Paraplanner

Posted 1 week ago by ARC Ltd

**An award winning Mortgage Brokerage **The MD is one networks No.1 Mortgage Broker **Looking for an established Mortgage Paraplanner **CeMAP passes beneficial but not vital **You will support a Mortgage Broker and work alongside the Office Manager and a growing support team **Route into advising if that is the path you choose.

The Company: This brokerage has been operating almost 10 years, based a short walk from Putney Bridge and Parsons Green tubes as well as Imperial Wharf and Putney Stations. The Mortgage Broker you would support is the top Broker in one of the UK's largest mortgage networks, so a great person to learn from.

The Role: This role is all about ensuring the client’s expectation are managed throughout the process and their outcome is a positive experience. You will need to package all of the cases correctly before submission, ensuring you have all of the required documentation for both compliance purposes and for the respective Lender. The key tasks will include:

  • Completing all online Agreement in Principle’s and Mortgage Applications

  • Completing all Life Insurance Applications for Providers

  • Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly

  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant

  • Sourcing Mortgage rates for the Mortgage Broker using the Trigold system

  • Sourcing Life Insurance premiums using AssureWeb

  • Arranging for the Solicitor & Valuation fees to be taken where applicable

Skills / Experience Required: Our client is looking for an experienced Paraplanner from any product market, whilst naturally having a preference for those with mortgage experience. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail. Good atmosphere amongst the team, so a positive, professional attitude is really important.

Additional Information: The salary is up to £45,000 doe and bonus c.£1,250 as well as support for further professional qualifications. Hours are 9am - 5pm with some flexibility.

The Paraplanner position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 20 years experience in this field. Areas of expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support, underwriters and IT related roles. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Check the website and feel free to call Darren Snell at any time.

Required skills

  • Administrative Support
  • Financial Services
  • Mortgage Broker
  • Paraplanning
  • Residential Mortgages

Application question

Do you have any paraplanning experience?

Reference: 34436092

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