Careers
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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…
About The Right Mortgage
We are a completely independent Network for Mortgage and Protection brokers with over 800 members across the UK. Due to our continued growth and success, we are looking for an experienced Advice Quality Manager to join our team.
This position is ideal for a self-driven individual with a solid grasp of financial services, regulatory frameworks, and the advisory process. The successful candidate should possess in-depth product knowledge in areas such as Mortgages, PMI, General Insurance, Equity Release, Lending, Bridging Loans, Commercials, Buy to Lets, and Residential Mortgages.
While this role is hybrid, the successful candidate must reside within a reasonable distance from our Head Office in Knowle, Solihull, as they will need to work from the office at least twice a week. Occasionally, based on business requirements, you may need to attend the Head Office more often than the typical hybrid schedule. This may include responsibilities such as helping to train new employees and managing staff performance.
Benefits of an Advice Quality Manager
Here at The Right Mortgage, we believe a happy work force is a productive work force. Our company benefits include:
- 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 an Advice Quality Manager
- The successful candidate must have previous experience carrying out a similar managerial role within a network with experience of successfully manging a large team.
- Previous experience as a Mortgage & Protection adviser is also essential.
- Must have a strong understanding of Financial Services, regulation and the advice process.
- Must have strong product knowledge on Mortgages, Health Insurance, General Insurance, Equity Release, Lending, Bridging, Commercials, Buy to Lets and Residential Mortgages.
- Excellent verbal and written communication skills.
- Ability to work under pressure, prioritise and work to tight deadlines.
- Coaching and mentoring and people management skills.
- Presenting 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.
Required educational level of an Advice Quality Manager
- Full CeMAP or equivalent is essential.
- CeRER or equivalent is essential.
- IF7 is desirable but not essential.
Responsibilities of an Advice Quality Manager
- To supervise the Compliance Officers in the Quality Team, including setting, developing and managing personal objectives, carrying out development reviews, managing performance and embedding our company culture.
- To constantly evaluate team performance and to consider and develop practices that are efficient, whilst retaining accurate reviews and positive support to the network members.
- To be first line of response in relation to any items of escalation as a result of the activities of the Compliance Officers in the Quality Team.
- Work co-operatively with Head of Quality, Policy & Risk to establish Advice processes and record keeping standards, support delivery of education and training in regards to these and to ensure the Quality Team monitors to the correct standards.
- To present at our monthly induction course (remotely) and provide ad hoc training and coaching to our advisers on file quality standards.
- To review client files against the Network’s current Business Standards and provide constructive verbal and written feedback and guidance within agreed timescales.
- To identify and report to the appropriate Compliance Manager any further training needs for the individuals as a result of file reviews.
- To identify compliance breaches and communicate to the appropriate Compliance Manager in order to produce action plans.
Place of work
- The successful candidate will be required to work from our Head Office in Knowle, Solihull a minimum of twice per week.
- From time to time, you will be required to attend Head Office more frequently than your hybrid provision. This includes but is not limited to, assisting with the training of new starters and managing employee performance.
Working pattern of an Advice Quality Manager
- Monday – Friday
- 9am – 5pm
The opportunity
We are a completely independent Network for Mortgage and Protection brokers with over 800 members across the UK. Due to our continued growth and success, we are looking for an experienced Mortgage & Equity Release Assessor to join our Quality team.
While this role is hybrid, the successful candidate 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 Mortgage & Equity Release Assessor
- 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 Mortgage & Equity Release Assessor
- 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 Mortgage & Equity Release Assessor
- Excellent communication skills and financial industry background
- Strong Private Medical Insurance and General Insurance knowledge
- Excellent IT skills
- Experience using databases
- Accuracy and good attention to detail
- Good organisational skills
- Must have CEMAP OR FPC 1, 2
- Must have ER1 or CeRER
- Strong product knowledge on Health Insurance, General Insurance and Lending
Preferable but not essential
- Strong knowledge on bridging, commercials, Buy to Lets and Residential
Working pattern of a Mortgage & Equity Release Assessor
- Monday – Friday
- 9am – 5pm
- The successful candidate will be required to work from our Head Office in Knowle a minimum of once a week.
