Paraplanner - Mortgage

Posted 5 days ago by Pinstripe Personnel


Fulham - London

£ Negotiable - Depending Upon Experience

A well established Mortgage Brokerage based in Fulham. The role is to support and the Senior Advisor during and after the consultation process.

You will be expected to complete the online applications for both Mortgages and any affiliated Protection or Insurance policies. Ensuring that all relevant information has been requested, received and upload or filed. Client files must regularly updated, you will liaise with the clients and solicitors on an ongoing basis and you will also be organising surveys, requesting quotes on insurance and assurance policies. There are also on going day to day office duties such as scanning and filing all paperwork as well as working closely with the Adviser preparing for client meetings.

This position would suit an individual with Mortgage Administration experience and knowledge of Protection Insurance would be advantageous.

In return you will benefit from a highly competitive package, which is negotiable and work with an organisation that values and rewards it's staff.

For more information on this role please send your CV to Douglas McDougall

Required skills

  • Financial Services
  • Mortgage Broker
  • Mortgage Lending
  • Paraplanning
  • Protection

Reference: 34137577

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