Mortgage & Equity Release Assessor

Kind Consultancy is working with a national Mortgage and Protection network which is currently seeking a Mortgage & Equity Release Assessor to join them in a full time, permanent role with a hybrid work model based in their offices in the Birmingham area, paying up to £26,500.

As part of the Quality team, the Mortgage & Equity Release Assessor will:

  • Undertaking case file reviews, ensuring  that they meet all relevant company standards
  • Liaising with advisers on a daily basis, offering help and assistance with the processes and use of the back-office systems
  • Communicating with the compliance team regarding any issues or concerns
  • Chasing up any outstanding compliance requirements
  • Identifying any risks to the company or adviser on the advice provided

Our ideal candidate for the Mortgage & Equity Release Assessor opportunity:

  • Must hold CeMAP (or FPC 1,2) and ER1 (or CeRER) qualifications
  • Has strong knowledge of Private Medical Insurance, General Insurance and Lending
  • Has a background of work within the Financial Services industry
  • Demonstrates strong IT skills including use of databases
  • Has very well developed communication and organisational skills
  • Demonstrates consistently excellent attion to detail
  • Having good knowledge of Bridging, Commercials, Buy to Lets and Residential mortgages would be desirable

If you have the necessary qualifications, skills and experience, you are based in or can commute to the Birmingham area, and you’re interested in the Mortgage & Equity Release Assessor position, please apply with an up to date CV.

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