Financial Adviser jobs in Warwick

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

Salary of a Mortgage & Equity Release Assessor

• £20,000 - £26,500 dependant on experience for our higher salary banding you must possess all the required qualifications/experience as stated above

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.

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.

Job Types: Full-time, Permanent

Pay: £20,000.00-£26,500.00 per year

Benefits:

• Company pension
• Referral programme
• Work from home

Schedule:

• Monday to Friday
• No weekends

Application question(s):

• Where are you based? Are you happy to work from our Head Office 1 day per week?
• Do you have full CeMAP or equivalent?
• What Equity Release qualification do you have?

Work Location: Hybrid remote in Solihull