Careers
If you're looking to join one of our member firms then click here to see a list of vacancies.
Head Office Vacancies
Here at The Right Mortgage, we want to attract the best talent to help us achieve our vision of becoming not the biggest, but the BEST most trusted & recommended financial services network in the UK. Founded in 2015, we have already become one of the UK’s fastest growing networks, due to our core values aligning with our member’s values and understanding what they are looking for from a network. We are the only network with specialist propositions for equity release and private medical advisers and in 2019, we were recognised by The London Stock Exchange as one of “1000 Companies to Inspire Britain”. Our staff have always been at the heart of all that is great about The Right Mortgage, so why not take a look at our current vacancies and be a part of something different…
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.
The opportunity
We are a completely independent network for mortgage and protection advisers with over 850 members across the UK. We have an exciting opportunity for a Customer Service Administrator to join the team to help and support our advisers, who we consider, our customers.
This role is primarily telephone-based, but the successful candidate will be required to work full-time at our Head Office in Knowle, Solihull. Due to the nature of certain responsibilities, no flexibility can be offered regarding this requirement.
This role is ideal for a self-driven individual who can quickly learn new tasks and pick up new systems. You should be confident handling a high volume of inbound calls, have a friendly and professional telephone manner, maintain a positive, proactive attitude, and demonstrate strong IT skills.
Benefits of a Customer Service Administrator
- 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
Requirements of a Customer Service Administrator
- Act as the first point of contact for both internal (advisers) and external parties
- Handle incoming telephone calls and provide assistance with Acre software queries
- Carry out regular outbound calling projects
- Coordinate incoming post to the appropriate department
- Help greet visitors and ensure the reception area and meeting rooms remain tidy
- Prepare drinks for visitors when needed
- Perform other tasks as required by the line manager and/or Director of the function
Requirements of a Customer Service Administrator
- Must have previous experience dealing with a high volume of inbound calls
- Industry knowledge/experience is preferable but not essential
- Excellent verbal and written communication skills
- Ability to work under pressure, prioritise and work to tight deadlines
- Good team player, but with the ability to work under own initiative
- The ability to analyse information with a view to making informed decisions
- Competent on Microsoft Office suite i.e. Excel, Word etc.
- Must be happy to work from Head Office full time
Working hours of a Customer Service Administrator
- Monday – Friday, 09:00 – 17:00 a total of 36.25 hours per week.
- The successful candidate will be required to work from our Head Office in Knowle, Solihull full time.
The opportunity
We are a completely independent Network for Mortgage and Protection brokers with over 850 members across the UK. As our Network continues to grow, we are expanding our Products team and seeking an Insurance Telephone Account Manager to join us.
This role will focus on enhancing the network’s profitability by providing oversight, training, and development support to our AR firms. The successful candidate must work full-time from our Head Office in Knowle, Solihull, and should live within a reasonable commuting distance to allow for daily travel.
This is strictly an office-based role with no flexibility, so if you are seeking remote or hybrid work, we kindly ask that you do not apply.
Benefits of an Insurance Telephone Account Manager
- 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 an Insurance Telephone Account Manager
- To roll out insurance projects to AR firms
- Deliver support and training to advisers on our CRM system
- To train and support advisers to reach their objectives
- Assist AR firms to grow and develop staff
- Identify opportunities to, grow AR firms, improve penetration, add permissions and enhance product offerings and progress admin staff into advice.
- To support delivering training, support and development courses according to business need
- Develop adviser knowledge and skills so as to increase sales, profitability and advice quality
- Create and work on protection projects
- Create marketing material and sales aids.
Requirements of an Insurance Telephone Account Manager
- Minimum 1 years’ experience in a similar role within the financial services sector
- Must have strong provider knowledge
- Excellent verbal and written communication skills
- Ability to work under pressure, prioritise and work to tight deadlines
- Ability to motivate and get the best from people
- Coaching and mentoring and people management skills
- Good team player, but with the ability to work under own initiative
- The ability to analyse information with a view to making informed decisions
- Competent on Microsoft office suite i.e. excel, word etc.
Preferable but not essential
- R05, GR1, IF7 OR equivalent
Working Pattern of an Insurance Telephone Account Manager
- Monday – Friday
- 9am – 5pm
- The successful candidate must work full-time from our Head Office in Knowle, Solihull, and should live within a reasonable commuting distance to allow for daily travel. This is strictly an office-based role with no flexibility, so if you are seeking remote or hybrid work, we kindly ask that you do not apply.
The opportunity
We are a completely independent Network for Mortgage and Protection brokers with over 850 members across the UK. As our Network continues to grow, we are expanding our risk function and seeking a Regulatory Risk Officer to join us.
The successful candidate will be required to identify, highlight and investigate suspicious activity within the business as well as identify and investigate potential fraud cases. The ideal candidate must have prior experience in a similar position within a mortgage network.
As this is a hybrid position, the successful candidate must reside within a reasonable distance of our Head Office in Knowle, Solihull, and will be expected to work on-site two days per week.
___________________________________________________________________________
Benefits of a Regulatory Risk Officer
- 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 Regulatory Risk Officer
- Responsible for AML reporting, SAR reporting PEP reporting, sanctions reporting and coordination with NCA
- Prepare reports on a monthly basis highlighting all relevant AML and financial crime risks to the business
- Assist in maintaining registers relating to AML, SAR, PEP and Sanctions reporting
- Assist with the development of AML and financial crime compliance, ensuring that we have oversight of the appropriate procedures to follow and implement our policies, controls and regulatory requirements
- To investigate suspected fraud and money laundering which may potentially lead to Suspicious Activity Reporting
- To stay up to date with changes in regulation and ensure the Compliance Director is informed of how they will impact the business.
- Support in the preparation of information for submission to the regulator enabling the firm to respond promptly, accurately and thoroughly
- Complete enhanced due diligence and monitoring processes
- Be pro-active in identifying and reporting trends, conducting root cause analysis, where required and ensuring management are aware of emerging risks
- To review client files against the Network’s current Business Standards and provide constructive verbal and written feedback and guidance within agreed timescales
- Provide AML training to staff in line with compliance monitoring plan
- Responsible for issuing adviser breaches as appropriate
___________________________________________________________________________
Requirements of a Regulatory Risk Officer
- At least 2 years of experience in a similar position within a mortgage network
- CeMAP qualified
- Must hold an Equity Release qualification
- Comprehensive knowledge of Mortgages, Equity Release, Private Medical Insurance, and General Insurance
- Strong communication abilities
- Proficiency in IT skills
- High level of accuracy and attention to detail
___________________________________________________________________________
Working Pattern of a Regulatory Risk Officer
- Monday – Friday
- 9am – 5pm
As this is a hybrid position, the successful candidate must reside within a reasonable distance of our Head Office in Knowle, Solihull, and will be expected to work on-site two days per week.
___________________________________________________________________________
No roles that suit you? That’s OK – We’re always on the look out for amazing talent to join our team, so please feel free to send a speculative CV to eva.stenson@therightmortgage.co.uk and we’ll be in touch.
