The opportunity
We are a completely independent Network for Mortgage and Protection brokers with over 850 members across the UK. As we continue to grow, we are looking to expand our Quality team of Compliance Officers responsible for conducting File Checks on behalf of our advisers.
We have three exciting opportunities available within our Quality Team:
• Equity Release Assessor
• PMI Assessor
• Protection Assessor
While these roles are hybrid, the successful candidates must reside within a reasonable distance from our Head Office in Knowle, Solihull, as they will need to work from the office at least once a week.
Benefits of a File Assessor (Equity Release, PMI & Protection)
- A health & dental cash plan
- Death in Service
- Company sick pay
- Holiday buy and sell scheme
- A pension scheme
- A staff referral scheme
- An adviser referral scheme
- A friendly, motivated team and a supportive working environment
- Office closure over Christmas
- Open and communicative relationship with management, with regular 1:1 sessions
Responsibilities of a File Assessor (Equity Release, PMI & Protection)
- To undertake case file reviews ensuring they meet the relevant standards set by the company
- To liaise daily with advisers offering help and assistance with the processes and use of the back-office systems (Acre)
- Communicate with the compliance team regarding concerns/issues
- Chasing up any outstanding compliance requirements
- To be able to identify any risks to the company/adviser on the advice provided
Requirements of a File Assessor (Equity Release, PMI & Protection)
- All candidates must have full CEMAP OR FPC 1, 2
- Those applying for the Equity Release File Assessor role must have ER1 or CeRER
- Those applying for the PMI File Assessor role must have IF7 or equivalent
- Those applying for the Protection File Assessor role must have Cert CII or equivalent
- Excellent communication skills and financial industry background
- Strong Mortgage, Equity Release, Private Medical Insurance and General Insurance knowledge
- Excellent IT skills
- Experience using databases
- Accuracy and good attention to detail
- Good organisational skills
Preferable but not essential
- Strong knowledge on bridging, commercials, Buy to Lets and Residential
Working Pattern of a File Assessor (Equity Release, PMI & Protection)
- Monday – Friday
- 9am – 5pm
- The successful candidate will be required to work from our Head Office in Knowle a minimum of once a week.