Job Description
About us
At Stonebridge, our employees tell us we are a great place to work. We are passionate about what we do, our people matter, their opinions, insights and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible and like to get involved in charity work. We consistently look for ways to create a better future, back each other and most importantly, to do the right thing.
Our benefits
- Up to £25,000 starting salary (depending on industry experience)
- Hybrid working (flexibility to work partly from home)
- Casual dress
- Up to £15 per month towards a gym / fitness membership
- 2 days per annum for volunteering / charity work
- Free lunch, hot and cold soft drinks in the office
- Access to Sodexo Employee Discounts Platform
- Bike to Work Scheme
- Reward & Recognition Programmes
- Study Support
The role
The Associate deals directly with the UK-wide network of professional mortgage and insurance Advisers, in relation to residential and buy to let mortgage case files and their compliance with; operating procedures, the Stonebridge Performance Management System and the FCA regulatory requirements.
The role includes completing 1-2-1 reviews, checking cases and supporting specific AR Firms / Advisers.
The Associate provides coaching and guidance to upskill the advisers, fostering good practice and standards, by phone and email and reviews and provides feedback on promotional materials.
Key responsibilities
- Complete 1-2-1s and observations
- Complete reviews of mortgage & insurance cases, provide feedback on risks, shortfalls or potential fraud for adviser action
- Deal with adviser queries by phone/email, giving instructions to complete cases in line with standards & regulations
- Monitor AR competence records (CPD) and provide feedback
- Review sales promotions & documentation and provide feedback/guidance as required
- Keep team spreadsheets up to date
Our ideal candidate
- Previous mortgage file reviewing experience
- Experience of providing one to one feedback around compliance
- Ability to prepare reports, create and interpret MI
- Keen eye for detail
- Probing, investigative, analytical
- Assertive communicator
Who we are
Part of MSS, Stonebridge Mortgage Solutions Ltd is one of the leading dedicated mortgage and protection Networks in the UK with a professional community of over 1000 mortgage advisors and 450 firms.
We aim to provide world class support and guidance utilising our cutting-edge systems and regulatory expertise and our revolutionary spirit has the customer at its heart.
How to Apply
Reply to our advert or on our careers website
If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.
Individuals with different cultures, perspectives and experiences are at the heart of the way SDL Surveying & Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.
Job Type: Full-time
Salary: £24,000.00-£25,000.00 per year
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