Financial Services Authorisation Expert

2 days ago


Bournemouth, Bournemouth, United Kingdom Mortgage Intelligence Full time

Mortgage Intelligence is a dynamic and growing company, and we are seeking an experienced Mortgage Onboarding Specialist to join our team. In this role, you will be responsible for processing and underwriting firm/adviser applications, ensuring they meet the necessary regulatory requirements.

You will work closely with our team to achieve a positive customer outcome, authorise and undertake FCA registrations for all Appointed Representatives joining the networks. Your responsibilities will include handling day-to-day enquiries, providing ongoing support for advisers and AR firms, and maintaining accurate audit trails.

Key aspects of the role include:

  • Accurate data inputting to ensure all applications are processed to set standards and within specified timescales.
  • Handling adviser queries by email and telephone to maintain a positive customer culture.
  • Underwriting and undertaking referencing for applications received.
  • Maintaining and updating the pipeline throughout the 'on boarding' process.

The successful candidate will have a good standard of general education, including CeMAP qualifications, and relevant experience in customer services or compliance roles. They will also possess excellent IT skills, high accuracy, and attention to detail.

We offer a competitive salary of £30,000 - £40,000 per annum, depending on experience, plus benefits. If you are a motivated and organised individual with a passion for financial services, please apply today.



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