Coast Specialist Recruitment
Croydon, Surrey
08 Jul 2017
07 Aug 2017
Contract Type
Full Time


Croydon £35000 - £45000 per Annum

Leading Financial Services Company has an excellent opportunity for a Paraplanner to develop a career in a growing and progressive company.

Job Purpose

  • Deliver excellence in client services and assist Mortgage brokers to achieve sales targets in a results driven environment.
  • Paraplanning is a technical function that supports the Mortgage Brokers/Managers in all areas of finance, including mortgages, protection and general insurance.

Specific Duties

  • Your key role is to process the personal information provided by clients during a meeting with their Mortgage Brokers/Manager
  • Research (or assisting with) the best solutions that meet each client’s financial needs.
  • Produce quotes, letters, reports and supporting evidence for consideration by the client.
  • Process the mortgage and general insurance paperwork with the lender/product providers, and follow up with reviews.
  • Keep the Mortgage Broker/Mortgage Manager, Client and Introducer up-to-date with communications from all financial product providers, and the on-going progress of all mortgage applications

Experience Required

  • Applicants must have at least 2 years experience in a similar role, as a Mortgage Para planner or Mortgage Administrator / Mortgage Case Manager
  • Experience of dealing with clients, preferably Private Clients or HNW cases
  • Excellent organisational and IT skills
  • Excellent communication skills
  • A confident, professional telephone manner
  • The ability to work as part of a team