Acorn by Synergie is recruiting for an exciting permanent opportunity to work for a mortgage broking company in the B37 area of Solihull. There days from home two office based
* Permanent from day one!
* Paying £28,000 per annum plus several opportunities to progress within the business to increase salary
The role will be part working from home three days a week , and part office based two days, handling compliance, risk, and mortgages - this is a great role for a newly CeMAP-qualified individual to really learn the mortgage area or an experienced broker not wanting the stress of having sales targets any more.
Qualifications & Requirements:
* Must be either CeMAP or RO1 / CF6 qualified
* CeMAP or equivalent
* Recent Financial Services experience
As a Mortgage Reviewer, you will be involved in the following:
* To support the CORT Manager / Head of Quality through effective risk management, as part of the First Line of Defence, through the review of cases written by Advisers for suitability of advice, in line with Service Level Standards
* To assess the overall quality of the advice and advice documentation in order to mitigate the risk that the suitability of advice is unsuitable
Main Accountabilities:
* Review allocated cases to assess suitability of advice and adherence to TCF principles, recording activity and outcomes in line with departmental standards and SLAs
* To ensure case checks are completed in a timely manner ensuring and in accordance with Network standards ensuring full audit evidenced of case assessments in Toolbox
* Ensure performance management is maintained in supporting departmental case check objectives
* To build positive, beneficial relationships with Advisers through regular contact and feedback provided to them
* Reporting any breaches of Network and FCA guidelines
* Identification and communication of potential adviser training needs in line with T&C Scheme, Procedures and Processes, providing feedback to the Field Supervision team, where minimum standards are not met
* To maintain personal knowledge of FCA regulatory and internal guidance and procedural changes to ensure accurate assessment of files
* To maintain Continuous Professional Development (CPD) by maintaining knowledge of FCA regulatory and internal procedural changes to ensure accurate assessment of files
* Maintain up to date knowledge of TCF requirements and responsibilities
* To undertake any additional ad-hoc duties when necessary in order to support the business in achieving its overall objectives
Technical Skills & Competencies:
* Intermediate IT skills
* Risk Management
* Using Influence
* Communication
* Managing Self
Knowledge and expertise (relating to specialist knowledge and expertise required to undertake the role):
* Suitability of advice principles
* Knowledge of file checking procedures and processes
* Knowledge of financial crime guidance and procedures
Desirable:
* Equity Release qualification
* Financial Protection qualification (CII R05)
Additional details of exceptional aspects of the demands of the role:
* Ability to work well within a team
* Ability to take ownership for workload and work to set quality and time-frame standards
Must be CeMAP or equivalent qualified.
The company support candidates with study and personal development.
Acorn by Synergie acts as an employment agency for permanent recruitment.
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