Business Assurance Specialist

2 months ago


Bournemouth, Bournemouth, United Kingdom Mortgage Intelligence Full time
Job Description

Job Title: Business Monitoring Assessor

Company: Mortgage Intelligence

Job Summary

We are seeking a highly skilled Business Monitoring Assessor to join our team. As a Business Monitoring Assessor, you will play a critical role in ensuring that our appointed representatives are providing high-quality advice to their clients and adhering to the FCA's Consumer Duty principles.

Key Responsibilities
  • Case Review: Conduct thorough reviews of cases submitted by our appointed representatives to ensure that they meet the required standards of advice and documentation.
  • Assessment and Feedback: Assess cases against regulatory and in-house standards, providing feedback to advisers on areas for improvement.
  • Reporting and Analysis: Compile and analyze results of assessments, identifying trends and areas for development.
  • Consumer Duty Obligations: Contribute to the network's Consumer Duty obligations, ensuring that all actions and decisions align with these principles.
  • Ad Hoc Tasks: Perform other tasks as delegated by your line manager to support the business.
Requirements
  • Qualifications: Good standard of general education, CEMAP qualification (or equivalent), and Certificate in Regulated General Insurance (CeRGI) preferred.
  • Experience: Experience in the regulated mortgage and/or protection environment.
  • Skills: Strong IT skills, excellent written and verbal communication skills, high level of accuracy and attention to detail, ability to work as part of a team, and good administrative and organizational skills.


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