The Openwork Partnership
Mortgage and Protection Business Assessor
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Mortgage Business Assessor – Advice Quality Team
About the Role
Are you passionate about raising advice standards and ensuring great customer outcomes? As a Mortgage Business Assessor within our Advice Quality Team, you’ll play a key role in safeguarding the quality, suitability, and compliance of advice delivered across our Mortgage, Protection, and Owl business lines.
This is an opportunity to use your expertise to:
- Influence adviser behaviour
- Support continuous improvement
- Help shape the future of advice across the Openwork network
This is a 12-month Fixed Term Contract, a hybrid role based in our Swindon office, with a requirement to be in the office three days a week.
The Benefits
- Salary: Up to £32,000
- Bonus Scheme: On-target bonus of 7.5%
- Pension Scheme: Contribute up to 5% of salary; Openwork matches and adds an additional 5%
- Key Safety Nets:
- Critical illness cover
- Income protection
- Death in service (4x salary)
- Holiday: 27 days + bank holidays, with the option to buy up to 10 extra days
- Flexible Benefits: Including private medical insurance, dental insurance, and more
What You’ll Be Doing
- File Reviews & Compliance:
- Review client files against agreed criteria, applying Insight checklists to ensure advice is suitable, compliant, and clearly documented.
- Conduct and record assessments with accuracy, fairness, and consistency.
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Error Identification & Escalation:
- Spot errors, discrepancies, or concerns and escalate where needed.
- Take ownership of potential breaches/rejects and make confident, timely decisions.
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Quality Improvement & Trend Analysis:
- Identify advisory trends and contribute to ongoing quality enhancements.
- Collaborate with Operations, Distribution, and Compliance to elevate advice standards.
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Team Collaboration:
- Build strong relationships with advisers, supervisors, and internal teams.
- Provide clear, courteous, and consistent support to both colleagues and clients.
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Performance Targets:
- Meet daily/weekly SLAs (case checks, peer reviews, deadlines).
- Maintain calmness and resilience under pressure.
What You’ll Bring
Professional Experience & Knowledge
- CeMap Qualification essential
- Extensive financial services experience, ideally with supervisory/oversight responsibilities
- Experience in business assessment or file-checking roles
- Strong understanding of ICOB, MCOB, TCF, Data Protection, and Financial Crime requirements
- (Highly advantageous) Previous experience within Openwork or an AR network
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Key Skills & Attributes
- Attention to detail with a commitment to accuracy
- Sound judgment, able to remain impartial and consistent
- Analytical & problem-solving mindset with strong decision-making skills
- Excellent communication, with the ability to build effective relationships at all levels
- Confident time management with confidence when handling challenging situations
- Resilience and a customer-centric approach
Why Openwork?
We’re a dynamic, fast-growing business driven by ambition, innovation, and a loyalty to our people—recognised as one of the Best 100 Large Companies to Work For (2021).
- Investment in Development: We support personal and professional growth, helping you reach your full potential.
- Inclusive Culture: We value individuality, work-life balance, and flexibility, trusting you to thrive in a way that suits you.
- Attractive Benefits: From pension support to flexible wellness perks, we reward your hard work with career-enhancing rewards.
This isn’t just a job—it’s an opportunity to uplift standards, make a tangible difference, and thrive in a culture that values you.
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