Mortgage Paraplanner

**The Company**

Boutique wealth planner, asset manager and employee benefits specialist. The company has been awarded Corporate Chartered status by the Chartered Insurance Institute - the industry gold standard for financial planners evidencing ethical practice, professional,competent, and knowledgeable advice, and a commitment to providing service and support of the highest quality.

**The role**

**Summary of Accountabilities**
- Provide Keyfacts Illustrations in advance of client meetings
- Preparation and sending of client agreements via DocuSign
- Enter new cases on Intelligent Office and keeping mortgage data up-to-date
- Liaise with lenders, insurance companies, solicitors and clients ensuring all requirements are met e.g. medical examinations, obtaining evidence of earnings, completion of any questionnaires, and recording and tracking these procedures on Intelligent Office
- Deal with correspondence and produce standard letters and suitability letters

**Experience and Qualifications**
- Have at least 4 years recent experience in a busy mortgage broking environment
- Have good general knowledge of life and mortgage related products and legislation
- Demonstrate an understanding of the provision of advice to clients in a compliant manner and an understanding of record keeping requirements
- Ideally, be familiar with the systems and software used by HFMC Wealth to perform the role, including Intelligent Office, Volume, Mortgage Brain and IRESS
- Be proficient in the use of Microsoft Office packages (computer literacy is a pre-requisite for this role)
- Be a confident communicator and demonstrate an ability to work collaboratively with others, delivering a consistently high level of service to HNW clients and providers/lenders
- Mortgage CeMap required, with the aim to study for Equity Release Exam and/or Mortgage Diploma if not already obtained