This award winning Mortgage Brokerage is looking for a Paraplanner to support a Mortgage Broker and work alongside the Office Manager, one other Paraplanner and three Mortgage Administrators. Our client is happy to consider those currently paraplanning within the mortgage market or possibly Junior/Trainee Paraplanners working within an IFA/Wealth Management practice.
The Company: This brokerage numbers 7 staff and 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 people with proven paraplanning experience, either within the mortgage sector or within an IFA / wealth management firm. 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 £25,000 to £30,000 with flexibility for those with good, solid mortgage paraplanning experience and bonus c.£1,500 as well as support for further professional qualifications. Hours are 9am - 5pm with some flexibility.
The Mortgage 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.