About The Right Mortgage
We are a completely independent network for mortgage and protection brokers with over 800 members across the UK. We have an exciting opportunity for an experienced Regulatory Trainer to assist with the learning, development, training & competence of our advisers.
This role will suit a self-motivated individual with a strong understanding of Financial Services, regulation and sales. The successful candidate will have previous experience developing and implementing training programmes and a “can do” attitude.
Benefits of a Regulatory Trainer
Here at The Right Mortgage, we believe a happy work force is a productive work force. Our company benefits include:
- 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 Regulatory Trainer
- Minimum of 2 years’ experience carrying out a similar role within Financial Service
- Full CeMAP or equivalent
- Must have strong industry knowledge
- Proven experience in design, delivery and evaluation of effective training
- Must hold a recognised training/presenting qualification
- The ability to coach individuals to influence and achieve goals
- Excellent interpersonal and relationship building skills
- The successful candidate must be passionate about developing others
Responsibilities of a Regulatory Trainer
- To assist with the delivery of our training programmes, face to face across the UK
- To modify/create course material and training manuals to meet specific training needs
- To identify and address training needs across the business
- To review existing training materials to determine appropriateness and relevance
- To monitor and assess the effectiveness and success of our training
Working pattern of a Regulatory Trainer
- Monday – Friday
- 9am – 5pm
Please note: This is a field-based role with the requirement to attend our Head Office in Solihull during training.
About The Right Loan
We are a family run business based in the heart of Knowle, with a team of nationwide advisers. Here at The Right Loan, we provide homeowner loan (also known as a secured loan) and bridging loan advice. The advice we provide to our customers is tailored to their individual needs and we work hard to search the market to find the right loan for them.
Due to growth, we are looking for an experienced Secured Loan Adviser to join our team on an employed basis. This is a hybrid role, with the expectation of the successful candidate working from our Head Office 3 x a week following training. Due to the role being hybrid, you must live within a commutable distance to our Head Office in Knowle, Solihull.
The role itself would suit a performance driven individual, who is adaptable, enthusiastic, is able to take accountability for their targets and is passionate about providing excellent customer service and the right outcomes for our customers.
Benefits of a Secured Loan Adviser
Here at The Right Loan, we believe a happy work force is a productive work force. Our company benefits include:
- Competitive bonus 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 Secured Loan Adviser
- Must be CeMAP qualified.
- You should have a minimum of 2 years’ experience carrying out a similar role.
- Strong product knowledge on second charge mortgages and secured loans is essential.
- Previous experience of supporting customers through the whole process, from initial enquiry stage to income received.
- Strong knowledge on lenders criteria and the products they offer.
- Must have a strong understanding of FCA regulation and the ability to carry out processes in a compliant manner.
- Ability to adapt to changes within the Financial Services industry.
- Must be target driven.
- You must have excellent communication skills with the ability to build rapport with customers.
- The ability to analyse information with a view to making informed decisions
- Competent on Microsoft office suite i.e., excel, word etc.
Responsibilities of a Secured Loan Adviser
- To complete fact finds with customers, assessing their needs and circumstances.
- Provide expert advice on second charge mortgages and secured loans.
- Source products for customers from our panel of lenders demonstrating strong knowledge on lender products and criteria.
- Package and process applications through from offer to completion, to include underwriting secured loans and mortgages.
- To continuously keep up to date with industry regulations and lender criteria to be able to provide guidance to customers.
- To ensure customers are kept informed throughout the process.
- To meet/exceed sales targets and KPI’s whilst providing a high level of customer service.
Working pattern of a Secured Loan Adviser
- Monday – Friday
- 9am – 5pm
Location of a Secured Loan Adviser
The successful candidate must live a commutable distance from our Head Office in Knowle Solihull, as they will be required to work from our Head Office full time during their initial training period. Following competency sign off, they will be required to work from Head Office 3x a week.
When submitting an application to The Right Mortgage & Protection Network, you are agreeing for us to keep your details on file for 1 year after the application date. You are also agreeing you are happy for us to contact you in regards to any positions we have that may suit your skills and experience within the 1-year period. You can of course opt out at any time by contacting HR.
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.
