To work in partnership with all colleagues to identify training needs and support colleague improvement through providing written and verbal feedback, coaching, development and workshop delivery. To help the Compliance & Oversight (C&O) department create and maintain a framework that facilitates continuous improvement and has the customer at its heart. To monitor adherence to this scheme and report any issues and/or risks to the C&O Manager.Key Outputs

Conduct file reviews and call observations to ensure that there is no product bias or material detriment to the customer and standards are consistent in the team by attending levelling sessions. Identify training requirements and/or risks and support improvement, with a view to maintaining consistently positive customer outcomes.
Work primarily with the Company's Equity Release department to develop and maintain C&O documentation and processes that are in line with the company's T&C Scheme, highlighting areas where internal standards are not being met and working to identify root cause and improve processes where necessary.
Provide coaching and feedback to individuals as appropriate.
Compliance and Oversight enquiries - addressing queries from colleagues across the business.
Provide support to Managers where individuals are identified as needing to move into a more intense supervisory regime by agreeing appropriate development plans and working with the individuals to assist in the successful completion of the development plan.
Act as a source of technical support and knowhow
Helping to ensure a compliant approach and that positive customer outcomes are embedded within all activities as a matter of course.
Keep up - to - date with business objectives and priorities
Any additional ad - hoc duties that may be required from time to time. This includes providing support with other areas of the business such as Wealth Management when the business need dictates.

A supportive and collaborative approach
Ongoing customer focus
Looking to drive efficiencies, Minimum 2 years recent financial services experience in either a mortgage or financial advisory firm.
Ability to use all Microsoft Office programmes to a competent level., General Education
Good numerical and literacy skills
Certificate in Mortgage Advice and Practice (CeMAP) (or MAQ)
Certificate in Regulated Equity Release (CeRER) (Home Reversion 'top - up' unit OR ER1)
J07 Supervision in a regulated environment

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1 Age Partnership Limited jobs in England & Wales