Mortgage and Protection Business Assessor

Posted 1 day ago
Wise Employment
Mortgage and Protection Business Assessor
  • Permanent
  • Swindon, UK
  • £27,600 - £30,000 GBP / yearly
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Full job description

Wise Employment

Salary: £27,600 – £30,000 per year

An exciting opportunity has arisen for a market leading financial organisation based in Swindon! Looking for two Mortgage and Protection Business Assessor, the responsibilities that will need to be upheld entail:
• Be able to apply a holistic approach when evaluating suitability of advice, in line with MCOB and ICOBS regulations, TCF principles Openwork’s ‘Outcome Based’ principles
• Be able to make appropriate decisions to a high standard, and be able to document how it satisfies the MCOB/ICOBS regulations, TCF principles and Openwork’s ‘Outcome Based’ principles
• Facilitate change through personal commitment and ownership of organizational initiatives.
• Escalate sensitive issues to the appropriate level within the team and organisation.
• Suggest improvements to working practices and processes
• Assess the client files within the agreed criteria, and record the results of the evaluation appropriately
• Achieve the agreed number of advice checks per day
The ideal candidate will need to have certain qualities in order to be successful, these qualities consist of:
• Good overall knowledge and experience in the MCOB world (essential)
• Knowledge of FSA legislation particularly TCF and Data Protection
• A sound understanding of Market, risk and business awareness
• Excellent decision making skills
• Comfortable making challenges
• Strong negotiation skills
• Good time management
• At least 3 years experience in a financial services organisation
• Previous business assessment experience.
If you feel you have the right skills and qualities that will be needed of you for this role then

To apply for this job please visit definitejobs.co.uk.

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