Mortgage & Equity Release Assessor
7 days ago
**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.
**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
**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
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