deadline: 17/08/2018 | Ref: DEA/FC/SB
Job Type: Fixed-Term Full-Time
Salary: £23,000-£25,000 per annum
Benefits: 25 days holiday, bonus, car allowance, laptop, life assurance, income protection, excellent pension and access to our flexible benefits platform.
We are currently recruiting for a File Checker/Mortgage & Protection Quality Assessor, to work under an employed 12 months fixed term contract. The position can be office-based or home-based to suit the right candidate.
In this role you will be responsible for improving the quality of advice and file documentation whilst supporting our advisers.
The successful applicant will be responsible for the following:
- To improve advice standards through support and guidance with advisers;
- Assess advice and documents against the regulator and company standards and to agreed quality and quantity targets;
- To liaise and work with Training & Competence Supervisors to identify, plan and implement improvement plans for advisers to achieve the required standards;
- Provide support and guidance to the advisers on issues relating to advice and documentation quality, ensuring both written and verbal feedback is timely, supportive and of a constructive manner;
- Documenting and maintaining accurate records for files assessed ensuring IT processes are completed accurately so any management information can be relied upon;
- To work within the Advice Support Team to optimize resources and ensure maximum effectiveness with the minimum of supervision.
This role requires an individual who can demonstrate the following experience, qualifications and competencies:
- Solid demonstrable industry experience of the Independent Mortgage Sector specifically;
- Full CeMAP minimum or equivalent - Advanced CeMap or equivalent preferred;
- Knowledge and experience of Pure Protection contracts and General Insurance preferred;
- Familiarity with the FCA rules and regulatory updates;
- Previous experience in a Business Assessment, Compliance or T&C environment is an advantage;
- Ability to consult and coach advisers on advice documentation;
- High levels of accuracy with an eye for detail;
- Excellent communication and interpersonal skills both written and oral;
- IT literate specifically in Word, Excel and Outlook.
The salary on offer is competitive, and dependent upon experience and qualifications.
We also have an excellent benefits package available at the Tenet Group, which includes:
- An annual performance-related bonus;
- Access to our flexible benefits platform, Tenetflex;
- 25 days holiday as standard (and the option to buy or sell);
- Company-funded pension, income protection and life cover;
- Access to our Employee Assistance Provider (EAP);
- Free mortgage and general insurance advice;
- An invite to our annual staff Christmas party and Conference
If this role is of interest and you think you have the relevant skills and experience, we'd absolutely love to hear from you!