Paraplanner

Recruiter
Carlton Recruitment Solutions Ltd
Location
London (Greater)
Posted
11 Feb 2018
Closes
16 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.

• 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.
• Completing the Company Documentation Checklist before submitting ALL Applications.
• 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

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