Mortgage Paraplanner

Recruiter
Clark James recruitment
Location
London (Central)
Posted
11 Feb 2018
Closes
21 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Clark James are pleased to be working on behalf of a Professional Mortgage Adviser who are seeking a Mortgage Paraplanner.

Our client takes care of the mortgage process, representing their clients wholeheartedly from start to finish. They offer advice on a comprehensive range of mortgages from across the market, along with expertise in critical illness insurance, income protection, private medical insurance and buildings and contents insurance.

JobSummaryToensurethattheclient'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.· SourcingMortgageratesfortheMortgageBrokerusingtheTrigoldsystem.· SourcingLifeInsurancepremiumsusingAssureweb.· TakingClientFeesbeforesubmittingApplicationsandupdatingtheFeesSpreadsheet.· ArrangingfortheSolicitor&Valuationfeestobetakenwhereapplicable.· PreparingandemailingclientsourproposedSolicitorquotations.· LiaisingandensuringallrelevantinformationisrelayedtotheAdministrationteamrelatingtoallactivecases.· InformingtheAdviserofanycriticalrequirementsrelevanttotheir casesandmeetingwiththeadvisersregularlytofacilitateprogression.· Scanning&thenfilingallrelevantclientdocumentationforeachcaseontotheCompanySDrive,toensurethatthecaseispackagedcorrectlybeforepassingthefileontotheAdministrationteam.· Working with theadviserstoensurethat regulatedtransactions are compliant, i.e.· suitabilityletters,filenotesarecompletedwithinthedesignatedtime-frame.· WorkingwithandadheringtocompanyandFCApoliciesandprocedures.· DiscussanycomplianceandqualityissueswiththeadviserandIorComplianceOfficerTheaboveisnotanexhaustivelistofdutiesandyouwillbeexpectedtoperformdifferenttasksasnecessitatedbyyourchangingrolewithintheorganisationandtheoverallbusinessobjectivesoftheorganisation.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

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