Paraplanner - Putney

Recruiter
Carlton Recruitment
Location
London (Greater)
Posted
10 Feb 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner

Putney

£25,000 - £30,000

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

Qualification.

•Toensurethattheclient'sexpectationsaremanagedthroughouttheprocessandtheiroutcome isapositiveexperience.

•Beabletoworkunderpressure,aspartofateamandindividuallyasrequiredbythe demandsoftherole.

•Tobeanexcellentcommunicatorandbuildsoundrelationshipsbetweenallofthepartiesinvolvedthroughouttheprocess.

•PackagingallofthecasescorrectlybeforeSubmission, ensuringwehavealloftherequireddocumentationforbothCompliancepurposesandfortherespectiveLender.

KeyTasks

•CompletingallonlineAlP's,MortgageApplications.

•CompletingallLifeInsuranceApplicationsforProviders.

•EnsuringthatboththeFactFindandMedicalQuestionnairearefilledincorrectly.

•Certifying(Stamping)ClientDocumentation.

•Updateallmaterialchanges(i.e.changeinterm,name,address,Solicitorandproduct)relatingtoallApplications.

•Pro-activelyliaisingwithclientstorequestdocumentation,checkingthedocumentationthatisprovidediscorrectandcompliant.

•Completing the Company Documentation Checklist before submitting ALLApplications.

•SourcingMortgageratesfortheMortgageBrokerusingtheTrigoldsystem.

•SourcingLifeInsurancepremiumsusingAssureweb.

•TakingClientFeesbeforesubmittingApplicationsandupdatingtheFeesSpreadsheet.

•ArrangingfortheSolicitor&Valuationfeestobetakenwhereapplicable.

•PreparingandemailingclientsourproposedSolicitorquotations.

•LiaisingandensuringallrelevantinformationisrelayedtotheAdministrationteamrelatingtoallactivecases.

•InformingtheAdviserofanycriticalrequirementsrelevanttotheir casesandmeetingwiththeadvisersregularlytofacilitateprogression.

•Scanning&thenfilingallrelevantclientdocumentationforeachcaseontotheCompanySDrive,toensurethatthecaseispackagedcorrectlybeforepassingthefileontotheAdministrationteam.


•Working withtheadviserstoensurethat regulatedtransactions are compliant, i.e.

suitabilityletters,filenotesarecompletedwithinthedesignatedtime-frame.

•WorkingwithandadheringtocompanyandFCApoliciesandprocedures.

•DiscussanycomplianceandqualityissueswiththeadviserandIorComplianceOfficer.

Hours: Bi monthly 8.30-4.30, 9- 5, 10-6


This job was originally posted as www.totaljobs.com/job/79970423

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