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We’re looking for a motivated and detail-oriented New Partner Associate (Mortgage Quality and Compliance Adviser) to join our New Partner team in the compliance operations department. This is an exciting opportunity for someone with experience in mortgage and protection administration, compliance, quality assurance, or adviser support who’s ready to take the next step in their career. You’ll play a key role in maintaining Stonebridge’s high standards and helping advisers deliver the best outcomes for their clients. About us At Stonebridge Mortgage Solutions Ltd, we’re one of the UK’s leading mortgage and protection networks, supporting over 1,300 professional advisers nationwide. We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative and people-focused culture. Our success comes from our people — their insight, professionalism, and drive to make things better, dare to be different, and most importantly make our customers lives easier.
Job Responsibility
Review mortgage and insurance case files against internal and FCA standards, supporting specific AR firms / Advisers to get Competent Adviser Status (CAS) accredited
Conduct 1-2-1 reviews and performance observations with new advisers
Coaching and guidance to upskill the new advisers, fostering good practice and standards
Provide clear, constructive feedback and guidance to new advisers by phone and email
Liaising with other teams (Partner Support, BDMs) to help the new advisers get CAS accredited within target timelines
Review promotional materials and adviser CPD records to ensure compliance
Maintain accurate internal records and management information
Monitor AR competence records (CPD) and provide feedback
Ensure all new AR firms CAS accredited within expected timelines (currently 3 months)
Requirements
Experience within mortgage, protection, financial services, or quality assurance, ideally in compliance or adviser support
Strong communication and interpersonal skills
A proactive, organised approach with excellent attention to detail
Able to fully satisfy the pre-employment screening process, which comprises code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks
What we offer
A great company culture built on openness, collaboration, and support
Competitive salary and performance-related bonus (non-contractual)
22 days annual leave plus your birthday off, and up to 3 additional days for length of service
Company pension with optional matched contributions up to 1.5%
Hybrid working with flexibility to work from home
Free breakfast, lunch, snacks, and drinks when working in the office
2 volunteering days and 1 team volunteering day each year
2 half-days of paid ‘me time’ to support mental and physical wellbeing
Employee engagement activities, recognition schemes, and retail discounts
Salary sacrifice schemes (home tech, cycle to work, pension)
Gym subsidy, company sick pay, and EAP support
Option to buy up to 5 extra days’ holiday
£500 employee referral scheme
Death in service cover and critical illness insurance cover