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…
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’re offering an exciting opportunity for an experienced Equity Release File Assessor to join our team on a hybrid working basis. To be considered, candidates must live within a commutable distance of our Head Office in Knowle, Solihull, as attendance at the office is required at least once a week.
We’re happy to consider part-time applicants, as long as you’re available to work at least three days a week.
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Benefits of a File Assessor (Equity Release)
- 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
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Responsibilities of a File Assessor (Equity Release)
- 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
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Requirements of a File Assessor (Equity Release)
- All candidates must have full CEMAP OR FPC 1, 2
- You must also have ER1 or CeRER
- Strong Mortgage, Equity Release, Private Medical Insurance and General Insurance knowledge is essential
- Excellent communication skills and financial industry background
- 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
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Working Pattern of a File Assessor (Equity Release)
- Full Time: Monday – Friday, 9am – 5pm.
- We’re happy to consider part-time applicants, as long as you’re available to work at least three days a week.
- 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 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’re offering an exciting opportunity for an experienced Mortgage File Assessor to join our team on a hybrid working basis. To be considered, candidates must live within a commutable distance of our Head Office in Knowle, Solihull, as attendance at the office is required at least once a week.
___________________________________________________________________________
Benefits of a File Assessor (Mortgages)
- 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 (Mortgages)
- 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 (Mortgages)
- All candidates must have full CEMAP OR FPC 1, 2
- Strong Mortgage, Equity Release, Private Medical Insurance and General Insurance knowledge is essential
- Excellent communication skills and financial industry background
- 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
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Working Pattern of a File Assessor (Mortgages)
- Full Time: 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 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.
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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
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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.
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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
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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 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.
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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
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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
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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
Preferable but not essential:
- Previous experience working within Financial Services
- Strong product knowledge on General Insurance, Protection and PMI
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Working hours of a Customer Service Administrator
- Monday – Friday, 09:00 – 17:00 a total of 36.25 hours per week.
- 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.
About The Right Mortgage
We are a completely independent network for mortgage and protection brokers with over 850 members across the UK. We have an exciting opportunity for a highly experienced and knowledgeable Compliance professional to join our senior management team on a hybrid basis to oversee Policy and Risk.
This role would suit an individual with a keen eye for risk, an ability to write policy coherently and succinctly, and a desire to shape the advice process for the better of the consumer and advisers.
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, dependant on business requirements, you may need to attend the Head Office more often.
Benefits of Head of Policy & Risk
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 Head of Policy & Risk
- Minimum of 2 years’ policy and risk experience in a similar senior management role within Financial Services
- Full CeMAP or equivalent certification
- Equity Release qualification preferable
- Proven ability to identify and mitigate risks
- Previous experience as a Mortgage/Insurance adviser preferable
- Experience of writing policy and identifying risk within a regulated environment
- Strong industry product knowledge
- Highly organised with prior diary management experience
- Ability to meet project deadlines
- Strong IT skills with experience using CRM systems; knowledge of Acre is preferable but not essential
- Proficient presentation skills
- Strong verbal and written communication skills are essential
- The ability to simplify complex terminology
Responsibilities of Head of Policy & Risk
- Responsible for the oversight of Policy & Risk functions, including writing policy, presenting both policy and risk to the board of directors and oversee the Policy Launch process
- Read and respond to FCA consultation papers and policy statements, and then simplify finalised guidance for the wider network
- To maintain strong knowledge of FCA regulations by regularly attending FCA training sessions and implementing any new regulations within the network
- Support the Money Laundering Reporting Officer and Nominated Officer
- Responsible for Network processes and adoption
Working pattern of Head of Policy & Risk
- Monday – Friday
- 9am – 5pm
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, dependant on business requirements, you may need to attend the Head Office more often.
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.
