Stonebridge - Mortgage & Insurance Network
Business Standards Associate Financial Promotions
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We're looking for a motivated and detail-oriented Business Standards Associate to join our Financial Promotions team within Compliance Operations.
This is an exciting opportunity for someone with experience in financial promotions, compliance, quality assurance, mortgage administration, or wider financial services who is looking to develop their regulatory expertise within a leading mortgage and protection network. You'll play a key role in helping firms create compliant marketing materials while ensuring positive customer outcomes and maintaining the high standards expected by Stonebridge and the FCA.
About Us
At Stonebridge Mortgage Solutions Ltd, we're one of the UK's leading mortgage and protection networks, supporting over 1,400 professional advisers nationwide.
We deliver exceptional support, systems and regulatory expertise, all underpinned by a collaborative and people-focused culture. Our success comes from our people, their insight, professionalism, and drive to make things better, dare to be different, and most importantly make our customers' lives easier.
Our benefits
At Stonebridge, we believe great work deserves great rewards. You'll enjoy:
- A great company culture built on openness, collaboration, and support.
- Competitive salary and performance-related bonus (non-contractual).
- 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
- Company pension with optional matched contributions up to 1.5%.
- Hybrid working with flexibility to work from home.
- Free breakfast, lunch, snacks, and drinks when working in the office.
- 2 volunteering days and 1 team volunteering day each year.
- 2 half-days of paid ‘me time’ to support mental and physical wellbeing.
- Employee engagement activities, recognition schemes, and retail discounts.
- Salary sacrifice schemes (home tech, cycle to work, pension).
- Gym subsidy, company sick pay, and Employee Assistance Programme support.
- Option to buy up to 5 extra days' holiday.
- £500 employee referral scheme.
- Death in service cover and critical illness insurance cover.
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Key responsibilities
- Review and approve a wide range of financial promotions, including websites, social media content, email campaigns, advertisements, printed materials and customer communications.
- Assess promotional materials against FCA requirements, MCOB rules, Consumer Duty expectations and Stonebridge standards.
- Provide clear, practical and constructive feedback to advisers and firms where amendments are required.
- Act as a key point of contact for regulatory queries relating to financial promotions.
- Support advisers and firms in developing compliant marketing materials that deliver good customer outcomes.
- Identify and escalate regulatory risks, emerging themes and recurring compliance issues.
- Contribute to quality assurance activities, calibration exercises and continuous improvement initiatives.
- Support the development of guidance materials, training content and regulatory communications.
- Maintain accurate records, management information and audit trails to support regulatory oversight.
Our ideal candidate
We're looking for someone who combines strong attention to detail with a passion for compliance and delivering excellent service.
You'll ideally have:
- Experience within mortgage, protection, financial services, compliance, quality assurance or regulatory environments.
- File reviewing experience.
- Excellent written and verbal communication skills.
- Strong analytical and decision-making abilities.
- The ability to interpret and apply regulatory requirements consistently.
- Excellent organisation and time management skills with the ability to manage competing priorities.
- Strong stakeholder management and relationship-building skills.
- Confidence communicating regulatory requirements in a clear and practical manner.
- Good working knowledge of Microsoft Office applications.
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It would be advantageous if you also have:
- Experience reviewing financial promotions.
- Knowledge of FCA Financial Promotion rules, MCOB and Consumer Duty.
- Experience within the mortgage and protection sector.
- CeMAP or another relevant mortgage, compliance or regulatory qualification.
Why join us?
This is an opportunity to develop specialist expertise within a highly regarded compliance team while working closely with advisers and firms across our network.
You'll gain exposure to a wide range of financial promotions, develop your regulatory knowledge, and play an important role in helping firms deliver fair, clear and compliant communications to customers. If you enjoy problem solving, building relationships and supporting good customer outcomes, this could be the perfect next step in your career.
How to apply
If you're ready to grow your career with a forward-thinking network that values quality, collaboration and customer outcomes, we'd love to hear from you.
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 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 partnership status, or any other characteristic protected by law.
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