• File checking mortgage and protection cases
• Answering mortgage advisers questions
• Approval of financial promotions
• Process new member applications from advisers and introducers
• Complete due diligence checks on the proposed adviser or introducer
• Keep detailed records of the member application progress
• Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
• Match incoming commissions to relevant adviser or introducer on the management system
• Investigate commission queries or errors and identify and communicate pipeline issues
• Good with numbers and have strong analytical & organisational skills
• Proficient in the use of Microsoft office, in particular Excel
• Knowledge of financial software and administrative procedures
• Have proven experience of working as part of a team
• Be keen to learn, enjoy working closely with other team colleagues and customers
• Knowledge of the mortgage market or a similar regulated industry is desirable
• A CeMAP a qualification is desirable, but absolutely not essential.
• Salary based on experience plus a quarterly bonus scheme
• Company benefits scheme including Wellhub and Sodexo discount scheme
• Flexibility and hybrid options for suitable candidates
• Full training and support with achievement of qualifications if desired
• Varied role with different disciplines within the one department