Job Title: Regulated Training and Support Officer

Location: Selby

Salary: Up to £27k 

About the Company:

Our client is a successful Financial Services firm who operate in the Commercial Finance , Regulated Mortgage and Protection Insurance markets. They offer a broad range of services to clients and Network Partners.

 
Job Description: 

The ideal candidate will help & support the Regulated Brokers and provide a hands on advice and support and where required. You will provide formal training support to the Regulated Mortgage and Protection team and will be responsible for completing case observations and role plays as necessary with newly qualified Advisers pre-CAS status

You will make recommendations to the Compliance Committee with full supporting evidence provided for the granting of CAS status to newly qualified Advisers and carry out case file checks on Regulated Mortgage and Protection Insurance files in accordance with the Company declared schedule of case file checking.

Provide all necessary reports and Management Information regarding file checks to the Compliance Committee

Skills and Experience needed (essential or preferred) :-

  • CMAP qualified
  • Experience of conducting regulated mortgage File checks
  • Excellent communication skills – maintaining a high level of professional conduct with internal and external stakeholders
  • Outstanding organisational and time-management skills

For more information or to send applications please contact Melanie Phillips on melanie@cfrecruitment.co.uk