Mortgage Administrator / Paraplanner

Recruiter
James Phillip Financial Recruitment
Location
Derby, UK
Salary
Competitive
Posted
16 May 2019
Closes
23 May 2019
Ref
1135558644
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client a successful IFA and Mortgage brokerage based in Derby are recruiting for a Mortgage Administrator / Paraplanner....

Specialising in providing specifically tailored mortgages, Insurance and loans. As a Mortgage Administrator / Paraplanner you will be responsible for the following; but not limited to.

Key Responsibilities

• Assist Mortgage Advisors with the administration and mortgage applications

• Liaise with Advisors and its clients on the process of each application

• Assisting with writing reports and letters.

• Preparing necessary paperwork and application forms for client meetings.

• Attend client meetings if required, providing a professional service both face to face and over the telephone.

• Meeting Preparation for existing clients, where required

• Maintain Back Office systems

• Diary Management

• General Telephone enquiries relating to existing business Skills & Experience Required:

• Previous experience in Mortgages or Mortgage Administration

• Strong communication skills. • PC Literate (Microsoft Word, Excel, Outlook etc.).

• Good organisation and planning skills.

Training / Support:

The successful candidate will be provided with training and guidance along the way.

Salary:

£18,000 - £22000 depending on experience. Plus excellent benefits.

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