Mortgage & Protection Assessor

6 months ago


Solihull, United Kingdom The Right Mortgage and Protection Network Full time

**About The Right Mortgage**

We are a completely independent network for mortgage and protection advisers, with over 750 members across the UK. Here at The Right Mortgage, we believe a happy work force is a productive work force. Our company benefits Our company benefits include:

- 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

Due to our continued growth, we have an exciting opportunity for an experienced Mortgage & Protection Assessor to join our Quality team.

**Responsibilities of a Mortgage & Protection 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 (The Key)
- 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 & Protection 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
- Strong product knowledge on Protection, Health Insurance, General Insurance and Lending

**Preferable but not essential**

Strong knowledge on bridging, commercials, Buy to Lets and Residential

**Salary of a Mortgage & Protection Assessor**

£22,000 - £26,250 dependant on experience for our higher salary banding you must possess all the required qualifications/experience as stated above

**Working pattern of a Mortgage & Protection Assessor**

Monday - Friday

9am - 5pm

**Salary**: £22,000.00-£26,250.00 per year

**Benefits**:

- Company pension
- Referral programme
- Work from home

Schedule:

- Monday to Friday
- No weekends

Application question(s):

- Do you have CeMAP or equivalent?
- Do you have previous experience carrying out file checks?
- Are you able to work from our Head Office 1 day per week?

Work Location: Hybrid remote in Solihull


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