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Mortgage and Protection Reviewer

  • Salary: £20000 - £24500 per annum
  • Location: Solihull, West Midlands
  • Sector: Compliance
  • Job type: Permanent
  • Date posted:
    08 Jan 2019
  • Job reference: 31215

My client is a leading mortgage and financial planning network, looking to appoint 2 Mortgage and Protection Reviewers to support the Head of Quality with effective management of risk via the first line of defence through review of member files for suitability of advice.

Key responsibilities

  • Review allocated cases to assess suitability of advice and adherence to TCF principles, recording activity and outcomes
  • To build positive, beneficial relationships with Advisers through regular contact and feedback provided to them
  • Reporting any breaches
  • Identification and communication of potential Adviser training needs
  • Support Head of Quality with the effective monitoring of team quality standards through audit activity to support production of performance KPIs and business reporting to support effective management of root cause analysis and risk
  • To undertake any additional adhoc duties when necessary in order to support the business in achieving its overall objectives


  • Analysis and interpretation of data
  • Critical reasoning
  • Customer service
  • Influence
  • Communication skills (oral and written communication skills)
  • Teamwork
  • Computer literate
  • Decision making
  • Time management and prioritisation of workloads



  • Good Standard of Education (5 GCSE's or equivalent grade C or above)
  • CF6 or full CeMAP


  • ER-1 - Equity Release
  • Level 4 Financial Services qualification or working towards

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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