Mortgage & Protection Administrator/ Paraplanner

MB Fitzgerald
Nether Worton
10 Jan 2018
11 Feb 2018
Contract Type
Full Time

We are currently working with a Banbury based firm of Financial Advisers who are looking to add an experienced Mortgage & Protection Administrator/ Paraplanner to their team.

The business is a well-established Partner of one of the UK's biggest Financial Services groups and as such, can offer fantastic opportunities to progress within the business.

Responsibilities will include:

  • Completing mortgage applications
  • Progressing mortgage applications to offers
  • Liaising with mortgage lenders
  • Liaising with our clients
  • Scanning and filing documents
  • Maintaining a database
  • Preparing suitability reports/ letters
  • Completing protection applications
  • Office administration

The ideal candidate will:

  • Have Mortgage or Protection administration experience, ideally from an IFA, consultancy or agency background rather than Banking.
  • Be able to work under pressure and to deadlines
  • Be confident in dealing with differing personalities both internally and externally
  • Be enthusiastic and willing to learn

Salary will be dependant on experience and the company will also provide a company pension, a study package for market qualifications and a generous annual Bonus, typically paid at around 10% of salary.