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Paraplanner - Putney

Paraplanner - Putney

Posted 30 April by Carlton Recruitment Featured Ended



£25,000 - £40,000

A great opportunity for a Paraplanner with experience who ideally has a CeMAP qualification.

To ensure that the client's expectations are managed throughout the process and their outcome is a positive experience.

  • Be able to work under pressure, as part of a team and individually as required by the demands of the role.
  • To be an excellent communicator and build sound relationships between all of the parties involved throughout the process.
  • Packaging all of the cases correctly before Submission, ensuring we have all of the required documentation for both Compliance purposes and for the respective Lender.

Key Tasks

  • Completing all online AlP's, Mortgage Applications.
  • Completing all Life Insurance Applications for Providers.
  • Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly.
  • Certifying (Stamping) Client Documentation.
  • Update all material changes (i.e. change in term, name, address, Solicitor and roduct) relating to all applications.
  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant.
  • Completing the Company Documentation Checklist before submitting ALL Applications.
  • Sourcing Mortgage rates for the Mortgage Broker using the Trigold system.
  • Sourcing Life Insurance premiums using Assure web.
  • Taking Client Fees before submitting Applications and updating the Fees Spreadsheet.
  • Arranging for the Solicitor & Valuation fees to be taken where applicable.
  • Preparing and emailing clients our proposed Solicitor quotations.
  • Liaising and ensuring all relevant information is relayed to the Administration team relating to all active cases.
  • Informing the Adviser of any critical requirements relevant to their cases and meeting with the advisers regularly to facilitate progression.
  • Scanning & then filing all relevant client documentation for each case onto the Company S Drive, to ensure that the case is packaged correctly before passing the file onto the Administration team.
  • Working with the advisers to ensure that regulated transactions are compliant, i.e. suitability letters, file notes are completed within the designated time-frame.
  • Working with and adhering to company and FCA policies and procedures.
  • Discuss any compliance and quality issues with the adviser and I or Compliance Officer.

Required skills

  • CeMAP
  • paraplanner

Reference: 34437894

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