Mortgage Paraplanner

Clark James Head Office
London (Greater)
11 Feb 2018
16 Feb 2018
Contract Type
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.

Job Summary
To ensure that the client's expectations are managed throughout the process and their outcome is a positive experience.
Be able to work under pressure, as part of a team and individually as required by the demands of the role.
To be an excellent communicator and build sound relationships between all of the parties involved throughout the process.
Packaging all of the cases correctly before Submission, ensuring we have all of the required documentation for both Compliance purposes and for the respective Lender.

Key Tasks
• Completing all online AlP's, Mortgage Applications.
• Completing all Life Insurance Applications for Providers.
• Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly.
• Certifying (Stamping) Client Documentation.
• Update all material changes (i.e. change in term, name, address, Solicitor and product) relating to all Applications.
• 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 Assure web.
• Taking Client Fees before submitting Applications and updating the Fees Spreadsheet.
• Arranging for the Solicitor & Valuation fees to be taken where applicable.
• Preparing and emailing clients our proposed Solicitor quotations.
• Liaising and ensuring all relevant information is relayed to the Administration team relating to all active cases.
• Informing the Adviser of any critical requirements relevant to their cases and meeting with the advisers regularly to facilitate progression.
• Scanning & then filing all relevant client documentation for each case onto the Company S Drive, to ensure that the case is packaged correctly before passing the file onto the Administration team.
• Working with the advisers to ensure that regulated transactions are compliant, i.e.
• suitability letters, file notes are completed within the designated time-frame.
• Working with and adhering to company and FCA policies and procedures.
• Discuss any compliance and quality issues with the adviser and I or Compliance Officer

The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by your changing role within the organisation and the overall business objectives of the organisation.

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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